This document provides a template for specifying requirements for a financial data warehouse project. The template includes sections for introduction, purpose, project summary, requirements definition, considerations, and a document change log. The project summary section provides an executive overview with objectives, scope, references, and outstanding issues. The requirements definition section outlines goals, usability requirements, security requirements, business questions, data requirements, and design constraints. The purpose is to help define and document the project scope and requirements.

1. CUNA Mutual Group
Rasananda Behera, DTM
Principal Data Architect
Financial Data Warehouse Specification for
[FDW-CUNA Mutual]
Version 1.0
February 11, 2016

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Table of Contents
Introduction................................................................................................................................3
Purpose......................................................................................................................................3
Project Summary.......................................................................................................................4
Requirements Definition...........................................................................................................4
Considerations...........................................................................................................................5
Document Change Log .............................................................................................................5

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Financial Data Warehouse Specification
Template
Introduction
Requirements definition and decomposition are the important first steps in any systems
development project. This document provides the recommended structure in which the project
scope and requirements for financial data warehouse [FDW] and knowledge management
development projects are to be defined and documented.
Purpose
The purpose of this document is to a template for a project specification document for financial
data warehouse and knowledge management development projects.

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Project Summary
This paragraph is used to introduce the following subsections, which can be used for an
executive level overview.
A. Objectives
[Provide a concise description of the objectives of the document.]
B. Scope
[Briefly describe the scope of the requirements specification.]
C. References
[Identify sources of information used to develop this document, such as IEEE or project
documentation.]
D. Outstanding Issues
[Provide a succinct list of issues or problems which are known to be outstanding with this
revision.]
Requirements Definition
A. Goals
[Provide a clear list of the expectations of the new application(s), both in terms of what must
be improved and what must be retained from the current processes. All detailed
requirements should address one or more of these goals].
B. Usability Requirements
[Specify the requirements associated with ease of use, query capabilities, report layouts,
online help and other interfaces to users and/or supervisors].
C. System Security Requirements
[Provide details of the security classification of the data handled by the system, special
handling required for the data, and the types and levels of protection and control required
for user access to the data].
D. Business Questions
[Identify the business questions that should be answered by the software product. Include
any prioritization of these requirements].
E. Data Requirements
[Identify the data elements and logical data groupings that will be required to answer the
business questions above. Include any archiving requirements and the projected level of
effort. This section may be supported by a data model and a data dictionary which should
be included in an appendix].
F. Design Constraints

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[[Document any design constraints that should be taken into consideration during the
system design phase]].
Considerations
(May include as separate document that includes cost benefits analysis CBA.)
Document Change Log
Change
Date
Version CR # Change Description Author and
Organization
02/11/2016 1.0 Initial creation. Rasananda Behera

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[[Document any design constraints that should be taken into consideration during the
system design phase]].
Considerations
(May include as separate document that includes cost benefits analysis CBA.)
Document Change Log
Change
Date
Version CR # Change Description Author and
Organization
02/11/2016 1.0 Initial creation. Rasananda Behera