Use Cases & Requirements

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.