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Date: Wed, 14 Jun 2017 18:17:42 +0000 (UTC)
From: Nikhil Pawar <nickrp89@gmail.com>
Reply-To: Nikhil Pawar <nickrp89@gmail.com>
To: Sendoro Juma <sendoro@singoafrica.com>,
	"dev@fineract.apache.org" <dev@fineract.apache.org>
Cc: Ed Cable <edcable@mifos.org>, Nayan Ambali <nayan.ambali@gmail.com>,
	Shaik Nazeer <nazeer.shaik@confluxtechnologies.com>
Message-ID: <145362393.11513614.1497464262423@mail.yahoo.com>
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Subject: Re: Requirement to capture Family details of client in Fineract
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archived-at: Wed, 14 Jun 2017 18:18:20 -0000

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Hi Sendoro,
Yes, you are correct regarding identification of family member. It was diff=
icult for me to develop functionality which would update/ delete a family m=
ember record and then I came up with a work around of identifying the recor=
d by using its =C2=A0client family member id.=C2=A0I am working on your req=
uirement to add identifiers and mobile number. Let me figure out a proper s=
tructure and would enhance the api.
As of now, I am not storing physical address of client family member, will =
that be problem/inconvenience ?If yes, we can discuss this further.
Regards,Nikhil=C2=A0

      From: Sendoro Juma <sendoro@singoafrica.com>
 To: dev@fineract.apache.org; Nikhil Pawar <nickrp89@gmail.com>=20
Cc: Ed Cable <edcable@mifos.org>; Nayan Ambali <nayan.ambali@gmail.com>; Sh=
aik Nazeer <nazeer.shaik@confluxtechnologies.com>; Sendoro Juma <sendoro@si=
ngoafrica.com>
 Sent: Wednesday, 14 June 2017 11:09 PM
 Subject: Re: Requirement to capture Family details of client in Fineract
  =20
Hello Nikhil,

Family member(s) identify proof; I think is important so that the informati=
on collected can be of verified.=20
Info. like ID #, ID Doc Type, Mobile # of the family members... //note Mobi=
le #should be in first page because nowadays it might be the easier thing t=
o verify.

I didn't see the address tab, I'm assuming that you will capture the physic=
al address.

My few cents.


Regards
Sendoro

----- Original Message -----
From: "Nikhil Pawar" <nickrp89@gmail.com>
To: "Sendoro Juma" <sendoro@singo.co.tz>
Cc: "Ed Cable" <edcable@mifos.org>, "Nayan Ambali" <nayan.ambali@gmail.com>=
, "Shaik Nazeer" <nazeer.shaik@confluxtechnologies.com>, "Nikhil Pawar" <ni=
ckrp89@gmail.com>, "dev" <dev@fineract.apache.org>
Sent: Wednesday, June 14, 2017 8:18:28 PM
Subject: Re: Requirement to capture Family details of client in Fineract

Hello All,

Please find mock up of Family detail screen in the below link.https://cwiki=
.apache.org/confluence/display/FINERACT/Family+Members+details

Kindly let me know if you have any feedback/changes/concerns with respect t=
o these screens.
Regards,Nikhil

=C2=A0 =C2=A0 =C2=A0 From: Nikhil Pawar <nickrp89@gmail.com>
 To: Sendoro Juma <sendoro@singo.co.tz>=20
Cc: Ed Cable <edcable@mifos.org>; Nayan Ambali <nayan.ambali@gmail.com>; Sh=
aik Nazeer <nazeer.shaik@confluxtechnologies.com>; dev <dev@fineract.apache=
.org>
 Sent: Monday, 12 June 2017 12:13 PM
 Subject: Re: Requirement to capture Family details of client in Fineract
=C2=A0=20
Hello Sendoro,
Thank you for your response.=C2=A0You are correct, we are using this inform=
ation for making inquiry with credit bureau and then reporting the standing=
 of client=C2=A0to credit bureau as well.(However, we are not using this in=
formation to determine the credit score ourselves)As you said, you are stor=
ing the identifiers of family members in custom fields. I am assuming that =
you must have created a separate =C2=A0table for family members and in that=
 table you are storing family identifiers as well.In order to simplify the =
design and be consistent with client model, we are planning to create a new=
 table for storing family members' identifiers(similar to m_client_identifi=
ers).Let us know, your take on this approach and would this be beneficial t=
o you.
Regards,Nikhil

=C2=A0 =C2=A0 =C2=A0 From: Sendoro Juma <sendoro@singo.co.tz>
 To: dev <dev@fineract.apache.org>; Nikhil Pawar <nickrp89@gmail.com>=20
Cc: Ed Cable <edcable@mifos.org>; Nayan Ambali <nayan.ambali@gmail.com>; Sh=
aik Nazeer <nazeer.shaik@confluxtechnologies.com>
 Sent: Friday, 9 June 2017 9:36 PM
 Subject: Re: Requirement to capture Family details of client in Fineract
=C2=A0=20
Hello Nikhil,

Apologies for delay.

As I said earlier if I get you correct!!! This relation and information are=
 considered=20
1. credit score
2. Away to recover loan...

How we use today
- using custom fields

What info required

Marital status[mandatory] [Options are: Single, Married, Divorced, Widowed]
Nationa Identity #=C2=A0 =C2=A0 =C2=A0 [Mandatory]

Identity Document Type:=C2=A0 {Options Passport, National ID, Driving Licen=
se, Election ID}
Mobile number#=20
Physical Address=20
=C2=A0 - Home Address
=C2=A0 - Work Address=20

Future Looking
TIN #=C2=A0 =C2=A0 =C2=A0 //Tax Identification Number
SSN #=C2=A0 =C2=A0 =C2=A0 //Social Security Number=20

Note that... it is becoming now that Mobile # needs to be considered mandat=
ory... reason being, future looking fintech... the mobile operator calls lo=
gs may be used to score credit worth of a customer... or related field kept=
.

Regards
Sendoro

----- Original Message -----
From: "Nikhil Pawar" <nickrp89@gmail.com>
To: "Sendoro Juma" <sendoro@singo.co.tz>
Cc: "Ed Cable" <edcable@mifos.org>, "Nayan Ambali" <nayan.ambali@gmail.com>=
, "dev" <dev@fineract.apache.org>, "Shaik Nazeer" <nazeer.shaik@confluxtech=
nologies.com>
Sent: Thursday, June 8, 2017 10:09:04 PM
Subject: Re: Requirement to capture Family details of client in Fineract

Hello Sendoro,

We wanted to further understand the requirement of adding the Identifiers t=
o family members.Could you please let us know, if you are currently using t=
his set up.If yes, how is storing identifiers corresponding to family membe=
rs helping you in your operations.
Regards,Nikhil

=C2=A0 =C2=A0 =C2=A0 From: Sendoro Juma <sendoro@singo.co.tz>
 To: dev@fineract.apache.org; Nikhil Pawar <nickrp89@gmail.com>=20
Cc: Ed Cable <edcable@mifos.org>; Nayan Ambali <nayan.ambali@gmail.com>; Sh=
aik Nazeer <nazeer.shaik@confluxtechnologies.com>
 Sent: Thursday, 25 May 2017 4:42 PM
 Subject: Re: Requirement to capture Family details of client in Fineract
=C2=A0=20
Dear Nikhil,

I immediate spot "Marital Status", missing=20

May be these are needed too to fully identify the person.

National Identity #=20
Identity Document Type:=20

Regards
Sendoro=20

----- Original Message -----
From: "Nikhil Pawar" <nickrp89@gmail.com>
To: "Nikhil Pawar" <nickrp89@gmail.com>, "Dev" <dev@fineract.apache.org>
Cc: "Ed Cable" <edcable@mifos.org>, "Nayan Ambali" <nayan.ambali@gmail.com>=
, "Shaik Nazeer" <nazeer.shaik@confluxtechnologies.com>
Sent: Thursday, May 25, 2017 2:05:25 PM
Subject: Re: Requirement to capture Family details of client in Fineract

Hello Devs,
Here are the proposed fields for the relationship table:=C2=A0Table name: m=
_family_members------------------------------------------------------------=
-----------------------=C2=A0=20
=C2=A0 - =C2=A0id =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 (long)=C2=A0=
=20

=C2=A0 - =C2=A0client_id =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 (long) (Foreign Key) links id of m_clien=
t=C2=A0=20

=C2=A0 - =C2=A0FirstName =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0(String)=C2=A0=20

=C2=A0 - =C2=A0MiddleName =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0(String)=C2=A0=20

=C2=A0 - =C2=A0LastName =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0(String)=C2=A0=20

=C2=A0 - =C2=A0Qualification =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=
=A0 =C2=A0 (String)=C2=A0=20

=C2=A0 - =C2=A0relationship_cv_id =C2=A0 =C2=A0 =C2=A0 =C2=A0 (long) (Forei=
gn Key) links id m_code_value=C2=A0=20

=C2=A0 - =C2=A0profession_cv_id =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 (long) (=
Foreign Key) links id m_code_value=C2=A0=20

=C2=A0 - =C2=A0Gender_cv_id =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=
=A0 (long) (Foreign Key) links id m_code_value=C2=A0=20

=C2=A0 - =C2=A0DateOfBirth =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0=
 =C2=A0 =C2=A0 (date dd:mm:yyyy)=C2=A0=20


Let me know, if you want to add additional fields.
Regards,Nikhil

=C2=A0 =C2=A0 =C2=A0 From: Nikhil Pawar <nickrp89@gmail.com>
 To: Dev <dev@fineract.apache.org>=20
Cc: Ed Cable <edcable@mifos.org>; Nayan Ambali <nayan.ambali@gmail.com>; Sh=
aik Nazeer <nazeer.shaik@confluxtechnologies.com>
 Sent: Wednesday, 24 May 2017 3:32 PM
 Subject: Requirement to capture Family details of client in Fineract
=C2=A0=20
Hello Devs,
During integration of Equifax India , I felt the need to capture the Family=
 details of the client in Fineract.Currently I have hard coded the values t=
o make things work as there is no provision in Fineract to store the detail=
s of Family.
=C2=A0However in the process of making the Integration generic, we would ha=
ve to capture these details in dedicated table.I would soon come up with th=
e design of the family details table.Meanwhile, if community members have a=
lternative suggestions, they are highly welcomed.


Regards,Nikhil

  =20
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