Mobile Field Operations

Target release	Mifos X 16.xx
Epic
Document status	DRAFT
Document owner	Ed Cable
Designer
Developers
QA

Goals

Tools to enable far-reaching field operations in remote areas including mobile, tablet, and offline devices.

Background and strategic fit

Many of our customers work in rural and outlying regions and need their field operations staff to be connected to their clients and their data at all times. They need access to data on and offline and to have the full power of Mifos X in their mobile devices so they can reduce the costs of serving their clients.

Assumptions

For smartphones and tablets, we will primarily design and build for the Android operating system given the ubiquity of the platform, low cost of devices and extensibility of the platform.
Ability for data collection needs to be available on and offline - while connectivity is rapidly expanding, many of our customers still require offline data entry
Offline data entry will be centered around mobile devices but our customers still require browser-based solutions for offline data capture.
Mobile financial services is separate from mobile field operations and is a separate topic
Mobile field operations is focused on the operational staff of the financial institution and is separate from mobile banking which is client-facing.

Customers

Customer	Location	Description	Status	Smartphone	Tablet	Offline - Mobile	Offline-Browser
Financial Institution Name	Country	Overview of Requirements		Processes to be supported	Processes to be Supported	Processes...	Processes...
TCP Global	Colombia,			Translation into Spanish Translation into French		Create new clients Create new loans Enter repayments	Create new clients Create new loans Enter repayments
Digamber Finance				See Mobile Use Cases - Digamber Finance			Need to operate in areas of low connectivity.
Nuru International
Esperanza				GPS Tagging Client - Business, Home, Group Client Repayment History Client Application History Client Photo ID Client BIO ID Digital Submission of Application Offline Capabilities		Loan and account registration
Global Finance Cameroon				Client Information Name, tribe, quater, date of admission, issued by, date of issue, and now for contribution labels. Name, date , name of member you are contributing to, amount, debt. Transactions Registration fees, annual dues, rally dues, harvest thank givings, admission of new members, evangelism, pastor s visit, prison visit, hospital visit, church contribution.
Cellos Tech						Store and forward capabilities	Store and forward capabilities
Intrasoft	Kenya			See Mobile Use Cases - Intrasoft (Zayyad)
AFP (led by FINA	Laos	FINA built a offline android client and server-based solution to provide a payment mechanism to manage the delivery of cash stipends to the rural poor in Lao PDF	Completed - Production			Transactions can be captured in the field while offline and uploaded and synced with database when online once again.

Requirements

See Mifos X Android App Requirements documented for GoogleServe volunteer event.

#	Title	User Story	Importance	Notes
1
2

User interaction and design

See Mifos Android Mockups.pdf

Questions

Below is a list of questions to be addressed as a result of this requirements document:

Question	Outcome