Self-Service Channels
Target release | Mifos X 16.xx |
|---|---|
Epic | |
Document status | DRAFT |
Document owner | @Ed Cable |
Designer | |
Developers | |
QA |
Goals
Client-level APIs to enable client with permissions and data scoping as authenticated users
Background and strategic fit
Supports following use cases:
Self-Service Portals: web-based online banking interface, SMS/USSD information portal for inbound SMS & pull notifications, client-facing direct banking smartphone app
USSD/SMS interfaces for initiating transactions
Agent-based models: agent banking, PAYG
Assumptions
Customers
Customer | Location | Description | Status | USSD Interface | Self Service - Mobile | Self Service - Web | Mobile Wallet | Agent |
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Financial Institution Name | Country | Overview of Requirements |
| Processes to be supported | Processes to be Supported |
| Processes... | Processes... |
Musoni Services |
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| Android-based client being built by JP Morgan |
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Grooming MF | Nigeria |
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Upscale Consultancy Services |
| For the NBFC, they need to do a lot of pre-boarding for their client (lead generation) via self-service channels. |
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| 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. |
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ePay Kenya | Kenya |
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PayGoSol (Ensibuuko) | Uganda |
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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 |
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CashCare India | India | E-commerce credit services |
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| Access to customers to view their basic details and do a lot of self service activities from their machines. |
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Elevate Africa |
| Inbound SMS |
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| Self-Service via USSD or SMS, i.e. send shortcodes to number to retrieve account balances, etc. |
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Requirements
See Self Service Portal (Client-Level APIs) for current design.
Title | User Story | Importance | Notes | |
|---|---|---|---|---|
| 1 | ||||
| 2 |
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User interaction and design
Questions
Below is a list of questions to be addressed as a result of this requirements document:
Question | Outcome |
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