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Table of Contents

Introduction

The existing Mifos MIS (From July 2011 to September 2011, some ad-hoc work was done around re-implementing aspects of 'loan porfolio' functionality that existed in 'mifos 2.2.x and earlier) application consists of functionality around a number of areas useful to MFIs (portfolio management, accounting, reporting etc). At present, there is lots of improvements needed around the portfolio management functionality to make it more flexible for existing MFIs and more suitable and attractive for other MFIs not currently on mifos.

This project is concerned with re-implementing the portfolio management aspect of the MIS to build in the flexibility and extra functionality required in this area.

At present portfolio management in mifos encompasses the following:

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'. The purpose of this was to see was it possible to 'develop' substantial functionality on a 'volunteer time-basis'.

As a result of this we (Keith Woodlock & John Woodlock) sought funding to take the existing code for the prototype and begin work on 'laying the foundation for the next evolution of the Mifos platform'.

Project Timeline

  1. July 15th, 2011 - Project prosposed given transiation of mifos from grameen to mifos community.
  2. July 29th, 2011 - Delivered initial demo of improvements around loan lifecycle and date flexibility: see Mifos 2.2 versus MifosX - Loan lifecycle and date flexibility
  3. August 17th, 2011 - Delivered demo of improvements around loan schedule flexibility: see Mifos 2.2 versus MifosX - Loan repayment schedule flexibility
  4. September 9th, 2011 - demo of bulk upload/data migration for clients, loans (and loan repayments): see Mifos 2.2 versus MifosX - Bulk upload

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