Goals
- Portal for external stakeholders to view a summarized and drill-down view across multiple financial institutions and their clients.
- Portal stakeholders could be management, external investors, donors, sponsors, peer to peer investors
- Portal should include social, financial and operational performance.
Background and strategic fit
Assumptions
Customers
| Customer | Location | Description | Status | USSD Interface | Self Service - Mobile | Self Service - Web | Mobile Wallet | Agent |
|---|---|---|---|---|---|---|---|---|
| Financial Institution Name | Country | Overview of Requirements | Processes to be supported | Processes to be Supported | Processes... | Processes... | ||
| Musoni Services | Android-based client being built by JP Morgan | |||||||
| Upscale Consultancy Services | For the NBFC, they need to do a lot of pre-boarding for their client (lead generation) via self-service channels. | Self Service Mobile App - direct sales app which will allow for clients to apply for and upload KYC documents for loan applications. | Self Service Web App - direct sales web app which allow clients to apply for loans. | |||||
| ePay Kenya | Kenya | |||||||
| PayGoSol (Ensibuuko) | Uganda | |||||||
| Omexit | Kenya | Building USSD application and front and back-end for one of clients. Too steep of learning curve to understand all of Mifos X so just started building apps. Plans to port over to Mifos X/LF |
| |||||
| CashCare India | India | E-commerce credit services | Access to customers to view their basic details and do a lot of self service activities from their machines. | |||||
Requirements
| # | Title | User Story | Importance | Notes |
|---|---|---|---|---|
| 1 | ||||
| 2 |
User interaction and design
Questions
Below is a list of questions to be addressed as a result of this requirements document:
| Question | Outcome |
|---|---|