Hello Nikhil, Family member(s) identify proof; I think is important so that the information collected can be of verified. Info. like ID #, ID Doc Type, Mobile # of the family members... //note Mobile #should be in first page because nowadays it might be the easier thing to verify.
I didn't see the address tab, I'm assuming that you will capture the physical address. My few cents. Regards Sendoro ----- Original Message ----- From: "Nikhil Pawar" <[email protected]> To: "Sendoro Juma" <[email protected]> Cc: "Ed Cable" <[email protected]>, "Nayan Ambali" <[email protected]>, "Shaik Nazeer" <[email protected]>, "Nikhil Pawar" <[email protected]>, "dev" <[email protected]> Sent: Wednesday, June 14, 2017 8:18:28 PM Subject: Re: Requirement to capture Family details of client in Fineract Hello All, Please find mock up of Family detail screen in the below link.https://cwiki.apache.org/confluence/display/FINERACT/Family+Members+details Kindly let me know if you have any feedback/changes/concerns with respect to these screens. Regards,Nikhil From: Nikhil Pawar <[email protected]> To: Sendoro Juma <[email protected]> Cc: Ed Cable <[email protected]>; Nayan Ambali <[email protected]>; Shaik Nazeer <[email protected]>; dev <[email protected]> Sent: Monday, 12 June 2017 12:13 PM Subject: Re: Requirement to capture Family details of client in Fineract Hello Sendoro, Thank you for your response. You are correct, we are using this information for making inquiry with credit bureau and then reporting the standing of client to credit bureau as well.(However, we are not using this information to determine the credit score ourselves)As you said, you are storing the identifiers of family members in custom fields. I am assuming that you must have created a separate table for family members and in that table you are storing family identifiers as well.In order to simplify the design and be consistent with client model, we are planning to create a new table for storing family members' identifiers(similar to m_client_identifiers).Let us know, your take on this approach and would this be beneficial to you. Regards,Nikhil From: Sendoro Juma <[email protected]> To: dev <[email protected]>; Nikhil Pawar <[email protected]> Cc: Ed Cable <[email protected]>; Nayan Ambali <[email protected]>; Shaik Nazeer <[email protected]> Sent: Friday, 9 June 2017 9:36 PM Subject: Re: Requirement to capture Family details of client in Fineract Hello Nikhil, Apologies for delay. As I said earlier if I get you correct!!! This relation and information are considered 1. credit score 2. Away to recover loan... How we use today - using custom fields What info required Marital status[mandatory] [Options are: Single, Married, Divorced, Widowed] Nationa Identity # [Mandatory] Identity Document Type: {Options Passport, National ID, Driving License, Election ID} Mobile number# Physical Address - Home Address - Work Address Future Looking TIN # //Tax Identification Number SSN # //Social Security Number Note that... it is becoming now that Mobile # needs to be considered mandatory... reason being, future looking fintech... the mobile operator calls logs may be used to score credit worth of a customer... or related field kept. Regards Sendoro ----- Original Message ----- From: "Nikhil Pawar" <[email protected]> To: "Sendoro Juma" <[email protected]> Cc: "Ed Cable" <[email protected]>, "Nayan Ambali" <[email protected]>, "dev" <[email protected]>, "Shaik Nazeer" <[email protected]> Sent: Thursday, June 8, 2017 10:09:04 PM Subject: Re: Requirement to capture Family details of client in Fineract Hello Sendoro, We wanted to further understand the requirement of adding the Identifiers to family members.Could you please let us know, if you are currently using this set up.If yes, how is storing identifiers corresponding to family members helping you in your operations. Regards,Nikhil From: Sendoro Juma <[email protected]> To: [email protected]; Nikhil Pawar <[email protected]> Cc: Ed Cable <[email protected]>; Nayan Ambali <[email protected]>; Shaik Nazeer <[email protected]> Sent: Thursday, 25 May 2017 4:42 PM Subject: Re: Requirement to capture Family details of client in Fineract Dear Nikhil, I immediate spot "Marital Status", missing May be these are needed too to fully identify the person. National Identity # Identity Document Type: Regards Sendoro ----- Original Message ----- From: "Nikhil Pawar" <[email protected]> To: "Nikhil Pawar" <[email protected]>, "Dev" <[email protected]> Cc: "Ed Cable" <[email protected]>, "Nayan Ambali" <[email protected]>, "Shaik Nazeer" <[email protected]> Sent: Thursday, May 25, 2017 2:05:25 PM Subject: Re: Requirement to capture Family details of client in Fineract Hello Devs, Here are the proposed fields for the relationship table: Table name: m_family_members----------------------------------------------------------------------------------- - id (long) - client_id (long) (Foreign Key) links id of m_client - FirstName (String) - MiddleName (String) - LastName (String) - Qualification (String) - relationship_cv_id (long) (Foreign Key) links id m_code_value - profession_cv_id (long) (Foreign Key) links id m_code_value - Gender_cv_id (long) (Foreign Key) links id m_code_value - DateOfBirth (date dd:mm:yyyy) Let me know, if you want to add additional fields. Regards,Nikhil From: Nikhil Pawar <[email protected]> To: Dev <[email protected]> Cc: Ed Cable <[email protected]>; Nayan Ambali <[email protected]>; Shaik Nazeer <[email protected]> Sent: Wednesday, 24 May 2017 3:32 PM Subject: Requirement to capture Family details of client in Fineract Hello Devs, During integration of Equifax India , I felt the need to capture the Family details of the client in Fineract.Currently I have hard coded the values to make things work as there is no provision in Fineract to store the details of Family. However in the process of making the Integration generic, we would have to capture these details in dedicated table.I would soon come up with the design of the family details table.Meanwhile, if community members have alternative suggestions, they are highly welcomed. Regards,Nikhil
