Mobile Field Operations App Requirements
Target release | |
|---|---|
Epic | |
Document status | DRAFT |
Document owner | @Ed Cable |
Designer | |
Developers | |
QA |
Goals
Create a native app experience, that allows mobile field officers to view and edit data in the field in both on and off-line setting.
Background and strategic fit
More and more MFIs are looking to reduce the amount of paper and manual processes in their operations - mobile field operations facilitate this transition to paperless by enabling more processes to be conducted directly out in the field. For most MFIs, this mobile app will be a secondary way to access Mifos allowing loan officers to be better informed and more efficient while serving customers in rural areas. For some in areas of limited or no connectivity at their branch offices, this could be the primary way to access Mifos, with mobile devices serving as thin clients. With Mifos installed in the cloud, they could perform their day to day operations in offline mode on their mobile and then sync with the cloud when they have connectivity.
Assumptions
Users will primarily access this from an Android smartphone.
Users will also be accessing this from other phones (feature phones, Windows phone, iOS) so cross-platform might also be a factor.
This application is designed for usage by field staff of a financial institution (i.e. this isn't for a customer to conduct mobile payments or transactions).
Requirements
# | Category | Title | User Story | Importance | Notes | Off-line? | Optimal Device | Native Functions |
|---|---|---|---|---|---|---|---|---|
1 | Authentication | Select instance/tenant of Mifos X and log in |
| P1 |
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| Inherit proper data scope and permissions |
| P1 |
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2 | Data Retrieval | Search and retrieve list of clients | The loan officer should be able to look up a client by various parameters (name, account_number, government_id, branch, center, group) to retrieve details client record. | P1 |
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| View client and basic client info |
| P1 |
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| Smartphone |
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| View full client details |
| P1 |
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| View client loan summary |
| P1 |
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| View active client loans, relevant details, and transaction histories |
| P1 |
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| View closed and inactive loans |
| P3 |
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| View chats, performance summaries, and other key client indicators. |
| P3 |
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3 | Data and Transaction Entry | Edit basic client details |
| P1 |
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| Enter individual loan payments |
| P2 |
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| Enter loan payments in bulk (thru collection sheet) |
| P2 |
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| Disburse loan |
| P3 |
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| Adjust, reverse, redo loan transactions |
| P3 |
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| Enter savings deposits |
| P2 |
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| Enter savings withdrawals |
| P2 |
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| Apply transfers between accounts |
| P3 |
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| Apply and collect fees |
| P2 |
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| Generate physical transaction receipt |
| P3 |
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| Generate an SMS transaction receipt |
| P3 |
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4 | Record Creation | Create a new client record |
| P3 |
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| Approve a new client |
| P3 |
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| Create a new group record |
| P4 |
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| Create a new center record |
| P4 |
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| Create a new loan account |
| P3 |
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| Approve new loan account | Mobile loan application processing | P4 |
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| Create new savings account |
| P3 |
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5 | Client Management | Collect additional client details |
| P3 |
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| Collect survey/question group type data | This could include a PPI or other social impact measurement, household survey, business survey, satisfaction survey, etc. | P4 |
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