Here is the work that was done.

http://mifosforge.jira.com/browse/MIFOSBI-15
http://mifosforge.jira.com/browse/MIFOSBI-43

Udai

On Fri, Nov 4, 2011 at 9:41 PM, Emily Tucker
<[email protected]>wrote:

> Hi Folks,
>
>
>
> I saw this email come across the loan performer mailing list.  I know we
> experimented with the Mix stuff—but things were still so early stage for
> MIX, it didn’t make sense to continue.
>
>
>
> Anyways, something we may want to consider for Mifos.
>
>
> Emily.
>
>
>
> *From:* [email protected] [mailto:
> [email protected]] *On Behalf Of *Hans Verkoijen
> *Sent:* Saturday, October 01, 2011 12:45 AM
> *To:* [email protected]
> *Cc:* [email protected]; 'Mburu Antony'; [email protected]
> *Subject:* [loanperformer] RE: Invitation to MIX pilot program for
> microfinance software providers
>
>
>
>
>
> Dear Scott
>
>
>
> Thanks for the invitation. We are glad to participate.
>
>
>
> We welcome the fact that there would be a uniform reporting standard for
> micro-finance institutions. We find it increasingly difficult to integrate
> more and more regulatory reports into Loan Performer. Each country seems to
> have its own standard for reporting. We have seen the PMT Tool in Uganda,
> the BCEAO reports for West Africa, the DRC has recently created it’s own
> reports, we also got a request from Burundi, Azerbadijan wants their own
> specific XML report and we just received a load of reports that are
> required in Madagascar. Image we are with Loan Performer in 50 different
> countries and each country wants its own reporting standard. This is the
> looming picture that is developing at the moment. A uniform reporting
> standard is very much appreciated by us. I only it could replace all the
> country specific standards?
>
>
>
> PS I have copied this reply on the Loan Performer users email list. Hope
> that is alright?
>
>
>
> Kind regards,
> Hans Verkoijen
> Crystal Clear Software Ltd.
> PO Box 7463 Kampala, Uganda
> King Fahd Plaza, 3rd floor, 52 Kampala Road
> Tel: ++256-41-4-231739 Fax ++256-41-4-233644
> Email: [email protected] or [email protected]
> Web: www.loanperformer.com
>
>
>
>
>
>
>
>
> *From:* Crystal Clear Software [mailto:[email protected]]
> *Sent:* 30 September 2011 17:08
> *To:* 'Hans Verkoijen'
> *Subject:* FW: Invitation to MIX pilot program for microfinance software
> providers
>
>
>
>
>
>
>
> *From:* [email protected] [mailto:[email protected]] *On
> Behalf Of *Scott Gaul
> *Sent:* Friday, September 30, 2011 4:51 PM
> *To:* [email protected]
> *Cc:* [email protected]
> *Subject:* Invitation to MIX pilot program for microfinance software
> providers
>
>
>
> [image: Image removed by sender.]
>
> Dear Hans,
>
> I am writing to you about a proposed pilot program to improve the value of
> software systems used by MFIs.  After 
> research<http://www.themix.org/Understanding-MFIs%C3%A2%C2%80%C2%99-Reporting-Burden>
>  in
> this 
> area<http://www.themix.org/publications/microbanking-bulletin/2011/03/first-look-technology-provider-market-share>,
> through the support of the MasterCard 
> Foundation<http://www.themix.org/press-release/mix-and-mastercard-foundation-partner-expand-data-coverage-among-microfinance-institut>,
> we are now in a position to move forward with that program. We would like
> to invite Crystal Clear Software, Ltd. to participate in this pilot
> program. Please review the information below and let us know if your
> company would be interested in pursuing this opportunity with MIX.
>
> *MIX Commitment to XBRL*
> MFIs rely on back-office systems not only for internal reports, but to
> produce reports for investors, associations, regulators and other external
> stakeholders. Recent 
> research<http://www.themix.org/sites/default/files/176%2811-12%29_MIX_Understanding%20MFIs_Report%28Eng%29_11-08-11.pdf>by
>  MIX suggests that, despite reliance on sophisticated MIS systems,
> preparation of these reports still requires significant time and manual
> effort.  As an important first step in addressing this problem, MIX has 
> adopted
> XBRL as a standard <http://www.themix.org/standards/xbrl> for modeling
> and transfer of microfinance data, and created a comprehensive XBRL
> taxonomy <http://www.themix.org/standards/mix-microfinance-taxonomy> that
> captures financial and social data and combines international financial
> reporting standards and microfinance industry standards. We also work with
> the Global Impact Investing Network <http://iris.thegiin.org/> (GIIN) on 
> disseminating
> XBRL content to other 
> users<http://hitachidatainteractive.com/2011/04/27/speaking-xbrl-but-talking-social-impact-data/>,
> including impact investors, and thus we will have parallel development
> related to standards for XBRL data transfer.  Collectively, these
> improvements can dramatically reduce the reporting burden for MFIs while
> increasing the quality and timeliness of data received by external
> stakeholders but only if software systems used in the microfinance industry
> support XML reports that comply with the MIX taxonomy. Our goal is to find
> ways to encourage software companies to support XML reports and, in
> particular, reports that comply with the MIX XBRL standard.
>
> *Proposed Pilot XBRL Program
> *We propose to conduct a pilot program with a select number of
> microfinance software vendors to adapt their software packages to produce a
> well-formed XBRL document that can be read directly into our database for
> publication on the MIX Market site. We anticipate this functionality will
> present different challenges for different vendors.  Our goal is to learn
> about these challenges to better understand how to support vendors in this
> effort.  We seek to work with software providers who are prepared to join
> with others in sharing their experience integrating XBRL reporting into
> their offering.  We understand and respect the need to protect proprietary
> information, but we also believe that there is much to be gained by
> soliciting direct feedback from vendors moving down this path.
>
> *Potential for Software Certification*
> Software that supports streamlined reporting using a common format will
> ultimately have significant added value for MFIs. MIX is thus considering a
> proposal to adopt a *software certification program*, offering vendors a
> significant tool to communicate the true value of XBRL reporting.  A second
> goal of the proposed pilot program is to evaluate the potential value to
> vendors of such a certification program. Your participation in the pilot
> program will be invaluable in helping to refine our plans for software
> certification.
>
> *A Limited Commitment
> *The precise format of the pilot program has not yet been determined, as
> that program will need to be adapted to the needs and constraints of those
> participating. We do anticipate that participating vendors will commit to
> the following:
>
>    - Designate a single point of contact to represent the company and
>    manage communications with other company personnel.
>    - Participate in one or two meetings of perhaps ½ to 1 day to discuss
>    technical issues with MIX personnel.
>    - Respond online to questions and discussion topics posted online as
>    appropriate.
>
> If your company would be interested in being a part of this important
> movement for innovation in microfinance reporting, please reply to this
> email and we will follow up with a phone call to discuss particulars with
> you or someone you designate to represent your company.
>
> Thank you,
>
> Scott Gaul
> Director of Analysis
> MIX
>
> Bryan Barnett
> Consultant
>
> [image: Image removed by sender.]
>
> [image: Image removed by sender.]
>
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