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Online Banking Data Requirements

Requirements and data modelling work for proposed online banking changes, focused on customer data capture, CRM needs, and longer-term use of behavioural data.

2007 – 2007
  • Banking
  • Requirements Mapping
  • Data Warehousing
  • CRM
  • Data Modelling

Scope

The client needed to clarify data needs connected to proposed changes and new development in online banking. The work had both short-term goals around CRM-related customer data and longer-term goals for using behavioural data to improve self-service and support.

What I did

I produced detailed data specification documents, an outline for long-term collection and use of usage-pattern data, recommendations for later phases of data needs analysis, and guidance for extending an existing warehouse model with new data types.

Technologies

Requirements analysis, CRM data, online banking data, data warehouse modelling, and data specification documentation.