Target release
Epic
Document statusDRAFT
Document owner

Nikhil Pawar

Designer
DevelopersNikhil Pawar
QA

Goals

  • Give ability to users to save details of Family Members in Fineract

Background and strategic fit

Storing details of Family members of clients is very important for identification purpose while retrieving credit score.

Also details of Family members comes handy why evaluating credit worthiness of client. 

Assumptions

  • Assumption is made that users would be defining appropriate code and code values for fields like Relationship,Gender,Profession,Marital status.

Requirements

#TitleUser StoryImportanceNotes
1Storing family details for client while create new client accountUser shall be able to feed in family details while creation of new clientMust Have 
2Feeding in family details of client after client account is createdUser shall be able to feed in family details after client is createdMust Have 
3Edit Family details of clientUser shall be able to edit Family Details of clientMust Have 
4Delete Family Members detailsUser shall be able to delete Family detail of clientMust Have 

User interaction and design                                                          

                                                                                                                                 

 

     

 

 

1) Create Client Page   

 

 

 

 

                                                                       2. View Client Page