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A Reference Model for Personal Financial Planning

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Handbook on Information Technology in Finance

Part of the book series: International Handbooks Information System ((INFOSYS))

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Abstract

We base the discussion of the business requirements on the application architecture LISA where four views on models are defined (Schmidt 1999): 1. the granularity of the model differing between industry model, enterprise model, and detailed model;

2. the elements of the model differing between data, function, and coordination;

3. the life cycle of modelling differing between analysis, design, and implementation;

4. the purpose of modelling differing between problem description and problem solution.

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Braun, O., Schmidt, G. (2008). A Reference Model for Personal Financial Planning. In: Seese, D., Weinhardt, C., Schlottmann, F. (eds) Handbook on Information Technology in Finance. International Handbooks Information System. Springer, Berlin, Heidelberg. https://doi.org/10.1007/978-3-540-49487-4_10

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