Difference between revisions of "IS480 Team wiki: 2010T1 JCEman"
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==Project Plan== | ==Project Plan== | ||
====[[JCEman: Project Schedule and Milestone|Project Schedule and Milestone]]==== | ====[[JCEman: Project Schedule and Milestone|Project Schedule and Milestone]]==== | ||
− | |||
− | + | Milestone 1: | |
− | |||
− | *Iteration 1: | + | *Iteration 1: |
− | **Construct Overall Template | + | **Construct Overall Template |
− | **Deposit Services - Search and Display | + | **Deposit Services - Search and Display |
− | **Balance Transfer Services - Search and Display | + | **Balance Transfer Services - Search and Display |
− | **Balance Transfer Services - Compare | + | **Balance Transfer Services - Compare |
+ | **'''Milestone 2: Project Acceptance- 5/8/2010''' | ||
− | + | *Iteration 2: | |
− | + | **Deposit - Compare | |
− | + | **News Feeds and Forum | |
− | *Iteration 2: | + | **Fixed Deposit Services - Search and Display |
− | **Deposit | + | *Iteration 3: |
− | ** | ||
− | **Fixed Deposit Services - Search and Display | ||
− | |||
− | *Iteration 3: | ||
**Fixed Deposit Services - Compare | **Fixed Deposit Services - Compare | ||
**Manage Individual Profile Function | **Manage Individual Profile Function | ||
− | ** | + | **Administrative Function |
− | + | *Iteration 4: | |
− | *Iteration 4: | + | **Manage Profile |
− | ** | + | **Bootstrap Function |
− | ** | + | **Comment and review Financial Product |
− | ** | + | *Iteration 5: |
− | |||
− | *Iteration 5: | ||
− | |||
**Personal Loan Repayments Calculator Function | **Personal Loan Repayments Calculator Function | ||
− | ** | + | **Design Theme and Module |
+ | **'''Milestone 3: Mid-term Presentation- 27/9/2010''' | ||
− | + | *Iteration 6: | |
− | + | **Credit Card Repayment Calculator Function | |
− | |||
− | *Iteration 6: | ||
**Term Deposit Calculator Function | **Term Deposit Calculator Function | ||
− | ** | + | **Send Request Function |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | '''Milestone | + | *Iteration 7: |
− | Final Documentation- | + | **Track Financial Product |
+ | **Flag Product Inaccuracy | ||
+ | **Download/Upload product template | ||
+ | **Milestone 4: User Acceptence Test- 20/10/2010 | ||
+ | *Iteration 8: | ||
+ | **Design UI | ||
+ | *'''Milestone 5: Final Demo- 11/11/2010''' | ||
+ | *'''Milestone 6: Final Documentation- 15/11/2010''' | ||
====Test Case==== | ====Test Case==== |
Revision as of 03:52, 21 November 2010
Transform your Business Problem into Solution
Contents
Team Info
Roles and Responsibilities
Role | Name | Description | |
Project Manager/Database Architect | NGUYEN Thi Ngoc Minh | minh.nguyen.2008@smu.edu.sg |
|
Assistant Project Manager/System Analyst | Eugene LEE Wei Liang | eugene.lee.2008@sis.smu.edu.sg |
|
Software Architect | CHEN Cen | cenchen.2008@smu.edu.sg |
|
Software Architect/IT Subject Expert | PHAN TRAN Le Nguyen | ln.phantran.2008@smu.edu.sg |
|
Business Analyst/Liaison Officer | Alphonsus LIM Kwan Yeow | ky.lim.2008@smu.edu.sg |
|
Design Architect | Jesline TAN Mei Rong | jesline.tan.2008@smu.edu.sg |
|
Project Overview
Project Description
Over the years, Singapore has established itself as a premier financial hub in Asia, known for its robust economic and financial fundamental. Singapore financial centers offer a broad range of financial services including banking, investment banking and treasury services. However, due to emergent of more financial insititutions in the industry, the market become increasingly competitive. Banks competitive nature resulted in tweaking of terminology in promopting their products and services to attract consumers. This raised complexity in making purchase decisions given the different choices and slight differences in offerings and services.
For consumers to make better-informed decisions, it is imperative to have a platform that contains financial information of different banks, and a comparison tool to single out the best rates amongst the different financial offerings and services.
Through this project, our team aims to provide a better-informed purchase decisions on financial retail products and services, allowing purchases to be more intuitive and efficient.
Our team plans to develop this project using Drupal, a content management system, written in PHP. Drupal provides an advanced URL control and customization of content types and views, where a strong content management is what we need in building of Community web portals and Discussion Sites. Furthermore, Drupal proves to be an ultimate choice for creating of site that is heavy-duty or a site, which may have to be further developed in future.
Objectives
To achieve a user-friendly and informative web portal for the financially savvy consumers. This way, consumers can seek to find a well-informed purchase decisions on financial retail products and services.
Our application will offer these features:
- Interesting, intuitive and interactive platform for consumers to communicate
- Information management system that allows the easy maintenance, retrieval and display of information related retail financial products
- A communication tool to keep consumers abreast on the latest changes in the retail financial products
- Intuitive comparison tool that allows consumers to compare products in an unbiased manner
Motivation
Currently, information on products is readily available online and offline, unforunately, it takes much effort to consolidate and understand the product information. Online forums tend to lack credibility while aggregation sites are often passive in engagement and are not built for comparison. Hence, our team plans to build a website that helps consumers identify their financial needs, and possibly provide solutions and explanations to help consumers understand and address their needs.
Different financial tools and calculators would be developed to help consumers to work out their minimum weekly, fortnightly or month repayments on their loans, a budget planner that helps to assess their financial position, and a borrowing calculator to access how much they could borrow based on their salary and existing financial commitments.
As purchasing of financial products and services can be quite a perplexing due to its vast array of choices that are of subtle differences, an intuitive comparison tool that allows consumers to compare products in an unbiased manner might help in making a well informed purchase. By having this tool, consumers can compare different products and services, where they find the ideal product to their purchasing dilemma.
While most consumers have post-purchase behavior, where they feel inclined to comment on the purchases that were made, a community platform can be built to allow comment and track consumers’ comments. This could also allow consumers to exchange information about different products, where they seek to understand a product better.
We aim to provide available information about the products and simplify them so that it makes sense to consumers who have no financial knowledge, and allow consumer to compare these products easily in a single portal. The portal would also educate consumers on financial terminology.
In addition, the portal would provide in-depth detailing on products information, uncovering its terms and conditions, and recommend consumers on the suitable products that fit their needs cost-effectively. On a whole, we hope to provide retail banking consumers a platform to learn about available retail banking products and help ease their pain in purchase decision.
Assumptions
- Banks are willing to disclose informations we required
- Interest rates
- Products or services details
- Banks that posted the information on their websites are up to date.
- Bank products and services are comparable across banks.
- Initial startup of this project will be limited to four main banks in Singapore only.
- Administrative staff is able to maintain up to date information of the website as and when the banks make any new or updated information, or consumers posted new or updated comments of the products and services.
- Users do not use our website as their only references.
- Users have basic computer knowledge on accessing and exploring a website.
- Users have the minimum computer (or technical) requirements to run the website or web forum.
- Consumers of the products and services posted truthful feedbacks on the community platforms, at least it is not posted by bank staffs to praise their own products.
- Softwares that the team required are made available.
- The team is not subjected to any project cost.
- Additional functionalities are allowed to be added to the project while the project design is on-going.
Stakeholders
Stakeholders
Supervisor
- Kevin Steppe
Client
- Shannon Aw
- Alan Lim
Our client, Shannon and Alan are department managers in different banks,United Overseas Bank (UOB) and Citibank respectively. Based on their experience in the field and also their experience with friends and relatives purchasing retail bank products, they initiated the project as they realize that certain consumers are incompetent and ill-informed on these products. As the client and the main stakeholder of the project, we will be driving the functionalities of the project towards his requirements.
Users
Users of the website are retail banking consumers looking for or sharing products and services information check out for latest updates and/or to learn about financial terms. The website must be simple to allow users to achieve their purpose of visiting the website.
Our website will be catered to 3 basic user categories: community users, general public and bank associates.
- Community users: Users that are interested in sharing their views, and are regular to our website. They are given more access to our website functions. They are usually well versed with bank products and their role would be to keep the website active.
- General public: Public users seeking for product information and/or product advices from other community users.
- Bank associates: Bank employees could view competitor’s products and align their own product to keep up with the competition. They monitor and provide up-to-date information on their products to ensure users are abreast of changes in products. They could also ensure that information shared is accurate and factual.
Project Plan
Project Schedule and Milestone
Milestone 1:
- Iteration 1:
- Construct Overall Template
- Deposit Services - Search and Display
- Balance Transfer Services - Search and Display
- Balance Transfer Services - Compare
- Milestone 2: Project Acceptance- 5/8/2010
- Iteration 2:
- Deposit - Compare
- News Feeds and Forum
- Fixed Deposit Services - Search and Display
- Iteration 3:
- Fixed Deposit Services - Compare
- Manage Individual Profile Function
- Administrative Function
- Iteration 4:
- Manage Profile
- Bootstrap Function
- Comment and review Financial Product
- Iteration 5:
- Personal Loan Repayments Calculator Function
- Design Theme and Module
- Milestone 3: Mid-term Presentation- 27/9/2010
- Iteration 6:
- Credit Card Repayment Calculator Function
- Term Deposit Calculator Function
- Send Request Function
- Iteration 7:
- Track Financial Product
- Flag Product Inaccuracy
- Download/Upload product template
- Milestone 4: User Acceptence Test- 20/10/2010
- Iteration 8:
- Design UI
- Milestone 5: Final Demo- 11/11/2010
- Milestone 6: Final Documentation- 15/11/2010
Test Case
This is the test plan for the Project ezBanking. The test plan would show how the test cases are utilized. The testing is done on the following functions:
- Login and Registration
- Admin
- Bootstrap
- Manage Profile
- Credit Facilities – Search and Display
- Deposit – Search and Display
- Credit Facilities - Compare
- New Feed and Forum
- Deposit Compare
- Fixed Deposit – Search and Display
- Fixed Deposit – Compare
- Comment and Review Financial Product
- Personal Loans repayment Calculator
Test Strategy
- Functional Testing
This type of testing ignores the internal parts and focus on the output is as per requirement or not. Black-box type testing geared to functional requirements of an application.
- Regression Testing
Upon the completion of every iteration, regression testing would ensure that functions which were previously tested still works well.
- System Testing
Upon the integration of system, this testing would ensure that system still works according to functionality which are system required and all requirements are met and working well.
Test Approach
Technique Objective: Verify system functional requirements. Technique: Verify the requirements put forth in test cases and requirements Oracles: Test Cases Required Tools: Mozilla Firefox 5.0 Windows XP or Vista School Deployment Server: http://202.161.45.159/ezBanking
Success Criteria: All of the following are successfully tested:
- all key use-case scenarios
- all key features
Test-Case In-Charge: Eugene Testers Involved: Minh, Nguyen, Chen Cen, Jesline, Alphonsus Frequency: At the end of every iteration and one final overall testing after all development work Bug Fix: It varies. Depending on the severity of the bugs, it will be either fixed during buffer time or scheduled debugging days.
Test Case Log
Use Case
Logical Diagram
ER Diagram
Project Documentation
Bug Listing
Metrics Used
Risk and Mitigation Plan
Screenshots
Learning Outcome
(click on links to view)
Meeting Minutes
Client Meeting Minutes
Supervisor Meeting Minutes
Team Meeting Minutes
(click on links to view)