Search

Mifos system will support the following searches: Name and ID. User will not need to specify the type of search. System should be able to determine whether/not the search keyword is a client name or account system ID. The system should perform a name search first and in case no results are found, system should perform an ID search.

• 20 search results will be displayed per page
• Total number of search results will be displayed.
• User will be allowed to navigate to the next and previous search result pages.

Type I - Customer Name Search

• Like search by client/group/center name will be supported
• The search results will include all names in user’s data scope starting with the user specified keyword. This keyword could be the first name, or second last name or the last name of the client. System should search for the keyword in each one of these names. Note: Middle name will not be included in the search.
• Example- A search query for john will result in all client, group and center names that start with john (Like <value>%).
• Client name can consist of more than one word in any of first/second/last name. For example, first name for a client could be “Anne Marie”. In such cases, system will consider this as one single word and perform a “like search” accordingly.
• Example- if user searches for “an” or “anne m”, “anne marie” will be one of the result. But if the user searches for “marie”, “anne marie” will not be a search result.
• The search can be done on all branches within user’s data scope or specified branch.
• Sorting:  The search results will be grouped by the client type, that is, “Clients” will be followed by “Groups” followed by “Centers”. For each client type, multilevel sorting on the search results will be done.
• First level sorting- Clients will be sorted by last name and then first name (Middle name and second last name will not be considered in the sorting). Groups and centers will be sorted by group/center names.

Type II - General ID Search

Exact search by client/group/center ID will be supported.

• To search for client ID, user will be required to specify the exact ID to be searched for. In case an incomplete ID is entered, no search results will be displayed
• The following system IDs can be searched for: Client ID, Group ID, Center ID, Loan Account ID and Savings account ID.
• The search can be done on all or specified branch in the user’s data scope.
• The structure of search results will depend on the type of ID.

Search Structure

• Search results will have the following links if the search is performed on client/group/center ID or name:
• Client/group/center details page
• Loan account(s) details page for theclient
• Savings account(s) details page for the client
• Parent information- Branch home page of the client; Center details page of the client and Group details page of the client
• The search results for client/group/center ID and name will contain all the above information in the following structure:

• Search results will have the following link if the search is performed on loan/savings account system ID:
• Account Details Page of the Searched ID

Type III - Group Name Search

• To create a new client record in the system and assign client to a group, user will be required to search for groups.
• System will support a like search on group name. The search results will have all the groups in user’s data scope and starting with the keyword searched for.
• The structure of the results will be as shown below:                                                 

• The structure will display the branch and center of the group. The user will not be allowed to navigate to the branch/center or group details page from the search results page.
• This search will also be used to transfer client to another group in same/different branch.
• Sorting: The search results will be sorted first by the branch name, followed by center name followed by group name.

Type IV - Center Name Search

• To create a new group record in the system and assign group to a center, user will be required to search for centers.
• System will support a like search on center name. The search results will have all the centers in user’s data scope and starting with the keyword searched for.
• The structure of the results will be as shown below:                                                                       

• The structure will display the branch of the center. The user will not be allowed to navigate to the branch or center details page from the search results page.
• This search will also be used to transfer group to another center in same/different branch.
• Sorting: The search results will be sorted first by the branch name, followed by center name.

Type V - System User Name Search

• To view a system user, “Like search” on the user name will be supported.
• The search results will include all names in user’s data scope starting with the user specified keyword. This keyword could be the first name or the last name of system users.
• Sorting: The search results will be sorted by the office name, followed by the last name of system user.
• The structure of the search results will be as shown below:                                                                                                                                                                   

Browsing

Mifos system will allow users to browse to related pages/entities

Type I

• From the Clients & Accounts landing page, the following navigation will be permitted:
• From the list of branches (in user’s data scope), list of all Loan officers of a particular branch can be accessed.
• From the list of Loan officers, list of all active centers (groups in states other than cancelled and closed- in case center hierarchy does not exist) of a particular Loan officer can be accessed
• User will be allowed to navigate to the selected center details page from the above list.
• In case the user is a Loan Officer, the Clients & Accounts landing page will have the list of all centers (groups in case center hierarchy does not exist) assigned to the user
• If a branch has no Loan Officers, the “search a loan officer” box should display the message “No Loan officers available”
• If an LO has no centers assigned to him/her (groups, in case center hierarchy does not exist), the “select a center/group” box should display the message- “No centers/groups” available.

Type II

From the details page of any entity (client, group, center, loan account, savings account), following navigation will be permitted:

On a client details page, user will be allowed to navigate to the following pages:

• Branch home page of the client
• Center and group details page of client
• Loan accounts detail pages of client
• Savings account details pages of the clients
• Client charges page

On a group details page, user will be allowed to navigate to the following pages:

• Branch home page of the group
• Center details page of group
• Loan accounts detail pages of group
• Savings account details pages of the group
• Group charges page
• Clients’ details page of the clients belonging to the group

On a center details page, user will be allowed to navigate to the following pages:

• Branch home page of the center
• Groups’ details page of the groups belonging to the center
• Savings account details pages of the center
• Center charges page

On a loan account details page, user will be allowed to navigate to the following pages:

• Branch home page of the account owner
• Center and group details page of account owner
• Account owner’s detail page

On a savings details page, user will be allowed to navigate to the following pages:

• Branch home page of the account owner
• Center and group details page of account owner
• Account owner’s detail page

On Client charges page, user will be allowed to navigate to the following pages:

• Branch home page of the client
• Center, group and client’s details page of client

Out of Scope for Version 1.0

• Like search for system ID’s
• ID search in case of client/group creation