| Target release | Mifos X 16.xx |
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| Epic | Link to related JIRA epic or feature |
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| Document status |  |
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| Document owner | Ed Cable |
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| Designer | Lead designer |
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| Developers | Lead developer |
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| QA | Lead tester |
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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 |
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| 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
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| 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
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| | | | | | | | |
| Cellos Tech | | | | | | Store and forward capabilities | Store and forward capabilities |
| | | | | | | | |
Requirements
| # | Title | User Story | Importance | Notes |
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| 1 | Short identifier for the story | Describe the user and what they are trying to achieve | Must Have | - Additional considerations or noteworthy references (links, issues)
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| 2 | | | | |
User interaction and design
Include any mockups, diagrams or visual designs relating to these requirements.
Questions
Below is a list of questions to be addressed as a result of this requirements document:
| Question | Outcome |
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| (e.g. How we make users more aware of this feature?) | Communicate the decision reached |
Not Doing
- List the features discussed which are out of scope or might be revisited in a later release.