KickStarter Bonus
Design document
Change Log
Date Version Name Description
Table of Contents
1. INTRODUCTION...................................................................................................................................................................... 3
1.1. PROJECT/CHANGE DETAILS.................................................................................................................................................... 3
1.1.1. PROBLEM STATEMENT:...................................................................................................................................................3
1.1.1. NEED:.............................................................................................................................................................................. 3
1.1.2. BUSINESS OPPORTUNITY:...............................................................................................................................................3
2. REQUIREMENTS..................................................................................................................................................................... 3
2.1. DETAILED REQUIREMENTS......................................................................................................................................................3
3. DESIGN.................................................................................................................................................................................. 4
3.1. DESIGN FOR CLIENT KICKSTARTER BONUS REQUIREMENT...........................................................................................................4
3.1.1. Calculation Changes.......................................................................................................................................................4
3.1.2. Datastore Changes.........................................................................................................................................................5
3.1.3. Presenter Report Changes.............................................................................................................................................5
1. Introduction
1.1. Project/Change Details
1.1.1. Problem Statement:
Eagle invest clients will be asked to enter who referred them to Eagle Invest during the application process. This
person is considered the primary referrer. If the client is an existing client and the primary referrer is not the client
officer on the client relationship, the bonus will be split equally between the client officer and the primary referrer.
1.1.1. Need:
Need to provide Kickstarter bonus for the first three clients referred.
1.1.2. Business Opportunity:
Only after first 3 clients, you will be paid for each new client you refer to Eagle invest based on the client’s assets
under management.
2. Requirements
2.1. Detailed Requirements
Requirement Business Rule Acceptance Criteria
Requirement ID
Kickstarter Bonus Kickstarter Bonus will be paid as part of Kickstarter Bonus will only be Only Eagle Invest Clients are
2021 Bonus Initiative paid for the first 3 clients and eligible for this.
to the Primary Referrer only.
Client Officer is NOT eligible Primary referrer should be referring
for Kickstarter bonus. 3 clients in a certain month.
New Client Bonus New Client Bonus will be paid as part of New client bonus will be paid Only Eagle Invest Clients are
2021 Bonus Initiative for each client referred based eligible for this.
on tiers set for Market Value.
New Client Bonus will be paid
based on tiers set for market value.
If there is a secondary referrer
(client officer) the bonus will be split
equally between the client officer
and primary referrer.
3. Design
3.1. Design for CLIENT Kickstarter Bonus Requirement
New Calculations will be built and existing calculations will be modified to get the calculated Kickstarter and New Client Bonus.
3.1.1. Calculation Changes
:-
Several calcs were created as part of this change.
Please see the attached Calc design document which has these changes.
3.1.2. Datastore Changes
The following datastore will be modified to include KickStarter Bonus.
DS Eagle Invest Grid
3.1.3. Presenter Report Changes
Source ‘src001 Eagle Invest’ under ‘Data Grid – Eagle Invest’ which is further located under PWM Section will be modified to change
the name of ‘Bonus Payout’ to ‘New client Bonus’ and also to include ‘KickStarter Bonus’.
Datagrid ‘src001 Eagle Invest’ will be modified to include the ‘KickStarter Bonus’ and also the new ‘Total’ computed column which
calculates the sum of the ‘New Client Bonus’ and ‘KickStarter Bonus’.
