Solution No-1:-
Business Requirements
There is a need for an online Business Decision making system / Adviser to effectively spot the right business areas for better financial investment by the interested investors based upon their financial history. The system should be able to provide assistance to the organization’s consultants in making better predictions about their clients’ investments. System should keep full track of clients’ details regarding investments and liabilities, and offer an effective communication channel to interact with the clients via emails.
User Requirements
1 Log into the system
2 Customizable theme and profiling
3 Home page of Adviser / user showing configurable switch board
4 Manage e-mail groups.
5 Send custom emails to individuals / groups
6 Send template driven emails to individuals / groups
7 Add client liabilities along with Repayment schedule and Drawdown schedule
8 View existing Liabilities
9 Edit/delete client’s Liabilities
10 Add client Investment
11 Apply commission / fee to Investment
12 View clients’ Investments
13 Filter Investments by entities
14 Edit/Delete client’s investment
15 Add investment for transaction
16 View and manage transaction list
17 Redeem transaction
Functional Requirements
FR01: User Login
| FR01-01 | System shall allow user/adviser to login |
| FR01-02 | System shall get Username from user |
| FR01-03 | System shall get password from user |
| FR01-04 | System shall authenticate user when he / she submits username and password on login button |
| FR01-05 | System shall allow user to Reset his username and password when he / she clicks on the Reset button |
| FR01-06 | System shall allow user to remember his username and password by entering into the checkbox. |
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