LAB 4: CLIENTs

Maintaining Client's Database for all the clients of a financial institution is one of the
important aspects of any financial institution. This client's database includes:

1. Client's Personal Information (Name, Date of Birth, Client Activation Date. etc)
2. Client's Loan Portfolio (All the loans that a particular client has, including the
statuses of those loans, Repayment schedules, transactions, etc)
3. Client's Savings Portfolio
4. Client's additional details
5. The documents submitted by the client.
6. Assigned Staff.

On this page:

 Selecting Legal Form as ENTITY

 Import Client
 select "Import Client" at the top right of the clients page


 Activate a client
 Edit an existing client
 Assign staff to a client
 Transfer a client
 Close a client
 Re-activate client

Beginning at the main screen, select Clients click on Clients from the drop-down
menu. This will launch the Clients page.
 Create Client
1. Click on "Clients" tab on top left, next to Mifos icon on the home page. It opens a
new page containing a list of all the clients.
2. Click on tab on top the right corner, the page shown below opens.
NOTE: While filing the form, note that fields with an asterisk(*) are Mandatory.

Selecting Legal Form as PERSON

If you are creating legal form for a person, then select Legal Form: as PERSON.
Then continue providing other required fields.

Field Name Description

(attribute)

Office (Mandatory Select the office to which person should be associated.

Field)

Legal Form Select Person, by default if nothing is selected it will create as person.

First Provide Person's First Name

Name (Mandatory
Field)

Last Provide Person's Last Name

Name (Mandatory
Field)

Mobile Number Enter the Person's Mobile Number

Date of Birth Enter the Person's Date of Birth using Date Picker

Client Type You can define your own set of type in - Manage Codes, then select
Field Name Description
(attribute)

those defined drop-downs like child, senior citizen,etc.

External Id Provide any reference unique ID. For exaample: Person's application
sheet number or branch code+person's id number, etc.

Client You can define your own set of classification in - Manage Codes, then
Classification select those defined drop-downs like individual, married, widow, etc..

Staff You need to have defined

- https://mifosforge.jira.com/wiki/display/docs/Manage+Employees,
wherein you can select the staff from drop-down and associate.

Gender You need to have defined Gender in - Manage Codes, then Use the
drop-down menu to select the gender of person.

Active By checking the check box will enable client activation at this level,
You can provide activation date for field - Activation Date.

Submitted Provide application submission date.

On (Mandatory
Field)

Open Saving Check this, to create the savings account for the client while client is
Account being created. After checking this, one more field will appear, "select
saving account", in order to select the savings product.

Then Click on Submit button.

Selecting Legal Form as ENTITY

If you are creating legal form for ENTITY, then select Legal Form: as ENTITY.
Field Name (attribute) Description

Office (Mandatory Field) Select the office to which Entity should be associated.

Legal Form Select Entity

Name (Mandatory Field) Provide Entity's Name

Mobile Number Enter the Entity's Mobile Number

Incorporation Date Enter the Entity's Incorporation Date using Date Picker

Incorporation validity Enter the Entity's Incorporation validity Date using Date Picker
Date

Client Type You can define your own set of type in - Manage Codes,
then select those defined drop-downs.
Field Name (attribute) Description

External Id Provide any reference unique ID. For example: Person's

application sheet number or branch code+person's id number,
etc.

Client Classification You can define your own set of classification in - Manage
Codes, then select those defined drop-downs.

Incorporation Number Provide Incorporation number

Main Business line You can define Main Business line in - Manage
Codes, then select those defined drop-downs.

Constitution (Mandatory You can define Constitution in - Manage Codes, then select
Field) those defined drop-downs like pvt ltd, public ltd,etc.

Remarks Provide remarks, if any.

Submitted on (Mandatory Provide application submission date.

Field)

Active By checking the check box it enables client activation at this

level, You can provide activation date for field - Activation
Date.

Open Saving Account Check this, to create the savings account for the client while
client is being created. After checking this, one more field will
appear, "select saving account", in order to select the savings
product.

You then have to fill in some personal information about your family in as seen in the
image below:
The person or entity should select a family member who can be contacted in case
the client is not available and provide details about him or her.
The information below is related to the family member

Field name Description

(attribute)

Relationship The relationship between the entity and the family member
(Mandatory Field)

First name The first name of the family member

Middle name The middle name of the family member

Last name The last name of the family member

Qualification The qualifications of the specified family member

Mobile Number His or her mobile number

Age The age of the family member

Is Dependent? Checking the check box shows that the family member is
independent
Field name Description
(attribute)

Gender The gender of the person. You can choose from the drop down
that appears when you click on the side button

Profession The profession of the family member

Marital Status You can choose from the drop down the marital status of the
person

Date of Birth The birth date of the person.

You also have to fill in some information in the table below:

For the image above, you need to fill in details about your address, street,
state/province, country and postal code
NOTE: All fields with asterisks are mandatory fields.
You can now click on Proceed
Then Click on Submit button.

Import Client
select "Import Client" at the top right of the clients page
 Once you select "Import Clients", the following page will be shown:

 You can select the office, staff and legal form from their respective drop-downs as
shown on the screenshot above and download a client template where you will fill in
the clients and all the information concerning them.
 You can also upload and excel file of the client and information from your computer.
 In the screenshot below, we have a table containing the client documents that have
been uploaded to the system.

Activate a client
If Client is not activated, while creation then follow these steps:
1. In the list of Clients, select the client and click on Activate button as shown in the
image below.

2. Refer the image below and enter the activation date and click on submit
button to activate the client.

Edit an existing client

In order to edit the Client,

1. Click on Client to view the client

2. Then Click on Edit button to see the following window:
 3) Enter the details and click on Submit button.

Assign staff to a client

To assign a staff for the client,

1. Click on Client to view the client

2. Then click on "Assign Staff" tab.

Select the staff from drop-down list

Transfer a client
1. Open the list of clients by clicking on "Clients" tab.
2. Click on the client to view his profile
3. Click on the "Transfer Client" tab

4. Select the office to where Client is transferred and then click on Submit button.

5. A new window will open where you have to click on "Accept Transfer" tab to
finish the client transfer.
 Close a client
Follow these steps in order to Close a Client

1. Go to the Client's profile.

2. Click on "Close" tab
3. A new window will open. Provide "Closure Date" and "Closure Reason".
4. Click on "Submit" button to close the Client.

Re-activate client
Follow these steps in order to "Re-activate" a Client

1. Go to the Client's profile

2. Click on "Re-activate" button.