Hi Ryan
That's a great idea. But, how do I link the accounts? Currently the functionality is not for tracking guarantors. There is a possibility that there may be a need for more information. But it was my opinion that adding additional fields dynamically with all the properties of the already existing fields will be a problem as it will require schema/code changes ? But that was for the structure that I had in my mind. I am not really sure whether it will apply to the final design that we implement. Maybe it will possible to add fields here with good validation? Regards chandan From: Ryan Whitney [mailto:rwhit...@grameenfoundation.org] Sent: Monday, September 14, 2009 1:10 PM To: Mifos functional discussions Subject: Re: [Mifos-functional] Feature: Capturing additional details of the clients family I'm only replying on the mifos functional list so we can try and keep the functional and development conversations on the separate lists. Chandan, Is this functionality used to track guarantor's? Is there possibility in the future to need more information? I'm wondering if it might not be appropriate to change Mifos so they enter in the family information as an individual account, then you can link the accounts from the active client to their family member. This family member account would either be marked as inactive (ie, we have information on the client but they are not active) or create a new status for these type of accounts (something like "not a client"). This might be a lot more work but would be a good step forward to make Mifos more flexible (I'm thinking about how someone might use this for Guarantor information, and that guarantor's might be clients within the MFI or not) Ryan On 9/11/09 14:40, "chandan....@sungard.com" <chandan....@sungard.com> wrote: Hi This mail is to brief everyone about the additional requirements that GK currently has in the client info page To start with GK is not satisfied with just the spouse/father's name being taken as an input. They will need these other data to be captured as they are rolling out a Micro Insurance product soon. They currently have 5 fields in mind 1) First Name, Second Name, Last Name 2) Date Of Birth 3) Relation to the client* 4) Gender 5) Living status** *Relation to the client will be configurable by the user. **This will specify whether the person is living with the client or not. On the UI front we thought we could make it a dynamically generated table depending on the number of entries to be made. We are not sure how heavy this will make the application. But for now this is what we have in mind. Schema wise it will mean creating a new table that can store this entries with references to the customer ID. Currently all names are being stored in the customer_name_detail table. After these changes maybe there won't be any need for this table. Regarding on the way to fill data for the old customers, Gk told us that they would, after this patch is submitted, be editing the client details in the edit client info page. That seems a very reasonable solution. Date of birth will have just simple validations for whether the date is correct. We are exploring the option of providing a calendar option for the date entry. GK also wanted to know If the number of fields could be made dynamic. As in the ability to make it greater than 5 tomorrow. We were of the opinion that since this will involve schema and code changes it will be really hard to make the fields dynamic. This is about it for now. Thank you and regards Chandan Chandan Rao H * Associate Software Engineer * SunGard Technology Services *Embassy Icon, 6th Floor, Infantry Road, Bangalore 560001 India * Tel +91-80-2222-0501 Extn:3240 , Mobile +91-9686601284* http://www.sungard.com/sts Email: chandan....@sungard.com <mailto:vishal.san...@sungard.com> CONFIDENTIALITY: This email (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this email in error, please notify the sender and delete this email from your system. Thank you. ________________________________ ------------------------------------------------------------------------ ------ Let Crystal Reports handle the reporting - Free Crystal Reports 2008 30-Day trial. Simplify your report design, integration and deployment - and focus on what you do best, core application coding. Discover what's new with Crystal Reports now. http://p.sf.net/sfu/bobj-july ________________________________ _______________________________________________ Mifos-functional mailing list Mifos-functional@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/mifos-functional -- Ryan Whitney Mifos Technical Program Manager rwhit...@grameenfoundation.org Mifos - Technology that Empowers Microfinance (www.mifos.org)
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