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Author Topic: Group Loan Names  (Read 2743 times)
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Lily
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« on: February 19, 2009, 07:50:04 PM »

Has anyone else noticed group loan names changing? I noticed these changes today. Here are quite a few examples from my own portfolio:

Previously known as Maruja Celina Gutierrez Quisbert Group - now known as Exaltación Group: http://www.kiva.org/app.php?page=businesses&action=about&id=88688

Previously known as Odette Musimbongo Group - now known as Main de l'Eternel Group: http://www.kiva.org/app.php?page=businesses&action=about&id=88657

Previously known as Mercedes Amanda Acuna Group - now known as GRUPO EL FLAMINGO Group: http://www.kiva.org/app.php?page=businesses&action=about&id=86819

Previously known as Senaida Agueda Group - now known as Mujeres de Fe Group: http://www.kiva.org/app.php?page=businesses&action=about&id=81588

Previously known as Naziru Coker's Group - now known as Ahmadiyya Secondary School Group: http://www.kiva.org/app.php?page=businesses&action=about&id=82140

Previously known as Malally Abdul Aziz Group - now known as Aajer Safy Group: http://www.kiva.org/app.php?page=businesses&action=about&id=84801

Previously known as Basilia Choque Group - now known as wipala Group:
http://www.kiva.org/app.php?page=businesses&action=about&id=85615

Previously known as Alen Fornah Group - now known as B.D.E.C Home Ecomonics Group: http://www.kiva.org/app.php?page=businesses&action=about&id=83713

Previously known as David Kigenyi Group - now known as Kamu kamu women's group A: http://www.kiva.org/app.php?page=businesses&action=about&id=75679

Previously known as Lala Ouattara Group - now known as Benkadi Group: http://www.kiva.org/app.php?page=businesses&action=about&id=77567

**In addition to being somewhat disorienting, are these changes going to cause trouble in using Ian's spreadsheet, or will the spreadsheet catch the changes since the loan numbers are also used?
« Last Edit: February 19, 2009, 07:51:22 PM by Lily » Logged

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Eli
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« Reply To This #1 on: February 19, 2009, 07:52:07 PM »

Wow, good catch Lily!  That is so odd.
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wthepoo
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« Reply To This #2 on: February 19, 2009, 07:57:45 PM »

Indeed, great catch.

It may have something to do with an earlier "bug" (not sure, maybe it was intended) that led to all groups being named after the first group member instead of an original Group name. And now, maybe it was "just" changed back again, also for newer groups...

I prefer the original names, though - isn't "Grupo el Flamingo" so much more colourful than "Mercedes Amanda Acuna Group"? I just wished they wouldn't change back and forth.

Best wishes,
Wolfgang.
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wthepoo
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« Reply To This #3 on: February 19, 2009, 08:06:28 PM »

I agree, Judy! In any case - unless you do that, anyways - I suggest you also note the unique loan ID - this should make it a little easier, then.

Best wishes,
Wolfgang.
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waywardcats
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« Reply To This #4 on: February 19, 2009, 09:45:54 PM »

Has anyone else noticed group loan names changing? I noticed these changes today. Here are quite a few examples from my own portfolio:


I guess you missed the Kiva blog post today that communicated this change   Smiley

Quote
Release Notes - 2/19/09
Feb 19, 2009
We pushed a new version of the website last night. Here's a summary of some of the changes we made:

    * Fixed loans that were incorrectly marked "Paid Back" and restored them to "Active" status.
    * If you've made a loan to a group, your transaction history will show the name of the group, instead of the group leader's name.
    * Moved the transaction history out of the "Account" section under "My Portfolio" and added it to the left nav under "My Portfolio".
    * Added a running balance to the transaction history (this is also added to the Excel spreadsheet generated by the "Export" button).
    * KF7 Kiva Fellows Program class added to the "Meet the Fellows" page.
    * And many more behind the scenes changes!

Thank you to Kiva for the communication on these changes!!

-Kerry-
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Lily
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« Reply To This #5 on: February 19, 2009, 10:50:51 PM »

Nope, I missed it. I didn't even look to kiva for an explanation because I figured they would have mentioned it yesterday. Thanks Kerry! Ian, will this affect your spreadsheet when loans are listed by name?
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YowieFreak
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« Reply To This #6 on: February 19, 2009, 11:10:02 PM »

Ian, will this affect your spreadsheet when loans are listed by name?

Nope - I never trust "descriptive" fields - give me a good old reliable number anyday!!  So the spreadsheet bases everything on the business id, and just shows whatever name is in the loan/transaction export file for that business id.

And, while I am thinking about it, the extra column that is now in the transaction export file won't upset my spreadsheet either.  (And, because the new field has been tacked onto the end of each line rather than in the middle somewhere, it shouldn't upset the earlier spreadsheets either.)

Ian

P.S.  I guess I knew this change was coming about a week ago, but I thought it was only related to loans where "privacy" was an issue.  Below are some quotes re this matter from the build-kiva Google group:
Quote from: YowieFreak
Would it be possible for the loan name (as shown on Kiva) to be added to the output from the loans API call please.

E.g.  For id 82079, Kiva shows the name as "JULIA MEDINA CEREZO Group" but the only name that comes back from the API call (in field "name") is "Julia's Group".

It will be very confusing for users if what they see in an app is not what they see on the actual website.
Quote from: Jonathan Kart
Hi Ian,
Thanks for pointing out this inconsistency.  In our upcoming release (early next week), we'll be resolving this problem.
However, for this particular loan, the full name will not be displayed.

This group actually has a proper name, "Las Magnificas", that will be displayed (on our site and through the API) once our fix comes out net week.
Thanks for all your feedback on the API!

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Lily
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« Reply To This #7 on: February 21, 2009, 12:14:01 AM »

Thanks for the response, Ian Thumbs Up
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Jonathan
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« Reply To This #8 on: February 24, 2009, 06:34:46 PM »

Hi Lily,

I can confirm for you that we recently updated our code for calculating names to display on the website.  Previously, we had been a little too loose about showing entrepreneur names for groups even if we had a group title available.  In response to privacy inquiries from our partners, and helpful notes from lenders, we recently made a clean sweep of all businesses and recalculated the names using all the data we had available, including carefully protecting the privacy of the borrowers where our partners had requested we do so. 

We ended up changing around 7000 names.  Sometimes it was just simple reformatting ("John    Doe" => "John Doe").  Other times we replaced group leader names with group names.

The official naming algorithm we use goes like this:
setup:
- partners input full entrepreneur names for both group and individual loans
- they also select whether or not we are permitted to show the full entrepreneur name, or first names only.
- for groups, they may enter an optional group title.
- They also must designate a group leader for each group.

names (sorry it's kinda cryptic - I'm a programmer!!):
if(it's an individual loan){
     name = the entrepreneur's name, less the family name if the partner requested we hide it
}

if(it's a group loan){
     if(the partner entered a group title){
          name = the group title 
                      (sometimes we append the word "Group" here, for instance "Exultacíon" would become "Exultacíon Group"
     }else if(they did not enter a group title){
          name = the group leader's name, less the family name if the partner requested we hide it 
                      (we typically append "'s Group" here.  for instance, a group leader of "Lorena Gonzalez" would become "Lorena Gonzalez's Group")
     }
}


Here are a bunch of examples:

1. 3 entrepreneurs, no group title, group leader = "Jane Doe", no need to hide last name:
"Jane Doe's Group"
2. Same as above, but partner requests we hide the entrepreneur's last name:
"Jane's Group"
3. Any group with an entered TITLE not containing the word "group":
"TITLE Group"
4. Any group with an entered TITLE containing the word "group":
"TITLE"
5. Individual Loan for "Jane Doe", hiding last name:
"Jane"
6. Individual Loan for "Jane Doe", partner did not reques we hide the last name:
"Jane Doe"


We have done with an older concept of a "business name" as most borrowers just don't have a true name for their business (such as "Kiva", "Ford", or "Jimmy's Sandwich Shoppe").  This may have effected the names on some of your older loans as well.

Whew!  I can't decide after rereading this if it will clear things up or make it more confusing Wink  but it's as much info as I've got about how we reworked the business names.

Let me know if you have any questions,
-Jonathan
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wthepoo
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« Reply To This #9 on: February 24, 2009, 07:08:18 PM »

...
Whew!  I can't decide after rereading this if it will clear things up or make it more confusing Wink  but it's as much info as I've got about how we reworked the business names.

Let me know if you have any questions,
-Jonathan

Thank you for your post, Jonathan, and for the work you have put into this update. It surely cleared things up for me - and I like your new algorithm.

The only IMHO a little unfortunate thing is that it also affected all the old loans so that lenders got confused and - in some cases - have to work through their own loan lists to identify such loans and update their names. I would usually prefer such changes only to apply to new loans - but I guess this would mean extra work, too.

Best wishes,
Wolfgang.
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