IS480 Team wiki: 2012T1 Optimus/Project Overview/Client Requirements/Feature List
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PROJECT DESCRIPTION | THE COLLABORATION/PROJECT MOTIVATION | LEARNING OUTCOMES | CLIENT REQUIREMENTS | FUNCTIONAL & NON-FUNCTIONAL REQUIREMENTS & PROTOTYPES |
APPLICATION OVERVIEW | FEATURE LIST |
Compiles and synthesizes information from multiple systems
For data that is uploaded as an .xls/csv file, it is automatically processed when an up-loader sends the file to a specific email address
- Covers all RM data across 2 accounts:
- Singapore office
- Hong Kong office
Notifies the RM of his performance, taking to account trend and whether he/she meets the targets set by the bank. Each category being broken down to more specific information
- Client Base (total number of relationships/number of accounts)
- Outstanding Documents/Deficiencies/Responses
- Mandatory MAS/Non-MAS Documents
- Total Outstanding
- 0-60 Days
- 61-120 Days
- >120 Days
- Total Outstanding
- Outstanding Written Confirmations
- Total Outstanding
- 0-60 Days
- 61-120 Days
- >120 Days
- Pending Documents
- 0-60 Days
- 61-120 Days
- >120 Days
- Total Outstanding
- 0-60 Days
- 61-120 Days
- >120 Days
- Total Outstanding
- Training Attendance
- Call Reports
- Quality
- Account Applications
- Operational loss
- Profit
- Goodwill
- Acquisition Cost
- Waivers and Refunds
- Due Diligence
- Number of Accounts
- Number of Violations
Flags RMs who have failed to complete their workflow task (or are below their targets)
- Viewed on a hierarchical basis (CEO > Team Lead > RM)
- Allows Team Leads/CEOs to approve their team’s report cards via the system
- Human Resources and Administrators can edit entries in the system
Relationship Managers can:
- Be sent reminders
- Track their performance over a quarterly basis
- Comment to the administrator regarding problems in their report card
- Print the report card for personal records -->
Compiles and synthesizes information uploaded from various sources:
- • Anti-Money-Laundering Solution
- • Reporting Portal
- • Client Outout
- • Doxter
- • FX Automation
- • iCare
- • IPO Suite
- • JBSChat
- • Loans and Deposits Portal
- • Name Check
- • SpiraTest
- • Transaction Reversal
Files are uploaded as an .xls/csv file and is automatically processed when an up-loader sends the file to a specific email address
Covers RM data across 2 regions:
- • Singapore office
- • Hong Kong office
Notifies the RM of his performance, taking to account trend and whether he/she meets the targets set by the bank. Each category being broken down to more specific information
- • Client Base (total number of relationships/number of accounts)
- • Outstanding Documents/Deficiencies/Responses
- • Mandatory MAS/Non-MAS Documents
- • Total Outstanding
- • 0-60 Days
- • 61-120 Days
- • >120 Days
- • Total Outstanding
- • Outstanding Written Confirmations
- • Total Outstanding
- • 0-60 Days
- • 61-120 Days
- • >120 Days
- • Pending Documents
- • 0-60 Days
- • 61-120 Days
- • >120 Days
- • Total Outstanding
- • 0-60 Days
- • 61-120 Days
- • >120 Days
- • Total Outstanding
- • Training Attendance
- • Call Reports
- • Quality
- • Account Applications
- • Operational loss
- • Profit
- • Goodwill
- • Acquisition Cost
- • Waivers and Refunds
- • Due Diligence
- • Number of Accounts
- • Number of Violations
Flags out RMs who have failed to complete their workflow task (or are below their targets)
Viewed on a hierarchical basis (CEO > Team Lead > RM)
- • Allows Team Leads/CEOs to approve their team’s report cards via the system
- • Human Resources and Administrators can edit entries in the system
RM's can:
- • Be sent reminders
- • Track their performance over a quarterly basis
- • Comment to the administrator regarding problems in their report card
- • Print the report card for personal records