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MITS5501 Software Quality, Change Management and Testing CASE STUDY MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 2 Software Requirement Specification (SRS) Investment Management System 1. Introduction 1.1 Purpose The Investment Management System (IMS) is intended to help the user keep account of their money invested in institutions such as Banks and Share Market. This document is meant to delineate the features of IMS, so as to serve as a guide to the developers on one hand and a software validation document for the prospective client on the other. 1.2 Scope: We describe what features are in the scope of the software and what are not in the scope of the software to be developed. In Scope: a. Managing investment of a single user, which would include maintaining bookkeeping information about entities like Portfolio, Security, and Transaction. b. Computation of Net-Worth and Rate of Investment (ROI) of the Investor. c. Giving alerts to the user, if he requests for one. d. Downloading the current prices of shares from the web. e. User authentication. Out of Scope: a. Features for actual purchasing and selling of securities. That is, actually buying and selling of shares/securities is done outside IMS. b. Tax computations for gains/losses. c. Any market related prediction. MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 3 1.3 Definitions, Acronyms, and Abbreviations: Acronyms and Abbreviations: a. IMS: Personal Investment Management System. b. SRS: Software Requirements Specification. c. WWW: World Wide Web. d. GUI: Graphical User Interface. e. ROI: Rate of Investment. Definitions: a. Transaction: A real event that involves flow of personal money. In the context of shares, it is buying/selling a group of shares of the same company, and in context of Bank it is deposit/withdrawal of money to/from one’s account. b. Security: A set of all transactions pertaining to a company share or a bank account. c. Portfolio: A set of Securities. d. Net-Worth: The sum total of all the money of the investor in form of shares and bank balances. e. ROI: The interest that user gets on a particular investment. In the context of a bank account it is the annual interest and in case of a company share it is defined as given in appendix A: 1.4 References: Appendix A: Formula for ROI calculation for shares. Appendix B: Formula for Net-Worth calculation. Appendix C: User Screens. 1.5 Overview: The rest of this SRS is organized as follows: Section 2 gives an overall description of the software. It gives what level of proficiency is expected of the user, some general constraints while making the software and some assumptions and dependencies that are assumed. Section 3 gives specific requirements which the software is expected to deliver. Functional requirements are given by various use cases. Some performance requirements and design constraints are also given. Section 4 gives some possible future extensions of the system. Finally, the appendices in Section 5 describe respectively the formula for ROI calculation for shares and user screen. MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 4 2. Overall Description: 2.1 Product Perspective: IMS is aimed toward a person who has considerable number of investments in stock market and banks, and so needs software assistance for book keeping and computations regarding the investments. IMS should be user-friendly, ‘quick to learn’ and reliable software for the above purpose. IMS is intended to be a stand-alone product and should not depend on the availability of other software. It should run on both UNIX and Windows based platform. 2.2 Product Functions: IMS should support the following use cases: Class of Use Case Use Case Use Case Description Use case related to Installation Installation Creates and initializes working files Uses cases related to system authorization Login Login to IMS Change Password Change IMS password Use cases related to portfolios Create Portfolio Creates a new portfolio Rename Portfolio Rename an existing portfolio Delete Portfolio Delete an existing portfolio Use cases related to securities Create security Create a new security in a given portfolio Rename Security Renames an existing security Delete Security Deletes an existing security Use cases related to transactions Add Transaction Add a transaction to a security Edit Transaction Edit an existing transaction Delete Transaction Delete an existing transaction Use cases related to information display Display Investment Display information of the entire investment Display Portfolio Display information about a given portfolio Display Security Display information about a given security Use cases related to computation Compute net-worth Compute net-worth of investment/ portfolio/ security Compute ROI Compute ROI of a given security Use cases related to share prices Get current share Price Download the current share price from the net Edit Share price Edit the price of a share already present in the list Use cases related to alerts Set alerts Set alert giving date and details Show alerts Show all the pending alerts Delete alerts Delete an already set alert MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 5 2.3 User Characteristics: a. The user should be familiar with the Investment Management related terminology like Portfolio/Security/Transaction. b. The user should know the details of a transaction. 2.4 Principal Actors The two principal actors in IMS are “user” and “system”. 2.5 General Constraints: a. For full working IMS requires Internet connection. b. IMS is single-user software. 2.6 Assumptions and Dependencies: a. Full working of IMS is dependent on the availability of Internet connection. b. The downloading of share prices in IMS is customized to www.asx.com.au. IMS would not work for any other website. c. The company shares registered in the Australian Stock Exchange (ASX) are only considered by IMS. 3. Specific Requirements: 3.1 Functional Requirements: We describe the functional requirements by giving various use cases. Use case related to installation: Use Case 1: Installation Primary Actor: User Pre Condition: Internet connection available. Main Scenario : 1. User initiates IMS installation program. MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 6 2. System asks the user for the home directory in which all the working files will be created. User is also asked for the initial login and password. 3. User specifies the home directory and login/password. 4. System creates the working files in the specified home directory. Working files contain: a. Authorization information. b. List of company names. c. Current share prices. d. Investment structure. 5. System downloads the list of companies (registered in ASX, from www.asx.com.au) and the current share prices. It initializes the files containing the list of companies and the current share prices with the downloaded data. Alternate Scenario: 5(a). Network failure. 5(a)1. Installation aborted. Use cases related to system authorization: Use Case 2: Login Primary Actor: User Pre Condition: Nil Main Scenario : 1. Start the application. User prompted for login and password. 2. User gives the login and password. 3. System does authentication. 4. Main screen is displayed. Alternate Scenario : MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 7 4(a). Authorization fails 4(a)1. Prompt the user that he typed the wrong password 4(a)2. Allow him to re-enter the password. Give him 3 chances. Use Case 3: Change Password Primary Actor: User Pre Condition: User logged in Main Scenario : 1. User initiates the password change command. 2. User is prompted for old password, new password and confirm new password. 3. User gives the old password, new password and confirm new password. 4. System does authentication. 5. New password is registered with the system. Alternate Scenario : 4(a). Authorization fails 4(a)1. Prompt the user that he typed the wrong password 4(a)2. Allow him to re-enter the password. Give him 3 chances. 4(b). New password and confirm new password do not match. 4(b)1. Allow him to re-enter the attributes. Give 3 chances. MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 8 Use cases related to portfolios: Use Case 4: Create Portfolio Primary Actor: User Pre Condition: User logged in. Main Scenario: 1. User initiates the “create portfolio” functionality. 2. System asks the user for the portfolio name. 3. User enters the portfolio name. 4. An empty portfolio is created. Alternate Scenario: 4(a). Portfolio with the same name exists. 4(a)1. System asks the user for a different name. 4(a)2. User enters a different name. 4(a)3. Empty portfolio gets created. Use Case 5: Rename portfolio. Primary Actor: User Pre-Condition: User logged in. Main Scenario : 1. User initiates the “rename portfolio” functionality. 2. System asks for the portfolio to be renamed and the new name. 3. User enters the new name. 4. Portfolio is renamed. Alternate Scenario: MITS5501 Case Study Copyright © 2015-2018 VIT, All Rights Reserved. 9 4(a). The portfolio whose name is supposed to change does not exist. 4(a)1. Renaming fails, the error message is displayed. 4(b). Portfolio with the same new name exists. 4(b)1. Renaming fails, the error message is displayed. Use Case 6: Delete portfolio. Primary Actor: User Pre-Condition: User logged in. Main Scenario : 1. User initiates the ”delete portfolio” functionality. 2. System asks for the name of the portfolio. 3. The portfolio is deleted. Alternate Scenario: 3(a). Portfolio does not exist. 3(a)1. Deletion fails, error message is displayed. Use cases related to securities: Use Case 7: Create a security. Primary Actor: User Pre-Condition: User logged in.