Lecture 22: Project Practice - Financial Intelligent Assistant Requirements Analysis

Learn complete requirements analysis methods and function planning through the Financial Intelligent Assistant project.

1. Project Background

1.1 Target Users

Main user groups:

  • SME finance personnel (3-10 person teams)
  • Accounting firms
  • Startup founders (managing finance part-time)

1.2 User Pain Points

Pain PointDescriptionImpact
Repeated data entryInvoice information manually entered into systemInefficient, error-prone
Report makingMonthly repetition making same reportsTime-consuming, no sense of value
Data verificationBank statement and bill reconciliationTedious, eye strain
Tax calculationFrequent tax rate changes, complex calculationsError-prone
Document lookupDifficult to find historical vouchersTime waste

2. Requirements Analysis

2.1 Functional Requirements

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Financial Intelligent Assistant Function Architecture
├── Invoice Management
│   ├── Invoice recognition and entry
│   ├── Invoice deduplication and verification
│   ├── Invoice classification and archiving
│   └── Invoice statistics and analysis
├── Report Generation
│   ├── Balance sheet
│   ├── Income statement
│   ├── Cash flow statement
│   └── Custom reports
├── Data Processing
│   ├── Bank statement import
│   ├── Auto reconciliation
│   ├── Voucher generation
│   └── Data export
├── Tax Assistance
│   ├── Tax amount calculation
│   ├── Filing reminders
│   ├── Policy queries
│   └── Risk warnings
└── Intelligent Q&A
    ├── Finance knowledge Q&A
    ├── Operation guidance
    ├── Anomaly diagnosis
    └── Suggestion generation

2.2 User Stories

User Story 1: Invoice Entry

As a finance person, I want to automatically recognize information after uploading invoice photos, so I don't have to manually enter data and save time.

User Story 2: Report Generation

As a finance supervisor, I want to automatically generate monthly financial reports, so I can focus on analysis instead of making them.

User Story 3: Auto Reconciliation

As a cashier, I want the system to automatically reconcile bank statements and bills, so I can quickly discover discrepancies.

3. Technical Solution

3.1 Technology Selection

| Function Module | Technical Solution | Reason |

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