MFI Configuration

MFI Configuration relates to the customization for the hosting Micro Finance Institution. This includes definition for Locale, Chart Of Accounts, local labels for Mifos entities, Funds and Checklists.

MFI Configuration Class Diagram — by Kevin Shea — last modified 2008-03-01 10:45

Includes the classes related to configuring the system for the local MFI.

Locale Class Diagram — by Kevin Shea — last modified 2008-03-01 10:45

Locale represents the information about the location that tyhe MFI operates including Country, Language, Currency, and Timezone. Also includes definition of the work week.

Custom Fields — by Kevin Shea — last modified 2008-03-01 10:45

Custom Fields can be defined to extend the data normally kept by Mifos. Custom Fields can be defined for Offices, Customers, or Accounts. The fields can be used to capture text, date or numeric data. The system allows the system administrator to make the custom fields mandatory and to change the labels for such fields using a Lookup feature.

Chart Of Accounts — by Kevin Shea — last modified 2008-03-01 10:46

Chart of Accounts represents the organization of an Accounting Ledger. This includes assets, liabilities, and capital.

Lookup Class Diagram — by Kevin Shea — last modified 2008-03-01 10:46

Provodes means to customize labels and values for various concepts in Mifos for local use.

Fund Class Diagram — by Kevin Shea — last modified 2008-03-01 10:46

Funds are donations or grants provided to the MFI specified purpose. Such funds remain even when the specified purpose is achieved and accomplished since they would be accounted for as sources of funding which remain in equity. Sources of funds can be managed (created and modified) at the HO and other offices will inherit the details of these funds. The defined funds will be associated with loan product instances through loan product definition. When a new fund is created or an existing fund is modified, the additions/modifications should be reflected in the list of funds in each loan product instance

Checklist Class Diagram — by Kevin Shea — last modified 2008-03-01 10:46

Checklists are used to communicate the internal processes (as a reminder of guidelines) required before certain state movements of accounts or customer records can proceed. Each time a user attempts changing the state of an account or customer record, the Checklist defined for that state change is shown to the user. The user can read through the checklist and make sure all the requirements are met. These checklists will be associated with all workflows for accounts and client records but are not automated. Checklists will be defined by the HO and associated with certain states of customer records or accounts. Checklists will not be attached to individual customer records/accounts, but are displayed in between state changes. It provides a set of “reminders” to the user.

Meeting Class Diagram — by Kevin Shea — last modified 2008-03-01 10:46

MFIs that work under the group lending model (ie, not a teller model) conduct meetings regularly for their centers and groups. These meetings are held to fulfill one or more of the following objectives: -Provide an interaction platform for the LOs and the clients (both current and potential). - Solve queries and doubts of the clients. - Disburse loans, collect repayments for loans disbursed, and collect deposits for savings accounts. Provide training or serve as platform to set training schedules with relevant groups, clients, etc. The Meeting definition includes where the Meeting will take place, when the series of meetings start and stop and when they will occur.

Survey Class Diagram — by Kevin Shea — last modified 2008-03-01 10:46

Surveys are instruments for collecting information about a user or group. These are used for things like, Loan Application, Poverty Assessment, Impact Measurement, Exit Survey, Collateral Survey, etc. Mifos system will allow users to define questions and surveys. A common "Question Bank" will be created. Questions can be chosen from this bank and a survey can be defined. Surveys can be attached to clients, groups, centers, loan accounts, and savings accounts. The same survey can be attached multiple times to the same entity to track historical changes over time.