Documenting & Managing Requirements - Ch. 10 Flashcards
Why do you need good documentation?
Primarily to ensure consistent, accurate communication across the project.
The document provides a definition of what the solution must do and the acceptance criteria for that solution, allowing requirements to be validated and providing a basis for further development and testing work.
After implementation, the document can be used for system maintenance and to help measure benefits realisation.
What is a requirements document?
The requirements document provides the basis for solutions to be delivered.
It must be well formed and clear.
Business Managers and staff review the documetnation to ensure descriptions of requirements reflect their needs and sign off to this effect.
What content would you expect to see in a requirements document?
- Intro and background.
- Objective
- Scope
- Business Process Models
- “To Be”
- Function Models
- Use Case and/or Context Diagrams
- Data Model
- Included if the document is to be used to build a software solution or evaluate an off-the-shelf package.
- Requirements Catalogue
- Details of each requirement
- Audit trail
- Cross referencing
- Glossary of Terms
What content would you expect to see in a requirements catalogue?
Categorisation of requirement types into:
Business Requirements:
- General
- Business Contraints (time/resource/cost)
- Business Policies
(rules/standards) - Legal
(DPA, FSA, etc) - Branding
- Cultural
- Language
- Technical
- Hardware
- Software
- Interface
- Internet
Solution Requirements:
- Functional
- Data entry
- Data maintenance
- Procedural
- Retrieval requirements
- Non-Functional
- Performance
- Security
- Legal and access
- Backup and recovery
- Archiving and retention
- Maintainability
- BCP
- Availability
- Usability
- Capacity
What standard entries would you expect to see in a requirements catalogue?
- Requirement ID
- Requirement Name
- Requirement Description
- actor/user role
- verb phrase
- object (noun)
- Source
- Owner
- Author
- Type of requirement
- Priority (MoSCoW)
- Business Area
- Stakeholders
- Associated Non-Functional Requirements
- Acceptance Criteria
- Related Requirements
- Related Documents
- Comments
- Rationale
- Resolution
- Version History
Tell me about MoSCoW priorisation.
M ust have = Mandatory - MUST BE INCLUDED IN FIRST INCREMENT
S hould have = Mandatory - MAY BE DEFERRED TO SECOND INCREMENT
C ould have = Desirable - MAY NOT BE IMPLEMENTED DUE TO TIME AND BUDGET
W ant to have = WON’T HAVE THIS TIME
What are the eight principles of the UK DPA?
- Personal data shall be processed fairly and lawfully
- Personal data shall be obtained only for one or more specified and lawful purposes.
- Personal data shall be adequate, relevant and not excessive
- Personal data shall be accurate and, where necessary, kept up to date.
- Personal data processed for any purpose or purposes shall not be kept for longer than is necessary
- Personal data shall be processed in accordance with the rights of data subjects under this Act.
- Appropriate technical and organisational measures shall be taken against unauthorised or unlawful processing of personal data and against accidental loss or destruction of, or damage to, personal data.
- Personal data shall not be transferred to a country or territory outside the European Economic Area unless that country or territory ensures an adequate level of protection for the rights and freedoms of data subjects in relation to the processing of personal data.
What are the principles of the FSA?
- A firm must conduct its business with integrity.
- A firm must conduct its business with due skill, care and diligence.
- A firm must take reasonable care to organise and control its affairs
responsibly and effectively, with adequate risk management systems. - A firm must maintain adequate financial resources.
- A firm must observe proper standards of market conduct.
- A firm must pay due regard to the interests of its customers and treat
them fairly. - A firm must pay due regard to the information needs of its customers, and
communicate information to them in a way which is clear, fair and not
misleading. - A firm must manage conflicts of interest fairly, both between itself and
its customers and between one customer and another. - A firm must take reasonable care to ensure the suitability of its advice
and discretionary decisions for any customer who is entitled to rely upon
its judgment. - A firm must arrange adequate protection for customers’ assets when it is
responsible for them. - A firm must deal with its regulators in an open and cooperative way, and
must tell the FSA promptly anything relating to the firm of which the FSA
would reasonably expect prompt notice.
What are the four main aims of the FSA?
- Maintaining confidence in the UK financial system.
- Promoting public understanding of the financial system.
- Securing the right degree of protection for consumers.
- Helping to reduce financial crime.
What CSMA Club products are covered by FSA regulation?
Motoring & Leisure Services Ltd’s business is the provision of a range of products and services to CSMA Club member, many of which are not ‘financial services’ and are therefore outside the scope of FSA regulation.
The provision of general insurance products falls under FSA regulation. We have established a number of relationships with partner organisations, where we offer deals on insurance or financial services products to our members. In offering these products, we pass contact details on to our partner organisation for them to make the sale. This is known as ‘introducing’, and we act as an ‘insurance intermediary’.
Who is responsible for Compliance?
Motoring & Leisure Services Ltd is committed to the development and maintenance of a compliance culture throughout all levels of the organisation, embedding the principal of treating customers fairly in all areas of product design, promotion, sales and after sales support. The firm and its employees are committed to acting ethically in all they do. Every individual therefore has a responsibility for compliance, but ultimately, responsibility lies with the Executive team.
Motoring & Leisure Services Ltd expect all employees to adhere to both the Principles (see page 11) and the detailed requirements set out in this manual in everything they do.
Our permissions enable us to sell or introduce general insurance products and investment products (life policies, unit trusts & OEICs, ISAs etc).
CSMA Club (M&L) ensure all partners meet The threshold conditions.
The Products
Travel Insurance – Motoring & Leisure Services Ltd act as an Introducer, passing member names and addresses to Mondial Assistance (UK) Limited, for the sale of travel insurance underwritten by Mondial Assistance Europe N.V..
LV=/Frizzell Products – Motoring & Leisure Services Ltd act as an Introducer, passing member names and addresses to the provider for the sale of LV=/Frizzell products, namely:
- Britannia Rescue car breakdown insurance
- Home Insurance - contents and buildings
- Motor Insurance
- Independent Financial Advice
- Flexible Savings Plan
- Term Assurance
- Capital Protected Growth Plan
- Tax Free Savings Plan
- 50 Plus Plan
- Child Trust Fund
- With Profits Investment Bond
Car Care Plan – Motoring & Leisure Services Ltd act as an Introducer, passing member names and addresses to the provider for the sale of Gap Insurance and mechanical warranty policies.
Caravan Guard - Motoring & Leisure Services Ltd act as an Introducer, passing member names and addresses to the provider for the sale of caravan insurance.
Legal Protection – Uninsured loss recovery and legal advice line. Group policy provided by LV= for CSMA Club members. LV= provide required documentation for Motoring & Leisure Services Ltd to distribute to members with new member welcome packs.
CarData Check - Motoring & Leisure Services Ltd act as an Introducer, passing member names and addresses to the provider Experian.
What often lies at the heart of problems with business and IT system change projects?
A failure to understand, document and manage requirements.
What is ‘backwards from’ traceability?
The ability to trace the source of a requirement f4rom any later point in the business change of software development lifecyle (who raised and why).
What is ‘forwards to’ traceability?
Abiity to identify any requirement and track where it has been further developed and ultimately implemented (what happened to this requirement).
What are the elements of Requirements Management?
- Identification
- Cross-referencing
- Origin and ownership
- Configuration management (controlling changes)
- Configuration identification (deliverables - requirements catalogue, models, requirements document). CIs (configuration items)
- Identifer and version numbering scheme.
- Configuration control
- Configuration Management
- Change Control
- Software support
Does configuration management need different management in an agile environment, and why?
As agile development approaches embrace change and explore prototyping approaches much of the information is defined within the protypes rather than in the requirements documentation.
To baseline the prototypes during agile software development you can:
- Baseline every prototype before demonstration.
- Baselining daily (can be onesour and unnecessary.
- Baselining at the end of a timebox (need to be reasonably short time period, few days, or 30 day sprints).
