PRAGRA

Business Requirements Document(BRD)

Video Banking
Jan 2019
Version 0.1
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1 Document Revisions

Version
Date Document Changes
Number
Jan/07/2019 0.1 Initial Draft

2 Approvals
Role Name Title Signature Date
Project Sponsor Canada Bank
Business Owner
Project Manager Amit
System Architect Paul
Development Lead Sunil
User Experience Mark
Lead
Quality Lead Virat
Content Lead

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3. TABLE OF CONTENTS

PROJECT DETAILS ................................................................................................... 2

OVERVIEW ............................................................ ERROR! BOOKMARK NOT DEFINED.

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Use Case Narrative .................................................................................. Error! Bookmark not defined.

BUSINESS REQUIREMENTS..................................... ERROR! BOOKMARK NOT DEFINED.

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Appendix B – Business Rules Catalog ..................................................... Error! Bookmark not defined.
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4. PROJECT DETAILS
2.1 Project Summary
2.1.1 Objectives
Video banking is a used for performing banking transactions or professional banking
consultations via a remote video connection. Video banking can be performed via
purpose banking app, or via a videoconference enabled bank branch.

 Deliver an Video banking App on Android and Apple devices as well as through an
application on the laptop/Desktop.
 Support Video banking services like Process new account, new loan, consultation with
Relationship manager.
 Allow video connection between client and bank staff after customer authentication.
 Schedule a video call/ appointment booking for video call between client and Bank staff

2.1.2 Background

[Provide a brief history of how the project came to be proposed and initiated, including
the business issues/problems identified, and expected benefit of implementing the
project/developing the product.]
Timely and accurate synchronization of widget names will reduce development levels of efforts across
the enterprise by eliminating duplicate names of widgets in development and deployed. Acme
uncovered seriously high levels of errors across testing environments, production error messages, and
increased rework due to lack of knowledge about widgets already in production.

2.1.3 Business Drivers

[List the business drivers that make development of this product important. These can
be financial, operational, market or environmental.]
 Customers are looking to connect with their Financial Advisor or Branch Manager remotely
without visiting branch.
 Video banking allows Bank achieve its goal to be universal banker .
 Will add an new channel of sales for bank as bank staff will be able to upsell banking product
to client through video banking.

2.2 Project Scope

[Describe what work is in scope for the project, and specifically what work is out of
scope… beyond the current budget, resources and timeline as approved by the project

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stakeholders. This is designed to prevent “scope creep” of additional features and
functions not originally anticipated.]

2.2.1 In Scope Functionality

In conjunction with transaction hardware video banking can include all of the following types of
services.

 Bill Payments
 Account inquiries
 Process New Accounts
 Process New Loans
 Consult with banking professionals
 Process New Accounts
 Complain handling
 Inquire about banking services
 Ability to authenticate client by password and OTP.
 Customer can simply connect to the bank through an App on Android and Apple
devices as well as through an application on the laptop/Desktop.
 Schedule a video call/ appointment booking for video call between client and financial
advisor or branch manager.
 Direct video call with contact centre staff and do transactions done through phone banking
and additional services.

2.2.2 Out of Scope Functionality

 Video banking app will not replace existing mobile app.
 Self service transaction processing.
 Direct connect video call with Financial advisor or Branch manager.

2.3 System Perspective

[Provide a complete description of the factors that could prevent successful
implementation or accelerate the projects, particularly factors related to legal and
regulatory compliance, existing technical or operational limitations in the
environment, and budget/resource constraints.]

2.3.1 Assumptions
Inventory of existing widgets completed by Q1.
Testing data comprises scrubbed production data as of December 31.

2.3.2 Constraints
Impending changes to privacy regulations may impact data dictionary design.
Timeline for enterprise platform updates will impact execution of testing plan.

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2.3.3 Risks
Previously approved Q2/Q3 development projects may limit availability of development and QA
resources, necessitating outsourcing or additional budget requisitions to meet the
anticipated timeline.
.

2.3.4 Issues