Difference between revisions of "IS484 IS Project Experience (FinTech)"

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|width="30%"|<!-- Research Problem--> '''Private Banking Client Dashboard''' - Citi Private Bank (CPB) Investment Counsellors and Advisors provide frequent consultation to HNWI and UHWNI (high and ultra-high net-worth individuals) on how to manage their Investment portfolios. In order to perform their job they need high speed access to a client's positions, real-time market data and publicly available sentiment on the portfolio's constituents. The portfolio is usually composed of capital market securities and various funds (hedge, mutual, real estate, private equity).
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|width="30%"|<!-- Project Description --> '''Private Banking Client Dashboard''' - Citi Private Bank (CPB) Investment Counsellors and Advisors provide frequent consultation to HNWI and UHWNI (high and ultra-high net-worth individuals) on how to manage their Investment portfolios. In order to perform their job they need high speed access to a client's positions, real-time market data and publicly available sentiment on the portfolio's constituents. The portfolio is usually composed of capital market securities and various funds (hedge, mutual, real estate, private equity).
|width="30%"|<!-- Research Questions --> '''Research Question 1:'''  How do banks decide on the boundary context and granularity of microservices? <br>
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|width="30%"|<!-- Project Deliverables --> A working dashboard that provides a real-time view of a client's position. The view should be contextual based on the type of holdings (Cash/Liabilities, Equity, Fixed Income, Derivatives and Alternative Investments). The view would give an instrument and profitability analysis based on market data (Bloomberg / Reuters). Furthermore, there will be a recommendation engine that looks at a client's current / past positions and suggests trade-able ideas to the advisor based on upcoming announcements, trending public sentiment and client's personal interests.
'''Research Question 2:'''  What kind of tool sets do banks use for building, testing, and deploying microservices? <br>
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|width="30%"|<!-- Project Sponsor --> '''Research Method:''' Data collection through surveys and interviews of bank staff, and existing case studies. Analysis of qualitative and quantitative data collected. Results and Conclusions.<br>
'''Research Question 3:'''  What strategies to banks employ for migrating from monolithic systems to microservices?
 
|width="30%"|<!-- Research Method--> '''Research Method:''' Data collection through surveys and interviews of bank staff, and existing case studies. Analysis of qualitative and quantitative data collected. Results and Conclusions.<br>
 
 
'''Integrated Report:''' Write up an integrated report covering all 3 research questions.<br>
 
'''Integrated Report:''' Write up an integrated report covering all 3 research questions.<br>
 
'''Integrated Demo:''' Demonstrate a fully functional microservice for a banking context, using the techniques and tools discovered.
 
'''Integrated Demo:''' Demonstrate a fully functional microservice for a banking context, using the techniques and tools discovered.
 
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Revision as of 18:19, 10 March 2020

Course Description:

  • This is an SMU-X course designed in collaboration with CitiVentures Innovation Lab. Citibank will supply a minimum of 5 projects ideas to select from.
  • Students will form teams of 5 or 6, and select one of the Citibank project ideas to work on. Project selections do not need to be unique, meaning multiple teams can select the same project idea.
  • Each student project team will be assigned to a Citibank sponsor and an SMU faculty supervisor.
  • Citibank will provide project scope and management for student teams to have practical industry learning experiences.
  • Student teams will have weekly check in meetings, either virtually or physically, with their Citibank sponsor.
  • Citibank will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.

Project Timeline:

  • Week 1 - Attend orientation session, where teams will be formed (if you have not already formed a team), and projects are selected from a set of predefined projects provided by CitiVentures.
  • Week 8 - Midterm presentation and demo
  • Week 15 - Final presentation and demo

Project deliverable:

  1. Student project teams will be expected to develop a working software application prototype, to be delivered to Citibank at the end of the course.
  2. A formal, in-person midterm and final presentation will be facilitated by Citibank.

Citibank Projects

  • Projects to be selected/assigned to project teams during Week 1 orientation session.
Item Project Description Project Deliverables Project Sponsor
1 Private Banking Client Dashboard - Citi Private Bank (CPB) Investment Counsellors and Advisors provide frequent consultation to HNWI and UHWNI (high and ultra-high net-worth individuals) on how to manage their Investment portfolios. In order to perform their job they need high speed access to a client's positions, real-time market data and publicly available sentiment on the portfolio's constituents. The portfolio is usually composed of capital market securities and various funds (hedge, mutual, real estate, private equity). A working dashboard that provides a real-time view of a client's position. The view should be contextual based on the type of holdings (Cash/Liabilities, Equity, Fixed Income, Derivatives and Alternative Investments). The view would give an instrument and profitability analysis based on market data (Bloomberg / Reuters). Furthermore, there will be a recommendation engine that looks at a client's current / past positions and suggests trade-able ideas to the advisor based on upcoming announcements, trending public sentiment and client's personal interests. Research Method: Data collection through surveys and interviews of bank staff, and existing case studies. Analysis of qualitative and quantitative data collected. Results and Conclusions.

Integrated Report: Write up an integrated report covering all 3 research questions.
Integrated Demo: Demonstrate a fully functional microservice for a banking context, using the techniques and tools discovered.