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Website Design. This is a Texans Credit Union online website. It has recently been upgraded and allows the user to perform banking related functionality. Our area of focus for this project is the self service section of the website.

Extracts from this document...

Introduction

Texans Credit Union Case Study MIS 6308 Professor Srinivasan Raghunathan Amr Hambazaza Table of Contents Source Documents: 3 Section 1: Existing System: 3 Website Functionality 3 Problems/Ideas: 3 Context Diagram: 3 Use Case Descriptions: 3 1. Process CD Purchase Request: 3 2. Open Account 3 3. Request Tax Information 3 4. Wire Transfer Request 3 Use Case Diagram 3 Existing System Class Diagram 3 Documentation of Use Cases 3 1. Data Associated with Use Case 1 3 2. Data Associated with Use Case 2 3 3. Data Associated with Use Case 3 3 4. Data Associated with Use Case 4 3 Section 2: System Upgrade 3 Context Diagram: 3 Use Case Descriptions: 3 1. Process CD Purchase Request: 3 2. Open Account 3 3. Request Tax Information 3 4. Wire Transfer Request 3 5. get Member Accounts and Balances 3 5. get Current CD Rates for Member 3 6. Get Account Tax Transactions 3 6. Login to System 3 Use Case Diagram 3 Documentation of Use Cases 3 1. Data Associated with Use Case 1 3 2. Data Associated with Use Case 2 3 3. Data Associated with Use Case 3 3 4. Data Associated with Use Case 4 3 Major Use Case Sequence Diagram: 3 New Form Design reflecting new process: 3 Data Model: Class Diagram 3 Object Design 3 Method Specifications 3 Method: verifySufficientFunds 3 Method: addAccountToMember 3 Method: verifyAccountInformation 3 Method: generateTaxForm 3 Method: getTaxRecords 3 Controls 3 Source Documents: Section 1: Existing System: Website Functionality This is a Texans Credit Union online website. It has recently been upgraded and allows the user to perform banking related functionality. Our area of focus for this project is the self service section of the website. This includes: 1. Creating a new account type within an existing member account. 2. Retrieving tax records for previous years. 3. Creating a Certificate of Deposit from existing funds. ...read more.

Middle

4. Add CD to customer account. 5. Transfer funds from customer selected account into newly created CD. 6. Log transaction in the transaction table Exceptional Flows: 2. a1. IF the customer lacks the necessary funds then immediately reject the CD creation request. 2. Open Account Primary Actor: Customer Stakeholders: Bank teller Trigger: Submission of a "Open an Account" form Relationships: Include: Login to System, get Member Accounts and Balances Extend: Normal Flow of Events 1. Let customer select the type of account to open from standard account types 2. Add new account for existing member. Exceptional Flows: 1. a1. IF any information is missing on the open account form then immediately notify customer via the web page. 3. Request Tax Information Primary Actor: Customer Stakeholders: Bank teller Trigger: Submission of a "Request Tax Information" form Relationships: Include: Login to System, get account tax transactions Extend: Normal Flow of Events 1. Display valid years that the user has tax records for. 2. Retrieve all tax related transactions from all accounts for given year 3. Create properly formatted tax form 4. Send tax form to printer for mailing Exceptional Flows: 4.a1. If the user has selected to receive the tax document electronically then display it in PDF format in the current browser window. 4. Wire Transfer Request Primary Actor: Customer Stakeholders: Bank teller Trigger: Submission of a "Wire Transfer Request" form Relationships: Include: Login to System, get Member Accounts and Balances Extend: Normal Flow of Events 1. Display all valid accounts for this member and the amounts available to transfer in each account. 2. Let the user select the account and the amount to transfer 3. Display a list of valid destination banks to wire funds to 4. Once the customer selects a bank, the user can optionally select another bank in the credit to section, from the list of valid banks. 5. The user can then enter the final credit information of the wire transfer 6. ...read more.

Conclusion

form Store tax form in PDF format in temporary storage IF customer requested mailed form THEN Forward PDF file to mail center ELSE Display PDF in browser screen Method: getTaxRecords Method Name: getTaxRecords() Class Name: Account Clients (Consumers): Member class Associated Use Cases: Request Tax Information Description of Responsibilities: This method returns the relevant tax records for a given account Arguments Received: year Type of Value Returned: Array of Strings Pre-Conditions: An existing account, a running system Post-Conditions: None Pseudocode: For each transaction in account IF transaction is in given year THEN IF transaction is a taxable transaction THEN add transaction to taxRecordsArray return taxRecordsArray Controls 1. On the request tax information form a drop down list of only valid years when the user had a member account with the credit union. 2. In the Open an Account screen, the user should not be able to transfer money greater than from the selected source account. 3. A list of valid banks should be displayed in the Wire Transfer Request screen. 4. Whenever radio buttons are displayed to let the user select an account to transfer funds from (e.g. Wire Transfer Request screen, or Open an Account screen) the accounts listed should only be the accounts owned by the current member. 5. In the Wire Transfer Request screen the dollar amount to transfer cannot be negative. 6. Common aspects of all forms such as the "Transfer from Account" section should be based on the same code and shouldn't vary from form to form. This will guarantee that there is no variation from one form to the next. 7. When opening a CD display only the accounts that have the valid minimum balances to support the selected account type, also don't display any accounts that don't have enough balance to cover the requested CD amount. This will avoid user entry error and help the users get the CD creation process right on the first try. ?? ?? ?? ?? Texans Credit Union Case Study MIS6308 2/46 ...read more.

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