Function Point Estimation A Case Study Personal Investment - - PowerPoint PPT Presentation

Function Point Estimation

A Case Study Personal Investment Management System

FP Group at Infosys Technologies Ltd, Bangalore

• FP counting in practice is not easy; there are

courses just on this

• For PIMS, this FP counting was done by

professionals who apply FP regularly

– An initial version of PIMS SRS was given along with the init architecture – The professional were asked to do a detailed analysis using their rules

• This presentation is the output they provided

Background

The Project involves the development of a Personal Investment Management System (PIMS) which can be used by a single user to track his/her investments. The System should have the following functionalities:

• 1. Tracking
• Portfolios
• Securities
• Transactions over a particular security
• 2. Aid the user in analyzing the investments.

The System will get the latest prices of various stocks from a predetermined Website.

The Project

PROGRAM-2 PROGRAM-1 PROGRAM-3

ILF EI

Creating a Portfolio

Actor

Enters Program – 1: Portfolio Manager Program – 2: Securities Manager Program – 3: Transaction Manager Program – 4: Investment Analyzer Program – 5: General (Login, Change Pwd and User Options) File – Portfolio Basic

PROGRAM-4

EI

Module : Portfolio Management

Programs

PROGRAM-5

PROGRAM-2 PROGRAM-1 PROGRAM-3

ILF EI

Analyzing Gains

Actor

Enters Program – 1: Portfolio Manager Program – 2: Securities Manager Program – 3: Transaction Manager Program – 4: Investment Analyzer Program – 5: General (Login, Change Pwd and User Options) File – Portfolio Basic File – Portfolio Securities Data File - Transactions

PROGRAM-4

EI

Module : Investment Analyzer

Programs

PROGRAM-5

Transactions Management Portfolio Management

PIMS -- Full System

ILF EO/EQ General Data EIF

Internal Logical Files : 1: Agent’s Personal Data, Qualification, Work Experience, Agent’s Test Results 2: Validation Rules File 3: Agent’s License Data

• 4. Agent Transfer Request Data

5: Customer Complaint, Penal Action Data 6: Agent Termination Data 7: Agent Re-Assgn. Request Data External Queries and Output : 1: List of Portfolios 2: List of Securities Report

• 3. List of Transactions Report

4: Net Worth Report 5: Rate of Return Report

• 6. Gains Report

7: Alert Messages External Interface Files : 1: Latest Stock Price

Investment Analyzer

PIMS – Data Functions

Internal Logical Files (ILF)

• 1. Portfolio Basic
• 2. Portfolio Securities
• 3. Transactions
• 4. UserData

External Interface Files (EIF)

• 1. LatestStockPrices

PIMS – Data Functions

ILF Complexity Factors

7 Simple

Login Details, User Options (2)

User Id, Password, Site to download Stock Prices from, Frequency of getting updates, Timeline for getting alerts (6)

User Data 7 Simple Transaction Info (1)

Transaction No., Date, Code, Security Type, Txn Type, Maturity date, Interest rate, Volume, Cost of purchase (9)

Transactions Data 7 Simple Securities Info (1)

Security code, Security name, Security type, Volume, Cost, Current price, Last Modified Date (7)

Portfolio Securities 7 Simple

Portfolio Basic Information (1)

Portfolio ID., Name (2) Portfolio Basic Function Points Complexity RET DET ILF Total 28

PIMS – Data Functions

EIF Complexity Factors

5 Total 5 Simple Stock Data (1) Security Code, Price, Min Price, Max Price, Date (5) Stocks Data Function Points Complexity RET DET EIF 10 Help file Simple

PIMS – Transaction Functions

External Inputs (EI)

Maintenance of

• 1. Portfolio Basic
• 2. Portfolio Securities Data
• 3. Transactions Data
• 4. General User Data
• 5. Current Price of Stocks

External Outputs (EO)

Analysis Reports

• 1. Net Worth
• 2. ROR
• 3. Gains Report
• 4. Analysis of ROR
• 5. Analysis of Net Worth
• 6. Alert Messages

External Queries (EQ)

• 1. List of Portfolios
• 2. List of Securities
• 3. List of Transactions

PIMS – Transaction Functions

EI Complexity Factors

3 x 3

3 x 4 3 x 3 39 3 3 3 Function Points Ins/Upd/ Delete - Simple Transactions File (1)

Txn No., Date, security code…. (6). (For delete only Txn No and Security code are needed)

Transactions Managment Add/Move/Del/Ei dit - Simple Securities File (1)

(Security Code, name, type, Portfolio No (4) – Add) (Code, OldPortfolioNo and New PortfolioNo(3)- Move) , (Security Code (1) – Delete) For Edit Current Prices (Security Code, Current Price)

Securities Management Ins/Upd/Del - Simple Portfolio Basic (1)

Portfolio No., Name (2) (In case of delete, the no. of DETs is 3, as there is a confirmation message.)

Portfolio Management Total Simple User Data (1)

Site to download latest prices, Frequency of getting updates, Timeline for getting alerts (3)

User Options Simple User Data (1) Old Password, New Password, Retyped Password Change Password Simple User Data (1) User Id, Password (2) Login Complexity FTR DET EI

PIMS – Transaction Functions

EO Complexity Factors

7 Complex Same as in Networth determination Same as in NetWorthDetermination Analysis of NetWorth 35 Total 4 Simple Securities File, Latest prices Security Code, Name, Current Price (3) Display Current Values on Security 4 Simple Txn File, User Options File, Securities File (3) SecurityCode, Name, Maturity Date, Timeline for giving Alerts (4) Alert User on Maturity Dates 4 Simple Analysis of ROR 5 Short term and Long term Gains Report 4 Simple

Securities File, Transactions File, Latest Prices (3)

Security Code, Security type, Volume, Cost, Current Price (5) ROR 7 Complex

Portfolio Basic, Securities, Transaction, Latest prices (4)

All fields in All ILFs, except User Data. Latest Stock Price: EIF also to be considered. Remove duplicates(16).

NetWorth Determination Function Points Complexity FTR DET EO

Security Code, Security type, Volume, Cost, Current Price, date of Txn, Maturity Date (7) Securities File, Transactions File, Latest Prices (3)

Medium Security Code, Security type, Volume, Cost, Current Price (5)

Securities File, Transactions File, Latest Prices (3)

PIMS – Transaction Functions

EQ Complexity Factors Total Unadjusted Function Points = ILF+EIF+EI+EO+EQ = 28+10+39+35+9 = 121 FP

9 Total 3 Simple Transaction File All fields in Transaction file List Transactions 3 Simple Securities File All fields in Security File List Securities 3 Simple Portfolio Basic PortfolioNo., Portfolio Name (2) List Portfolios Function Points Complexity FTR DET EQ

PIMS – VAF

Sl. GSC Description Value (0-5) Comments 1 Data Communications 1 Needs to Connect to Web 2 Distributed Data Processing NA 3 Performance No major performance requirements 4 Heavily used configuration Standard 5 Transaction rate Standard 6 Online data entry Standard 7 End-user efficiency Standard 8 Online update Standard 9 Complex processing Standard 10 Re-usability Standard 11 Installation ease Some installation requirements mentioned. 12 Operation ease Standard 13 Multiple sites Single Location 14 Facilitate change 1 Possible changes anticipated Total 3 VAF = (TDI * 0.01) + 0.65 0.68

Value Adjustment Factor

PIMS – AFP

Total Adjusted Function Points = UFP * VAF = 121 * 0.68 = 82 FP Effort = Function Points * Productivity ( of selected platform) Assuming Productivity for Java/Some Standard RDBMS is 15 hrs/FP Effort to develop the application in VB/Oracle is = 82 * 15 = 1234.20 Person Hours Add PM effort (10%) = 123 Person Hours Total effort = 1357/(22 * 8) = 8 Person Months

Thank You