Example.Models
The basic analysis use case model (see Figure 6) is oriented to the Certified Financial
Planner??™s (CFP) Board of Standards and ISO/TC 222 definition of the personal financial
planning process (see Definition 4).
In the following, we will describe the subsystem Core Personal Financial Planning in
detail. Core Personal Financial Planning includes three use cases, determining the client??™s
financial status, determining a feasible to-be concept, and determining planning steps, that
are elaborated in more detail in the following sections.
Determining the Client??™s Financial Status
Determining the client??™s financial status means answering the question ???How is the current
situation defined???? We will pick the following scenarios as the main success scenarios.
Determining the client??™s financial status includes:
1. . Data. gathering:. The Financial Planner asks the client for information about the
client??™s financial situation. This includes information about assets, liabilities, income,
and expenses.
2... Data.evaluation:.The Financial Planner uses two financial statements: balance sheet
and income statement.
3... Data.analysis:.The Financial Planner analyses the results from balance sheet and
income statement.
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