ANAC BrokerageTeam No 7.ppt

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ANAC BrokerageTeam No 7.ppt

ANAC Brokerage Team No: 7 Prepared By: Chris Aholt Mauricio Aviles Mridul Chowdhury Chau Nguyen Content Overview. Business Objectives. System Objectives. Project Objectives. Overall Picture. Assumptions and Constraints. Content Sample Components Accessing the system Setting up User accounts Trade Management – buying stocks. Project Schedule. Next Steps Q A Overview Design and implement a GUI, web-based, stand alone software to cover the trading needs of a small brokerage system. Target Users: Brokerage Representatives Rep . Development Model: Waterfall Method Business Objectives Account Setup. Account Types. Account Maintenance. Cash Management. Transactions. Transaction History. Search Functionality. Reports. Quotes and News. System Objectives Web-based: ASP.NET. Developing Language: C#. Database: Microsoft Access/ MySQL TBD . Connectivity: UTA infrastructure. Real-Time Information: Yahoo! Finance. Project Objectives Emphasize and Optimize the accessibility of information to benefit the Customers Reps through: Customer Management Screen Representatives Welcome Screen Live Quotes and News without opening new screens. Message Center to improve company’s communication Project Context Overall Picture: UML class diagram Assumptions and Constraints User will access the system through a compatible browser. Deal only with U.S. stocks. Ignore network issues. No taxing issues. Reps will have basic knowledge of U.S. stock market. Sample Components: Accessing the System Accessing the system. Compatibility: Microsoft Internet Explorer Mozilla Firefox Requirements: Username system provided Password Security: System locking capabilities Manager locking capabilities Accessing the system. 3 types of profiles: General Manager Manager Employee Use Case: Accessing the System UML : Accessing the system Sample Components: Setting Up User Accounts Setting Up User Accounts Select between 3 types of account: Personal Roth IRA IRA User must enter persona

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