Posted: October 27th, 2022

Requirement life cycle management
Requirements Life Cycle Management

Assignment 3: Requirements Traceability Matrix (20%)
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Purpose
The purpose of this assignment is to manage and maintain requirements. You will use skills and techniques to trace and maintain business needs and requirements.

How to Proceed
1. Read through the scenario provided below.
2. Analyze the provided list of business needs, requirements, and test cases to establish relationships among them.
3. Create a requirements traceability matrix (in Microsoft Excel or similar program) and populate it with the provided needs, requirements, and test cases. The matrix must contain:
a. needs, requirements, and test cases; and
b. requirements attributes and be populated with attribute values
4. Accompany the matrix with a 250-word (in Microsoft Word or similar program) narrative explaining the matrix to a neutral person.
5. Submit the Matrix and Narrative document to the Assignment 3 dropbox on UM Learn.

Case Study
You are a business analyst who has just joined the Commission system replacement project at PrivateWealth. The project has been running for six months, and half of the planned analysis work has been completed.
As part of the orientation, you have decided to review the project’s requirements traceability matrix. But you have found that the matrix does not exist and requirements are maintained in multiple separate documents. You have spent the next day reviewing the project documentation and came up with a list of business needs, requirements, and risk/opportunities. You have even found some test cases for built functionality.
Create a Requirements Traceability Matrix using Microsoft Excel. Populate the matrix using the business needs and requirements in your list. Assign attributes to the requirements. Accompany your Requirements Traceability Matrix with 250-word additional document with notes that explain the matrix, attributes, and attribute values.

Business Needs and Requirements
• A Field Office Operations user must only be able to access and change data for his/her Field Office.
• Access to data must be provided via a role assignment.
• Building and supporting new calculation models are easier and faster in most modern platforms.
• There must be an ability to change a transaction value by using an account with a role assignment that allows the user to read the data only.
• View the sales transaction data of the financial advisors while logged into a test account with the same permissions as the compliance departments users.
• Contact Center representatives must have access to see the data of all financial advisors.
• Data from the system must be aggregated, before it is loaded to the general ledger system.
• There must be an ability to enter a transaction for a financial advisor in Field Office 10 using an account with a role assignment that allows one to read, change, and add data for Field Offices 1 to 9.
• Only a Commission department user should be able to run payroll.
• Replace the outdated commission system with a modern solution that is cheaper and easier to maintain.
• The data in the new system must be secured from unauthorized usage.
• The new commission system must provide data to post to the general ledger system.
• The new system must calculate and pay commissions accurately and promptly.
• The system must integrate into existing technical infrastructure.
• The system must support the Advisor Referral Program administered by the Commission department.
• The system must have a role in read-only access.
• The system must have a role that provides read-only access to sales transactions.
• The system must have a role to restrict read, change, and add data by field office IDs.

Grading
You will be assessed by the following rubric.
8 6 4 2
Traceability Matrix Traceability matrix contains all key attributes. The rationale for including the attributes is provided, and the matrix is not overly complicated. Traceability matrix contains most of the key attributes. The rationale for the included attributes is mostly provided, and the matrix is mostly clear. Traceability matrix contains some attributes. The rationale for some attributes is provided, but lacks details, and the matrix is overly complicated. Traceability matrix is incomplete. The rationale for the included attributes is not provided, or poorly defined, and the matrix is overly complicated.
Trace Needs, Requirements, and Designs All needs, requirements, and test cases are represented in the matrix, and relationships are correctly identified. Most of the needs, requirements and designs are represented in the table, and a few relationships are incorrectly identified or incomplete. Several needs, requirements and designs are missing from the table, and relationships are incorrectly identified or incomplete. Most needs, requirements and designs are missing from the table, and relationships are incorrectly identified or incomplete.
Writing Conventions 2 1 0
Author articulates their meaning in a concise manner, and content is easily understood by the reader. Author articulates their meaning in a relatively concise manner, and content is generally easily understood by the reader. It is challenging for the reader to understand the author’s main point or argument.
There are only a handful of spelling and grammar mistakes. There is a significant number of spelling and grammar errors. There is a number of spelling and grammar errors that take away from the understanding of the assignment.
APA formatting is followed throughout the entirety of the assignment, including appropriate title page, font size, spacing, font style, in-text references, and references list, with minimal errors. The formatting of the paper does not follow APA standards throughout the assignment. There are several errors in (or missing entirely) the appropriate title page, font size, spacing, font style, in-text references, and references list.