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Use Cases & Requirements

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edcable edited this page May 26, 2020 · 9 revisions

Welcome to the digital-bank-ui wiki!

Need for this Project

A new reference user interface on Fineract CN for staff of financial institutions such as digital, challenger, and neo-banks that focused on individual accounts is needed for multiple reasons:

  1. The current fims-web-app reference UI on top of Fineract CN is incomplete, unpolished and doesn't serve as a good representation of capabilities of Fineract CN.
  2. As more financial inclusion providers focus on individual lending and savings products and more digital banks/neo-banks and fintechs that don't have group or center-based operations explore Mifos and Fineract CN, we'd need to have a reference UI that is more in line with those requirements. We don't want prospective users to come and see the microfinance-centric UI and immediately think that the platform might not be useful for them.

Objectives and Assumptions

  • Should support same customer management, product management, account/portfolio management and servicing that Mifos X Web App current supports but with a focus on individual accounts.
  • Should support more procedures to enable staff to onboard and activate customer accounts being opened through self-service channels.
  • Should enable staff to support more customer support operations for clients that operating purely remotely.
  • Follow Angular Material guidelines but have a clean, simple, modern UI.
  • Design should be flexible and modular in supporting the operations of different users and personas.
  • Design should be more activity-driven and notification-based to empower staff to effectively perform their duties.

Digital-Bank Specific Use Cases

_These are operations that need to be supported for the staff of the financial institution. Use cases related to customer-facing self-service operations are tracked as part of our online and mobile banking apps. Likewise, the subsequent list details out the use cases that must be supported which are common with the Mifos X Web App but need to be designed with a focus on individual customer accounts. _

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