Assessment 1 - Systems Development
Lecturer: Umapathy Venugopal
Tutor: Umapathy Venugopal
Table of Contents
Business Rules 4
List of assumptions 4
Entity and Attribute Definitions: 5
Reference List 7
All staff must record their full name, address, and phone numbers as well as be given a unique employee ID.
Analysts are required to give their expertise while managers and administrative staff must give their qualifications.
Recommendations made by their research must be given with a recommendation to buy, sell, or hold, with a brief reason why.
Recommendations are time sensitive, so recommendations must come with a date and time.
Currencies are described by code, name, interest rate, and rating (i.e. S&P or Moody’s).
Managers may manage multiple portfolios.
Every portfolio has its own ID.
Portfolios can be regarded as an account and only associated to one client.
The portfolio must contain data for available cash, and data for trades for each individual portfolio.
Trade details include the amount traded, the trade mode, and the exchange rate.
There are “normally” three client types that must be recorded along with their details such as their client ID, address, and phone numbers.
Individuals must give their TFN, businesses must give their ABN, and trustees must give the trust account number.
List of assumptions
1.) I did not add a double line to the employee sub-types because I didn’t feel that three employee types would be sufficient. Most likely for this type of business there would be other employees like a secretary or IT staff.
2.) I placed a d in the circle for subtypes to indicate subtypes as discriminators. Every employee most likely has a specific position.
3.) I created an associated entity between Portfolio and Currency to resolve a many to many relationship. Inside a placed attributes that would be specific to