Wealth management expert project demand document
Wednesday, March 2, 2005
Version Number Modifier Modified Time Modification Notes V1.0TITAN SONG March 2, 2005 Create V1.1Titan Song March 5, 2005 Here
Project Name: Wealth Management Financial Management Software
Development Platform: EVC 4.0 PPC
Member: Jay Huang, Rice Cao, Tony Yu, Titan Song
First, the detailed requirements function description:
1. You can record the user's daily consumption situation;
2. You can record the user's securities investment direction and fund usage;
3. You can count the monthly, month, annual consumption of users, and express it in different forms of histograms, round cakes, etc.;
4. Use the infrared communication between the PPC-PPC, the PPC-PC, can back up important data.
5.
Second, the module shows:
As an account (such as: cash, life, securities) as funds
Specific module division:
l Personal Account Center
Specific operation (one will draw DFD again):
1. Create a new account (the account name is not the same,) the account type is given first (users can define a type yourself)
2. Turn to the existing account to jump to the following module to perform the operation
3. Delete existing accounts
4.
l Cash and deposit center
Cash and deposit management
1. Operation to a cash and deposit account:
A. You can add your revenue (delete a single record, modify ....)
B. Transfer
C. 对帐
D. Currency exchange
E. Dissolutive revenue
F. Modify, delete, find, cancel
2. Display account profile (account properties, account status, this month's income configuration map)
l investment center
Operation to an investment account:
A. Buy
B. Sell
C. Other activities
D. Modify, delete, cancel, look up
E. Rate settings
Display account profile (property, status, positions)
l plan center
Calendar and plan module
l Assets and Debt Center
Third, plan implementation:
This project is to implement business logic based on PPC-based personal financial management. From the user's perspective, try to meet the needs of users' financial management.
1. On March 15. Complete the implementation of all business logic, and optimize the interface
2. 15th to 20th. testing software.
3. 20th. Project defense
Fourth, project group:
4 people first complete the Fives,?????
