THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
Goals
- Allowing Micro Finance Organizations to move from their excel based systems to Apache Fineract by importing their existing portfolio
Background and strategic fit
If any Micro Finance Institution wants to move to Apache Fineract platform, there is no way they can import their existing portfolio into the system. It will consume too much time if they need add their portfolio one by one. So there is a need to provide an option to import their existing portfolio in bulk by supporting different entity level API(s). Mifosx had an external tool, but it is becoming out of sync with platform frequently. So there is a request from community to redesign this tool and add as part of platform.
Assumptions
- User will download excel based templates and input the data into those excels and imports the data into Fineract platform
Requirements
| # | Title | User Story | Importance | Notes |
|---|---|---|---|---|
| 1 | Import Centers | As a user I should be able to load Centers into fineract platform | Must Have | User needs to add Offices and Staff by prototype-app |
| 2 | Import Groups | As a user I should be able to load groups into fineract platform | Must Have | User needs to add Offices and Staff by prototype-app |
| 3 | Import Individual Clients | As a user I should be able to load individual clients into fineract platform | Must Have | |
| 4 | Import Corporate Clients | As a user I should be able to load corporate clients into fineract platform | Must Have |
User interaction and design
Questions
Below is a list of questions to be addressed as a result of this requirements document:
| Question | Outcome |
|---|---|