MSUFCU Mobile Financial Education Application User Manual
Contents
1. MySQL Database E ched Database Fig 4 2 7 Managing Database Content vs Managing Application Content Data for the application is stored both remotely and locally as mentioned before This section discusses the specifics of where that content is within the app 1 Section Content vs Tool Content The content provided in the sections is directly linked with the database however Tools are dependent upon content that is stored locally in the application itself excepting glossary terms All text content for the remaining categories is hard coded into the applications and must be modified within the app 14 Page2. MICHIGAN STATE a UNIVERSITYe FEDERAL CREDIT UNION Building Dreams 7 oge t4er MSUFCU Mobile Financial Education Application User Manual Representatives Sarah Bohan Rachel Ulch Ben Maxim Joe Kaczanowcke Michigan State University Capstone Students Jenny Manning Kyle Ladd Drew Dakin 1 Page TABLE OF CONTENTS 1 EXECUTIVE SUMMARY 2 USER MANUAL 2 1 General Application user guide 2 1 1 Landing Page 2 1 2 Navigation Drawer 2 1 3 Reference Categories 2 1 3 1 Scrollable Tabs 2 1 3 2 Listed 2 1 4 Tools 2 1 4 1 Glossary 2 1 4 2 Calculators 2 1 4 3 Ask an Expert 2 2 OS specific user guide 2 2 1 Android Sliding Tab Navigation 2 2 2 10S Navigation Dropdown Menu 3 ADMINISTRATOR MANUAL 3 1 Data Management Overview 3 2 Database Content Management 3 2 1 Overview 3 2 2 Login 3 2 3 Creating a new section 3 2 3 1 managing section type 3 2 4 Creating a new section tab 3 2 4 1 linking with section id 3 2 5 Creating a new section list item 3 2 5 1 adding an infographic 3 2 5 2 content and section more 3 2 6 Creating a new glossary item 3 2 7 Managing Ask an Expert inquiry 3 3 PHP Bridge between Application and Database 3 3 1 Framework 3 3 2 RESTful API Android Ask an Expert 3 4 Managing Database Content in Application 3 4 1 Android 3 4 1 1 1 Managing Database Content vs Managing Application Content Section content vs Tool content 2 Page 1 Welcome to the MSUFCU s Mobile Financial E
3. id column Simply copy the section you want to display the tab under into the appropriate spot 2 Creating a new section list item Section list items represent the third and lowest level of our 3 tier section data hierarchy The content stored in here is the actual financial relevant information The section list item table is comprised of 6 columns The id and heading columns are the same as section and section tabs The section_tab_id links this entry with an existing tab The section tab 1d you want can be found under the id column in the section tab table 1 Creating a new infographic This column entry is represented by a data type string The string references an image stored in the application discussed later some reference here with the EXACT name Be sure that the names match exactly or the image will not display It is not necessary to provide an info graphic for a list item 2 Content and Section More The content field represents the summarized or shortened version of the content that will be displayed on the section screen beneath the Tab The more column displays the full content and is visible once the content portion is clicked on in the application The new page will also display the infographic if provided 3 Creating a new glossary item In order to create a new glossary term said admin must navigate to the table called glossary_terms Creating a new term is fairly
4. used in place of scrolling tabs Clicking on each button will redirect to a page similar as in Android Credit Credit Cards Overview Things To Know Charges Payments Using A Credit Card Getting Cards 11 Page ADMINISTRATOR MANUAL 12 Page I Data Management Overview Data for the application is stored both remotely on a server and in the application itself This manual discusses how to determine where the data is where to add new data and the components that allow the applications to communicate with the database Database Content Management 1 Overview The database is structured to store data for particular components of the application The database is divided into 5 separate tables There is a table for glossary items questions submitted through the Ask an Expert feature and 3 tables which describe the different levels of the learn category structure This guide will discuss the components of each table and show how they do or don t relate with one another 2 Login The database has relatively low level security and therefore is only password protected No encryption was necessary for this project 3 Creating a new section In order to create a new section the admin must navigate to the table entitled sections Once in the table the said user will be presented with the existing sections in the application In order to create a new section a new heading must be given to the section This headin
5. ducation App User Guide In this guide you will learn how to use the Mobile Financial Education App a native Android and iOS application that provides members of MSUFCU s Oakland University branch with the resources necessary to make informed financial decisions 3 Page 2 User Manual 2 1 General Application user guide 2 1 1 Landing Page When the application initially opens there will be a landing page as shown in Fig 2 1 1 Intended for easy navigation links for each of the functions are included The reference material categories are shown in the left pane entitled Learn while all of the tools are located in the right pane labeled Tools When one of the categories is clicked the page transitions to display its content while calculators will redirect to a page of relevant calculators an Calculators Credit Calculate Fig 2 1 1 4 Page The navigation menu slides from the left on any page of the application with a list of the categories and tools available With a single gesture the user can open the glossary to learn the definition of the word and return to the reading once again mE OU money edu Carrier gt 7 35 PM money edu Credit aP JJ Credit Cards x Budget ed Credit G Loans Credit Cards Student Loans Budget Travel Fraud Loans International Student Loans Ask an Expert Calculators 5 Page 1 1 2 Reference Categories All the r
6. e entered The second is a slider As the slider moves it updates its respective text field Whenever an input value is changed the calculation is done automatically id iil Carrier 7 37 PM oe Credit Card Payoff Loan Calculator Find out how long it will take to pay off you credit card in a specific number of months Amount Owed 1 00 Current Monthly Payments 60 une Monthly Charges Interest Rate Annual Fee aT Rate APR s Desired Months to Pay Off 2X Reset 1 months Term Length AS Payment 0 D7 Loans Credit Cards Savings ED _ l 2 1 4 3 Ask an Expert The Ask an Expert page prompts the user to enter their name contact email and a question for one of MSUFCU s experts as seen in Fig 3 1 3 3 Android and Fig 3 1 3 3B GOS Once submitted the question will be added to the MSUFCU database From here an MSUFCU expert will respond to the question via the contact email provided For the purpose of confidentiality our application will not handle responses from MSUFCU experts Fig 3 1 3 3A Fig 3 1 3 3B E Bee feo gt Carrier 7 39 PM C J P Ask an expert Ask an Expert Name Po Email Ce NAME Jenny Manning EMAIL Ask your question here j41manning gmail com QUESTION Why do need Credit QWERTY UI O P A SDFGQHJKL F zxove gos y LA cyl 4 1 1 4 Android Sliding Tab Navigation Each category is either of type List or Scrollable Tabs as expla
7. eference information in the application is broken into a hierarchy of categories the top level will be referred to as categories throughout the document The categories of the application are Credit Credit Cards Budget Loans Student Loans Travel Fraud and International Students Each category contains various subsections of information Depending on the volume and content of the category the navigation tool will either be scrollable tabs or a list 1 1 2 1 Scrollable Tabs Related questions are grouped together on the same tab In order to keep the information on this page readable information is kept short and direct If more information is available a more information button on the subcategory will allow the user to view the information at greater length and detail This detailed view will occupy its own page In the Android application this is represented with tabs which can be seen in Fig 3 1 2 1 In the 10S application scrollable tabs will instead be contained within a dropdown menu more on this in 3 3 nie anme fee K Fd 6 02 E Tr Credit CREDIT OVERVIEW CALCULATING CREDIT CI Sle ey What is credit Credit is borrowed money used to purchase things when you need them that must be paid back later As you make payments you build credit history which is recorded on your credit report Making timely payments builds positive credit history and helps lenders know how likely you are to repay future loans Why d
8. g will be what displays throughout the application and represents the top level of all the information below it in the hierarchy Keep note of the section id assigned on creating a new entry This will be needed for further section creation One important note to consider The application will not run if the user does not specify at least one nested tab for the newly created section 1 Managing section type The second critical element is the type This integer represents which type of section to create As it is now the number 0 represents sliding tab section and represents listed sections 4 Creating a new Section tab Important As previously stated the admin must create at least one section tab for each newly created Section element A section tab represents the second level of the 3 tier hierarchy in our section data management scheme The section tab is displayed on tabbed sections only however is still necessary in the case of listed sections Use section tab with heading Travel Tips as an example for creating a section listed tab The tab requires 2 components in order to be created heading and section ID The heading is what will appear on the sliding tab in the application 1 linking with section id It is imperative that the field section_id be filled out in order to display the tab in under the correct relevant section The section_id said admin will provide is found under the section table
9. ined in Section 3 1 2 In Android Scrollable Tabs are laterally aligned pages that are scrolled through with horizontal swipe gestures As the user slides the tab strip over more tabs appear When each tab is clicked on related topics appear underneath with a heading and explanation as shown in Fig 3 2 1A and Fig 3 2 1B 10 Page Se ATE E Mr Credit CREDIT OVERVIEW CALCULATING CREDIT CF LL What is credit Credit is borrowed money used to purchase things when you need them that must be paid back later As you make payments you build credit history which is recorded on your credit report Making timely payments builds positive credit history and helps lenders know how likely you are to repay future loans Why do need credit A positive credit history is necessary in order to make maior purchases in the future such as a car Fig 3 2 2A 1 1 5 10S Navigation Dropdown Menu CREDIT SCORE CREDIT REPORT FINDING __ oue What is a credit report A credit report has information about your borrowing history based on what lenders and other have provided Your report includes what types of credit you have and how much is available if you make your payments on time and if you have any debt This report helps inform lenders insurance companies landlords and employers about you What gets reported on my credit report Fig 3 2 2B In navigating through subcategories of a main category a dropdown menu is
10. o need credit A positive credit history is necessary in order to make major purchases in the future such as a car or home Lenders landlords and potential employers use it as part of their selection process 6 Page Fig 3 1 2 1 1 1 2 2 List When a category contains only a small volume of information scrolling tabs or dropdown menus become more cumbersome than convenient For categories such as Travel Tips Fig 3 1 2 2 only a list of points is necessary to convey the information effectively E EME Travel Travel Notify Your Financial Institution Write down credit card information Travel with a variety of cards Research travel fees Know your payment options Keep an eve on your account 1 1 3 Tools Three main tools included in the application supplement the reference material allowing the user to gain more personalized advice about their specific queries The Glossary 7 Page offers direct definition to terms used within the reference materials Three different sets of financial calculators enable the user to determine numerically the effects of any financial decisions they may be considering Ask an Expert the third type of tool provides users with a form for contacting an expert at MSUFCU directly for any specific questions not covered by the other areas of the application 8 Page 1 1 3 1 Glossary Relevant financial terminology is listed in alphabetical order within the gl
11. ossary The scrollbar can be used to quickly and effortlessly reach any given letter Upon selection the definition appears Fig 3 1 3 1A shows an example of the Android screen while Fig 3 1 3 1B shows the 10S HH Y Sal Gi Carrier F 7 32 PM T iid Glossary Glossary Glossary Asset anything owned by an individual or business which has monetary worth such as money savings property Asset Annual Percentage Rate APR Annual Percentage Rate APR the one year rate charged for borrowing money It is expressed as a percentage and commonly used to compare rates Annual Percentage Yield APY Annual Percentage Yield APY refers to how much money you will earn on your deposits over a year It is the rate Automated Teller Machine of return on an investment for a one year ATM Automated Teller Machine ATM TD cq co Fig 3 1 3 1A Fig 3 1 3 1B T ee eee ee ee ee ae eS ae 1 1 3 2 Calculators There are three different types of calculators Loan Credit Card and Savings The main page for calculators shows each grouped according to type as shown in Fig 3 1 3 2A If accessed from the Landing Page shortcut a page of calculators only of 9 Page the selected type will appear demonstrated by Fig 3 1 3 2B Android Fig 3 1 3 2C shows how a calculator looks in Android and 3 1 3 2D shows a current 10S calculator The calculators themselves have two input methods The first is a text field where an exact number may b
12. simple The term and definition columns are self explanatory The category column represents the terms position in the glossary Items will appear in order listed in database under their respective alphabetical code 4 Managing Ask an Expert Inquiry Per request of MSUFCU the questions are only submitted to the database The content after this point is managed by existing software in place to reroute the question to an MSUFCU representatives Email The 3 fields specific to each inquiry will be the name email and question This information is then forwarded on Once the question is answered the field answered should be marked with 1 to represent yes If the answered field is set to 0 then the question has either not be marked or not answered 2 PHP Bridge between Application and Database 1 Framework 13 Page The content is managed by a PHP framework existing on the server Refer to Fig4 2 Content provided by the server database is cached by the application and updated only when MSUFCU updates information in the database The mobile applications communicate with a RESTful web service over HTTPS Responses are received and cached in JSON format 1 1 6 Server Specifications GNU Linux Apache Web Server MySQL PHP 1 1 7 Mobile Platforms Supported e Android Gingerbread and above e 108S 10S7 and above MSU Federal Credit Union Linux Server Cache database Mobile Application
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