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
Integrating the existing data import tool with Apache Fineract
Fix all the present bugs in the import tool
Add new category of imports (Offices, CoA, Users, staff)
Enhance the import features based on user feedback
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.
Advantages of merging the code with platform:
- Bulk upload API will always be in sync with platform APIs.
- Easy of build UI for bulk upload inside Community-App.
- Import will be much faster as we are eliminating one tier.
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 or needs to import offices, staff
- 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 SA/FDA/RDA, user has to configure SA/FDA/RDA products by using Fineract prototype app
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 | |
| 5 | Import Loan portfolio | As a user I should be able to load loan accounts | Must Have | |
| 6 | Import Loan Repayments | As a user I should be able to load loan repayments | Must Have | |
| 7 | Import Savings portfolio | As a user I should be able to load savings accounts | Must Have | |
| 8 | Import Savings Transactions | As a user I should be able to load savings transactions | Must Have | |
| 9 | Import FD accounts | As a user I should be able to load FD accounts | Must Have | |
| 10 | Import FD Transactions | As a user I should be able to load FD transactions | Must Have | |
| 11 | Import RD accounts | As a user I should be able to load RD accounts | Must Have | |
| 12 | Import RD transactions | As a user I should be able to load RD transactions | Must Have | |
| 13 | Import Journal Entries | As a user I should be able to load all journal entries | Must Have | |
| 14 | Import Guarantors | As a user I should be able to load guarantor details | Must Have | |
| 15 | Import Closing of Savings Accounts | As a user I should be able to load closing of savings accounts | Must Have |
User interaction and design
Mockup screens
Under Admin->Organization, there should new menu item to import bulk data. By selecting this menu item the following screen shall be displayed
By selecting these options user will be provided to load corresponding data. And the import option will be provided in screens where actual entities are created. For example user can import the clients from clients listing view.
By selecting Import Clients option, following screen should be displayed.
Groups import options
Savings Accounts and their transactions can be imported with the following screens. This screen(s) should be shown by selecting Import Savings Accounts and Import Savings Transactions option(s) under Import Bulkdata
Loan Accounts and their transactions can be imported with the following screens. This screen(s) should be shown by selecting Import Loan Accounts and Import Loan Accounts Transactions option(s) under Import Bulkdata
Questions
Below is a list of questions to be addressed as a result of this requirements document:
| Question | Outcome |
|---|---|