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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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