CMU-SE450 Capstone Project I

PROJECT PLAN DOCUMENT

FINANCIAL NAVIGATOR ON SMARTPHONE

Submitted by

Hoang, Vo Tran
Duy, Pham Tung
Thanh, Le Huu

Approved by
Trinh, Tran Thi Thuy M.Sc.

Proposal Review Panel Representative:

Name Signature Date

Capstone Project 1- Mentor:

Name Signature Date

PROJECT INFORMATION
TMOS(Reminder) Project Plan Document v1.2

Project
FN
acronym

Project title Financial Navigator

Start date 10– Aug – 2020 End Date 7 – Dec – 2020

Lead
American Degree Program Department, Duy Tan University
institution

Tran Thi Thuy Trinh

Project mentor Email: [email protected]

Phone: 0795898823

Partner
Duy Tan University
organization

0705112199
Scrum Master Hoang, Vo Tran [email protected]
0777333794

Product owner Duy, Nguyen Tung [email protected] 0827342755

Hoang, Vo Tran [email protected] 0328670814

Team members Thanh, Nguyen Huu [email protected] 0703496906

Duy, Pham Tung [email protected] 0326577627

PROJECT PLAN DOCUMENT

Document Title Project Plan Document

Author(s) Dream Team

Role Product Owner, Team Member, Scrum Master

TMOS(Reminder) Project Plan Document v1.2

Date November 11, 2020 File name: [TMOS]Project Plan_ver1.2

URL

Access Project and CMU Program

REVISION HISTORY

Version Person(s) Date Description

1.1 All members August 29th, 2020 Draft for comment

1.2 All member November 11, 2020 Draft for comment

TMOS(Reminder) Project Plan Document v1.2

SIGNATURE

Document Approvals: The following signatures are required for approval of this
document.

Signature:
Mentor Trinh, Tran Thi Thuy
Date:

Signature:
Project Leader Hoang, Vo Tran
Date:

Signature:
Product Owner Duy, Pham Tung
Date:

Signature:
Hoang, Vo Tran
Date:

Signature:
Team Member(s) Duy, Pham Tung
Date:

Signature:
Thanh, Le Huu
Date:
TMOS(Reminder) Project Plan Document v1.2

Table of Contents
1. Introduction.......................................................................................................................1
1.1. Document overview.....................................................................................................2
1.2. Project goal..................................................................................................................2
2. Use Case of “Financial Navigator on smartphone” system............................................3
3. User Stories........................................................................................................................4
3.1. Login...........................................................................................................................4
3.2. Forgot Password..........................................................................................................4
3.3. Change Password.........................................................................................................5
3.4. Logout.........................................................................................................................5
3.5. Register........................................................................................................................6
3.6. Log Expense................................................................................................................7
3.7. Set budget....................................................................................................................7
3.8. View Financial Overview............................................................................................8
3.9. Interact with Chat Bot..................................................................................................9
3.10. Generate Report.....................................................................................................10
3.11. Setting....................................................................................................................11
3.12. View the application information...........................................................................11
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1. Introduction
- In the realm of financial technology, the concept of User Stories plays a crucial role
in articulating the user's natural language or business requirements. User Stories are
instrumental in capturing what end users or system users need to accomplish in their
financial activities. In the context of our project, "FINANCIAL NAVIGATOR ON
SMARTPHONE," User Stories will serve as the foundation for defining
functionalities, ensuring business development alignment, and facilitating effective
requirements management.
- This approach allows the development team to engage closely with users, gaining a
profound understanding of the financial functionalities they desire. The primary
objective of our application is to provide a comprehensive financial navigation
experience on smartphones, aiding users in managing their financial activities
efficiently.
- User Stories can also be employed to express non-functional requirements such as
security, performance, and quality, ensuring a well-rounded financial application.
1.1. Document overview
This document offers a user story and goal-oriented perspective on the "Financial Navigator
on smartphone" project, aiming to deliver the following key project benefits:

1. Clearly defining the scope of the financial application for business

stakeholders, project sponsors, developers, and architects.
2. Supporting the definition of target and future state architectures for the
financial navigator.
3. Enhancing understanding of required capabilities to support the financial
project effectively.
4. Providing a meaningful resource for constructive conversations between the
business and the development team.
1.2. Project goal
The " Financial Navigator on smartphone " project is dedicated to developing a cutting-edge
financial application with the following objectives:
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1. Efficiently navigate and manage various financial accounts on

smartphones.
2. Provide real-time updates on financial transactions and account balances.
3. Implement robust security measures to safeguard user financial data.
4. Support seamless integration with other financial tools and services.
5. Facilitate user-friendly interactions through an intuitive interface.
2. Use Case of “Financial Navigator on smartphone” system

Figure 1. Use Case of

“Financial Navigator on smartphone” system
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3. User Stories
3.1. Login

Login Project: Financial Navigator on Priority: high

Smartphone

Actor: User Acceptance Criteria

Story: User wants to - When users access the login screen, they enter their
access the Financial phone number.
Navigator system by - The system sends an OTP to the user's phone number.
logging in. - Users enter the correct OTP and press the [Login]
button to log in.
- A message indicating the success or failure of the login
process is displayed.
- Error messages are displayed if the entered values are
not valid.
3.2. Forgot Password
As a User

I want to retrieve my password so that I can access to my account.

Forgot the password Project: Financial Navigator on Priority: high

smartphone

Actor: User Acceptance Criteria

Story: User wants to - When users are on the login screen, they click the
retrieve the password [Forgot Password] button.
- Users enter their phone number to receive an OTP
code.
- After receiving the OTP, users input it and proceed to
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enter a new password, confirming the password fields.

- Clicking the [Submit] button initiates the password
reset process.
- A message indicating the success or failure of the
password reset process is displayed.
- Error messages are displayed if the entered values are
not valid.
3.3. Change Password
As a User

I want to change the password so that I can enhance the security of my account.

Forgot the password Project: Financial Navigator on Priority: high

smartphone

Actor: User Acceptance Criteria

Story: User wants to - When users log into the application, they press the
change the password for [Profile] button to navigate to the profile screen.
enhanced security in the - On the profile screen, users press the [Change
Financial Navigator Password] button.
system. - Users input the new password and confirm the
password fields.
- Clicking the [Submit] button initiates the password
change process.
- A message indicating the success or failure of the
password change process is displayed.
- Error messages are displayed if the entered values are
not valid.
3.4. Logout
As a User
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I want to log out of the system so that I can stop using the Financial Navigator and
secure my account.

Logout Project: Financial Navigator on Priority: high

Smartphone

Actor: User Acceptance Criteria

Story: User wants to log - Users can log out of the system by clicking on the
out of the Financial [Logout] button.
Navigator system.

3.5. Register
As a User

I want to register a new account so that I can access the system.

Register account Project: Financial Navigator on Priority: high

Smartphone

Actor: User Acceptance Criteria

Story: User wants to - When users access the application for the first time or
register a new account in click on the [Register] button in the login screen, they
the Financial Navigator should be directed to the registration screen.
system. - Users enter their personal information, including phone

Story: User wants to number, password, and any other required details.

create the board. - After completing the registration form, users click the
[Register] button.
- The system sends a One-Time Password (OTP) to the
user's provided phone number for verification.
- Users enter the correct OTP to validate their
registration.
- Upon successful OTP verification, a new account is
created, and the user is registered in the system.
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- The system generates and displays a message

indicating the success of the registration process.
- If any entered information is invalid or missing, the
system displays appropriate error messages.
3.6. Log Expense.
As a User

I want to log my expenses so that I can keep track of my financial transactions.

Log Expense Project: Financial Navigator on Priority: high

smartphone

Actor: User Acceptance Criteria

Story: User wants to log - Users access the main screen of the application.
an expense in the - Users click on the [Log Expense] button or navigate to
Financial Navigator the expense logging screen.
system. - Users input the details of the expense, including
amount, category, date, and any additional information.
- Clicking the [Submit] or [Log Expense] button records
the expense in the system.
- A message indicating the success or failure of the
expense logging process is displayed.
- Error messages are displayed if the entered values are
not valid.
3.7. Set budget.
As a User

I want to set a budget for my financial activities so that I can manage and control my
spending.

Sent budget Project: Financial Navigator on Priority: high

smartphone
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Actor: User Acceptance Criteria

Story: User wants to - When the user is logged into the system, they can
establish a budget to navigate to the main screen.
effectively manage and - On the main screen, the user clicks on the [Set Budget]
control their spending. button.
- The user is prompted to enter details for the budget,
including the budget amount, categories, and a time
period (e.g., monthly, yearly).
- After entering the budget details, the user clicks the
[Submit] button to set the budget.
- The system generates a success message if the budget
is set successfully.
- In case of failure (e.g., missing or incorrect values), the
system displays an appropriate error message.
- The set budget is recorded in the system for tracking
financial goals.
3.8. View Financial Overview
As a User

I want to view a comprehensive overview of my financial status so that I can make

informed decisions about my finances.

View Financial Project: Financial Navigator on Priority: high

Overview smartphone

Actor: User Acceptance Criteria

Story: User wants to have - When the user is logged into the system, they can
a holistic view of their access the main screen.
financial situation to - On the main screen, the user clicks on the [View
make informed decisions Financial Overview] button.
and manage their money - The system displays a summary of the user's financial
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effectively. status, including total income, total expenses, and the

remaining budget.
- The financial overview includes charts or graphs to
visually represent the distribution of expenses across
different categories.
- Users can customize the time period for the financial
overview (e.g., monthly, yearly) using provided filters.
- The system ensures real-time updates, reflecting any
changes in income, expenses, or budget modifications.
3.9. Interact with Chat Bot
As a User

I want to interact with a Chat Bot for assistance and information so that I can easily
get answers to queries and receive support.

Interact with Chat Bot Project: Financial Navigator on Priority: high

smartphone

Actor: User Acceptance Criteria

Story: User wants to - When the user is logged into the system, they can
interact with a Chat Bot access the main screen.
to seek assistance, gather - On the main screen, the user clicks on the [Chat Bot]
information, and perform button.
various financial-related - The Chat Bot interface opens, providing a chat-like
tasks conveniently. interaction with the user.
- Users can ask questions or request information related
to financial management, expenses, budgeting, or any
other relevant topic.
- The Chat Bot responds promptly and provides accurate
information or guidance.
- The Chat Bot can assist users in performing tasks, such
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as logging expenses, setting budgets, or retrieving

financial overviews.
- The system ensures a seamless and user-friendly
interaction with the Chat Bot.
3.10. Generate Report
As a User

I want to generate a comprehensive report of my financial activities so that I can

analyze and track my financial progress over a specific period.

Generate Report Project: Financial Navigator on Priority: high

smartphone

Actor: User Acceptance Criteria

- When the user is logged into the system, they can

navigate to the main screen.
- On the main screen, the user clicks on the [Generate
Report] button.
- The system provides options for the user to customize
the report, such as selecting the time period (e.g.,
monthly, yearly) and specific categories.
- After customizing the report settings, the user clicks
the [Generate] button.
- The system generates a detailed report that includes
information on income, expenses, budget adherence,
and other relevant financial metrics.
- Users can view the report on the screen and have the
option to download it in a preferred format (e.g., PDF,
CSV).
- The report reflects real-time data and updates to
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accurately represent the user's financial activities.

Story: User wants to
generate a detailed report
of their financial activities
to analyze spending
patterns, track budget
adherence, and assess
overall financial progress.

3.11. Setting
As a User

I want to configure the settings of the application to customize my experience.

Setting Project: Financial Navigator on Priority:

smartphone medium

Actor: User Acceptance Criteria

- Users click on the [Settings] button located at the top

right of the home screen.
- Users are presented with options to adjust settings such
as font size, notification sound, and choose between
dark and light mode.
- Users select their preferred settings.
- The changes made in the settings are applied to the
application.
3.12. View the application information.
As a User

I want to view information about the Financial Navigator system, including privacy
policies and terms & conditions.
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View the application Project: Financial Navigator on Priority: low

information smartphone

Actor: User Acceptance Criteria

Story: User wants to - Users access the main screen of the system.
view the application - Users press the menu button, typically located in the
information upper left corner of the screen.
- Users navigate to the [Application Information]
section.
- Users press the [Application Information] button to
view details about the system, security policies, privacy
policies, and terms & conditions.
- A message indicating the success or failure of the
information viewing process is displayed.