GSoC'19 Work Product Submission Online Banking App 3.0 | Cajetan Rodrigues
I would like to thank Ed Cable, Gaurav Saini & Ankit Raj Ojha for their guidance and support throughout the program and their timely assistance.
Organisation: Mifos Initiative
Mentors: Ankit Raj Ojha , Gaurav Saini
Project github repository link: https://github.com/openMF/online-banking
Online Banking App (a.k.a web self-service app) which enables the end user to interact with their own data such as view/transact on the loans they hold, add beneficiaries, check charges etc. Data which is visible to the self-service user is the subset of Staff's can see. Not all the data is accessible to the user ( such as account notes, internal approval cycles).
- Dashboard
- Login
- Sign Up and OTP Verification
- Forgot Password
- Charges Component
- Apply for loan component
- Transfers Component
- Third-party transfers Component
- Surveys Component
- Help Component
- Profile Component
- Notifications Component
PR Link [ UI Completed | API Integrated ]
- User can view all of the personal data related to his account
- The summarized form the data is presented in form of UI cards and google charts for visualizing
PR Link [ UI Completed | API Integrated ]
- The user can login provided he/she is a selfservice user
PR Link [ UI Completed | API Integration pending]
- The user can signup for gaining the priviledge of a self service user.
PR Link [ UI Completed | API Integration pending ]
- In case the user forgets his password, he can retrieve it via email.
PR Link [ UI Completed | API Integrated ]
- User is able to see all the charges incurred by his transactions
Balsamiq Design
UI
PR Link [ UI Completed | API Integration pending ]
The apply for loan component contains the following fields.
- Loan Product options
- Purpose of Loan
- Currency
- Submitted on
- Expected disbursement date
Balsamiq Design
UI
PR Link [ UI Completed | API Integration pending ]
This component will play an important role for transfers within the same bank. It has fields
- Pay To (which beneficiary)
- Pay From (which account)
- Amount
- Transfer date (Auto Populated)
- Remarks (Additional message)
Balsamiq Design
UI
Pr Link [ UI Completed | API Integration pending ]
The user is able to do the following
- Select a beneficiary from a dropdown
- Select which account does want to get it transferred
- Input amount
- The date should be autopopulated
- Some addtional remarks
Balsamiq Design
UI
Pr Link [ UI Completed | API Integration pending ]
- Surveys submitted by the clients will help the organisations do better and improve consistently
Balsamiq designs
Phase 1
Phase 2
Phase 3
UI
Phase 1
Phase 2
Phase 3
PR Link [ UI Completed | API Integrated ]
- All of the beneficiaries that has been added by client to perform various activities like transferring funds can viewed on this screen.
Balsamiq Design
UI Beneficiaries Component
Search Facility
User can Search through all the records
User can sort the records w.r.t to each field
User can choose how many records are to be displayed at a time.
PR Link [ UI Completed | API Integration pending ]
All the common FAQs regarding the usage of the app are available over here.
Balsamiq design
UI
PR Link [ UI Completed | API Integration pending ]
- User has flexibilty to edit his details instantly with a simple interface.
Balsamiq Design
UI
PR Link [ UI Completed | API Integration pending ]
- All the notifications pushed from the server will be accomodated by the app in form of a drop and full fledged view.
Balsamiq Design
UI
It was initially challenging for me to cope up as it was being introduced, but as time passed by, I learnt more and more about the organisation in weekly checkins that we had. Ed and my mentors played a key role in assisting me throughout the season. I would consider handing a huge codebase and interacting with developers all over the globe as a perk. It has been a great experience working with the Mifos community and I am looking forward to continue the same in the future.