THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
Goals
- Describe a baseline set of high level functionality required in Fineract-CN to elicit interest from a wide community of users, partners and implementors
Background and strategic fit
Assumptions
Requirements
| # | Module | Title | Overview | Importance | Fineract CN support | Fineract 1.x support | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Office and Staff | Manage offices | Supporting for creating, editing and deleting offices and collecting them in a hierarchy | Must Have | Yes (needs QA) | Yes | |
| 2 | Manage staff | Ability to manage staff within offices and associate user logins to them | Must Have | Yes (needs QA) | Yes | ||
| 3 | Customers | Customer Management | Ability to create and manage customers along with organization specific structured data | Must Have | Yes (needs QA) | Yes | |
| 4 | KYC | Ability to associate KYC documents with customers | Must Have | Yes (needs QA) | Yes | ||
| 5 | Loans | Term Loans | Ability to create and service term loan(s) with either - No-interest | Must Have | ??? | Yes | |
| 6 | Revolving credit loans | Ability to create and service revolving credit, which is conceptually similar to a credit card / overdraft account but has some form of agreed upon repayment schedule associated with it. | Good to Have | ??? | No | ||
| 7 | Deposits | Transactional accounts | A transactional account having support for overdrafts and overdraft interest posting | Must Have | ??? | Yes | |
| 8 | Accounting | COA and journal entries | Accounting module with support for creating COA and manual journal entries | Must Have | Yes (needs QA) | Yes | |
| 9 | Integrated accrual accounting | Integrated accrual accounting(supporting GAAP standards) for loans and savings | Must Have | ??? | Yes | Fineract 1.x lacks (daily) accrual accounting support for deposits | |
| 10 | Customer Access | Self service API Gateway | Self service API's with customer authentication & authorization. | ||||
| 11 |
Questions
Below is a list of questions to be addressed as a result of this requirements document:
| Question | Outcome |
|---|---|