Hey Andrew, 

Here are some responses to your questions.  I'm copying the functional listserv 
in case the responses are valuable to anyone else on the list.

> 1. Additional fields
> In order to know what additional fields we may require, we need to know 
> what fields are included by default in Mifos.  Where are the included 
> fields documented?  Do I need to wait for March 15 to answer this question 
> so the schema is (more or less) fixed? 

[aw]  I don't think there have been too many changes to the pages where you 
would configure 'additional fields' in v1.1 (client, group, center, and loan 
account creation pages).  You could use v1.0 (demo server) as a baseline so you 
can decide what to include.  Anything that is not in Mifos by default is 
included in the 'additional fields' heading, so you'll be able to tell on the 
demo server what is included in Mifos by default and what is user 
configuration.  Once you have the list of fields, I'm happy to review with you 
and make sure there's no overlap with what already exists in Mifos.

Note also that in v1.1 of Mifos, the additional fields configuration is in the 
UI, so it's relatively easy to add new values post-installation (assuming issue 
1601 https://mifos.dev.java.net/issues/show_bug.cgi?id=1601 gets fixed, which 
it should).  

The configuration FS and spreadsheet you are using will eventually be updated 
to reflect the areas that are configurable via the UI and which are done in 
properties files.  The one you are using is still based on v1.0 where 
everything was configured via SQL scripts directly in the DB, as you know.

> 2. What is "External ID"?  This item seems to be separate from government 
> ID.

[aw] I believe this is a field that you can use to tie things to an 
external/legacy system.


> 3. In the section "Are the following fields Mandatory/optional[sic]?", 
> does "mandatory" mean that the field is required to be yes ( e.g. 
> citizenship) or just that the field must be filled in?  I think the latter 
> but want to be sure

It means that the field is required to be filled in if it is configured to be 
'mandatory' (e.g. the field will get marked with a red asterisk in Mifos and 
the user will receive an error and cannot proceed until the value of the field 
is filled in).

> 4. In "Should the following fields be hidden" ... hidden from whom and 
> where?  In all reports?  

Hidden in the UI when creating or editing different entities (clients, loans, 
groups, centers, etc).  So for example, you could configure Mifos so that 
"Address 3" and "Country" fields do not show up in the UI because you don't 
need to collect 3 lines of address information nor the country each time.  

Let me know if you have any additional questions or need clarifications on any 
of the comments above.

Thanks,

Aliya


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