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| | ! Finals || Week 14 to Week 16 || Presentation ||Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator) | | ! Finals || Week 14 to Week 16 || Presentation ||Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator) |
| | |} | | |} |
| | + | |
| | + | === Key Dates for AY2025/26 Term 1 === |
| | + | |
| | + | * ✓Students submit team registration and prerequisites forms: by 13 Apr 2025 |
| | + | * Sponsor project descriptions available: by 2 May 2025 |
| | + | * Sponsor info session with students: week of 5 May 2025 |
| | + | * ✓Students submit project preferences: by <s>14 May 2025</s> -> 19 May 2025 |
| | + | * Student teams assigned to projects: week of <s>19 May 2025</s> -> 23 May 2025 |
| | + | * ✓Students submit project proposals: by 12 Jun 2025 |
| | + | * SMU track coordinator approves proposals: around mid-Jul 2025 |
| | + | * Students start working on projects: in early Aug 2025 |
| | + | * Midterm review: around mid-Oct 2025 |
| | + | * Final presentation/demo: around the end of Nov 2025 |
| | | | |
| | === Project Team Signup Sheet: === | | === Project Team Signup Sheet: === |
| | | | |
| − | AY2024/25 Term 2 <br>
| + | AY2025/26 Term 1 <br> |
| | https://docs.google.com/spreadsheets/d/1q-2qNkXGcjPxybU52s-1cazP5k4zhHTYRn7SKxz5Hjg/edit?gid=0#gid=0 <br> | | https://docs.google.com/spreadsheets/d/1q-2qNkXGcjPxybU52s-1cazP5k4zhHTYRn7SKxz5Hjg/edit?gid=0#gid=0 <br> |
| | | | |
| − | === Current Projects - FY2024/25 Term 2 === | + | === Current Projects - FY2025/26 Term 1 === |
| | + | |
| | + | Here is the link to the list of sponsor projects: |
| | + | |
| | + | https://docs.google.com/spreadsheets/d/11drNR9efEo9Yx2UNKskiSSatRiQPT3JCaAB4UsZTmpQ/edit?usp=sharing |
| | + | |
| | + | A couple of the sponsors are in the process of revising some of the descriptions (see the notes column). I will post a message on Teams when the updates are available. |
| | + | |
| | + | === Sponsor Briefing Session Schedule - FY2025/26 Term 1 === |
| | | | |
| − | <table width="966" cellpadding="2" cellspacing="0" bgcolor="#f2f2f2" style="background: #f2f2f2; page-break-before: always">
| + | <b> Tues, 13 May </b> <BR> |
| − | <tr>
| + | 7:00pm: Citi <BR> |
| − | <td width="73" style="border: 1.00pt solid #000000; padding: 0.02in 0.08in"><p class="msonormal" align="center">
| + | 7:30pm: Viom <BR> |
| − | <b>ID, Term, and BA Status</b></p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: 1.00pt solid #000000; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0.02in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" align="center">
| |
| − | <b>Sponsor / Business Vertical</b></p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: 1.00pt solid #000000; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0.02in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" align="center">
| |
| − | <b>Project Description</b></p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: 1.00pt solid #000000; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0.02in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" align="center">
| |
| − | <b>Project Scope</b></p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: 1.00pt solid #000000; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0.02in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" align="center">
| |
| − | <b>Project Stakeholders</b></p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #1</p>
| |
| − | <p class="msonormal" align="center" style="margin-bottom: 0.2in">FY2024/25
| |
| − | <br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | OCBC - Consumer Banking</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <font color="#000000"><b>Fast Data Acquisition for Real-time
| |
| − | Analytics</b></font><font color="#000000"><br/>
| |
| − | Core Banking
| |
| − | processes a high volume of customer transactions including
| |
| − | transfers, deposits and payments in an RDBMS (say PostgreSQL).
| |
| − | There is a need to analyze the data real-time to detect any
| |
| − | anomalies and generate operational reports. The application
| |
| − | transaction database in optimized for high-availability and write
| |
| − | performance, not analytics.<br/>
| |
| − | <br/>
| |
| − | Therefore, there is a need
| |
| − | for a real-time ingestion framework to stream transaction data
| |
| − | from the source to the target operational data store (ODS), for
| |
| − | real-time analytics.<br/>
| |
| − | <br/>
| |
| − | Traditional batch ETL processes
| |
| − | result in delayed data availability, leading to slower
| |
| − | decision-making. Real-time analytics improves the customer
| |
| − | service, reduce fraud risk etc.</font></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The key
| |
| − | challenges that should be address are</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in"><font color="#000000"><b>Low
| |
| − | latency: </b></font><font color="#000000">Data needs to be
| |
| − | streamed in near real-time without impacting the performance of
| |
| − | the source transaction system.</font></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in"><font color="#000000"><b>Data
| |
| − | consistency:</b></font><font color="#000000"> The data arriving at
| |
| − | the ODS remains consistent with the source system, especially
| |
| − | during high transaction volumes.</font></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in"><font color="#000000"><b>Scalability:</b></font><font color="#000000">
| |
| − | The ingestion framework must scale to handle increasing
| |
| − | transaction volumes during peak hours, like flash sales or
| |
| − | promotions etc.</font></p>
| |
| − | <p class="msonormal"><font color="#000000"><b>High Availability:
| |
| − | </b></font><font color="#000000">The framework should tolerate
| |
| − | failures and be resilient with high-availability. </font>
| |
| − | </p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:<br/>
| |
| − | Project sponsors will share sufficient
| |
| − | context so students can understand how/where this model brings
| |
| − | value to users.<br/>
| |
| − | <br/>
| |
| − | Project Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • A low latency real-time
| |
| − | ingestion framework using CDC and should support CRUD operations
| |
| − | to be consistent with the source database.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • Analytics dashboard that
| |
| − | provides insights as</p>
| |
| − | <p class="msonormal" style="margin-left: 0.69in; margin-bottom: 0.2in; background: transparent">
| |
| − | • Customer activity and behaviour</p>
| |
| − | <p class="msonormal" style="margin-left: 0.69in; margin-bottom: 0.2in; background: transparent">
| |
| − | • Pending or failed payments</p>
| |
| − | <p class="msonormal" style="margin-left: 0.69in; margin-bottom: 0.2in; background: transparent">
| |
| − | • Total transaction volume per
| |
| − | minute/hour</p>
| |
| − | <p class="msonormal" style="background: transparent">•
| |
| − | Documentation with detailed setup instructions for configuring the
| |
| − | ingestion with no-coding and just using configuration changes.</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Project Coordinator: Lim Wei Ming<br/>
| |
| − | Project Mentor:
| |
| − | Radhakrishna Sarma</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #2</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | OCBC - Front Office Relationship Managers</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Front Office Dashboard / Client meeting prep support</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The goal of this
| |
| − | project is to leverage GenAI Technologies to develop a dashboard
| |
| − | and client meeting preparation support system. The system will
| |
| − | gather relevant information such as to-do lists, insights that
| |
| − | clients would appreciate, follow-ups from previous meetings,
| |
| − | outstanding document deficiencies, and areas requiring client
| |
| − | feedback. All of this information will be consolidated into a
| |
| − | meeting preparation pack, making it easier for professionals to
| |
| − | prepare for client meetings efficiently.
| |
| − | </p>
| |
| − | <p class="msonormal">Front office staff often struggle to gather
| |
| − | and organize all the necessary information for client meetings.
| |
| − | This leads to inefficiencies and potential oversights. Therefore,
| |
| − | there is a need for a system that can streamline the process of
| |
| − | gathering, organizing, and presenting important information to
| |
| − | professionals before client meetings.
| |
| − | </p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share sufficient context so students can understand how/where this
| |
| − | UI brings value to users.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • Components required for
| |
| − | effective client meeting preparation, including to-do lists,
| |
| − | insights, follow-ups, document deficiencies, reviews, and client
| |
| − | feedback.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • Data or resources
| |
| − | necessary for testing, such as sample client meeting data, client
| |
| − | feedbacks, digital channel access data and relevant documents.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • Dashboard: Create a
| |
| − | user-friendly dashboard that allows Front office to input and
| |
| − | access information for client meeting preparation.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • AI Integration: Utilize
| |
| − | GenAI Technologies to enhance the system's capabilities, such as
| |
| − | natural language processing for analyzing meeting notes and
| |
| − | predictive analytics for generating insights.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.24in; margin-bottom: 0.2in">
| |
| − | • Data Analysis: Implement
| |
| − | AI models to analyze data inputs and generate valuable insights,
| |
| − | such as identifying patterns in client feedback or predicting
| |
| − | potential document deficiencies.</p>
| |
| − | <p class="msonormal">•
| |
| − | Meeting Preparation Pack: Consolidate all relevant information,
| |
| − | including to-do lists, insights, follow-ups, document
| |
| − | deficiencies, reviews, and areas requiring client feedback, into a
| |
| − | comprehensive meeting preparation pack.</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: Bryan Lee Cheng Hui</p>
| |
| − | <p class="msonormal">Project Mentor: Amila Silva</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #3</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | OCBC - Group Operations & Technology</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | This project aims to explore the concept of Zero-Knowledge
| |
| − | Rollups, an innovative technology that addresses two significant
| |
| − | challenges in blockchain transactions: privacy and efficiency. In
| |
| − | simpler terms, Zero-Knowledge Rollups are like a secret code that
| |
| − | allows you to do more things securely and quickly without anyone
| |
| − | else knowing the details.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">In the world of
| |
| − | digital currencies and blockchain, it's crucial to ensure that
| |
| − | transactions are both private and efficient. Zero-Knowledge
| |
| − | Rollups offer a promising solution by bundling many transactions
| |
| − | together and proving they are valid without revealing specific
| |
| − | details about each individual transaction.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">This approach
| |
| − | enables blockchain networks to handle a large number of
| |
| − | transactions at once, making them faster and more scalable. This
| |
| − | also prove that transactions are valid without exposing the
| |
| − | specifics. As a practical demonstration, we are able to develop
| |
| − | blockchain applications such as:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.3in; margin-bottom: 0.2in">
| |
| − | 1. Enhancing Privacy and Scalability in
| |
| − | Blockchain Transactions using Zero-Knowledge Rollups</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">There is a need
| |
| − | for an improved solution to address the privacy and scalability
| |
| − | challenges facing blockchain transactions. Traditional blockchain
| |
| − | systems, such as those used in cryptocurrencies, often struggle to
| |
| − | handle a high volume of transactions while simultaneously ensuring
| |
| − | the privacy of participants.</p>
| |
| − | <p class="msonormal">Existing blockchain architectures suffer from
| |
| − | limited scalability, resulting in congestion and increased
| |
| − | transaction delay during peak usage periods. Moreover, transaction
| |
| − | details are often visible to malicious actors, compromising user
| |
| − | privacy and confidentiality.
| |
| − | </p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.23in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share sufficient context so students can understand its use cases,
| |
| − | discussing the benefits and limitations of implementing zero
| |
| − | knowledge rollups and how it can benefit end users.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.23in; margin-bottom: 0.2in">
| |
| − | • The project details,
| |
| − | explanation of the zero knowledge rollups and other useful details
| |
| − | will be shared.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.02in; margin-bottom: 0.2in">
| |
| − | Project Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.23in; margin-bottom: 0.2in">
| |
| − | • Students will dive into
| |
| − | the technical aspects of Zero-Knowledge proofs, learn about the
| |
| − | challenges of implementing Rollup solutions, and examine
| |
| − | real-world examples where this technology has been used
| |
| − | successfully
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.23in; margin-bottom: 0.2in">
| |
| − | • Investigate where zero
| |
| − | knowledge rollups can be applied in banking environment. Students
| |
| − | will study relevant academic resources, examine existing
| |
| − | Zero-Knowledge Rollup implementations</p>
| |
| − | <p class="msonormal" style="margin-left: 0.23in; margin-bottom: 0.2in">
| |
| − | • Create simulations or
| |
| − | proof-of-concept prototypes to explore the practical aspects</p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: Ravindra Kumar</p>
| |
| − | <p class="msonormal">Project Mentor: Jorden Seet</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #4</p>
| |
| − | <p class="msonormal" align="center" style="margin-bottom: 0.2in">FY2024/25
| |
| − | <br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Citi - Exchange Traded & Cleared Derivatives</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Collateral Optimization for CCP Margin Calls</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Citi provides
| |
| − | its clients with clearing services on several global Central
| |
| − | Counterparty Clearing Houses (CCPs). Clients can post eligible
| |
| − | currency (cash) & financial instruments (bonds, treasury
| |
| − | notes, securities, commodity warrants, etc.) as collateral to
| |
| − | cover margin calls. Citi, as a clearing member, will then utilize
| |
| − | some of these assets to cover the corresponding margin calls with
| |
| − | the CCP.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Each CCP has
| |
| − | specific requirements regarding the types of collateral it
| |
| − | accepts, applying different haircuts and collateral fees based on
| |
| − | asset class. Additionally, transaction costs are incurred when
| |
| − | depositing, substituting or withdrawing collateral. Optimizing the
| |
| − | allocation of available collateral across different CCPs can
| |
| − | minimize costs and increase efficiency.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">This project
| |
| − | aims to develop an algorithm that optimizes the allocation of
| |
| − | available collateral to various CCPs based on eligibility,
| |
| − | collateral costs, haircuts, and transaction costs, taking into
| |
| − | account frequent changes in available collateral due to client
| |
| − | activity.</p>
| |
| − | <p class="msonormal">Citi’s clearing services require optimal
| |
| − | collateral allocation to different CCPs in order to minimize costs
| |
| − | and comply with eligibility requirements. The current process
| |
| − | involves multiple variables such as collateral eligibility,
| |
| − | haircut rates, collateral fees, and transaction costs. The
| |
| − | objective of this project is to build a solution that optimizes
| |
| − | collateral allocation for margin calls at each CCP while
| |
| − | minimizing associated costs and fees.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Students will be
| |
| − | provided with:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">1. A file
| |
| − | containing a list of available collateral.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">2. A file that
| |
| − | lists the margin calls required at each CCP.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">3. A file
| |
| − | containing static data regarding eligible</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">associated
| |
| − | haircut rates, fees, and transaction costs at different CCPs.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">All required
| |
| − | data is in public domain. No Citi proprietary data is required nor
| |
| − | will be shared for this project.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">1. Optimization
| |
| − | Algorithm: A solution to optimize the allocation of available
| |
| − | collateral across multiple CCPs based on eligibility, costs, and
| |
| − | transaction considerations.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">2. User
| |
| − | Interface: A basic user interface to input data and visualize the
| |
| − | optimized collateral allocation across CCPs.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">3. Collateral
| |
| − | Movement Report: A user report that lists the optimal collateral
| |
| − | allocation and the related asset movements.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">4.
| |
| − | Documentation: Detailed documentation explaining the methodology,
| |
| − | logic behind the optimization algorithm, and any assumptions made.</p>
| |
| − | <p class="msonormal">5. Presentation: A final presentation
| |
| − | demonstrating the optimization tool, its functionality, and
| |
| − | potential real-world applications for Citi's operations.</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: TBA</p>
| |
| − | <p class="msonormal">Project Mentor: Nirav Parikh</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #5</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Citi - Markets & Trading</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Synthetic Market Generator for Algorithmic Trading</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">One of the key
| |
| − | challenges in training trading algorithms is the limited
| |
| − | availability of real-world historical data specific to certain
| |
| − | securities. This scarcity of data can lead to overfitting and
| |
| − | suboptimal performance in machine learning models. Moreover, it is
| |
| − | difficult to find data that accurately reflects specific market
| |
| − | conditions, including varying volumes, trends, and volatility
| |
| − | levels.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">This project
| |
| − | aims to address these challenges by developing a synthetic market
| |
| − | simulator capable of generating market data tailored to specific
| |
| − | securities and market conditions. The simulator will be
| |
| − | parameterized to model various patterns, volatility levels, and
| |
| − | market trends, providing a flexible tool for creating synthetic
| |
| − | datasets. These datasets can then be used for training and testing
| |
| − | algorithmic trading strategies, avoiding the pitfalls of limited
| |
| − | real-world data.</p>
| |
| − | <p class="msonormal">Current trading models face the challenge of
| |
| − | limited historical data for specific securities and market
| |
| − | conditions. This project seeks to build a synthetic market data
| |
| − | simulator that allows traders and researchers to generate
| |
| − | customized market data based on chosen parameters such as
| |
| − | volatility, trend strength, and volume. This will provide a larger
| |
| − | and more diverse dataset to train trading algorithms, leading to
| |
| − | better generalization and performance in various market
| |
| − | environments.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Students will be
| |
| − | provided with:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">1. A
| |
| − | representative set of market data for a given security (historical
| |
| − | OHLCV data).</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">2. Parameters to
| |
| − | tune the synthetic data generation, including market patterns,
| |
| − | volatility, trends, and volume.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">All required
| |
| − | data is in public domain. No Citi proprietary data is required nor
| |
| − | will be shared for this project.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">1. Synthetic
| |
| − | Data Generator: A working model that simulates and outputs
| |
| − | synthetic market data based on input parameters.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">2.
| |
| − | Parameterization: A set of controls to modify the synthetic data
| |
| − | generation, including trend types, volatility levels, and other
| |
| − | key market conditions.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">3. Transaction
| |
| − | Output: The output will be a file containing the generated market
| |
| − | data, with fields such as Open, High, Low, Close, and Volume
| |
| − | (OHLCV).</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">4.
| |
| − | Documentation: Detailed documentation explaining how the synthetic
| |
| − | data is generated, how to use the parameterization tools, and how
| |
| − | the simulator can be applied in algorithm training.</p>
| |
| − | <p class="msonormal">5. Presentation: A demonstration of the
| |
| − | synthetic market simulator, including use cases for improving
| |
| − | trading algorithm performance.</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: TBA</p>
| |
| − | <p class="msonormal">Project Mentor: Nirav Parikh</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #6</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Citi - Investment Banking</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Deal Review Committee Using LLM Agents</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">In investment
| |
| − | banking, evaluating deals for new clients involves multiple
| |
| − | dimensions of analysis. Banks must assess the market potential,
| |
| − | competitive positioning, and risk profile of a client’s
| |
| − | business, while estimating revenue and cost projections.
| |
| − | Additionally, ensuring compliance with regulatory standards and
| |
| − | aligning deals with the bank’s strategic objectives are crucial
| |
| − | aspects of decision-making.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">This project
| |
| − | proposes the development of a framework utilizing Large Language
| |
| − | Model (LLM) agents to simulate a virtual committee of financial
| |
| − | experts. Each LLM agent will be specialized in specific areas such
| |
| − | as risk assessment (credit, market, operational, regulatory,
| |
| − | reputational), revenue estimation, compliance, and strategic
| |
| − | alignment. By simulating the expertise of real-world financial
| |
| − | analysts and risk managers, this system will provide a
| |
| − | comprehensive review of deal proposals for new clients.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The goal is to
| |
| − | enhance decision-making, mitigate risks, ensure regulatory
| |
| − | compliance, and foster profitable client relationships, helping
| |
| − | banks balance opportunity with risk for long-term sustainability
| |
| − | and growth.</p>
| |
| − | <p class="msonormal">Investment banks face challenges in
| |
| − | evaluating deal proposals due to the need for multi-faceted
| |
| − | analysis across revenue potential, risk assessment, regulatory
| |
| − | compliance, and strategic fit. This project aims to develop a
| |
| − | framework leveraging LLM agents to provide a holistic and
| |
| − | expert-driven approach to deal review, improving both the
| |
| − | efficiency and accuracy of decision- making processes.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Students will be
| |
| − | provided with:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">1. Training data
| |
| − | from previous deal reviews, including analysis from financial
| |
| − | analysts and risk managers.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">2. Access to
| |
| − | relevant market data, risk factors, and financial models.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">3. Strategic
| |
| − | guidelines and risk appetite documentation for new deals.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Note: Anonymized
| |
| − | Citi internal data (no client data) will be required for this
| |
| − | project subject to approvals and potential NDA agreements.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">1. LLM-Based
| |
| − | Expert Agents: A framework of specialized LLM agents trained to
| |
| − | simulate expert perspectives in areas such as revenue estimation,
| |
| − | risk analysis, compliance, and strategic alignment.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">2. Virtual
| |
| − | Committee Decision Process: A mechanism for synthesizing the
| |
| − | insights from different agents to form a comprehensive
| |
| − | recommendation on deal approval and conditions.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">3. Decision
| |
| − | Support System: A tool that provides deal recommendations,
| |
| − | approval conditions, and risk mitigation strategies based on the
| |
| − | committee’s output.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">4.
| |
| − | Documentation: Comprehensive documentation outlining the design,
| |
| − | methodology, and decision-making process of the virtual committee
| |
| − | of LLM agents.</p>
| |
| − | <p class="msonormal">5. Presentation: A final presentation
| |
| − | showcasing the framework, its decision-making process, and its
| |
| − | potential impact on the bank's deal review process.</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: TBA</p>
| |
| − | <p class="msonormal">Project Mentor: Nirav Parikh</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #7</p>
| |
| − | <p class="msonormal" align="center">FY2024/25<br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| | | | |
| − | </td>
| + | <b> Weds, 14 May </b> <BR> |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| + | 7:00pm: Singapura Finance |
| − | Revolut - Digital Investing</p>
| + | |
| − | </td>
| + | <b> Friday, 16 May </b> <BR> |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| + | 3:30pm: Tiger Fund Management <BR> |
| − | <b>Bespoke Robo Advisory Platform for Retail Users</b></p>
| + | 4:00pm: UBS <BR> |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Create a digital
| + | 4:30pm: OCBC |
| − | investment platform that allows users to invest into through
| + | |
| − | Revolut’s Robo-advisory solution coupled with the Users own
| + | Still to be confirmed <BR> |
| − | inputs relating to Risk Appetite, preferred asset class mix,
| + | - UOB KayHian <BR> |
| − | single name stocks and investment amount.
| + | |
| − | </p>
| + | I will post a message on Teams when the timing of the UOB KayHian session is confirmed. |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The ask is to
| |
| − | create a web app that:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.3in; margin-bottom: 0.2in">
| |
| − | • Allows users to include
| |
| − | more inputs before letting Robo advisory take over the investment
| |
| − | of users funds.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.3in; margin-bottom: 0.2in">
| |
| − | • List of investment
| |
| − | instruments and asset classes available
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.3in; margin-bottom: 0.2in">
| |
| − | • Visualize the performance
| |
| − | data using charts, tables etc. in a simple, uncluttered fashion.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Robo-advisory is
| |
| − | a useful solution / tool for beginning and intermediate investors
| |
| − | who wise to utilize ”Robos” to optimize users funds and invest
| |
| − | accordingly based on black box algorithms built by the Robo
| |
| − | Advisory company.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The Problem is
| |
| − | that users have little or no say in which specific asset class,
| |
| − | industries, or single name stocks should the investor have a
| |
| − | preference in whilst offering the investor expertise of the Robo
| |
| − | Advisory perform dynamic asset re-allocation as and when the need
| |
| − | to do arises.
| |
| − | </p>
| |
| − | <p class="msonormal">So the idea is to create a platform which is
| |
| − | a hybrid of a Robo-Advisor and a full manual trading platform</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share sufficient context so students can understand how/where this
| |
| − | platform brings value to users.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • The mock raw data files,
| |
| − | explanation of this data structure and other useful details will
| |
| − | be available.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.02in; margin-bottom: 0.2in">
| |
| − | Project Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • Working App that provides
| |
| − | intuitive UI/UX.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • This App should be a
| |
| − | standalone application that can be easily incorporated in a larger
| |
| − | application. Freedom to use visualization & analysis tools,
| |
| − | technology of the team’s choice.</p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: [ TBA ]
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in"> </p>
| |
| − | <p class="msonormal">Project Mentor: Abhinav Suryavanshi</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #8 FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Singapura Finance -Regulatory Compliance</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Customer Profiling Application</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Customers are
| |
| − | on-boarded to the bank’s system after performing checks and
| |
| − | validation for know your customer and anti-money laundering
| |
| − | (KYC/AML) compliance.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The solution
| |
| − | should extract information about existing customers, run checks
| |
| − | and document results. It will score each customer based on given
| |
| − | parameters. The parameters may change over time, so flexibility to
| |
| − | adjust the parameter will be required.</p>
| |
| − | <p class="msonormal">The current approach to handling AML scoring
| |
| − | and documenting of customer profile is manually done by staff. It
| |
| − | is not consistent and prone to oversight and missing filed
| |
| − | information.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share context so students can understand how/where this
| |
| − | digitalization can add value to the organization.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • The mock up data and
| |
| − | parameter for scoring will be shared with explanation on the
| |
| − | digital filing requirements.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Potential to use
| |
| − | ML Tools to profile customer</span></font></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">A solution or
| |
| − | program which can accomplish the following:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • Take in a customer
| |
| − | information from the banking system</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • Profile the customer
| |
| − | information using available search/information engine/service
| |
| − | provider. Obtain the results</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | • Provide data visualization
| |
| − | of the results obtained</p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Score each
| |
| − | customer profile</span></font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Store the results
| |
| − | for historical review or audit review requirement.</span></font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Allow
| |
| − | customization of the scoring</span></font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">• </font><font color="#000000"><span lang="en-SG">Easy
| |
| − | search and identification of customer profile documents collated.</span></font></p>
| |
| − | <p class="msonormal"><font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Allow for
| |
| − | triggering of review on customer information based on score</span></font></p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: (TBA)</p>
| |
| − | <p class="msonormal">Project Mentor: Winny Ho</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #9</p>
| |
| − | <p class="msonormal" align="center" style="margin-bottom: 0.2in">FY2024/25
| |
| − | <br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Singapura Finance - Risk Management</p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Consumer Loans Credit Scoring</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The bank
| |
| − | implemented an online straight through loan application (Mortgage)
| |
| − | using government provided information, with customers consent.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The system does
| |
| − | not identify nor prioritize customer profile, hence good/great
| |
| − | customers are left together with the majority.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Solution will
| |
| − | use information obtained by the government data source and
| |
| − | generate a credit score each application. An application may have
| |
| − | more than one submission (Multiple owners).</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The solution
| |
| − | should provide automated recommendation for improved loan rates
| |
| − | for of better scoring customers. It should also document and
| |
| − | recommend follow-up for lower scoring applications.</p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share context so students can understand how/where this
| |
| − | digitalization can add value to the organization.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • The mock up data and
| |
| − | parameter for scoring will be shared with explanation on the
| |
| − | digital filing requirements.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">An app that
| |
| − | provides the following:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Take in a customer
| |
| − | information submitted via online forms/government data.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Profile the customer
| |
| − | information</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Analyze the results
| |
| − | obtained and score each application</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Allow
| |
| − | customization of the scoring using various data points available.</span></font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.27in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">• </font>Provide
| |
| − | data visualization of the results obtained</p>
| |
| − | <p class="msonormal"><font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Results will be
| |
| − | sent to back-room for processing or automated escalated actions.</span></font></p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: (TBA)</p>
| |
| − | <p class="msonormal">Project Mentor: Cindy Ng</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #10</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Tiger Fund - Fund Management</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Using Artificial Intelligence for Effective Stock Screening</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">This project
| |
| − | focuses on using artificial intelligence (AI) to develop an
| |
| − | effective stock screening tool that assists investors in
| |
| − | identifying potential buying or selling opportunities in the U.S.
| |
| − | stock market.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">With the vast
| |
| − | amount of data generated daily, AI can automate the screening
| |
| − | process by quickly analyzing stock trends, sector performance, and
| |
| − | user-defined parameters to detect valuable market opportunities.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The system will
| |
| − | leverage machine learning algorithms and technical indicators to
| |
| − | filter stocks based on investor preferences, such as
| |
| − | undervaluation, technical patterns, or strong market trends.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The goal is to
| |
| − | streamline stock selection and improve decision-making efficiency
| |
| − | for portfolio managers.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Investors face a
| |
| − | challenge in sorting through the immense quantity of stock market
| |
| − | data to identify opportunities for profitable trading. The manual
| |
| − | stock screening process is time-consuming and prone to human
| |
| − | error, especially when considering various technical indicators
| |
| − | and market conditions.
| |
| − | </p>
| |
| − | <p class="msonormal">This project aims to address these issues by
| |
| − | developing an AI-powered stock screening system capable of
| |
| − | efficiently analyzing stock data, detecting strong market trends,
| |
| − | and automating the identification of potential buying or selling
| |
| − | opportunities based on predefined criteria.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share sufficient context so students can understand how/where this
| |
| − | project brings value to users.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • AI-Powered Stock Screener
| |
| − | Application: A functional application that can analyze large
| |
| − | datasets and apply user-defined parameters to screen stocks.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Backtesting: To engage in
| |
| − | backtesting of the model in order to ensure the reliability of the
| |
| − | system</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Market Trend Detection
| |
| − | Module: A feature that detects strong market trends or significant
| |
| − | changes in sector performance.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Sector Analysis Tool: A
| |
| − | tool to conduct in-depth analysis of sectors to identify potential
| |
| − | opportunities for buying recommendations.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Sentiment Analysis
| |
| − | Engine: </span></font><font color="#000000">A system that scrapes
| |
| − | and analyzes sentiment data from news articles, social media, and
| |
| − | financial reports, and integrates it into the model.</font></p>
| |
| − | <p class="msonormal">• User
| |
| − | Interface for Stock Screening: An interactive interface where
| |
| − | users can input their screening criteria and view stock
| |
| − | recommendations in real-time.</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: [TBA]</p>
| |
| − | <p class="msonormal">Project Mentor: [TBA]</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #11</p>
| |
| − | <p class="msonormal" align="center" style="margin-bottom: 0.2in">FY2024/25
| |
| − | <br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Tiger Fund - Fund Management</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Using Artificial Intelligence to Time the Market</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The project aims
| |
| − | to build a machine learning-based system that assists portfolio
| |
| − | managers with accurate market timing by predicting the prices of
| |
| − | major Exchange-Traded Funds (ETFs) such as SPY (S&P 500 ETF)
| |
| − | and TLT (Treasury Bond ETF).
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The core
| |
| − | component of this system will be an AI model, potentially using a
| |
| − | Long Short-Term Memory (LSTM) neural network, which will predict
| |
| − | future prices based on a blend of economic, fundamental,
| |
| − | sentiment, and technical data.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The model will
| |
| − | be designed to continuously learn and adapt to evolving financial
| |
| − | environments, making real-time predictions.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The data inputs
| |
| − | will be aggregated from reliable financial sources like FRED,
| |
| − | World Bank, Yahoo Finance, and sentiment analysis from news
| |
| − | outlets, social media, and financial reports to develop a
| |
| − | comprehensive model.
| |
| − | </p>
| |
| − | <p class="msonormal">Accurate market timing is one of the most
| |
| − | challenging tasks for portfolio managers. Market prices fluctuate
| |
| − | based on a wide range of factors, including economic indicators,
| |
| − | fundamental analysis, market sentiment, and technical trends.
| |
| − | Traditional financial models often fail to capture the complexity
| |
| − | and rapid changes in market dynamics. This project seeks to bridge
| |
| − | the gap by leveraging machine learning to forecast ETF prices more
| |
| − | accurately and continuously adapt to changing market conditions.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | share sufficient context so students can understand how/where this
| |
| − | project brings value to users.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">• </font><font color="#000000"><span lang="en-SG">AI
| |
| − | Prediction Model: </span></font><font color="#000000">A machine
| |
| − | learning model trained to predict the prices of SPY and TLT based
| |
| − | on technical, economic, fundamental, and sentiment data. An AI
| |
| − | system capable of retraining itself as new data becomes available,
| |
| − | allowing for adaptation to market changes.</font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Backtesting: To engage in
| |
| − | backtesting of the model in order to ensure the reliability of the
| |
| − | system</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Sentiment Analysis
| |
| − | Engine: </span></font><font color="#000000">A system that scrapes
| |
| − | and analyzes sentiment data from news articles, social media, and
| |
| − | financial reports, and integrates it into the model.</font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | <font color="#000000">• </font><font color="#000000"><span lang="en-SG">Risk
| |
| − | Appetite Indicator: </span></font><font color="#000000">A
| |
| − | composite indicator driven by sentiment analysis, measuring market
| |
| − | risk aversion or appetite to inform predictions.</font></p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Data Pipeline: Web
| |
| − | scraping and integration pipeline to pull continuous data from
| |
| − | FRED, World Bank, Yahoo Finance, and other relevant sources.</p>
| |
| − | <p class="msonormal"><font color="#000000">•
| |
| − | </font><font color="#000000"><span lang="en-SG">Dashboard
| |
| − | Interface: </span></font><font color="#000000">A user-friendly
| |
| − | dashboard to display model predictions, risk appetite indicators,
| |
| − | and relevant metrics.</font></p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: [TBA]</p>
| |
| − | <p class="msonormal">Project Mentor: [TBA]</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #12</p>
| |
| − | <p class="msonormal" align="center" style="margin-bottom: 0.2in">FY2024/25
| |
| − | <br/>
| |
| − | Term 2</p>
| |
| − | <p class="msonormal" align="center">Fulfills BA</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | UBS - Equities</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>News Screener For Relevant Investment Opportunities</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.17in">Bankers and
| |
| − | Investment counselors (ICs) develop deep relationships with
| |
| − | clients and provide them with relevant investment and
| |
| − | opportunities advices based on client’s needs.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The ask is to
| |
| − | create a tool that:<br/>
| |
| − | Scans publicly available social media and
| |
| − | news sources for news about relevant sector’s or region’s
| |
| − | current and ongoing events and their co-related relevant companies
| |
| − | or entities.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Summarize these
| |
| − | views to a digestible format for Client Advisor, Ensure each data
| |
| − | point has a source link, that would enable the Client Advisor to
| |
| − | verify that the subject is indeed relevant to preferences of their
| |
| − | client.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Freedom to use
| |
| − | visualization & analysis tools, generative AI, APIs and
| |
| − | technology of the team’s choice. However the solution should be
| |
| − | hosted in an Azure Cloud.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Example: Tools
| |
| − | scans news from the ‘Financial Times’ for relevant sector
| |
| − | ‘Real Estate’ and region ‘China’, Based on the news
| |
| − | coverage, it identifies the current market trend and effected
| |
| − | companies and instruments relevant to those companies and provides
| |
| − | a relevant view to client advisors.</p>
| |
| − | <p class="msonormal">Given current volatile world and lots of
| |
| − | information being generated every moment, analysts require smart
| |
| − | intelligent tools to sort through all those and provide clients
| |
| − | with relevant investment advices on timely manner. The tool is to
| |
| − | automated way to scan news, provide digest about the news in
| |
| − | categories like sector, region and entity. Also to provide
| |
| − | relevant sentiment of the news.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Project sponsors will
| |
| − | provide 5 entity names, and suggested data sources on which the
| |
| − | output should be created</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Project Sponsors will
| |
| − | review at regular intervals the outputs to refine requirements and
| |
| − | usability of output.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • We will provide support on
| |
| − | how to perform identity matching for the entities.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Team can use AI tools to
| |
| − | discover digest of news (e.g. news is about ‘Real Estate’
| |
| − | sector.)</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Working dashboard that
| |
| − | provides a real view of relevant sectors and entities.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • View provides contextual
| |
| − | correlated sentiment assessment of entities.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • View provides trigger
| |
| − | notifications when significant activity threshold is breached
| |
| − | (optional).</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • View provides collected
| |
| − | historical information and perform system end to end risk and
| |
| − | returns on entities.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Ability to collect data
| |
| − | from different sources.</p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: Kumar, Ajith-A
| |
| − | </p>
| |
| − | <p class="msonormal">Project Mentor: Hossain, Mohammad-Jahangir
| |
| − | </p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #13</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | UBS - Mobile banking</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Modern web application and Native Mobile application for
| |
| − | Portfolio viewing of a banking customer</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.17in">There are
| |
| − | already a quite a lot of Banking asset viewing and portfolio
| |
| − | viewing apps in the market currently. Having a great user
| |
| − | experience for such apps are key for success of any business. User
| |
| − | experience is garnered from Customer experience strategy, research
| |
| − | and design. Understanding user behavior and human computer
| |
| − | interaction techniques are key in designing and implementing next
| |
| − | gen user experience application is key.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">In this project
| |
| − | you will produce native iOS/Android mobile application and web
| |
| − | application using latest technology which inculcates great
| |
| − | customer experience design , user experience design and
| |
| − | wireframes. There are already great deal of research materials on
| |
| − | this subject, so need a both balanced academic view and already
| |
| − | existing app view to come out with a great application to do
| |
| − | portfolio viewing of a Banking clients assets. The backend may
| |
| − | have mock data to begin with so not really expecting the app to
| |
| − | work end to end. Key success criteria are to have a great visual
| |
| − | and customer experience for these apps.</p>
| |
| − | <p class="msonormal">This project aims to develop a banking
| |
| − | portfolio viewing application which targets the upcoming
| |
| − | generation of banking application consumers, ie. Gen Z and
| |
| − | Millennials. Additionally, we will enhance the user experience of
| |
| − | our application by implementing specific design considerations
| |
| − | obtained through rigorous user research and analysis of
| |
| − | human-computer interactions.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Technology services mentor
| |
| − | will provide insights on deep knowledge on the subject
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Help students to formulate
| |
| − | the solution ideation
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Provide the expertise
| |
| − | where necessary for the group to produce a industry standard
| |
| − | solution</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Must Have:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Working Mobile application
| |
| − | for asset viewing targeted at Gen-Z age group</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Design and develop a
| |
| − | prototype which has a high customer experience design and HCI.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Nice To Have:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Fully working backend is
| |
| − | not a requirement. Application can have a static data to power the
| |
| − | application.
| |
| − | </p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | Project Coordinator: Kumar, Ajith-A Project Mentors: Sanghavi,
| |
| − | Seema</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #14</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | UBS - Regulatory Compliance</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>FinRegScanner</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Banks have to
| |
| − | adhere to multiple market and exchange related financial
| |
| − | regulations. The compliance function has to be vigilant in
| |
| − | identifying the regulations that are published by various
| |
| − | countries, regions and by industry bodies and implement them on
| |
| − | time. If a bank is not regulatory compliant, that could lead to
| |
| − | various repercussions from financial penalties, reputational
| |
| − | impact to even posing a risk to the financial system as a whole.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Once a
| |
| − | regulation is identified, few companies look out for vendor
| |
| − | solutions and few companies build solutions in-house and this
| |
| − | often requires a lot of coordination among various functions/teams
| |
| − | to ensure that the regulation gets adhered to on time.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Hence, it would
| |
| − | great if technology can help to assist and simplify the regulatory
| |
| − | project management and implementation.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Right from
| |
| − | identification of a financial regulation that the bank needs to
| |
| − | adhere to, till the implementation, is very complex to manage,
| |
| − | time intensive and costly affair.</p>
| |
| − | <p class="msonormal">Build a solution that can act as an assistive
| |
| − | tool to Compliance function of an organization to help detect,
| |
| − | plan and manage regulatory impacts in a timely manner within the
| |
| − | organization.</p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">•
| |
| − | Project Sponsors will provide information about regulatory data
| |
| − | sources and will also give a brief overview of Financial
| |
| − | Regulatory Landscape and relevant support wherever required</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">•
| |
| − | Project Sponsors will review the output at regular intervals to
| |
| − | provide feedback and to refine requirements</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Must Have:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | 1) Identify upcoming regs and their regulatory
| |
| − | deadline</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | 2) Summarize the requirements for each impacted
| |
| − | business division and able to query the regulatory text and get
| |
| − | answers</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | 3) Apply a chatbot feature to query the QnA</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | 4) Provide a dashboard to visualize the key
| |
| − | features of the regulations.
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Nice To Have:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | 1) Build a machine learning model to classify
| |
| − | the regulation, identify the potential impacts for each business
| |
| − | division</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | 2) Provide a comparison with other regulations
| |
| − | of similar nature</p>
| |
| − | <p class="msonormal"> </p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: Kumar, Ajith-A
| |
| − | </p>
| |
| − | <p class="msonormal">Project Mentors: Kumar, Phanindra; Kumar,
| |
| − | Ajith-A</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | <tr valign="top">
| |
| − | <td width="73" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: 1.00pt solid #000000; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0.08in; padding-right: 0.08in"><p class="msonormal" align="center" style="margin-bottom: 0.2in">
| |
| − | Project #15</p>
| |
| − | <p class="msonormal" align="center">FY2024/25 <br/>
| |
| − | Term 2</p>
| |
| − | </td>
| |
| − | <td width="78" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal">
| |
| − | UBS - Wealth Management</p>
| |
| − | </td>
| |
| − | <td width="322" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | <b>Gamified Financial Literacy Application</b></p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Financial
| |
| − | Literacy is essential in wealth management as it enables
| |
| − | individuals to make informed decisions about growing, protecting
| |
| − | and preserving their assets.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">The ask is to
| |
| − | create a gamified financial literacy app that teaches essential
| |
| − | money management skills through interactive challenges, quizzes,
| |
| − | activities, simulations and make financial education engaging and
| |
| − | fun for all ages. Users earn badges and unlock new levels as they
| |
| − | progress through next stages in their learning paths consisting of
| |
| − | topics ranging from time value of money, insurance, emergency
| |
| − | fund, asset allocation, budgeting, saving, investing etc.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Financial
| |
| − | Literacy is essential in wealth management as it enables
| |
| − | individuals to make informed decisions about growing, protecting
| |
| − | and preserving their assets.</p>
| |
| − | <p class="msonormal">The ask is to create a gamified financial
| |
| − | literacy app that teaches essential money management skills
| |
| − | through interactive challenges, quizzes, activities, simulations
| |
| − | and make financial education engaging and fun for all ages. Users
| |
| − | earn badges and unlock new levels as they progress through next
| |
| − | stages in their learning paths consisting of topics ranging from
| |
| − | time value of money, insurance, emergency fund, asset allocation,
| |
| − | budgeting, saving, investing etc.
| |
| − | </p>
| |
| − | </td>
| |
| − | <td width="320" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Inputs:</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">•
| |
| − | Project sponsors will share sufficient information regarding the
| |
| − | various aspects of personal finance</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">•
| |
| − | Mentors will guide the students on building learning paths and
| |
| − | scenario simulations</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">•
| |
| − | Mentors will review the progress at regular intervals to
| |
| − | refine requirements and usability of the app.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Project
| |
| − | Deliverables:
| |
| − | </p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Must Have:</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Fully functional
| |
| − | responsive / mobile native application with at least 2-3 financial
| |
| − | literacy learning paths.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Excellent user experience
| |
| − | with security features implemented.</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Real time analytics to
| |
| − | track progress with personalized insights and badges</p>
| |
| − | <p class="msonormal" style="margin-left: 0.25in; margin-bottom: 0.2in">
| |
| − | • Admin dashboard showing
| |
| − | the learning progress, and the badges earned by all the users.</p>
| |
| − | <p class="msonormal" style="margin-bottom: 0.2in">Nice To Have:</p>
| |
| − | <p class="msonormal">•
| |
| − | Integration with ChatGPT or other LLMs for personal finance
| |
| − | scenario simulations</p>
| |
| − | </td>
| |
| − | <td width="151" style="border-top: none; border-bottom: 1.00pt solid #000000; border-left: none; border-right: 1.00pt solid #000000; padding-top: 0in; padding-bottom: 0.02in; padding-left: 0in; padding-right: 0.08in"><p class="msonormal" style="margin-bottom: 0.2in">
| |
| − | Project Coordinator: Kumar, Ajith-A
| |
| − | </p>
| |
| − | <p class="msonormal">Project Mentors: Gopalan Ramakrishnan</p>
| |
| − | </td>
| |
| − | </tr>
| |
| − | </table>
| |
| | | | |
| | === Archived Past Projects and Groups === | | === Archived Past Projects and Groups === |
| − | AY2024/25 Term 1 <br>
| + | |
| | https://docs.google.com/spreadsheets/d/1IDAhC4JiK3RuKnIDQMG5UjJ6I1IiImo81Lu13wAuUxE/edit#gid=491663198 <br> | | https://docs.google.com/spreadsheets/d/1IDAhC4JiK3RuKnIDQMG5UjJ6I1IiImo81Lu13wAuUxE/edit#gid=491663198 <br> |
| | | | |
| | Past Project Descriptions<br> | | Past Project Descriptions<br> |
| | https://docs.google.com/spreadsheets/d/1f7r2y1n6USWAYVTVyWkZkYxJt7HCoxlc-z3jAGzX7LQ/edit?gid=0#gid=0 | | https://docs.google.com/spreadsheets/d/1f7r2y1n6USWAYVTVyWkZkYxJt7HCoxlc-z3jAGzX7LQ/edit?gid=0#gid=0 |
