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Posted to dev@fineract.apache.org by Nikhil Pawar <ni...@gmail.com> on 2017/05/24 10:02:32 UTC
Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singo.africa.com>.
Aligned, it will.
Regards
Sendoro
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "dev" <de...@fineract.apache.org>
Sent: Monday, June 12, 2017 9:43:23 AM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response.
You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client
to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)
As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).
Let us know, your take on this approach and would this be beneficial to you.
Regards,
Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: "Sendoro Juma" < [ mailto:sendoro@singo.co.tz | sendoro@singo.co.tz ] >
Cc: "Ed Cable" < [ mailto:edcable@mifos.org | edcable@mifos.org ] >, "Nayan Ambali" < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >, "dev" < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >, "Shaik Nazeer" < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma < [ mailto:sendoro@singo.co.tz | sendoro@singo.co.tz ] >
To: [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] ; Nikhil Pawar < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
Cc: Ed Cable < [ mailto:edcable@mifos.org | edcable@mifos.org ] >; Nayan Ambali < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >; Shaik Nazeer < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.com ] >
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >, "Dev" < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >
Cc: "Ed Cable" < [ mailto:edcable@mifos.org | edcable@mifos.org ] >, "Nayan Ambali" < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >, "Shaik Nazeer" < [ mailto:nazeer.shaik@confluxtechnologies.com | 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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: Dev < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >
Cc: Ed Cable < [ mailto:edcable@mifos.org | edcable@mifos.org ] >; Nayan Ambali < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >; Shaik Nazeer < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.com ] >
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by "nikhilpawar@yahoo.in.INVALID" <ni...@yahoo.in.INVALID>.
Hi Sendoro,
I got your point. I am not eliminating any requirement. But I have to prioritize them. Let me come up basic structure which I have proposed and later will include your requirement as well.
Regards,Nikhil
Sent from Yahoo Mail on Android
On Wed, Jun 14, 2017 at 11:54 PM, Sendoro Juma<se...@singoafrica.com> wrote: Dear Nikhil,
Physical address: I believe keeping it available as option is better than eliminating it all together!!! Not binding... but future looking is always good.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singoafrica.com>, "dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>
Sent: Wednesday, June 14, 2017 9:17:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hi Sendoro,
Yes, you are correct regarding identification of family member. It was difficult for me to develop functionality which would update/ delete a family member record and then I came up with a work around of identifying the record by using its client family member id. I am working on your requirement to add identifiers and mobile number. Let me figure out a proper structure 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
From: Sendoro Juma <se...@singoafrica.com>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; Sendoro Juma <se...@singoafrica.com>
Sent: Wednesday, 14 June 2017 11:09 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Family member(s) identify proof; I think is important so that the information collected can be of verified.
Info. like ID #, ID Doc Type, Mobile # of the family members... //note Mobile #should be in first page because nowadays it might be the easier thing to verify.
I didn't see the address tab, I'm assuming that you will capture the physical address.
My few cents.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 to these screens.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singoafrica.com>.
Dear Nikhil,
Physical address: I believe keeping it available as option is better than eliminating it all together!!! Not binding... but future looking is always good.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singoafrica.com>, "dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>
Sent: Wednesday, June 14, 2017 9:17:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hi Sendoro,
Yes, you are correct regarding identification of family member. It was difficult for me to develop functionality which would update/ delete a family member record and then I came up with a work around of identifying the record by using its client family member id. I am working on your requirement to add identifiers and mobile number. Let me figure out a proper structure 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
From: Sendoro Juma <se...@singoafrica.com>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; Sendoro Juma <se...@singoafrica.com>
Sent: Wednesday, 14 June 2017 11:09 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Family member(s) identify proof; I think is important so that the information collected can be of verified.
Info. like ID #, ID Doc Type, Mobile # of the family members... //note Mobile #should be in first page because nowadays it might be the easier thing to verify.
I didn't see the address tab, I'm assuming that you will capture the physical address.
My few cents.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 to these screens.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
Hi Sendoro,
Yes, you are correct regarding identification of family member. It was difficult for me to develop functionality which would update/ delete a family member record and then I came up with a work around of identifying the record by using its client family member id. I am working on your requirement to add identifiers and mobile number. Let me figure out a proper structure 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
From: Sendoro Juma <se...@singoafrica.com>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; Sendoro Juma <se...@singoafrica.com>
Sent: Wednesday, 14 June 2017 11:09 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Family member(s) identify proof; I think is important so that the information collected can be of verified.
Info. like ID #, ID Doc Type, Mobile # of the family members... //note Mobile #should be in first page because nowadays it might be the easier thing to verify.
I didn't see the address tab, I'm assuming that you will capture the physical address.
My few cents.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 to these screens.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singoafrica.com>.
Hello Nikhil,
Family member(s) identify proof; I think is important so that the information collected can be of verified.
Info. like ID #, ID Doc Type, Mobile # of the family members... //note Mobile #should be in first page because nowadays it might be the easier thing to verify.
I didn't see the address tab, I'm assuming that you will capture the physical address.
My few cents.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 to these screens.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singoafrica.com>.
Hi Nikhil,
Aligned!!!
Regards
Sendoro
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "dev" <de...@fineract.apache.org>
Sent: Wednesday, June 14, 2017 9:23:23 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hi Sendoro,
As I explained in my previous email. I am using id of family member record to identify the family members.
I am planning to include identifiers as well. If required, I can add search functionality which enables you to search members based on identifiers.
The tab shown in mock up is address tab of view client page. I am not storing address of family members.
Regards,
Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Wednesday, 14 June 2017 10:59 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Help me... it seems the family members can't be clearly identified easily modified, especially if there is missing ID #, ID document type, mobile # if possible uploading the photo...
What is in tab?
Are you capturing physical addresses of the family member(s), if yes... can you show mockup too?
Regards
Sendoro
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 | https://cwiki.apache.org/confluence/display/FINERACT/Family+Members+details ]
Kindly let me know if you have any feedback/changes/concerns with respect to these screens.
Regards,
Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response.
You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client
to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)
As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).
Let us know, your take on this approach and would this be beneficial to you.
Regards,
Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: "Sendoro Juma" < [ mailto:sendoro@singo.co.tz | sendoro@singo.co.tz ] >
Cc: "Ed Cable" < [ mailto:edcable@mifos.org | edcable@mifos.org ] >, "Nayan Ambali" < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >, "dev" < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >, "Shaik Nazeer" < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma < [ mailto:sendoro@singo.co.tz | sendoro@singo.co.tz ] >
To: [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] ; Nikhil Pawar < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
Cc: Ed Cable < [ mailto:edcable@mifos.org | edcable@mifos.org ] >; Nayan Ambali < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >; Shaik Nazeer < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.com ] >
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >, "Dev" < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >
Cc: "Ed Cable" < [ mailto:edcable@mifos.org | edcable@mifos.org ] >, "Nayan Ambali" < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >, "Shaik Nazeer" < [ mailto:nazeer.shaik@confluxtechnologies.com | 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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: Dev < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >
Cc: Ed Cable < [ mailto:edcable@mifos.org | edcable@mifos.org ] >; Nayan Ambali < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >; Shaik Nazeer < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.com ] >
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
Hi Sendoro,
As I explained in my previous email. I am using id of family member record to identify the family members.I am planning to include identifiers as well. If required, I can add search functionality which enables you to search members based on identifiers.
The tab shown in mock up is address tab of view client page. I am not storing address of family members.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Wednesday, 14 June 2017 10:59 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Help me... it seems the family members can't be clearly identified easily modified, especially if there is missing ID #, ID document type, mobile # if possible uploading the photo...
What is in tab?Are you capturing physical addresses of the family member(s), if yes... can you show mockup too?
RegardsSendoro
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 to these screens.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singo.co.tz>.
Hello Nikhil,
Help me... it seems the family members can't be clearly identified easily modified, especially if there is missing ID #, ID document type, mobile # if possible uploading the photo...
What is in tab?
Are you capturing physical addresses of the family member(s), if yes... can you show mockup too?
Regards
Sendoro
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@confluxtechnologies.com>, "Nikhil Pawar" <ni...@gmail.com>, "dev" <de...@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 | https://cwiki.apache.org/confluence/display/FINERACT/Family+Members+details ]
Kindly let me know if you have any feedback/changes/concerns with respect to these screens.
Regards,
Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response.
You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client
to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)
As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).
Let us know, your take on this approach and would this be beneficial to you.
Regards,
Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: "Sendoro Juma" < [ mailto:sendoro@singo.co.tz | sendoro@singo.co.tz ] >
Cc: "Ed Cable" < [ mailto:edcable@mifos.org | edcable@mifos.org ] >, "Nayan Ambali" < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >, "dev" < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >, "Shaik Nazeer" < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma < [ mailto:sendoro@singo.co.tz | sendoro@singo.co.tz ] >
To: [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] ; Nikhil Pawar < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
Cc: Ed Cable < [ mailto:edcable@mifos.org | edcable@mifos.org ] >; Nayan Ambali < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >; Shaik Nazeer < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.com ] >
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: "Nikhil Pawar" < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >, "Dev" < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >
Cc: "Ed Cable" < [ mailto:edcable@mifos.org | edcable@mifos.org ] >, "Nayan Ambali" < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >, "Shaik Nazeer" < [ mailto:nazeer.shaik@confluxtechnologies.com | 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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar < [ mailto:nickrp89@gmail.com | nickrp89@gmail.com ] >
To: Dev < [ mailto:dev@fineract.apache.org | dev@fineract.apache.org ] >
Cc: Ed Cable < [ mailto:edcable@mifos.org | edcable@mifos.org ] >; Nayan Ambali < [ mailto:nayan.ambali@gmail.com | nayan.ambali@gmail.com ] >; Shaik Nazeer < [ mailto:nazeer.shaik@confluxtechnologies.com | nazeer.shaik@confluxtechnologies.com ] >
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
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 to these screens.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Sendoro Juma <se...@singo.co.tz>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>; dev <de...@fineract.apache.org>
Sent: Monday, 12 June 2017 12:13 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
Hello Sendoro,
Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table 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_identifiers).Let us know, your take on this approach and would this be beneficial to you.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev <de...@fineract.apache.org>; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Friday, 9 June 2017 9:36 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singo.co.tz>.
Hello Nikhil,
Apologies for delay.
As I said earlier if I get you correct!!! This relation and information are considered
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 # [Mandatory]
Identity Document Type: {Options Passport, National ID, Driving License, Election ID}
Mobile number#
Physical Address
- Home Address
- Work Address
Future Looking
TIN # //Tax Identification Number
SSN # //Social Security Number
Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept.
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Sendoro Juma" <se...@singo.co.tz>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "dev" <de...@fineract.apache.org>, "Shaik Nazeer" <na...@confluxtechnologies.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 to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
Hello Sendoro,
We wanted to further understand the requirement of adding the Identifiers to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@yahoo.in.INVALID>.
Hello Sendoro,
We wanted to further understand the requirement of adding the Identifiers to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations.
Regards,Nikhil
From: Sendoro Juma <se...@singo.co.tz>
To: dev@fineract.apache.org; Nikhil Pawar <ni...@gmail.com>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Thursday, 25 May 2017 4:42 PM
Subject: Re: Requirement to capture Family details of client in Fineract
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
Hello Sendoro,
Thank you very much for your valuable and quick feedback.
Sure, we would include these two fields as well.
Regards,
Nikhil
On Thu, May 25, 2017 at 4:41 PM, Sendoro Juma <se...@singo.co.tz> wrote:
> Dear Nikhil,
>
> I immediate spot "Marital Status", missing
>
> May be these are needed too to fully identify the person.
>
> National Identity #
> Identity Document Type:
>
> Regards
> Sendoro
>
> ----- Original Message -----
> From: "Nikhil Pawar" <ni...@gmail.com>
> To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
> Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>,
> "Shaik Nazeer" <na...@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: Table name:
> m_family_members--------------------------------------------
> ---------------------------------------
> - id (long)
>
> - client_id (long) (Foreign Key) links id of
> m_client
>
> - FirstName (String)
>
> - MiddleName (String)
>
> - LastName (String)
>
> - Qualification (String)
>
> - relationship_cv_id (long) (Foreign Key) links id m_code_value
>
> - profession_cv_id (long) (Foreign Key) links id m_code_value
>
> - Gender_cv_id (long) (Foreign Key) links id m_code_value
>
> - DateOfBirth (date dd:mm:yyyy)
>
>
> Let me know, if you want to add additional fields.
> Regards,Nikhil
>
> From: Nikhil Pawar <ni...@gmail.com>
> To: Dev <de...@fineract.apache.org>
> Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>;
> Shaik Nazeer <na...@confluxtechnologies.com>
> Sent: Wednesday, 24 May 2017 3:32 PM
> Subject: Requirement to capture Family details of client in Fineract
>
> 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 to make things work as there is no provision in Fineract to store
> the details of Family.
> However in the process of making the Integration generic, we would have
> to capture these details in dedicated table.I would soon come up with the
> design of the family details table.Meanwhile, if community members have
> alternative suggestions, they are highly welcomed.
>
>
> Regards,Nikhil
>
Re: Requirement to capture Family details of client in Fineract
Posted by Sendoro Juma <se...@singo.co.tz>.
Dear Nikhil,
I immediate spot "Marital Status", missing
May be these are needed too to fully identify the person.
National Identity #
Identity Document Type:
Regards
Sendoro
----- Original Message -----
From: "Nikhil Pawar" <ni...@gmail.com>
To: "Nikhil Pawar" <ni...@gmail.com>, "Dev" <de...@fineract.apache.org>
Cc: "Ed Cable" <ed...@mifos.org>, "Nayan Ambali" <na...@gmail.com>, "Shaik Nazeer" <na...@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: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil
Re: Requirement to capture Family details of client in Fineract
Posted by Nikhil Pawar <ni...@gmail.com>.
Hello Devs,
Here are the proposed fields for the relationship table: Table name: m_family_members-----------------------------------------------------------------------------------
- id (long)
- client_id (long) (Foreign Key) links id of m_client
- FirstName (String)
- MiddleName (String)
- LastName (String)
- Qualification (String)
- relationship_cv_id (long) (Foreign Key) links id m_code_value
- profession_cv_id (long) (Foreign Key) links id m_code_value
- Gender_cv_id (long) (Foreign Key) links id m_code_value
- DateOfBirth (date dd:mm:yyyy)
Let me know, if you want to add additional fields.
Regards,Nikhil
From: Nikhil Pawar <ni...@gmail.com>
To: Dev <de...@fineract.apache.org>
Cc: Ed Cable <ed...@mifos.org>; Nayan Ambali <na...@gmail.com>; Shaik Nazeer <na...@confluxtechnologies.com>
Sent: Wednesday, 24 May 2017 3:32 PM
Subject: Requirement to capture Family details of client in Fineract
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 to make things work as there is no provision in Fineract to store the details of Family.
However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed.
Regards,Nikhil