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

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=== Course Description: ===
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=== Course Description ===
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* 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.   
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* This is an SMU-X course designed in collaboration with participating Banks, FinTechs, and other FIs, to serve as project sponsors.  Collectively, industry sponsors 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.
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* Students will form teams of 5 or 6, and select one the 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.   
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* Each student project team will be assigned a mentor from the industry sponsor and an SMU faculty supervisor.   
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* Citibank will provide project scope and management for student teams to have practical industry learning experiences.   
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* Sponsors will provide project scope and management for student teams to have practical industry learning experiences.   
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* Student teams will have weekly check in meetings, either virtually or physically, with their Citibank sponsor.
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* Student teams will have weekly check in meetings, either virtually or physically, with their 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.
+
* Sponsors will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.
 +
* Student project teams will be expected to develop a working software application prototype, to be delivered to the sponsor at the end of the course.
  
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=== Project Timeline: ===
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=== Course Prerequisites ===
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* 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.
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1. Software Project Management (IS212) is a pre-requisite or a co-requisite. <br>
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* Week 8 - Midterm presentation and demo
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2. Any two (2) track courses '''from the track that you are declaring''' for your project. One of these courses can be a co-requisite.
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* Week 15 - Final presentation and demo
 
  
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=== Project deliverable: ===
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=== Course Deliverables ===
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# Student project teams will be expected to develop a working software application prototype, to be delivered to Citibank at the end of the course.
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1. Midterm live presentation, video recording, and slides <br>
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# A formal, in-person midterm and final presentation will be facilitated by Citibank.
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2. Final live presentation, video recording, and slides <br>
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3. Acknowledgement of deliverables received Email from sponsor <br>
  
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=== Citibank Projects ===
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=== Grading Allocation ===
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* Projects to be selected/assigned to project teams during Week 1 orientation session.
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* Proposal 5%
 +
* Midterm Presentation 30%
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* Final Presentation 65%
  
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{| class="wikitable centered" width="95%"
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=== Presentation Grading Rubric ===
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!Item
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The rubric is the same for both the midterm and final presentation
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!Project Description
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* Requirements and Project Management 35%
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!Project Deliverables
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* Technical Quality and Detail 35%
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!Project Sponsor/Stakeholders
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* Presentation Quality 30%
 +
 
 +
=== Key Differences between IS483 and IS484 ===
 +
* Projects are sourced and matched by the IS484 coordinator
 +
* No final poster/video/report/demo day/booth showcase
 +
* No individual grading, so no reflection forms are required
 +
* Different grade allocations and rubric
 +
* Mid-term and final presentations are scheduled by your faculty supervisor
 +
* Teams submit final presentation video (prerecorded or live)
 +
 
 +
=== Project Timeline ===
 +
 
 +
{| class="wikitable"
 +
|-
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! Activities || Timeline || Term 1/ Term 2 || Action By
 
|-
 
|-
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|width="2%"|<!-- Item--> 1
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! Form and Register Teams || Before Week -17|| Fill in team details the Project Team Signup Sheet at the link below, listing your preferred projects. FT Track Coordinator will finalize the matching of teams to projects. || Students
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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).
 
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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.
 
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|width="30%"|<!-- Project Sponsor/Stakeholders -->
 
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* APAC Innovation Lead for CPB Investments <br>
 
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* Investment Counsellor Team Lead <br>
 
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* Head of APAC Investment Technology
 
 
|-
 
|-
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|width="2%"|<!-- Item--> 2
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! Project Review and Preference Selection || Week -16 to Week -13 || Review the set of predefined projects provided by financial institutions and Fintech companies. Attend sponsor project briefings. List your preferred projects in the Project Team Signup Sheet at the link below. FT Track Coordinator will finalize the matching of teams to projects. || Students
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|width="30%"|<!-- Project Description --> '''Predictive Analysis of Risk Utilization''' - Citi's institutional clients place millions of orders on any given trading day through its electronic execution platforms. As orders come in through Citi's systems, they are evaluated against several risk parameters(such as credit limits) before the order is sent to the market.  
 
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While currently, breaches in these parameters can be identified the moment the orders are placed, the next gen evolution of this risk management system requires predictive analytics of such breach events. This will enable Citi's clients and client facing officials to prevent regulatory violations, navigate trading disruptions by proactively take measures to prevent such breaches by allocating funds/ changing their trading strategy etc.
 
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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.
 
−
|width="30%"|<!-- Project Sponsor/Stakeholders -->
 
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* APAC Innovation Lead for CPB Investments <br>
 
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* Investment Counsellor Team Lead <br>
 
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* Head of APAC Investment Technology
 
 
|-
 
|-
 +
! Project Matching || Week -12 || FT Track Coordinator will finalize the matching of teams to projects. || FT Track Coordinator
 +
|-
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! Proposal || Due before the start of Week -8 || Submit your project proposals to your Track Coordinator(s). For mixed-track teams, both track coordinators need to review your proposal. || Students
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|-
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! Decision on Proposal || Week -4 || Your Track Coordinator(s) will confirm that the project has sufficient scope to fulfill your respective track requirements for IS Project Experience. || Track Coordinator, Students, (Optional: Sponsor)
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|-
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! Start of Project || Week 1 || Supervisor - Teams|| Student
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|-
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! Midterm || Week 8 || Presentation || Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
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|-
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! Finals || Week 14 || Presentation ||Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
 +
|-
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! Dell Awards Ceremony Presentation || Week 17 || Presentation ||Nominated Teams Only
 
|}
 
|}
 +
 +
=== Key Dates for AY2026/27 Term 1 ===
 +
 +
* ✓Students submit team registration and prerequisites forms: by 19 Apr 2026
 +
* Sponsor project descriptions available: by 8 May 2026
 +
* Sponsor info session with students: week of 11 May 2026
 +
* ✓Students submit project preferences: by 17 May 2026
 +
* Student teams assigned to projects: by 22 May 2026
 +
* ✓Students submit project proposals: by 21 Jun 2026
 +
* SMU track coordinator approves proposals: around mid-Jul 2026
 +
* Students start working on projects: in early Aug 2026
 +
* Midterm review: in early Oct 2026
 +
* Final presentation/demo: around mid-Nov 2026
 +
* Dell Awards ceremony presentation (for nominated teams): early Dec 2026
 +
 +
=== Project Team Signup Sheet ===
 +
 +
AY2026/27 Term 1 <br>
 +
https://docs.google.com/spreadsheets/d/1JJpFhqjso0GFKjkbQGem2O2XRri93fRkCmFT8fN2pDY/edit?usp=sharing <br>
 +
 +
=== Projects - FY2026/27 Term 1 ===
 +
 +
To Be Advised in May 2026
 +
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=== Sponsor Briefing Session Schedule - FY2025/26 Term 2 ===
 +
 +
To Be Confirmed in May 2026
 +
 +
=== Archived Past Projects ===
 +
 +
AY25/26 Term 2<br>
 +
https://docs.google.com/spreadsheets/d/18mG8ljSZqhU6Ie66L4gd1239terun-CPeKimojxxG0A/edit?usp=sharing
 +
 +
AY25/26 Term 1<br>
 +
https://docs.google.com/spreadsheets/d/11drNR9efEo9Yx2UNKskiSSatRiQPT3JCaAB4UsZTmpQ/edit?usp=sharing
 +
 +
Previous<br>
 +
https://docs.google.com/spreadsheets/d/1f7r2y1n6USWAYVTVyWkZkYxJt7HCoxlc-z3jAGzX7LQ/edit?gid=0#gid=0

Latest revision as of 17:59, 6 January 2026

Course Description

  • This is an SMU-X course designed in collaboration with participating Banks, FinTechs, and other FIs, to serve as project sponsors. Collectively, industry sponsors will supply a minimum of 5 projects ideas to select from.
  • Students will form teams of 5 or 6, and select one the 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 a mentor from the industry sponsor and an SMU faculty supervisor.
  • Sponsors 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 sponsor.
  • Sponsors will specify the technologies to be used, including; development tools/languages, OS, database, 3rd party libraries, target deployment environment e.g. cloud environment.
  • Student project teams will be expected to develop a working software application prototype, to be delivered to the sponsor at the end of the course.

Course Prerequisites

1. Software Project Management (IS212) is a pre-requisite or a co-requisite.
2. Any two (2) track courses from the track that you are declaring for your project. One of these courses can be a co-requisite.

Course Deliverables

1. Midterm live presentation, video recording, and slides
2. Final live presentation, video recording, and slides
3. Acknowledgement of deliverables received Email from sponsor

Grading Allocation

  • Proposal 5%
  • Midterm Presentation 30%
  • Final Presentation 65%

Presentation Grading Rubric

The rubric is the same for both the midterm and final presentation

  • Requirements and Project Management 35%
  • Technical Quality and Detail 35%
  • Presentation Quality 30%

Key Differences between IS483 and IS484

  • Projects are sourced and matched by the IS484 coordinator
  • No final poster/video/report/demo day/booth showcase
  • No individual grading, so no reflection forms are required
  • Different grade allocations and rubric
  • Mid-term and final presentations are scheduled by your faculty supervisor
  • Teams submit final presentation video (prerecorded or live)

Project Timeline

Activities Timeline Term 1/ Term 2 Action By
Form and Register Teams Before Week -17 Fill in team details the Project Team Signup Sheet at the link below, listing your preferred projects. FT Track Coordinator will finalize the matching of teams to projects. Students
Project Review and Preference Selection Week -16 to Week -13 Review the set of predefined projects provided by financial institutions and Fintech companies. Attend sponsor project briefings. List your preferred projects in the Project Team Signup Sheet at the link below. FT Track Coordinator will finalize the matching of teams to projects. Students
Project Matching Week -12 FT Track Coordinator will finalize the matching of teams to projects. FT Track Coordinator
Proposal Due before the start of Week -8 Submit your project proposals to your Track Coordinator(s). For mixed-track teams, both track coordinators need to review your proposal. Students
Decision on Proposal Week -4 Your Track Coordinator(s) will confirm that the project has sufficient scope to fulfill your respective track requirements for IS Project Experience. Track Coordinator, Students, (Optional: Sponsor)
Start of Project Week 1 Supervisor - Teams Student
Midterm Week 8 Presentation Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
Finals Week 14 Presentation Students, Supervisor, Reviewer (Optional: Sponsor, Track Coordinator)
Dell Awards Ceremony Presentation Week 17 Presentation Nominated Teams Only

Key Dates for AY2026/27 Term 1

  • ✓Students submit team registration and prerequisites forms: by 19 Apr 2026
  • Sponsor project descriptions available: by 8 May 2026
  • Sponsor info session with students: week of 11 May 2026
  • ✓Students submit project preferences: by 17 May 2026
  • Student teams assigned to projects: by 22 May 2026
  • ✓Students submit project proposals: by 21 Jun 2026
  • SMU track coordinator approves proposals: around mid-Jul 2026
  • Students start working on projects: in early Aug 2026
  • Midterm review: in early Oct 2026
  • Final presentation/demo: around mid-Nov 2026
  • Dell Awards ceremony presentation (for nominated teams): early Dec 2026

Project Team Signup Sheet

AY2026/27 Term 1
https://docs.google.com/spreadsheets/d/1JJpFhqjso0GFKjkbQGem2O2XRri93fRkCmFT8fN2pDY/edit?usp=sharing

Projects - FY2026/27 Term 1

To Be Advised in May 2026

To Be Confirmed in May 2026

Archived Past Projects

AY25/26 Term 2
https://docs.google.com/spreadsheets/d/18mG8ljSZqhU6Ie66L4gd1239terun-CPeKimojxxG0A/edit?usp=sharing

AY25/26 Term 1
https://docs.google.com/spreadsheets/d/11drNR9efEo9Yx2UNKskiSSatRiQPT3JCaAB4UsZTmpQ/edit?usp=sharing

Previous
https://docs.google.com/spreadsheets/d/1f7r2y1n6USWAYVTVyWkZkYxJt7HCoxlc-z3jAGzX7LQ/edit?gid=0#gid=0

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