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Bank Data Modeling Assignment

The document outlines requirements for creating a Salesforce app that simulates the functionality of a bank. The app needs to include tables for banks, branches, accounts, loans, loan details, and transactions. Relationships between objects like branches being connected to banks and accounts to branches need to be modeled. Several validation rules are specified, like minimum balance amounts required to open different account types. Fields on each object need to store appropriate data and some fields should calculate values based on related records.

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abhi74
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2K views1 page

Bank Data Modeling Assignment

The document outlines requirements for creating a Salesforce app that simulates the functionality of a bank. The app needs to include tables for banks, branches, accounts, loans, loan details, and transactions. Relationships between objects like branches being connected to banks and accounts to branches need to be modeled. Several validation rules are specified, like minimum balance amounts required to open different account types. Fields on each object need to store appropriate data and some fields should calculate values based on related records.

Uploaded by

abhi74
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Assignment-1 Data Modelling

Assignment-1

Data Modelling
• Create an app in salesforce simulating the functionalities of a Bank (App Label: “Bank”).
• It should have following tables to store data Bank, Branch, Account, Loan, Loan Detail and
transaction.
• A bank can have many branches and any branch cannot exist without a bank.
• A branch has many accounts and an account cannot exist without a branch.
• An account can be shifted to any other Branch.
• Every account has transactions greater than or equal to 0. Transaction cannot exist without an
account.
• There are predefined loans for banks. Each account can have more than one loan. And each loan
can be taken by more than one account.
• Every object should have appropriate fields according to them.
• Savings Account can only be created if starting balance is greater than equals to 10000
(minimum balance).
• Current Account can only be created if starting balance is greater than equals to 25000
(minimum balance).
• Savings Minor Account can only be created if starting balance is greater than equals to 2500
(minimum balance).
• The daily limit of an account depends on the account type. Both of them have pre-defined values.
• Branch should display the number of accounts it holds as Total Number of Accounts.
• Bank should display the total number of branches it has.
• Transaction should be of two types withdraw or deposit.
• Account should display the average transaction the particular account has, both in withdrawing
and depositing as separate.
• Loan table should include the details necessary for the loan like tenure, rate of interest, number
of installments etc.
• Loan Detail should store the data for a particular loan on an account.
• And also validate all the fields required in every object.
• Display remaining amount, remaining number of installments at loan detail record using related
loan records.
• Balance field on account must be calculated using the related transactions records.
• The balance in account should not be less than the minimum balance as described above.

Maximum Marks: 50

Note: Create fields whichever required on any object. And also apply validations wherever required.

Salesforce By: Shrey Sharma


Plot no.8, Pratap Nagar Scheme 3, Near Glass Factory, Tonk Road, Jaipur, Rajasthan 302015
Phone: +917568697474 Website: [Link]

Salesforce By: Shrey Sharma Plot no.8, Pratap Nagar Scheme 3, Near Glass Factory, Tonk Road, Jaipur, Rajasthan 302015 P

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