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Bank Accounts Management System - p. 448 This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problem x1

Marking nouns: potentially good classes, definitely bad classes, and classes we are unsure about

This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problem x2

Draft Class Diagram with classes Client and Account, and their association Client 1..2 accountHolder

Account

*

accountNumber type

© Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problem x3

Draft Class Diagram with Account attributes and subclasses Client *

Account

1..2 accountHolder

*

accountNumber openedDate closedDate interestRate monthlyFee balance creditOrOverdraftLimit

ChequingAccount

© Lethbridge/Laganière 2002

MortgageAccount

CreditCardAccount

Chapter 5: Modelling with classes ­ Bank Account Problem x4

Draft Class Diagram with CreditCard and attributes of Account subclasses Client *

Account

1..2 accountHolder

*

accountNumber openedDate closedDate interestRate monthlyFee balance creditOrOverdraftLimit

CreditCard name 1..*

ChequingAccount

MortgageAccount collateralProperty

© Lethbridge/Laganière 2002

CreditCardAccount expiryDate brand

Chapter 5: Modelling with classes ­ Bank Account Problem x5

Problem statement - checking off what we have done (Classes, associations, attributes, generalizations) This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problem x6

Looking at what we know about Employees (Classes, associations, attributes, generalizations) This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other

employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problem x7

Draft Class Diagram with Branch and Employee Client Employee personalBanker

Branch

*

Account

*

1..2 accountHolder

*

accountNumber openedDate closedDate interestRate monthlyFee balance creditOrOverdraftLimit

CreditCard name 1..*

ChequingAccount

MortgageAccount collateralProperty

© Lethbridge/Laganière 2002

CreditCardAccount expiryDate brand

Chapter 5: Modelling with classes ­ Bank Account Problem x8

Looking at what we know about Branches (Classes, associations, attributes, generalizations) This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problem x9

Draft Class Diagram with OrganizationalUnit

worksFor

subdivision *

OrganizationalUnit 0..1

manager

0..1

*

0..1

Employee

Client

personalBanker

Branch

*

Account

*

1..2 accountHolder

*

accountNumber openedDate closedDate interestRate monthlyFee balance creditOrOverdraftLimit

CreditCard name 1..*

ChequingAccount

MortgageAccount collateralProperty

© Lethbridge/Laganière 2002

CreditCardAccount expiryDate brand

Chapter 5: Modelling with classes ­ Bank Account Problemx10

Problem statement after adding OrganizationalUnit (Classes, associations, attributes, generalizations)

This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problemx11

Thinking about how to deal with privileges (Classes, associations, attributes, generalizations) This system provides the basic services to manage bank accounts at a bank called OOBank. OOBank has many branches, each of which has an address and branch number. A client opens accounts at a branch. Each account is uniquely identified by an account number; it has a balance and a credit or overdraft limit. There are many types of accounts, including: A mortgage account (which has a property as collateral), a chequing account, and a credit card account (which has an expiry date and can have secondary cards attached to it). It is possible to have a joint account (e.g. for a husband and wife). Each type of account has a particular interest rate, a monthly fee and a specific set of privileges (e.g. ability to write cheques, insurance for purchases etc. OOBank is divided into divisions and subdivisions (such as Planning, Investments and Consumer), the branches are considered subdivisions of the Consumer Division. Each division has a manager and a set of other employees. Each customer is assigned a particular employee as his or her ‘personal banker’. © Lethbridge/Laganière 2002

Chapter 5: Modelling with classes ­ Bank Account Problemx12

Draft Class Diagram with AccountType

worksFor

subdivision *

OrganizationalUnit 0..1

manager

0..1

*

0..1

AccountType

Employee

interestRate monthlyFee checksAllowed insuranceAvailable

personalBanker

Branch

*

*

Account

Client *

1..2 accountHolder

*

accountNumber openedDate closedDate interestRate monthlyFee balance creditOrOverdraftLimit

CreditCard name 1..*

ChequingAccount

MortgageAccount collateralProperty

© Lethbridge/Laganière 2002

CreditCardAccount expiryDate brand

Chapter 5: Modelling with classes ­ Bank Account Problemx13

Bank Account System Class diagram with final touches worksFor

Person

subdivision *

name

OrganizationalUnit 0..1

manager

0..1

AccountType

Employee

interestRate monthlyFee checksAllowed insuranceAvailable periodicFee period

personalBanker

Branch address number

*

0..1

*

*

Account

Client *

1..2 accountHolder

*

accountNumber openedDate closedDate interestRate monthlyFee balance creditOrOverdraftLimit

CreditCard name 1..*

ChequingAccount

MortgageAccount collateralProperty

© Lethbridge/Laganière 2002

CreditCardAccount expiryDate brand

Chapter 5: Modelling with classes ­ Bank Account Problemx14

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