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Viewing Reports in Self-Service App WAS [Re: APIs for self service App]


Shruthi,

I wanted to follow up on one particular point of this email for Saksham as
he's needing additional use cases to implement for Mifos Mobile:

2.  Support for viewing reports  - I believe this is done for management.
> correct me if I am wrong.
>

These are for individual level customer reports that would be designed so
customers can download view account histories, etc.


Do we have the necessary APIs in place for self-service users to view
reports? Is it now just a matter of designing and creating the respective
individual level reports that would be accessible.

If so, Saksham - the savings and loan account statements in Mifos X are two
reports that are ready to be used and should be accessible from the Mifos
Mobile app.


On Fri, Jul 20, 2018 at 6:00 AM Ed Cable <edcable@xxxxxxxxx> wrote:

> See replies inline. But in short these are all operations/actions that a
> customer would potentially want to do via a self-service operation.
>
> On Fri, Jul 20, 2018 at 5:38 AM Shruthi M R <
> shruthi@xxxxxxxxxxxxxxxxxxxxxxx> wrote:
>
>> Hi Saksham/Ankit,
>>
>> I am working on api's for self service app. Can you please clarify why
>> below API's are required,
>>
>> 1.  Support for adding guarantors
>>
>
> Some MFIs might want to permit their customers to add guarantors in via
> the self-service channels.
>
>> 2.  Support for viewing reports  - I believe this is done for management.
>> correct me if I am wrong.
>>
>
> These are for individual level customer reports that would be designed so
> customers can download view account histories, etc.
>
>> 3. Support for surveys
>>
>
> Customers should be able to self-submit surveys that an MFI request via
> self-service app
>
>> 4. Support for Applying new Shares Account - I am not completely sure
>> about this as it requires a savings account to be linked with shares
>> account.
>>
>
> We would want the ability for someone to apply for new shares just like
> they could a loan or savings account.
>
>> Once its confirmed I will add APIs.
>>
>> Thank You,
>>
>> *Shruthi M R*
>> Senior Software Engineer - Conflux Technologies
>> shruthi@xxxxxxxxxxxxxxxxxxxxxxx | Skype: Shruthi Rajaram | Mobile:
>> +91-8277012716
>>
>
>
> --
> *Ed Cable*
> President/CEO, Mifos Initiative
> edcable@xxxxxxxxx | Skype: edcable | Mobile: +1.484.477.8649
>
> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>
>

-- 
*Ed Cable*
President/CEO, Mifos Initiative
edcable@xxxxxxxxx | Skype: edcable | Mobile: +1.484.477.8649

*Collectively Creating a World of 3 Billion Maries | *http://mifos.org
<http://facebook.com/mifos>  <http://www.twitter.com/mifos>