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From Ed Cable <>
Subject Web Self-Service App Kickoff and Requirements Discussion.
Date Tue, 16 May 2017 22:17:13 GMT
Hello Mifos and Apache Fineract communities,.

Raunak Sett will be working on a web self-service app leveraging the Apache
Fineract Self-Service APIs for his 2017 GSOC project. He's working under
the mentorship of Vinay, Gaurav, and Maulik and has also been supported by
Pater Kakoma who has begun work on the self-service web app requirements
and architecture.

If you are an implementer or user of the software and are looking to offer
a web-based self-service (i.e. online banking interface) for your clients,
please share your requirements and join this discussion

I'm adding the Mifos and Apache Fineract dev lists to this thread that was
started by Raunak after their kick-off meeting today. I'm also adding
Nazeer who can handle questions regarding the API and adding Denila who's
been working on specs for the Android Self-Service App.

See my replies to previous questions inline.

On Mon, May 15, 2017 at 7:22 PM, Peter Kakoma <> wrote:

> Thanks for the capturing the conversation so well Raunak.
> The timelines are going to be shortened quite significantly since I'll be
> working with Raunak on this so there'll be a bit of time at the end to add
> extra features. We'll check progress weekly and re-assign priorities/change
> targets based on our progress.
> @Gaurav, @Ed, number 1 is quite crucial; should we build assuming a self-
> service account can be attached to more than one account?

On Mon, May 15, 2017 at 9:37 PM, Raunak Sett <> wrote:

Hello all,
It was really nice talking to all of you over the call. I'm sending this
email as an update and the key takeaways of the call.

1. Peter pointed out that we can have multiple accounts attached to the self
-service account which I know is functionally possible as the self-service user
is a user account which can be linked to multiple clients. But is it the
case that a self-service account is connected to multiple client accounts.
Peter pointed out that the demo self-service account is connected to
multiple clients. We would like to verify that.

[Ed] There have been some discussions on this in the past but it still
hasn't been made fully clear from the API documentation. The self-service
APIs are designed to also support agent channels which would be linked to
multiple clients. However for the use case of our client-facing web and
Android self-service apps it will be a one to one client ration as the
self-service user will only access their client account and the financial
accounts that belong to the client. So the first thing a client
authenticated a self-service user is their accounts and not having to
select from a list of clients.

2. We would require to finalize user stories for the web self-service app
and accommodate and update the timelines. I'm adding the link that @Ed has
shared with me over another email thread This is for the android self-
+Android+Application+Product+Document] We should update the self-service web
application on JIRA page too.

[Ed] Yes, please create a separate wiki page for the web self-service app
add requirements to that. We'll then have corresponding tickets related to
each task that are tracked in GitHub issues. If you need access to Balsamiq
for mockups, please let me know and I'll provide an account.

For any Apache Fineract APIs or features that are required to support the
web self-service app, please create those as tickets in the Apache Fineract
JIRA - some issues that come to mind include self-service self-user
creation and surveys framework integration.
3. @Peter had a question on submission of the loan application that was
listed as a feature. The backend for it is ready. []
4. @Peter has already put up a great barebone architecture he would be
reviewing some points on the frontend architecture.
5. @Vinay would be going through the documents and scope and will have a
followup call with me with his insights and feedback.
6. @Ed if we can discuss with everyone a final scope and I'd like to
complete the mockups before actually starting. And would love to get them
reviewed by the community and get feedback. So that we can completely focus
on the implementation.

[EC] Continuing the process for community discussion here on this public
thread. We should also ensure that skinnability (or at least customization
of logos is possible)

7. I believe we could get more done so I was thinking about incorporating a
little offline support as well. So if we could add it to the scope. would
love everyones feedback on the suggestion. I had discussed a little with

[Ed] +1 from me for offline support too.

I'm really excited and looking forward to working with amazing people like

Raunak Sett

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