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Feature Name
Name of feature. Describe the feature in 5 - 7 words. For example: "Declining balance interest calculation" or "Displaying previously saved attendance values in Bulk-Entry".
Sponsor portal for donors and investors
Overview
Feature Summary
- Brief 2-3 sentences summarizing the feature and overview of the functionality to be achieved. Some of this may be explained in the background section. An example for "declining balance" would be: This feature would allow MFIs to create loan repayment schedules with equal installments and interest based on the declining balance formulaThe sponsor portal would be used to track the impact of funds provided by donors and/or investors in the MFI. The donor/investor would be able to login to the portal and see detailed information on giving history, the current utilized portion of the funds, the loans that have been disbursed with the funds, the profiles of the clients to whom the loans belong, and impact tracking (if available).
Background and strategic fit
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- For institutions interested in providing transparent reporting to donors/investors, the sponsor portal would provide a scalable platform to do so, achieving greater depth with less manual report preparation. Improving relations with donors/investors helps establish long-term access to funding to fulfill the organization's mission.
Feature Requirements
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Requirements/User Stories
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| # | Title | User Story | Importance | Notes |
|---|---|---|---|---|
| 1 | Sponsor accounts showing group/individual loans with funding history | As a communications specialist, I need access to the system to see the different donations and account movement of the sponsor. The access should be accessible as an administrator, but should also include a view that displays the information as the donor sees it | Must Have | |
| 2 | Tabular reports on fund history | As a communications specialist, I need access to tabular reporting of the loans funded by donors/investors in order to prepare summaries to share with donors/investors. | Must Have | |
| 3 | Consolidated reports on all donors/investors | As a communications specialist (or finance officer), I quick access to summary information on donors/investors both for reporting and for knowing the available amounts in the various funds from which we can disburse loans. | Must Have | |
| 4 | Access to client information | As an donor/investor, I would like know details about the individuals who are being funded from my donation/loan in order to track the stewardship of the funds and reduce the perceived distance from the end beneficiaries. | Nice to Have |
Business Rules
Attributes
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Below is a list of questions to be addressed as a result of this requirements document:
| Question | Outcome |
|---|---|
Is the current Client Impact Portal sufficient to meet our requirements? Is it easy to customize? | pending... |
| Do the funds displayed in the Client Impact Portal map to the fund feature in the Mifos X user interface (from which loans can be disbursed, etc.)? | pending... |