Open Cap Stack Backlog for Newly Added Features with Persona Types

[urbantech]

Backlog Items by Persona Types

1. Equity Plan Management (Investment Advisors)

• Creating a new equity plan
  • User Story: As an admin (Investment Advisor), I want to create a new equity plan so that I can manage equity distributions.
  • Priority: High
• Retrieving all equity plans
  • User Story: As a user (Investment Advisor), I want to retrieve all equity plans so that I can view and manage them.
  • Priority: High
• Retrieving an equity plan by ID
  • User Story: As a user (Investment Advisor), I want to retrieve a specific equity plan by its ID so that I can view its details.
  • Priority: High
• Updating an equity plan by ID
  • User Story: As an admin (Investment Advisor), I want to update a specific equity plan by its ID so that I can keep the information current.
  • Priority: High
• Deleting an equity plan by ID
  • User Story: As an admin (Investment Advisor), I want to delete a specific equity plan by its ID so that I can remove outdated or incorrect plans.
  • Priority: Medium

2. Fundraising Round Management (Investment Advisors)

• Creating a new fundraising round
  • User Story: As an admin (Investment Advisor), I want to create a new fundraising round so that I can manage investment rounds.
  • Priority: High
• Retrieving all fundraising rounds
  • User Story: As a user (Investment Advisor), I want to retrieve all fundraising rounds so that I can view and manage them.
  • Priority: High
• Retrieving a fundraising round by ID
  • User Story: As a user (Investment Advisor), I want to retrieve a specific fundraising round by its ID so that I can view its details.
  • Priority: High
• Updating a fundraising round by ID
  • User Story: As an admin (Investment Advisor), I want to update a specific fundraising round by its ID so that I can keep the information current.
  • Priority: High
• Deleting a fundraising round by ID
  • User Story: As an admin (Investment Advisor), I want to delete a specific fundraising round by its ID so that I can remove outdated or incorrect rounds.
  • Priority: Medium

3. Document Embedding (Developers at IA Firms)

• Creating document embeddings
  • User Story: As a developer at an IA firm, I want to create document embeddings so that documents can be easily searched and referenced.
  • Priority: Medium
• Retrieving document embeddings
  • User Story: As a user (Investment Advisor or Investor Customer), I want to retrieve document embeddings so that I can access and use them.
  • Priority: Medium
• Updating document embeddings
  • User Story: As a developer at an IA firm, I want to update document embeddings so that the information remains accurate.
  • Priority: Medium
• Deleting document embeddings
  • User Story: As a developer at an IA firm, I want to delete document embeddings that are no longer needed or are incorrect.
  • Priority: Medium

4. User Authentication and Authorization (All Personas)

• User login and logout
  • User Story: As a user (Investment Advisor, Investor Customer, Developer at IA Firms), I want to securely log in and log out of the system so that my data is protected.
  • Priority: High
• User role management (admin, editor, viewer)
  • User Story: As an admin (Investment Advisor), I want to manage user roles so that access can be controlled.
  • Priority: High
• Access control for different user roles
  • User Story: As an admin (Investment Advisor), I want to set access controls for different user roles so that users have appropriate permissions.
  • Priority: High

5. Notifications and Alerts (Investment Advisors and Investor Customers)

• Sending notifications for specific events
  • User Story: As a user (Investment Advisor or Investor Customer), I want to receive notifications for specific events (e.g., new document uploaded, stakeholder updated) so that I am informed of important updates.
  • Priority: Medium
• Configuring user preferences for notifications
  • User Story: As a user (Investment Advisor or Investor Customer), I want to configure my notification preferences so that I only receive relevant alerts.
  • Priority: Medium

6. Reporting and Analytics (Investment Advisors and Investor Customers)

• Generating reports on stakeholder activities
  • User Story: As a user (Investment Advisor), I want to generate reports on stakeholder activities so that I can analyze and review them.
  • Priority: Medium
• Visualizing data trends over time
  • User Story: As a user (Investment Advisor or Investor Customer), I want to visualize data trends over time so that I can gain insights from historical data.
  • Priority: Medium

7. Audit Logs (Developers at IA Firms)

• Tracking changes made to the data
  • User Story: As an admin (Developer at an IA firm), I want to track changes made to the data so that I can monitor and review historical changes.
  • Priority: Medium
• Viewing historical changes
  • User Story: As a user (Investment Advisor or Developer at an IA firm), I want to view historical changes so that I can understand the evolution of the data.
  • Priority: Medium

8. Data Import and Export (Developers at IA Firms)

• Importing data from CSV or Excel files
  • User Story: As a user (Developer at an IA firm), I want to import data from CSV or Excel files so that I can easily add new information.
  • Priority: Medium
• Exporting data to CSV or Excel files
  • User Story: As a user (Investment Advisor or Developer at an IA firm), I want to export data to CSV or Excel files so that I can use the data in other applications.
  • Priority: Medium

9. Integration with External Services (Developers at IA Firms)

• Integrating with financial platforms
  • User Story: As a user (Developer at an IA firm), I want to integrate with financial platforms so that data can be synced and used across different systems.
  • Priority: Medium
• Syncing data with other systems
  • User Story: As a user (Developer at an IA firm), I want to sync data with other systems so that information remains consistent.
  • Priority: Medium

Prioritization and Next Steps

To prioritize the backlog, consider factors such as user needs, business value, and technical dependencies. Here are some suggested next steps:

1. Equity Plan Management: This is a core feature that aligns closely with the current functionalities and should be prioritized.
2. User Authentication and Authorization: Enhancing security and access control is essential for any application.
3. Fundraising Round Management: This is another core feature that complements the stakeholder and share class management functionalities.
4. Notifications and Alerts: Improve user engagement and awareness by notifying users about important events.