Management Information System

Case Study 2 on Microsoft Access NestEgg Investment Club

Submitted By: Abel Alexander (11DCO001) Abhishek Ray (11DCP002) Adil Anwar (11DCP003) Ajay Bisht (11DCP004) Ajay Maheska (11DCP005)

Investment Club Database

Nest Egg Investment Club is formed by Barbara and Neal Hennessey and some friends. The club decided to meet monthly and to set monthly dues at $200. There are 15 permanent club members. This database intends to manage the details of the club members along with their contributions. Specifications of the Database Management System The database has been created using Microsoft Access, a database software used by SMEs and medium scale organisations. In the database of the Investment Club there are 2 tables: tblMember and tblContribution tblMember table has the contact and personal details of the club members. The fields of this table are a) MemberID: It is a system generated ID. The sequence is generated in ascending order. Also the memberID is the primary key for this table and serves as the foreign key for tblContribution. No two members can have the same MemberID. This field is of Integer type b) First Name: The size of this text field is 15 and it stores the first name of the club member. c) Last Name: The size of this text field is 15 and it stores the last name of the club member. d) Address: The size of this text field is 32 and it stores the home address of the club member. e) City: The size of the text field is 24. f) State/Province: The size of this text field is 2 g) Postal code: The size of this text field is 10 h) Phone: The size of this text field is 12 i) JoinDate: The input type is Date and the format is mm-dd-yyyy j) Level: The size of this integer field is 2 and there is a validation on this field that the level can either be 1 or 2

tblContribution records the contributions of the members for each month. The fields of this table are: a) PaymentID: This is the primary key of the table and it is system generated. No two transactions can have the same payment ID. Its Datatype in Number and field size is Long Integer b) MemberID: This field is linked to the tblMember table and it shares one to many relationship. c) Paid Date: The date on which the contribution is made to the club by the members. The input type is Date and the format is mm-dd-yyyy. d) InvestmentAmt: The amount invested by the members. This field has the datatype of Integer.

Process Cycle In the investment club there are existing members. These members contribute money to the club for investing activities and depending upon the amount contributed they are given the levels. Now there are couple of possibilities - New members join and old members quit. When new members join then their personal and contact information is entered into the database and similarly when old members leave then their data is to be deleted from the database. The table which stores this information is is tblMember. Since cascading is already selected so once a member is deleted, then the data will be erased from both the tables. The second possibility is member is making more contributions to the club. When a contribution is made then it is given a unique paymentID and it is linked to the Member who contributed it via tblmember.MemberID The third case is that when a member contributes the minimum amount (Monthly) to be in the club then that particular member is given the status Level 1. If the member contributes more than that then the status of the member changes to Level 2

Reports In order to aid the Chairman of the club with the investment activities and to keep a document on the contribution activities of the club three reports generated. 1. Total Monthly contribution by the members to the club. In this report the balance amount which the club has at the end of the month is displayed. Also when the contributions are made it is also displayed by date. If any employee leaves the club then the club will return the amount which he has invested with the club the same will be reflected in the report which will remove the contribution by that particular member and then display the recomputed report. This report aids the chairman to determine if the club is expanding or contracting in terms of the contributions made by the members. If the members are willing to invest more each month in the club, it means that the club has been investing wisely and has been giving good returns to the members. 2. Contribution by each member in the club In this report the investment done by each member will be displayed and also on which day and what amount he has investment has been made. This report helps the chairman to see the amount being invested by individual members. As of now, there are only 2 levels of investments, but as the amount being invested increases, there would be a need for more levels. Through this report, the chairman can keep a track on the investing pattern and determine some priority members in the club. 3. Contribution by Level 1 Members and Level 2 Members Based on the contribution by the members, each member has to pay a bare minimum of $200 every month. If the member pays the same designated amount then he or she will be granted the status as Level 1 but if the member contributes more than $200 then the status of the member will be Level 2 The level wise report helps the chairman to view the number of members and the contributions made by these members in each level. This report will help the chairman to segregate the high paying members and the minimum paying members of the group. This segregation will allow him to manage the finances of the club effectively and also strengthen the need for him to retain the high paying level 2 members so that the returns of the club as a whole increases. 4. Contribution by date

Based on the contribution by each member on particular date, each member and his contribution on particular day gives chairman a view that how date wise income is there and how potential a particular member is. This segregation helps chairman to identify crucial dates of business and factors associated with it. It also tells about high paying members and minimum paying members of the group, this subsequently allow him to manage the finances of the club effectively.

The outputs of all the reports generated are attached in the PDF file below.

Individual Contributions.pdf

Lvele wise contribution.pdf

MonthlyContribution. pdf

Contribution by date.pdf