Design a system of onscreen display icons with readily recognizable shapes that allows account executives in brokerage

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Design a system of onscreen display icons with readily recognizable shapes that allows account executives in brokerage houses to determine at a glance what actions (if any) need to be taken on a client's account.
a. Design and draw icons that correspond to the following:
i. Transaction completed on the same day
ii. Account needs updating
iii. Client has requested information
iv. Account in error
v. Account inactive for two months
vi. Account closed
b. Recently, an up-and-coming discount brokerage house expressed an interest in developing its own Web-based portfolio management software that clients could use at home on their PCs to make trades, get real-time stock quotes, and so on. Design two input displays that make data entry easy for the client. The first display should allow users to enter stock symbols for the stocks they want to track on a daily basis. The second display should allow the client to use an icon-based system to design a customized report showing stock price trends in a variety of graphs or text.
c. Suggest two other input displays that should be included in this new portfolio management software.
Stocks
Stocks or shares are generally equity instruments that provide the largest source of raising funds in any public or private listed company's. The instruments are issued on a stock exchange from where a large number of general public who are willing...
Portfolio
A portfolio is a grouping of financial assets such as stocks, bonds, commodities, currencies and cash equivalents, as well as their fund counterparts, including mutual, exchange-traded and closed funds. A portfolio can also consist of non-publicly...
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Systems Analysis and Design

ISBN: 978-0133023442

9th edition

Authors: Kenneth E. Kendall, Julie E. Kendall

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