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IS480 Team wiki: 2015T1 Chipmunks Documentation

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Team Chipmunks Icon Home.png   HOME

 

Team Chipmunks Icon AboutUs.png   ABOUT US

 

Team Chipmunks Icon Overview.png   PROJECT OVERVIEW

 

Team Chipmunks Icon ProjectManagement.png   PROJECT MANAGEMENT

 

Team Chipmunks Icon Documentation.png   DOCUMENTATION

 


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Use Case


Chipmunks UseCase Diagram.png
Actor Description
Analyst The Analysts are users that will access the application to visualize reports to strengthen their investment thesis.
Team Lead The Team Leads are users that will access the application and consolidate the visualization reports generated by the team's analysts for reviewing and decision making. They are also capable of conducting fundamental analyses and generate reports of their own
System Administrator The System Administrator is the overall administrator that creates administrative accounts for companies and could also procure data stored in the application
Company Administrator The Company Administrators are users that creates the various technical accounts of stock parser for the company’s analysts and team leads.


Use Case Description
Login/Logout Allow all users to login and logout from their Stock Parser account.
Manage Password Allow users to change their passwords.
Register Consumer Account Allow users to register for an account with Stock Parser.
Manage Company Accounts Allow the Company Admin to have the permission of creating and managing the accounts for Team Leads and Analysts.
Create Tech Accounts Allow the System Admin to have the permission of creating accounts for the Company Admins of the different companies.
Generate, Save, Submit (GSS) What's Priced In Report (single company) Allow the users to generate, save and submit that 'What's Priced In' report for a single company given the ticker and the cost of equity. Note: Saving the report allows their analyses to recorded for future edits. Submitting the report allows their analyses to be sent to their respective Team Leads.
GSS What's Priced In Report (multiple companies) Allow the users to generate, save and submit the 'What's Priced In' report for multiple companies given the tickers and the cost of equity.
GSS Scenario Pricing Tree (single company) Allow the users to generate, save and submit the 'Scenario Pricing Tree' report for a single company given the ticker, upside %, downside %, base case % and the EPS forecast of all 3 cases.
GSS Scenario Pricing Tree (multiple companies) Allow the users to generate, save and submit the 'Scenario Pricing Tree' report for multiple companies given the ticker, upside %, downside %, base case % and the EPS forecast of all 3 cases.
GSS Forecast Dispersion Report Allow the users to generate, save and submit the 'Forecast Dispersion' report for a single company given the ticker, normalized or GAAP EPS, the year and the forecasted EPS.
GSS Mean Reversion Report Allow the users to generate, save and submit the 'Mean Reversion' report for a company given the ticker and the specific variable.
GSS Profitability Map Allow the users to generate, save and submit the 'Profitability Map' report for a company given the ticker, forecasted operated profit margin % and the operating assets turnover.
Investment Model Allow the users to view companies key financial data.
View Team Reports Allow the Team Leads to view all the reports submitted by the Analyst. Additionally, the Team Leads have access to the time logs of the Analysts using the application.
View Personal Reports Allow the users to view their previously generated reports.
Valuation Dashboard Allow the user to view an overview of reports and valuation in a dashboard.


Access Controls


Category Function Access Control
System Admin Company Admin Team Lead Analyst
User Management Module Login/Logout Yes Yes Yes Yes
Manage Password Yes Yes Yes Yes
Register Consumer Account No No Yes Yes
Manage Company Accounts (create analyst & leader, assigning of teams) No CR No No
Create Tech Accounts Yes No No No
Scenario Pricing Tree (SPT) Module SPT Report (single) GSvSb No GSvSb GSvSb
SPT Report (multiple) GSvSb No GSvSb GSvSb
Profitability Map Module Profitability Map Report GSvSb No GSvSb GSvSb
Forecast Dispersion Module Forecast Dispersion Module GSvSb No GSvSb GSvSb
What's Priced In (WPI) Module WPI Report (single) GSvSb No GSvSb GSvSb
WPI Report (multiple) GSvSb No GSvSb GSvSb
Mean Reversion Module Mean Reversion Report GSvSb No GSvSb GSvSb
Investment Model Module View Investment Model Yes No Yes Yes
Report Management Module View Personal Reports Yes No Yes Yes
View Team Reports Yes No Yes No
Dashboard Module View Valuation Dashboard Yes No Yes Yes
  • G: Generate - visualizing a graph
  • Sv: Save - saving current estimates
  • Sb: Submit - submitting current estimates to team leads


Technology Interactions


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System Architecture


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Infrastructure Architecture


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Design Pattern


Chipmunks Design Pattern.png

Logical Diagram


For more information, click here to see StockParser's LD diagram.