| Goal | Reason / Value | |------|----------------| | Reduce manual effort | Users currently download each report individually (≈ 30 seconds/report). Bulk export cuts time by up to 80 %. | | Improve data accessibility | Exported files can be used in downstream BI tools (Power BI, Tableau). | | Support compliance | Export includes audit‑trail metadata required for regulatory reporting. | | Increase Net‑Promoter Score (NPS) | Faster reporting improves perceived product efficiency. |
As a Project Manager
I want to select multiple projects and export their reports in one file
so that I can share a consolidated view with stakeholders without repetitive downloads. JUFE-509
Hypothetical yet inspiring testimonials highlight the impact of the course:
"JUFE-509 transformed my understanding of financial modeling. The project on risk assessment for a tech startup not only earned me top marks but also a job offer!" — Li Wei, MSc in Finance
"The insights from Professor Zhang’s lectures on market trends helped me outperform my peers during a competitive internship interview." — Ava Lin, Investment Analyst | Goal | Reason / Value | |------|----------------|
| Artifact | Owner | Target Completion | |----------|-------|--------------------| | Feature Spec (this doc) | Product Owner | Sprint 0 | | API Docs (OpenAPI spec) | Backend Lead | Sprint 1 | | UI Mockups / Figma | UX Designer | Sprint 1 | | User Guide (Help Center article) | Technical Writer | Sprint 2 | | Release Notes entry | Release Manager | Release day | | Training Video (2‑min walkthrough) | Support Enablement | Post‑release | As a Project Manager I want to select
Hands-On Learning
JUFE-509 emphasizes practical learning through interactive workshops and case studies. Students collaborate on real-world financial scenarios, such as designing investment portfolios or assessing market volatility, fostering critical thinking and problem-solving skills.
Faculty Expertise
Led by seasoned professors and industry leaders, the course integrates theoretical knowledge with insider insights into financial markets. Many instructors bring decades of experience from top financial institutions, ensuring students receive a well-rounded education.
| # | User Story | Acceptance Criteria (AC) |
|---|------------|--------------------------|
| JUFE‑509‑US‑01 | As a PM, I can choose a date range and filter by project status before exporting. | • UI presents a date‑picker and status multi‑select.
• Export respects the selected filters.
• No projects outside the range appear in the file. |
| JUFE‑509‑US‑02 | As a PM, I can pick which columns appear in the export (e.g., Project Name, Owner, Budget, Completion %). | • “Column selector” list with check‑boxes.
• At least one column must be selected.
• Export file header matches the selected columns exactly. |
| JUFE‑509‑US‑03 | As a PM, I can download the file in CSV or Excel format. | • Export button shows a format dropdown (CSV/Excel).
• File is generated and streamed within 10 seconds for ≤ 5 000 rows. |
| JUFE‑509‑US‑04 | As a PM, I receive a progress indicator while the export is being prepared. | • Spinner or progress bar appears after clicking “Export”.
• If generation exceeds 30 seconds, a “Processing – you’ll receive an email when ready” fallback is triggered. |
| JUFE‑509‑US‑05 | As a PM, I can receive a notification email with a secure download link if the export runs in background. | • Email contains a one‑time link that expires after 48 h.
• Link is protected with the same auth token used for the UI session. |
| JUFE‑509‑US‑06 | As a Data Analyst, exported files must include audit‑trail metadata (exported‑by, timestamp, filter criteria). | • First row after header includes exported_by, exported_at, filters.
• Values match the authenticated user and selected filters. |
| JUFE‑509‑US‑07 | As a Support Agent, I can export up to 100 000 rows without the UI timing out. | • Server uses asynchronous job queue (e.g., Celery, Sidekiq).
• UI shows “Your export is being prepared – you’ll be notified via email”. |