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GOkwori / AccountSphere

AccountSphere is a comprehensive banking app designed for efficient account management and insightful financial reporting. It offers tools for account creation, updates, and analytics, using Python Flask, a dynamic front-end, and a structured database for streamlined financial operations.
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Write User Stories #26

Closed GOkwori closed 5 months ago

GOkwori commented 5 months ago

Account Officer

Create Customer Account: As an account officer, I want to create new customer accounts so that new clients can start using our banking services.

View Customer Accounts: As an account officer, I need to view all customer accounts to manage and oversee client activities effectively.

Update Customer Account: As an account officer, I want to update customer account details to ensure their information is current and accurate.

Delete Customer Account: As an account officer, I need to delete customer accounts upon their request or due to compliance issues.

Product Manager

Create Financial Products: As a product manager, I want to create new financial products to expand our offerings and attract more customers.

View Financial Products: As a product manager, I need to view all financial products to analyze our portfolio and make strategic decisions.

Update Financial Products: As a product manager, I want to update product details to refine our offerings based on market demand and feedback.

Delete Financial Products: As a product manager, I need to delete financial products that are no longer viable or competitive.

Reporting Analyst

Generate Reports: As a reporting analyst, I want to generate reports on accounts and transactions to provide insights into our financial health and customer behaviors.

View Reports: As a reporting analyst, I need to view historical reports to analyze trends over time.

Update Reports: As a reporting analyst, I want to update report parameters to refine the insights generated based on evolving analysis needs.

Delete Reports: As a reporting analyst, I need to delete outdated or irrelevant reports to maintain a focus on current and actionable insights.

Super User

Access All Functionalities: As a super user, I want to have all the functionalities of account officers, product managers, and reporting analysts to oversee and manage the entire banking operation effectively.

Manage Users: As a super user, I want to create, view, update, and delete user accounts for account officers, product managers, and reporting analysts to ensure only authorized personnel have access to our system.

Audit System Usage: As a super user, I need to view logs and activities across all functionalities to audit system usage and ensure compliance with policies and regulations.

GOkwori commented 5 months ago

User stories have been created and reviewed.

Next steps is to create wireframes and document based on user roles' perspective.