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-- Entity: Salutation insert into lookup_value(lookup_id,entity_id,lookup_name) values (2000, 15, 'Salutation-Mr'), (2001, 15, 'Salutation-Mrs'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2000,1, 2000,'Mr'), (2001,1, 2001,'Mrs'); -- Entity: MaritalStatus insert into lookup_value(lookup_id,entity_id,lookup_name) values (2002, 17, 'MaritalStatus-Single'), (2003, 17, 'MaritalStatus-Married'), (2004, 17, 'MaritalStatus-Seperated'), (2005, 17, 'MaritalStatus-Widow'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2002, 1, 2002, 'Single'), (2003, 1, 2003, 'Married'), (2004, 1, 2004, 'Seperated'), (2005, 1, 2005, 'Widow'); -- Entity: Citizenship insert into lookup_value(lookup_id,entity_id,lookup_name) values (2006, 18, 'Citizenship-RomanCatholic'), (2007, 18, 'Citizenship-ProtestantBaptistPentecostal'), (2008, 18, 'Citizenship-BornAgainChristian'), (2009, 18, 'Citizenship-SeventhDayAdventist'), (2010, 18, 'Citizenship-IglesiaNiKristo'), (2011, 18, 'Citizenship-JehovahsWitness'), (2012, 18, 'Citizenship-LatterDaySaints'), (2013, 18, 'Citizenship-Islam'), (2014, 18, 'Citizenship-Others'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2006, 1, 2006, 'Roman Catholic'), (2007, 1, 2007, 'Protestant Baptist Pentecostal'), (2008, 1, 2008, 'Born Again Christian'), (2009, 1, 2009, 'Seventh Day Adventist'), (2010, 1, 2010, 'Iglesia Ni Kristo'), (2011, 1, 2011, 'Jehovahs Witness'), (2012, 1, 2012, 'Latter Day Saints'), (2013, 1, 2013, 'Islam'), (2014, 1, 2014, 'Others'); -- Entity: Ethinicity insert into lookup_value(lookup_id,entity_id,lookup_name) values (2015, 19, 'Ethinicity-Yes'), (2016, 19, 'Ethinicity-No'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2015, 1, 2015, 'Yes'), (2016, 1, 2016, 'No'); -- Entity: EducationLevel insert into lookup_value(lookup_id,entity_id,lookup_name) values (2017, 20, 'EducationLevel-Elementary'), (2018, 20, 'EducationLevel-High School'), (2019, 20, 'EducationLevel-College'), (2020, 20, 'EducationLevel-Vocational'), (2021, 20, 'EducationLevel-None'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2017, 1, 2017, 'Elementary'), (2018, 1, 2018, 'High School'), (2019, 1, 2019, 'College'), (2020, 1, 2020, 'Vocational'), (2021, 1, 2021, 'None'); -- Entity: PersonnelTitles insert into lookup_value(lookup_id,entity_id,lookup_name) values (2022, 29, 'PersonnelTitles-ProgramOfficer'), (2023, 29, 'PersonnelTitles-ProgramUnitSupervisor'), (2024, 29, 'PersonnelTitles-BranchAccountant'), (2025, 29, 'PersonnelTitles-BranchAccountantAssistant'), (2026, 29, 'PersonnelTitles-BranchManager'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2022, 1, 2022, 'Program Officer'), (2023, 1, 2023, 'Program Unit Supervisor'), (2024, 1, 2024, 'Branch Accountant'), (2025, 1, 2025, 'Branch Accountant Assistant'), (2026, 1, 2026, 'Branch Manager'); -- Entity: BusinessActivities insert into lookup_value(lookup_id,entity_id,lookup_name) values (2027, 21, 'BusinessActivities-BuyAndSell'), (2028, 21, 'BusinessActivities-Vending'), (2029, 21, 'BusinessActivities-SariSariStore'), (2030, 21, 'BusinessActivities-Retailing'), (2031, 21, 'BusinessActivities-Dressmaking'), (2032, 21, 'BusinessActivities-Garments'), (2033, 21, 'BusinessActivities-Handicrafts'), (2034, 21, 'BusinessActivities-FoodProcessing'), (2035, 21, 'BusinessActivities-SoapMaking'), (2036, 21, 'BusinessActivities-PerfumeMaking'), (2037, 21, 'BusinessActivities-DishwashingDetergentMaking'), (2038, 21, 'BusinessActivities-BeadsAccessoriesMaking'), (2039, 21, 'BusinessActivities-Tailoring'), (2040, 21, 'BusinessActivities-Upholstery'), (2041, 21, 'BusinessActivities-Vulcanizing'), (2042, 21, 'BusinessActivities-DoormatMaking'), (2043, 21, 'BusinessActivities-TricycleOperator'); insert into lookup_value_locale(lookup_value_id,locale_id,lookup_id,lookup_value) values (2027, 1, 2027, 'Buy And Sell'), (2028, 1, 2028, 'Vending'), (2029, 1, 2029, 'Sari Sari Store'), (2030, 1, 2030, 'Retailing'), (2031, 1, 2031, 'Dressmaking'), (2032, 1, 2032, 'Garments'), (2033, 1, 2033, 'Handicrafts'), (2034, 1, 2034, 'Food Processing'), (2035, 1, 2035, 'Soap Making'), (2036, 1, 2036, 'Perfume Making'), (2037, 1, 2037, 'Dishwashing Detergent Making'), (2038, 1, 2038, 'Beads Accessories Making'), (2039, 1, 2039, 'Tailoring'), (2040, 1, 2040, 'Upholstery'), (2041, 1, 2041, 'Vulcanizing'), (2042, 1, 2042, 'Doormat Making'), (2043, 1, 2043, 'Tricycle Operator'); |
Roles and Permissions
- Relaunched application with all the reference data as shown above.
- Manually created five roles (Branch Accountant, Branch Accountant Assistant, Branch Manager, Program Officer, Program Unit Supervisor)
Model Organisation
After ensuring configuration, reference data is setup correctly for application, its time to add organizational items that are central to how mifos application works.
Model Office Hierarchy and offices
- There are ~100 offices of which ~70 are branches so there are other types of offices. An office hierarchy of Head Office -> Regional Office -> Area Office -> Branch Office is used (dropped divisional office)
- Manually created the first 11 offices: Customer Head Office, Luzon, North Luzon, Central Luzon, Capas, NCR, NCR North, Tandang Sora, Bulacan, Meycauayan, Valenzuela of which 4 were branch offices Capas, Tandang Sora, Meycauayan, Valenzuela.
NOTE: Only created first 11 up as far as Valenzuela as I want to migrate data for this branch into mifos.
Model Personnel/Staff/Application Users
- The first data to be migrated is for a specific branch-loan-officer-group so I manually create a Personnel as a loan officer and associate with Valenzuela branch.
Model Financial Products
- There is one general loan product available so manually created loan product.
- Didn't have much info on savings product so manually created volunatry savings product.