Banking System Prototype

Having worked for a financial institution for the past 7 years, I have decided to make a personal project of building a banking system prototype that also functions as a CRM.

This prototype uses Java WindowBuilder library to render a graphical user interface. It initializes with a login window consisting of username and password labels and textfields, as well as a forgot password edge case button which prompts the user to enter an email address in order to send them a temporary password.

Once the user logs in, the home frame is called and the login window is disposed. The user can search for a profile by various means and can also display all existing profiles to choose from. The user can also create a new profile.

When the user accesses a profile, the profile dialog is called, containing the first name, middle name, last name, date of birth, phone number, address, and email address of the client. These fields are locked until the user presses the 'Edit' button whereby they can modify the data and save it.

The profile dialog also contains a list of all the accounts the client has and an account can be selected to perform transactions such as withdraw, deposit, and transfer funds. The user can also create and delete accounts.

The user can also add notes into the client's profile.

The data is contained in csv files which are loaded into the program at launch and all changes saved as the program is closed.

This project is by no means finished; I have ambitious plans of adding more features such as credit cards, mortgages, lines of credits, home equity lines of credits, and term deposits.