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MABS Management Meeting

MABS Management Meeting. UPDATES on RB2000. January 28, 2003 Unit 511, PDCP Landco Center Davao City. PRESENTATION OUTLINE. Objective Brief History Features Investments Status On-going Activities Next Steps Rollout Companies. Objective.

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MABS Management Meeting

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  1. MABS Management Meeting UPDATES on RB2000 January 28, 2003 Unit 511, PDCP Landco Center Davao City

  2. PRESENTATION OUTLINE • Objective • Brief History • Features • Investments • Status • On-going Activities • Next Steps • Rollout Companies

  3. Objective • At the end of this presentation, the MABS technical staff shall be made aware on the following: • Features of RB2000 • Status of the development • On-going activities • Next Steps • Rollout Companies • This presentation however, does not include the actual demonstration of RB2000 system.

  4. 1st Qtr 1998 – Start of MABS Program 3rd Qtr 1998 – MIS Enhancements of PBs 4th Qtr 1998 – MABS tasked by USAID/RBAP to develop a system 2nd Qtr 1999 –RBAP/MABS developed systems specifications 3rd Qtr 1999 – Bidding for a developer 4th Qtr 1999 – Development contract awarded to ASEC – ISSEC and MB Phil (rollout companies) 1st Qtr 2000 – Start development May 2001 – GLM Certified for “early” rollout March 19, 2002 – RB2000 Version 1.0 certified for rollout BRIEF HISTORY

  5. FEATURES • Windows-Based Client Server Technology • LAN & WAN Capable • Wizard-Type “Menu Driven” Setup & Installation • Scalable & Portable • Data Integrity (Real-time Rollback & Commit – SQL) • Online Context-Sensitive Help

  6. FEATURES • Client Information Filing System • Microfinance support and reports • BSP Reports • Multi-currency • Audit Trail • Easy in-house maintenance facility

  7. FEATURES Deposit Management Module (DMM) Financial Product Design (FPD) General Ledger Interface (GLI) General Ledger Module (GLM) Loan Management Module (LMM)

  8. FEATURES – FPD • Customize and maintain bank product with minimal help from the developers • Customize the behavior of each transactions • Easy creation and maintenance of codes & tables • Parameterized Form Printing: passbook, ledgers, etc… • User-defined bank charges, penalties, etc…

  9. FEATURES – FPD • Flexible Deposit Interest Computation • User-defined Depositor Type Maintaining Balance • Parameterized Bank Charges / Penalties for Deposit & Loan • User-defined Loan Amortization Type • User-defined Loan Notices Printing

  10. FEATURES – Deposit Module • Standard deposit module functionality present: • Tellering Transactions • Back-Office Transactions • Miscellaneous Transactions • Vault, Cashier & Tellers Cash Transferring • Auto-Debit & Auto-Credit Facility • Etc… • Inter-branch deposit & transfers transactions • User-defined report format • Online Picture & Signature Verification • ATM Connectivity/Interface ready

  11. FEATURES – Loan Module • Standard loan module functionality present : • Flexible Amortization Schedule & Type • User-definable Loan Classification/Categorization • Customized Loan Package offering • Standard loan repayment and specified repayment transactions • Auto-debit of loan payment from client’s deposit account • Etc… • Capturing of client’s information as early as when the loan is applied • User-definable Microfinance Loan Product • Individual Loans • Group Loans (Grameen-type)

  12. FEATURES – General Ledger Interface • Deposit Products Transaction Codes GLI Template • Loan Products Transaction Codes GLI Template • Miscellaneous Products Transaction Codes GLI Template

  13. FEATURES – General Ledger • Fully parameterized Chart of Accounts • User-definable Financial Statements & Other Schedules formats • Bank-wide consolidation of reports through online or through dial up methodology • Parameterized BSP report1 formatting • Integrated with Deposit and Loans Modules via GL/I • Electronic reporting • Report Generator

  14. Conventional Diskette Email FEATURES – 1BSP Reporting BANK (RB2000)

  15. Minimum Configuration IBM Compatible Computer Intel Pentium IV 1.8Ghz 512KB Cache 256MB RAM 80GB Hard disk CD R/W (Backup) 100/10BaseT Ethernet Card Standard Peripherals Recommended Configuration Branded Computer Intel Pentium IV or higher 512KB Cache 256MB RAM 80GB Hard disk CD R/W (Backup) 100/10BaseT Ethernet Card Standard Peripherals INVESTMENT – Hardware / Server

  16. INVESTMENT – Hardware / Workstation • Minimum Configuration • IBM Compatible Computer • Intel Celeron 1.2 • 256KB Cache • 128MB RAM • 40GB Hard disk • CD ROM (Optional) • 100/10BaseT Ethernet Card • Standard Peripherals • Recommended Configuration • Branded / Compatible • Intel Pentium IV or higher • 256KB Cache • 256MB RAM • 40GB Hard disk • CD ROM (Optional) • 100/10BaseT Ethernet Card • Standard Peripherals

  17. INVESMENT – Software • RB2000 License (Free) • MS SQL Version SBS (Small Business Server) • RB2000 Installation Cost1 • Includes installation charges per module • Transportation, lodging, & out-of-pocket expense • Bank staff cost i.e. overtime, meals, electricity, etc… • Licensing2 of workstations (MS Windows 98Me or higher) 1 Accredited RB2000 Rollout Companies 2 Licensing of software is now a standard business practice to adhere to Intellectual Property Rights and the Anti-Piracy Law

  18. STATUS – Installations

  19. ONGOING ACTIVITIES • MABS & RBAP MIS SteerCom monitors rollout • One (1) year warranty period (version 1.0) • Enhance Loan Functionality (Early Repayment of Loan) • BSP Additional Reports and Reports format changes as of July 1, 2002 • Personal Digital Assistant (PDA)3 Loan Collection Interface

  20. ONGOING ACTIVITIES – Loans Early Repayment Features • Partial Payments applied to Principal Balance on term loans • Partial payments applied to principal only on amortized loans; no adjustments to amortization schedule • Partial payments applied to principal only on amortized loans; adjust amortization schedule • Partial payments applied to both principal & interest on amortized loans; no adjustments • Partial payments applied to both principal & interest on amortized loans; adjust amortization schedule

  21. ONGOING ACTIVITIES –3PDA • Personal Digital Assistant (PDA) is a term for any small mobile hand-held device that provides computing and information storage and retrieval capabilities for personal or business use, often for keeping schedule calendars and address book information handy. • Several MFIs throughout the world are now using PDAs in their operations. More than a year ago, a MABS participant bank in Mindanao piloted the use of PDA for their daily & weekly collections. • To-date, there are already 2 banks using the PDA. One MABS partner bank followed in Luzon. Both banks are satisfied and already have realized a lot of tangible and intangible benefits using the PDA.

  22. ONGOING ACTIVITIES – Loans BSP Reports • Changes to BSP report formats as at July 2001 • AGRI/AGRA Reports • SME Reports • Others

  23. NEXT STEPS • Develop 24/7 RB2000 on-line support • Develop RB2000 website for FAQs, discussion groups • Plan for RB2000 Version 2.0 enhancements

  24. RB2000 ROLLOUT COMPANIES • Automated Systems & Equipment Corporation (ASEC) • Integrated Systems (ISSEC) • Microbanker Philippines (MBPhil)

  25. RB2000 ROLLOUT COMPANIES ASEC Automated Systems & Equipment Corporation Unit 607 Park Avenue Mansion Park Avenue, Pasay City Metro Manila Telephone: 02-8315171 Fax: 02-8315206 Email: asecorp@info.com.ph Contact Person: Mr. Florentino A. Roque President

  26. RB2000 ROLLOUT COMPANIES ISSEC Integrated Systems Services & Equipment Corporation U1106-1107 Cityland Shaw Tower Shaw Blvd. corner St. Francis Sts. Mandaluyong City, Philippines 1550 Telephone: 02-6387628 Fax: 02-6359744 Email: info@issec.com.ph Contact Person: Mr. Larry Adeva VP Marketing / Director

  27. RB2000 ROLLOUT COMPANIES MBPHIL Microbanker Philippines, Incorporated 3/F Doña Mercedes Bldg. #584 San Andres St., Malate 1004 Manila, Philippines Telephone: 02-5364748 Fax: 02-5268908 Email: mnl@mbphil.com Contact Person: Mac Franceau S. Panuncialman General Manager

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