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This subset of functionality in portfolio management will improve things for a number of MFIs using mifos and also attract other MFIs to use the software that previously did not.

Demo Details

You can access the latest demo of this prototype at:

Multi-tenant

Data is created for two organisations to demonstrate multi-tenant capability of mifosX over mifos 2.2.

Organisation Name

Allowed currencies

Indian MFI (INR)

Indian Rupee (INR)

West African MFI (XOF)

CFA Franc BCEAO (XOF)

By default Offices, Staff and Loan Products have being created for each organisation.

Indian MFI (INR) Organisation

Two offices have been created for this organisation:

  1. Indian MFI (INR) Head Office
  2. Indian Mfi Branch 1

One Staff member of type Loan Offcier is created for each office:

  1. Pradeep (head office)
  2. Udai (branch office)

Two *Loan Product*s are created for the organisation:

Name

Currency

Digits after decimal

Description

Income Generating Loan (Flexible)

INR

0

Flexible loan that allows user to edit principal and interest of installments at creation.

Income Generating Loan (Automatic)

INR

0

Loan with automatic generation of loan schedule using Flat interest calculation method.

The following users are created:

Username

Password

Permissions

Note

dataentry1

password

Full Loan Portfolio

is allowed execute all operations on loans (including with dates in the past)

West African MFI (INR) Organisation

Two offices have been created for this organisation:

  1. West African MFI (XOF) Head Office
  2. West African MFI Branch 1

One Staff member of type Loan Offcier is created for each office:

  1. Kojo (head office)
  2. Gayl (branch office)

Two *Loan Product*s are created for the organisation:

Name

Currency

Digits after decimal

Description

Income Generating Loan (Flexible)

INR

0

Flexible loan that allows user to edit principal and interest of installments at creation.

Income Generating Loan (Automatic)

INR

0

Loan with automatic generation of loan schedule using Flat interest calculation method.

The following users are created:

Username

Password

Permissions

Note

dataentry2

password

Full Loan Portfolio

is allowed execute all operations on loans (including with dates in the past)