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Project Summary
Goals
- Implement back-end logic in MifosX required to make information available to the client impact portal
- Implement UI and back-end logic of the Client impact portal
Background, Impact, and User Need
Microfinance institutions usually work with various external parties, such as funders or investors. Using the data that is available in MifosX we would like to offer those stakeholders a seperate portal showing accurate and high-level information about the institution that would otherwise be reported manually by the institution. This information helps them in their decision making processes, but also enables them to assess the broader impact they are having with their funding.
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Loans | Description |
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Outstanding Loans (principal) | Outstanding principal of all outstanding loans of the institution |
Outstanding Loans (number) | Total number of all outstanding loans of the institution |
PAR 1 (%) | The outstanding principal of all outstanding loans of the institution that have at least one payment >1 day in arrears divided by the Outstanding Loans and shown as a % |
PAR 30 (%) | The outstanding principal of all outstanding loans of the institution that have at least one payment >30 day in arrears divided by the Outstanding Loans and shown as a % |
Savings | Definition |
Voluntary Savings (amount) | Sum of the balances of all voluntary savings accounts in the institution |
Compulsory Savings (amount) | Sum of the balances of all compulsory savings accounts in the institution |
Clients | Definition |
Total number of clients | The total number of clients that have at least one outstanding loan and/or an open position (savings, deposits) |
Deliverables
- Back end API code for impact portal (source code with comments and test cases)
- Generating the datapoints listed above for clients, loans, savings
- Writing the SQLs
- Adding the APIs
- Datapoints generated and cached in the DB for performance
- Generating the datapoints listed above for clients, loans, savings
- Update API documentation and wiki page
- How to use this new API endpoint for retrieving data
- How to extend the number of datapoints
- Impact Portal Front end (Source code)
- User manual/ Documentation
Project Implementation Plan
- Creating Impact Portal Front end
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4. Front End development to view user data
5. testing/documentation
Schedule/Timeline
Additional Resources
Requirements
Assumptions
User Stories
# | Title | User Story | Importance | Notes |
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1 | ||||
User interaction and design
Questions
Below is a list of questions to be addressed as a result of this requirements document:
Question | Outcome |
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