Data Model Description

The data model represents banks, customers. employees and accouts. The model has the following entity types$/$sets:

Customer

Employee of the banking company

Branch, which is a location of one of the banks offices

Savings Account

Checking Account

Loan

Portfolio

Customer has the following properties:

customerID

lastName

firstName

email

dateOfBirth

Employee has the following properties:

employeeID

lastName

firstName

jobTitle

Branch has the following properties:

branchID

zipCode

Savings Account has the following properties:

accountID

balance

interestRate

Checking Account has the following properties:

accountID

balance

Loan has the following properties.

loanID

balance

interestRate

Portfolio has the following properties:

portfolioID

createdDate

The data model has the following relationships:

Customer Branch connects a customer and a branch. A Customer is connected to exactly one Branch. A Branch may have $0,1$ or many customers.

Employee Branch connects an employee and a branch. An Employee is connected to exactly one Branch. A Branch may have $0,1$ or many associated employees.

Savings Account Branch, Checking Account Branch, and Loan Branch all have the same pattern.

An account$/$loan has exactly one branch.

A Branch many have $0,1$ or many accounts$/$loans$.$

Savings Customer, Checking Customer, Loan Customer, and Portfolio Customer follow the same pattern.

The account$/$loan has exactly one customer.

The customer may have $0$ or $1$ of each type of account.

A Portfolio is related to exactly one Customer, exactly one Savings Account, exactly one Checking Account, and exactly one Loan.

Portfolio Advisor relates a Portfolio and Employee. An Employee may be the advisor for $0,1$ or many Portfolios. A Portfolio may have at most one Employee advisor.