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Comprehensive Brokerage System Development Project Overview

This document outlines the objectives and plan to design and implement a web-based brokerage system tailored for small brokerage firms. It details the business, system, and project objectives, encompassing account setup, trade management, and user accessibility. Key components include the framework for user accounts, real-time trading features, and effective communication channels for brokerage representatives. This system utilizes ASP.NET and C#, ensuring compatibility and a user-friendly interface. The project will adhere to a waterfall development model, and we aim to enhance the overall experience for both users and reps.

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Comprehensive Brokerage System Development Project Overview

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  1. ANAC BrokerageTeam No: 7 Prepared By: Chris Aholt Mauricio Aviles Mridul Chowdhury Chau Nguyen

  2. Content • Overview. • Business Objectives. • System Objectives. • Project Objectives. • Overall Picture. • Assumptions and Constraints.

  3. Content • Sample Components • Accessing the system • Setting up User accounts • Trade Management – buying stocks. • Project Schedule. • Next Steps • Q & A

  4. Overview • Design and implement a GUI, web-based, stand alone software to cover the trading needs of a small brokerage system. • Target Users: Brokerage Representatives (Rep). • Development Model: Waterfall Method

  5. Account Setup. Account Types. Account Maintenance. Cash Management. Transactions. Transaction History. Search Functionality. Reports. Quotes and News. Business Objectives

  6. System Objectives • Web-based: ASP.NET. • Developing Language: C#. • Database: Microsoft Access/ MySQL (TBD). • Connectivity: UTA infrastructure. • Real-Time Information: Yahoo! Finance.

  7. Project Objectives • Emphasize and Optimize the accessibility of information to benefit the Customers & Reps through: • Customer Management Screen • Representatives Welcome Screen • Live Quotes and News without opening new screens. • Message Center to improve company’s communication

  8. Project Context Account Setup Trade Management

  9. Overall Picture: UML class diagram

  10. Assumptions and Constraints • User will access the system through a compatible browser. • Deal only with U.S. stocks. • Ignore network issues. • No taxing issues. • Reps will have basic knowledge of U.S. stock market.

  11. Sample Components:Accessing the System

  12. Accessing the system. • Compatibility: • Microsoft Internet Explorer • Mozilla Firefox • Requirements: • Username (system provided) • Password • Security: • System locking capabilities • Manager locking capabilities

  13. Accessing the system. • 3 types of profiles: • General Manager • Manager • Employee Profile privileges

  14. Use Case: Accessing the System

  15. UML : Accessing the system

  16. Sample Components:Setting Up User Accounts

  17. Setting Up User Accounts • Select between 3 types of account: • Personal • Roth IRA • IRA • User must enter personal information. • System will generate a customer account number. No need for a SSN for non-residents • Email is a required field.

  18. Setting Up User Accounts

  19. UML: Setting Up User Accounts

  20. Sample Components:Buying Stocks

  21. Buying Stocks • Real time quotes*. Without intermediate screens. • Two ways of placing an order: • Market • Good Till Cancel • System will send confirmation emails for each order placed. • Trading stocks will affect the way the customer management screen looks. • Pending transactions can be modified and cancelled.

  22. Use Case: Buying Stocks

  23. UML: Buying Stocks Access Customer Account

  24. Project Schedule

  25. Next Steps • Determine the DBMS • Determine the web address for the system • Start Coding phase • Design the overall look of the website

  26. Questions???

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