Hi Adam Feuer

It was great meeting you and Matt too :)


Regarding the notes for date validation, they are as following;

1) Grameen Koota wants validation for the new Client creation screen. The 
problems they are facing is that since there is no/limited validation there are 
lots of data that is either plain wrong or doesn't conform to their rules.

2)Since they are planning to roll out the Micro Insurance product you 
mentioned, it is imperative that they have clean data and they also enter clean 
data in the future.

3)Regarding the specifications.

a) Currently they need an age validation [age range] that will be applied 
globally to all the clients.

b) They are also concerned that some string [non-numeric] patterns are accepted 
by the system.

Apart from these,

c) They haven't communicated any need for age ranges being part of the product 
offering, but obviously any such feature would give them more options. But, 
they don't have a requirement for it currently.

d) During the course of my discussion with them I did happen to ask them if 
they wanted to have similar age verifications for their personnel screen. They 
said it would be helpful ( They have a minimum age specification for now). But 
again, this is just a simple replication of the process for the client screen 
with probably an additional parameter in the configuration file. 


Adam M, I will be sending the patch by the end of the day. It will be able to 
handle the cases (a) and (b).


Thank you and regards
Chandan
Sungard Technology Services
Bangalore


-----Original Message-----
From: Ryan Whitney [mailto:[email protected]] 
Sent: Thursday, September 10, 2009 8:41 PM
To: Mifos software development; Mifos functional discussions
Subject: Re: [Mifos-functional] [Mifos-developer] FEATURE: enforced age range 
for new clients

On 9/10/09 17:09, "Adam Feuer" <[email protected]> wrote:

> On Thu, Sep 10, 2009 at 3:49 PM, Ryan Whitney
> <[email protected]> wrote:
>> Moving this to the functional list as its more appropriate there
>> I would expand on Puspadhar¹s request and add in a more feature request for
>> adding in flexible product requirements.  So instead of just putting in age
>> check, the MFI could easily configure different type of loan checks that are
>> relevant to their operations.
> 
> Ryan,
> 
> Hi, I am just back from meetings with Sungard today, and I chatted
> with Chandan about this feature - and yesterday had some discussions
> with GK about the specification and need for this feature.
> 
> It would be good to have some more validation on other products.
> However, my understanding is that GK urgently needs the feature as
> Chandan has programmed it to support the rollout of a microinsurance
> product. Chandan said he will forward his notes on the validation
> business requirements to the list so we can look at them and make
> suggestions.
> 
> Is there a way we can accept Chandan's patch quickly, so that GK is
> happy, and then look at how to do validation for various product
> fields in the longer term? What are your thoughts?

Adam,

I was responding to Puspadhar's e-mail about asking for age verification at
a product level.  I think Chandan's request are fine for age check for the
client and the configuration ideas that Adam M sent were spot on (In fact, I
know a few other MFI's have asked for age verification).

Ryan 

-- 
Ryan Whitney  
Mifos Technical Program Manager
[email protected]
Mifos - Technology that Empowers Microfinance (www.mifos.org) 


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