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aca edited this page Jun 25, 2024 · 1 revision

Welcome to the Collaborative_Financial_Platform wiki!

FinShield+ Wiki

Welcome to the FinShield+ Wiki, your comprehensive guide to understanding and using FinShield+ effectively.

Table of Contents

  1. Overview
  2. Core Components
  3. User Interface
  4. Key Features
  5. Data Flow
  6. Security and Privacy Measures
  7. Example User Flow
  8. Setting Up GitHub Repository
  9. Enforcing Rulesets
  10. Auto-Triage Alerts
  11. Contributing
  12. Resources

Overview

FinShield+ is a sophisticated financial management application designed to simplify managing multiple insured accounts while offering powerful personal financial management (PFM) features.

Core Components

  • NCUA-Insured Account: Credit Union Savings
    • Simple, high-yield savings
  • FDIC-Insured Account: Bank Checking
    • Easy bill pay and transfers
  • PFM Dashboard:
    • Single-page summary of all accounts
  • Auto-Balancing Tool:
    • Optimizes insurance coverage with one-click fund redistribution
  • Goal Tracker:
    • Visual progress bars for savings goals

User Interface

Minimalist Approach

  • Overview:
    • Total Balance, Net Worth
  • Accounts:
    • List of NCUA and FDIC accounts
  • Goals:
    • Savings Goals Progress
  • Transactions:
    • Recent Activity
  • Insights:
    • Financial Tips and Alerts

Key Features

Example User Flow

  • Login: User logs in using biometric authentication.
  • Dashboard View:
    • Total Balance: $52,340 ↑2.3%
    • NCUA-Insured: $195,000 (Credit Union Savings)
    • FDIC-Insured: $205,000 (Bank Checking)
    • Insurance Coverage: 100% Protected
  • One-Click Balance: Automatically transfers funds to maximize insurance.
  • Goal Tracking: Monitors savings goals with progress bars.
  • Bill Pay: Directly pays bills from FDIC-insured account.
  • Insights: Offers financial suggestions for maximizing earnings.

Data Flow

Security and Privacy Measures

  • End-to-End Encryption:
    • Secures all data transmissions.
  • Two-Factor Authentication:
    • Enhances login and sensitive operation security.
  • Data Aggregation:
    • Provides read-only access to financial institutions.
  • Privacy Controls:
    • Offers granular data sharing settings.

Setting Up GitHub Repository

  • Follow these steps to create and configure your GitHub repository for FinShield+ development.

Enforcing Rulesets

  • Learn how to set up and manage GitHub repository approval rulesets for secure and controlled development.

Auto-Triage Alerts

  • Explore the benefits and considerations of enabling auto-triage for managing GitHub security alerts effectively.

Contributing

  • Guidelines for contributing to FinShield+ development and documentation.

Resources

  • Additional resources and links for further reading and support.

Feel free to expand and customize each section according to your specific needs and project details.