Here are the
"short list items" from the groups
| Group # |
Names |
Short List Items |
| |
|
|
| 11 |
Kabir, Alex W, Jon |
Student Chequing, Basic Savings, Student Loans, Educational Savings, Student Credit Card |
| 12 |
Eric D, Nour, Andrew |
Savings, mortgage, credit card, GIC, RRSP |
| 13 |
Josh |
Credit cards, student loans, asset managment, on-line banking, RESP |
| 14 |
Kris, Daniel |
Car Loans, RESP, Student Loans, Portfolio Management, Small Business Loans |
| 15 |
Lucas, Ben |
Loans, Bank Accounts, Mobile Banking, GIC, Safety Deposit Boxes |
| 16 |
Luke, Eric L |
Withdrawals, Personal Loans, Credit Cards, Overdraft Protection, Currency Exchange |
| 17 |
Connor, Alex L, Tyler |
RESP, Loans, Mortgages, Debit Card, Interest |
| 18 |
|
|
| |
|
|
| 21 |
|
|
| 22 |
|
|
| 23 |
|
|
| 24 |
|
|
| |
|
|
Which activities should the bank select for
implementation?
Here is the list selected:
| Item |
Class |
Some details (if
known right now) |
Group(s)
(see above) |
| 1 |
Investments |
- RESP and/or RRSP
- check for limits of amounts
that may be added
- MAY want to try to buy/sell
stock on commission
|
|
| 2 |
Chequing Account |
- No interest on account
- $1.50 monthly service charge
|
|
| 3 |
Saving Account |
- 0.5% interest / year (paid monthly)
- $1.50 monthly service charge
|
|
| 4 |
Loans to customer |
- loan amounts for specific periods
|
|
| 5 |
Mortgages |
- for home purchase
- specific amount, interest rate, payment, etc.
|
|
| 6 |
Kid's saving account |
- 4% interest /year (paid monthly)
- no service charge
|
|
| 7 |
Currency Exchange |
- several currencies
- exchange rates change
- store info on all exchanges made
|
|
| 8 |
High interest rate account |
- 5% interest / year (paid monthly)
- must have minimum $5,000 in the account for the entire month
to get interest this month
|
|
| 9 |
Safety Deposit Boxes |
- name of owner
- how many HTSB has (come in
3 sizes)
- charge owner for use each
year
|
|
| 10 |
ATM machine |
- need to enter account and PIN
- give menu of choices
- what accounts available
- check on limits for withdrawals - day/week
|
|
| 11 |
Line of Credit |
- maximum amount of loan fixed
- calculate interest on current amount of loan
- if loan amount changes, amount of interest will change too
- interest rate may change
|
|
Give class name, instance variables, methods for each. Check HTS
2 for details.
|
™