Update Functional requirements authored by Hardo Post's avatar Hardo Post
...@@ -68,75 +68,47 @@ Prioritize the requirements as must-have, should-have, could-have, or won't-have ...@@ -68,75 +68,47 @@ Prioritize the requirements as must-have, should-have, could-have, or won't-have
**AGGREGARED AND DETAILED VIEWS** **AGGREGARED AND DETAILED VIEWS**
**7.Visualize my company as a separate node (must-have) (HARDO)** **7.Visualize SEB customer' companies as a group node (must-have)**
- Who: As a Financial Manager - Who: As a Financial Manager
- What: I want my company involved in the transactions with different companies to be represented as separate node in the graph - What: I want all SEB customer companies involved in the transactions with different counterparties to be represented as one group node on the graph
- Why: So I can view cash flows as an aggregate of my company's accounts to providing a general overview of the financial performance of the company. - Why: So I can see how see how this group node is transacting with other customers and vendors.
**8.Visualize SEB customers' accounts as currency nodes (must-have)**
- Who: As a Financial Manager
- What: I want to visualize SEB customers' accounts as separate currency nodes of each incoming and outgoing currency
- Why: So I can clearly distinguish different incoming and outgoing currency edges spread out on different nodes rather than many currency edges coming in and going out of a single account node.
\-UC1, UC2 - #14 \-UC1, UC2 - #14
\-Figma: https://www.figma.com/design/L1jCTqMIdP4FdLYd0nPshz/Cash?node-id=39-1129&m=dev \-Figma: https://www.figma.com/design/L1jCTqMIdP4FdLYd0nPshz/Cash?node-id=39-1129&m=dev
**8. ~~Visualize Small and Medium-Sized Businesses (SME) as an Aggregate Node (must-have) (HARDO)~~** **9.Visualize counterparties as Nodes (must-have) **
- ~~Who: As a Financial Manager~~
- ~~What: I want to visualize all Small and Medium-sized businesses (SMEs) as a single aggregate node.~~
- ~~Why: So that I can simplify the visualization and analyze cash flows to or from SMEs collectively, rather than viewing each business separately.~~
**8.Visualize countries as Nodes (must-have) (HARDO, KIRKE, MARIELLE)**
- Who: As a Financial Manager - Who: As a Financial Manager
- What: I want to visualize all countries where bank accounts are located as separate nodes. - What: I want to visualize all counterparties of SEB customers as separate nodes.
- Why: So that I can have an overview of the countries that are involved in transactions, allowing me to track cash flows at an international level, identify potential regional risks or opportunities, and manage financial activities based on geographic location. - Why: So that I can have an overview of the counterparty companies that are involved in transactions and see much money is going to each vendor and how much money coming from each customer.
\-UC2 - #31 \-UC2 - #31
\-Figma: https://www.figma.com/design/L1jCTqMIdP4FdLYd0nPshz/Cash?node-id=151-1476&m=dev \-Figma: https://www.figma.com/design/L1jCTqMIdP4FdLYd0nPshz/Cash?node-id=151-1476&m=dev
**9. ~~Visualize Corporations as an Aggregate Node (must-have) (HARDO)~~** **10. Visualize All Private Persons as an Aggregate Node (must-have) **
- ~~Who: As a Financial Manager~~
- ~~What: I want to visualize all corporations as a single aggregate node.~~
- ~~Why: So that I can simplify the visualization and analyze cash flows to or from corporations as a group, rather than individually, making it easier to manage and understand the financial interactions with this segment.~~
\-UC1 - #42
**10. ~~Visualize All Private Persons as an Aggregate Node (must-have) (HARDO)~~**
- ~~Who: As a Financial Manager~~
- ~~What: I want to visualize all private persons involved in transactions as a single aggregate node (labeled "Private.")~~
- ~~Why: So that I can simplify the visualization, reduce complexity, and analyze cash flows to or from private individuals as a group, instead of viewing each person separately.~~
\-UC2 - #42
**11. ~~View Aggregated Incoming and Outgoing Flows Between my company's Node and SME, Corp, and Person Nodes (must-have) (MARIELLE)~~**
- ~~Who: As a Financial Manager~~
- ~~What: I want a default view where all incoming and outgoing cash flows between my company SME, Corp, and Person nodes are aggregated.~~
- ~~Why: So that I can easily monitor and analyze high-level cash flows between my company and these key segments, allowing for more streamlined financial management and decision-making.~~
**11. View Aggregated Incoming and Outgoing Flows Between my company's Node and countries Nodes (must-have) (HARDO, MARIELLE)**
- Who: As a Financial Manager - Who: As a Financial Manager
- What: I want a default view that aggregates all incoming and outgoing cash flows between my company and the countries where counterparty accounts are located. - What: I want to visualize all private persons involved in transactions as a single aggregate node (labeled "Private.")
- Why: So that I can easily monitor and analyze high-level cash flows between my company and these countries, providing a clearer picture of our international financial activities for more effective management and decision-making. - Why: So that I can simplify the visualization, reduce complexity, and analyze cash flows to or from private individuals as a group, instead of viewing each person separately.
\-UC1 - #67 \-UC2 - #42
Figma: https://www.figma.com/design/L1jCTqMIdP4FdLYd0nPshz/Cash?node-id=39-1129&m=dev Figma: https://www.figma.com/design/L1jCTqMIdP4FdLYd0nPshz/Cash?node-id=39-1129&m=dev
**12. ~~View Cash Flows at the Account Level to SMEs, Private Persons, and Corporations (must-have) (KIRKE)~~**
- ~~Who: As a Financial Manager~~
- ~~What: I want an option to view cash flows at the account level, showing flows from my company's individual accounts to SMEs, Private persons, and Corporations.~~
- ~~Why: So that I can track specific financial interactions between my company’s accounts and these key segments, providing deeper insight into how each account is performing in relation to different customer types.~~
**12. View Cash Flows at the Account Level to Countries (must-have) (HENRI, KIRKE)\~\~** **11. View Cash Flows at the Account Level to Counterparties (must-have) **
- Who: As a Financial Manager - Who: As a Financial Manager
- What: I want an option to view cash flows at the account level, showing flows from my company's individual accounts to countries where counterparty accounts are located. - What: I want an option to view cash flows at the account level, showing flows from my company's individual accounts to counterparties.
- Why: So that I can track specific financial interactions between my company’s accounts and these countries, providing deeper insight into how each account is performing in relation to different countries. - Why: So that I can track flows of between my company’s accounts and these countries, providing deeper insight into how each account is performing in relation to different countries.
\-UC2 - #102 \-UC2 - #102
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