• Information :

    Documented At 22/11/2022
    Associate PM Jennifer Patricia
    Approved At due date all [16/1/23]
    Project Owner Stefani Wijaya
    Version V.0001

  • Discovery :

    | Problem | - The process of calculating investment data isn’t manual yet

    • Non-automatic event reminder
    • Difficulties to track return on investment every time there are additions
    • Difficulties to track the movement of investment data | | --- | --- | | Solution | - Investment calculation system automation
    • Investment admin can receive event reminders for every investment
    • Investment admin can track investment return every time there is an addition
    • Investment admin can track the movement of the investment data | | Goals | Automate investment team workflow, and organize all investment data | | Initiative | Investment App | | Persona | - Investment Admin
    • Investment Manager |

  • Features

    Features Stock Module
    Description The Investment App is used to monitor stock data, recap stock data and track the data movement of each stock
    Project Scope - Deposit Placement [crud]
    • Deposit Withdrawal [crud]
    • Deposit Rollover [crud]
    • Interest Withdrawl [crud]
    • Interest Rollover [crud]
    • Deposit Correction [crud] | | Customer Journey | | | Flow Chart | |

  • Benchmark

  • User Story

    User Story

  • Timeline [Created By Project Manager]

  • MOM

    Date Description

  • Change Log

    Date Person Description
    22/11/2022 Added PRD 1. Link Data Excel : https://docs.google.com/spreadsheets/d/1sN8inj66iQRmg9Kox6n2976zL9m8ctenO7VDw6aZs6c/edit?usp=sharing

    2. Link PRD Deposito : https://jeweled-singer-648.notion.site/Investment-Apps-Deposit-Module-bb26e3e2ca5c43f78362295bd593c4d6

    3. Link PRD Master : https://jeweled-singer-648.notion.site/Investment-App-Master-78cb18dcdbef4bbe9dbf3a565670d771

    4. Link Event : https://jeweled-singer-648.notion.site/Investment-App-Event-bdc673bbfdea4042be20d6fe6cec94bf |