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The Great Mind Challenge - Project Scenario Template

The document outlines requirements for a stock and portfolio management tool including: - Allowing users like brokers and customers to track investment accounts in one place with real-time stock quotes and performance comparisons. - Customers can view summaries of their portfolios containing stocks, funds, bonds etc. and see latest news for each. - Brokers can execute customer requests and orders, and customers are notified of status. - Management and users can access role-based reports on various devices via a REST API, and management can customize reports. - The tool must have professional design, allow report exporting, and include help documentation and source code in the final deliverable.

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mkklast
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© Attribution Non-Commercial (BY-NC)
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39 views

The Great Mind Challenge - Project Scenario Template

The document outlines requirements for a stock and portfolio management tool including: - Allowing users like brokers and customers to track investment accounts in one place with real-time stock quotes and performance comparisons. - Customers can view summaries of their portfolios containing stocks, funds, bonds etc. and see latest news for each. - Brokers can execute customer requests and orders, and customers are notified of status. - Management and users can access role-based reports on various devices via a REST API, and management can customize reports. - The tool must have professional design, allow report exporting, and include help documentation and source code in the final deliverable.

Uploaded by

mkklast
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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The Great Mind Challenge - Project Scenario Template Note: Already filled information should not be changed

1. Name of the Project Stock and Portfolio Management Portfolio tool that tracks all of your investment accounts, all in one place. A solution that not only caters to the need of a Stock Broking firm but is also scalable without compromising on performance.

2.

Objective/ Vision

3.

Users of the System

A. Stock Agent/Broker B. Customers (who buys stocks) C. Management i. ii. iii. iv. v. vi. vii. viii. ix. x. Performance calculation comparison to BSE and Nifty Real-time quotes Auto-refresh of quotes Full stock search using Google or Yahoo Summary of each and all of your portfolios Stocks, mutual funds, preferred shares, bonds, ETFs Link Notes to each Stock Latest news for each stock Brokers should have access restricted to the portfolio it is taking care of. Customers should have remote access. And should be able to conserve and place request online. An audit trail should be maintained of it. A sub-system for brokers to execute customers' requests and orders. Customers should be notified automatically on execution of their requests and orders. A sub-system should be available to customers to track the status. And a way to escalate to management in case of grievances. Management and Customers should have access to various reports. The access to reports should be role based. System should provide a REST service to current stock prices vii. Management should be able to use reporting solutions like BIRT to create custom reports. Because the market rules change quite often, the system parameters like commission charges, TDS, should be configurable by management. However, brokers should be able to extend discounts to their customers.

4.

Functional Requirements (Atleast Eight)

xi. xii.

xiii. xiv. xv.

i. 5. Non-functional requirements (Atleast Four) ii. iii. iv. a. b. c.

Should work on iPad, Android , Blackberry, Windows Offline functionality HTML5 Framework Native Application

6.

Optional features

7.

User interface priorities

A. Professional look and feel B. Reports exportable in .XLS, .PDF or any other desirable format i. Reports customizing the stored data in a platform independent format and displaying it using style sheets. ii. Admin must be able to data in reports in excel sheets iii. Admin must be able to make pictorial depiction of data in excel sheets for better understanding iv. Reports should be elaborate for all the users. A. B. 2 WorkLight ROSE/RSA / WebSphere Modeler Eclipse/ RAD / Lotus Forms Designer / Portlet Factory WorkLight

8.

Reports

9. 10. 11.

Other important issues Team Size Technologies to be used

12.

Tools to be Used

13.

Final Deliverable must include

A. Online or offline help to above said users, Application deployment executive and developer B. Application archive with source code C. Database backup and DDL Script D. Complete Source code

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