Aaron GannChad Swenson

Eric StreinErica Llaca

CAGELESS Stock Trading System

Team 4

OverviewBusiness Objectives System ObjectivesAssumptions and ConstraintsProject Diagram

Contents

ContentsProject ScheduleSample Components

Account Set-upAccount MaintenanceTransaction (Sell)Transaction History

Next StepsQuestions

Task: Design and implement a small web-based application for a brokerage company that allows users to check stock prices, news, and to buy and sell stocks.

User: Customers, Employees, Managers

Development Model: Evolutionary (Exploratory Development)

Overview

Account SetupAccount MaintenanceCash ManagementTransactionTransaction HistoryQuotes NewsSymbol Lookup

Business Objectives

Web-based: PHPDatabase: MS SQLConnectivity: GoDaddy.com

System Objectives

Assumptions-US stock markets are considered only -Only people older than 18 can order-Network issues will be ignored-Contract negotiation and legal

concerns ignored-Tax reporting to the IRS will be ignored

Constraints-Team lacks web development expertise

Assumptions and Constraints

Project Diagram

Phase I: September 15, 2010 -Project Initiation

Phase II: October 12, 2010-All non-coded artifacts

Phase III: December 9, 2010 - Final Product- Demo

Project Schedule

Sample Component: New Account Setup

Gather customer’s personal informationFirst Name, Middle Name (optional), Last NameEmail addressHome and Mailing AddressesPhone NumbersSocial Security NumberDate-of-BirthType(s) of Accounts to be createdUsernamePasswordBeneficiary information

Must have a unique username for each new accountIf information is not formally verified then an error

message will be sent

Account Setup

Account Setup Sequence Diagram

Sample Component: Account Maintenance

User can edit/create new fields within their account

If the user does not confirm then changes are not saved

All customer information and account numbers are packaged together when submitted to server

Account Maintenance

Account Maintenance State Diagram

Do: Display Current Account Information

Account Information

Do: Display input fields for changing account info

Update

Do: Display old and updated field values

Confirm

Do: Display canceled message

Cancel

Edit Fields

Submit

Cancel Update

Cancel Update

Sample Component: Transaction (Sell)

Transaction (Sell)

User will provide the following fields:•Stock Symbol•Action•Sell Order Type•Price•Number of SharesAbove sent to the server upon pressing the “Submit” button.

Sell Order Confirmation NumberLink to the Order Status PageUser can cancel.

Transaction (Sell)

Transaction (Sell)Class Diagram

+Buy()+Sell()+Cancel()

-Stock Symbol-Price-Date-Number of Shares-Type

Transaction

+Search()

-Company Name-Company Type

Symbol Lookup

+Sufficient Stocks()

-Done-Failed-Pending

Sell Status

+Print()

-Status Link-Confirmation Message

Notify

+Sell()

-Name...

Customer

+Log in()+Log off()

-User-Password

Log in

+Print()

-Cancel-Order Message

Cancel

Sample Component: Transaction History

User will be presented with a screen that allows them to sort and filter the transactions using the following criteria:

DateTransaction TypeAccount TypeAction

Transaction History

Each transaction will include the following information:

Type (Buy or Sell)Stock SymbolPriceNumber of SharesDateAccount name

Transaction History

Transaction HistoryActivity Diagram

Initialize

Transaction Type Filter

Account Type Filter

Date Filter

Print Copy Display

Navigation

Purchase Hosting from GoDaddy.com

Start Web page development

Start Database design

Next Steps

Questions?