Difference between revisions of "IS484 AY2020/21 Term 1: CityDash"
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== Project Overview == | == Project Overview == | ||
=== Project Description === | === Project Description === | ||
| + | Problem Statement: To productionise the current use of Excel solution in order to improve scalability performance as well as the efficiency of client servicing. | ||
| + | |||
| + | Investment counsellors help HNWI and UHNWI in managing their investment portfolios, hence, they need quick access to a client’s positions and real-time market data. Thus, this project entails building a dashboard that comprise current operation needs as well as having value-added services for HNWI and UHNWI clients. The use of microservices architecture can enable the dashboard to be updated with real-time client and market information, while maintaining a scalable backend architecture. Additionally, the implementation of thematic segmentation of market information and client profiling can increase collaboration between investment counsellors and subject matter experts. | ||
Revision as of 13:57, 5 September 2020
This project aims to help the sponsor create a dashboard for better visualisation of market data as well as providing essential features for a streamlined servicing to their clients.
Group Introduction
Team Members
| Name | Role | |
|---|---|---|
| Danston Goh Kheng Boon | danston.goh.2017@sis.smu.edu.sg | Project Manager |
| Jeremy Lim Qi En | jeremy.lim.2017@sis.smu.edu.sg | Technical Solution Architect |
| Nicole Chai Ying Jie | nicole.chai.2017@sis.smu.edu.sg | UX Designer |
| Ng Jun Hong | junhong.ng.2017@sis.smu.edu.sg | Quality Assurance Architect |
| Zoe Wang Zi Hui | zoe.wang.2017@sis.smu.edu.sg | Front-end Developer |
Faculty Supervisor
| Name | Role | |
|---|---|---|
| Dr Alan Megargel | alanmegargel@smu.edu.sg | Course Coordinator |
| Dr Dennis Ng | dennisng@smu.edu.sg | Supervisor |
Sponsor
CitiBank (CitiVentures Innovation Lab)
| Name | Role | |
|---|---|---|
| Awan, Kashif | kashif.awan@citi.com | AP Technology Head |
| Klaver, Lisa-Jayne | lisajayne.klaver@citi.com | Director Citi Private Bank, APAC Investment Team Head |
| Thaplar, Anil | anil.thaplar@citi.com | UI Lead |
Project Overview
Project Description
Problem Statement: To productionise the current use of Excel solution in order to improve scalability performance as well as the efficiency of client servicing.
Investment counsellors help HNWI and UHNWI in managing their investment portfolios, hence, they need quick access to a client’s positions and real-time market data. Thus, this project entails building a dashboard that comprise current operation needs as well as having value-added services for HNWI and UHNWI clients. The use of microservices architecture can enable the dashboard to be updated with real-time client and market information, while maintaining a scalable backend architecture. Additionally, the implementation of thematic segmentation of market information and client profiling can increase collaboration between investment counsellors and subject matter experts.
Motivation
Resource and Reference
| Programming Languages |
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| Framework |
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| Version Control |
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| APIs |
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| Development Tools |
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| Project Management |
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