Rapportbook

Financial advisors (FA) rely on a large client base for their job. Rapportbook helps new FAs be effective in managing and engaging their clients, by solving the following problems:

• Inefficient use of time
• Motivational issues
• Tracking information about clients
• Hard to promote success status online

Given below are my contributions to the project.

• Code contributed: RepoSense link
• New feature: Reminders (mainly backend)
  • What it does: Allows the user to create client specific reminders with a given description and date time.
  • Justification: We want to offer financial advisors a simple way to keep track of their client meetings.
  • Highlights: Reminders are automatically sorted by earliest date time.
• New feature: ShowCommand (mainly backend)
  • What it does: Allows the user to view client specific information on a separate panel. Users can also perform other commands in a faster manner for the client shown.
  • Justification: This feature allows the user to edit information, and manage tags and reminders for the client shown, without the need to specify an index for those commands.
  • Highlights: Integration with other commands (edit, tag, reminder).
• Enhancement: Command aliasing
  • What it does: Heavily used commands are abbreviated to allow a user to perform actions even faster.
  • Justification: Make the typing experience better for users.
• Contribution to team-based tasks
  • Adding demo screenshots for v1.2 in project document on google docs.
  • Listing tags #114
  • Bug fix found during PED #160
• Review/mentoring contributions:
  • #21, #55, #56, #68, #69, #77, #78, #80, #85, #95, #100, #159
• Contributions to the DG:
  • Added some user stories and use cases. #20, #31
  • Updated section for show command. #84
• Contributions to the UG:
  • Updated sections for reminders, show command and command aliases. #103