Project Summary

Goals

• • Implement back-end logic in MifosX required to make information available to the client impact portal
  • Implement UI and back-end logic of the Client impact portal

Background, Impact, and User Need

Microfinance institutions usually work with various external parties, such as funders or investors. Using the data that is available in MifosX we would like to offer those stakeholders a seperate portal showing accurate and high-level information about the institution that would otherwise be reported manually by the institution. This information helps them in their decision making processes, but also enables them to assess the broader impact they are having with their funding.

Following high level information will be fetched from back end to show in front end UI application.

Deliverables

1. Back end API code for impact portal (source code with comments and test cases)
   1. Generating the datapoints listed above for clients, loans, savings
      1. Writing the SQLs
      2. Adding the APIs
   2. Datapoints generated and cached in the DB for performance
2. Update API documentation and wiki page
   1. How to use this new API endpoint for retrieving data
   2. How to extend the number of datapoints
3. Impact Portal Front end (Source code)
4. User manual/ Documentation 

Project Implementation Plan

1. Creating Impact Portal Front end

• • Basic User log in windows/UI

• • Front end application storage/sql for user accounts

    2. Back end user login for front end requests
    3. Run report API changes for retrieve high level client details

• • Clients

• • Loans

• • Savings

   4. Front End development to view user data
   5. testing/documentation

Schedule/Timeline

Schedule upto mid term evaluation

Schedule from mid term to final evaluation. 

Additional Resources

Requirements

Assumptions

User Stories

User interaction and design

Questions

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

Not Doing