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Target releaseFineract 1.0
Epic
Document statusDRAFT
Document owner

Nazeer Shaik

Designer
Developers
QA

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
  • Before importing Centers, Groups, Clients user needs to add Offices and Staff by using Fineract prototype app
  • Before importing Loan portfolio user has to configure/add Currency details, Funds details, Charges, Loan Product configurations, Payment Types, Code and Code values
  • Before importing Savings accounts and transactions, user has to configure savings products by using Fineract prototype app

Requirements

#TitleUser StoryImportanceNotes
1Import CentersAs a user I should be able to load Centers into fineract platformMust HaveUser needs to add Offices and Staff by prototype-app
2Import GroupsAs a user I should be able to load groups into fineract platformMust HaveUser needs to add Offices and Staff by prototype-app
3Import Individual ClientsAs a user I should be able to load individual clients into fineract platformMust Have 
4Import Corporate ClientsAs a user I should be able to load corporate clients into fineract platformMust Have 
5Import Loan portfolioAs a user I should be able to load loan accountsMust Have 
6Import Loan RepaymentsAs a user I should be able to load loan repaymentsMust Have 
7Import Savings portfolioAs a user I should be able to load savings accountsMust Have 
8Import Savings TransactionsAs a user I should be able to load savings transactionsMust Have 
9    

User interaction and design

Questions

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

QuestionOutcome

Not Doing

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