Professional Documents
Culture Documents
Script Site Map:: - 1.1 Login Page - 1.2 Forgot Your Password
Script Site Map:: - 1.1 Login Page - 1.2 Forgot Your Password
1. Login
- 1.1 login page
- 1.2 forgot your password
2. Signup
step-after-step based
3. Investor’s account
4. Admin
Script consecution:
An admin creates mutual fund plans and setup the company settings.
Investor registers an account.
Investor makes a deposit and get corporate bank details.
Investor has awaiting activation deposit.
An admin check bank account few days later and if the money are received.
An admin approve or reject the deposit depends if the money reached the corporate bank
account.
An admin sends regularly mass email to all investors.
Investor can check all transaction histories in his account – like deposits, withdraws , interest ,
referral commissions.
Investor can refer friends and get commission based on percentage of his referral investments.
Investor can withdraw money credited for interest of investment or referral commission or
principal investment after the investment lock-in period end.
Admincan approve or reject withdrawals. Admin can also create manually deposit in one of
the funds or can make account transfer + / - $$$.
Investor can change his account details and payment details.
Investor is asked PIN code when he withdraw. The pin code is filled during the registration
and later can not be changed by the investor but only by admin.
Admin can setup future interest rates for the mutual funds depends if they are weekly /
monthly / annually.
The script must credit the investors who have active deposit depending on the rates set by the
admin every week / month / year.
Admin must be asked for username and password in order to login.
Investor must be asked for account access too.
Script functionalities:
1. Investors can register. Investors can deposit money in different
investment funds/ products and earn variable interest. They can refer
their friends and receive commissions for that. Investors can
withdraw money. Investors can change account details. Investors can
check detailed transactions history. They can log-out their accounts.
2. admin –refer to all 4 points.
1.1 Login
--------------------------------------------------
Username:
Password:
Virtual keyboard icon and small window to show like the one here:
http://webscripts.softpedia.com/scriptScreenshots/Javascript-Graphical-Virtual-
Keyboard-Interface-Screenshots-28536.html so users can enter their data secured
Turing:
Could be Captcha
Lost Password - Please provide us the username you're registered with and you'll soon receive
an e-mail containing your login information.
Username:
E-Mail:
Turing:
After clicking change password investor must be redirected to page 2 where must enter the
temporary password and must fill new password:
Payment Information
Debit Card Withdraw:
Bank Name:
Both options to can be marked. At least one must be filled. The additional
information/special instructions , Correspondent bank name, Correspondent Swift Code /
Routing # and bank full address fields could be left blank.
Turing:
Could be Capcha
3. Investor Account
My Investments
No. Fund Code Holding amount Profit Latest interest Unlock date
Title , last name must be taken from the account database. Total interest earned must be the
total interest credited to this account. Referral commissions is the amount of total referral
commissions credited to this account. Withdraw amount is the amount processed “marked as
paid”. Pending withdrawal is the amount of the pending payments.
Last login date is clear too.
Account balance is the money earned from the investment which can be withdrawn at
anytime.
No. of investment,
Mutual Fund code,
The amount invested,
Profit earned from this investment so far.
% of the latest interest credited.
Unlock date – the date when the investment will be able to be withdrawn back.
Your sponsor:
This is the person who referred this account holder.
If this person have in his account show contact details to referrals in his referral center page
then the info must be displayed. If not the Your Sponsor data must not show.
Both options to can be marked. At least one must be filled. The additional
information/special instructions , Correspondent bank name, Correspondent Swift Code /
Routing # and bank full address fields could be left blank.
Deposit History
Transcation Date --
Deposit Deposit
Fund Code Holding amount Status | Unlock date | Deposit Method | Next Payment
No. time
Total deposits: (overall) : $ 0.00 Deposits (for the selected period) : $ 0.00
No. an unique identification number given for each deposit.
Fund Code – short name “code” of one of the 6 mutual funds available for investing.
Holding amount – the amount deposited – invested in the fund
Deposit time- the time of the deposit
Status – pending , frozen or active - after investor make deposit via bank wire the deposit is
pending – from admin panel we active it after we receive the money. We make it frozen if
there is some problem or if it’s fake deposit.
Unlock Date – the date when we release the deposit so the investor can withdraw it. It’s
different period for each mutual fund.
Next Payment – the script calculate when the next interest will be credited. If it’s weekly fund
and interest is credited every week and the investor deposit between Monday – Friday – for
next payment date the investor will see Friday Night.
Withdrawal Date
Total withdrawals: (overall) : $ 0.00 Total withdrawals (for the selected period) : $ 0.00
Referral History
Date --
Total commissions (overall) : $ 0.00 Total commissions (for the selected period) : $ 0.00
Interests History
Date --
Total commissions (overall) : $ 0.00 Total commissions (for the selected period) : $ 0.00
Interest % – the interest credited for the week / month depends on the admin panel
configuration and interest rate setup.
Fund Code – short name “code” of one of the 6 mutual funds available for investing.
Date – when the interest was credited
Interest Credited in $ - amount.
Deposit by – Drop down menu with the only one option for now – Bank Wire
Fund Code – drop down menu with the 6 funds which an admin will create from 4.8 Create
fund then they will be displayed here as options.
When investor choose the fund automatically mutual fund details must be displayed. The data
must be taken from what is set for the fund from the database after an admin has set the fund
details in the create fund admin page.
The field Last Interest Paid must be taken from the database for the last interest rate for this
fund. refer to 4.14 Future Interest Rates
All other details we set from the admin panel where we create the fund details.
Once the investor come on this page a special deposit No. is created for the deposit and the
deposit is added to the investor’s account as status “Pending” We change the status when we
receive the money in our bank account.
Deposit Details
Deposit Amount: 500.00 $
Fee: 15.00 $
Total Amount: 515.00 $
Username: test123
Deposit No. 7
All withdrawal requests will be processed manually after being checked by admin and
approved
Option 1 - Profit
- When click Principal – option 2 see below
Withdraw interest
Option 2
Withdraw principal
When investment expire it must be shown here. (when lock period of fund pass)
When the investment / deposit expire the investor can withdraw the initial – expired
investment. The investment expire when the lock-in period ends. Each lock-in period is
different for each fund.
Referral Center
Total referrals: 0
Active referrals: 0
Total commissions: $ 0.00
Referral Commission Level
first Second
X% x%
Show Contact details to Referrals
Referral History
Date --
Total commissions (overall) : $ 0.00 Total commissions (for the selected period) : $ 0.00
3.9 News
Nothing to code
4. Admin Panel
4.1 System Settings
Outgoing E-Mail Address: when user register account or do other things where email must
be automatically sent from our site- system this will be the displayed used email in the header.
Minimum Withdrawal: the minimum amount to withdraw, if less the investor’s can’t
process the withdraw. This amount must automatically display in the 3.6 Withdraw Money
page
1st Lvl Referral Commission - the % which investor will be credited if refer friend/s and
they deposit. Example, we set here 2%. If investor test123 refer friend and his friend deposit
10,000 the investor test123 must get 200 USD commission credited to his account balance.
2nd Lvl Referral Commission – again % based commission but for the referrals of the
investor’s direct referrals. The direct referrals are these from Level 1.
Bank Wire Settings – from here we set the details in the Bank Account Details – Step 2 to
be shown. – the Corporate Bank Details, also Incoming bank fee which is shown in the
step 1 and step 2 pages.
Status – drop menu with few options to search for deposits- active, expired, pending, frozen
Deposit List
Next
Deposit Investor Fund Amount Activation Last Interest
Status Payment
Id / # username Code USD Date Credited
Date
1 admin aa Frozen - 15.00 %
Feb 05, 2008
2 admin aa Expired 0.00 %
17:41:09
Mar 13, 2008
4 vijeta bb Active 1.00 %
08:04:59
5 test123 cc Pending - 1.00 %
Apr 09, 2008
6 test123 ee Active 1.00 %
19:18:20
7 test123 ee Pending - 1.00 %
Total amount of the 00.00
displayed: USD
To display in such format
All usernames “admin” , “test123” must be clickable and redirect to the edit account
page for the Investors
All news deposits get status awaiting approval in investors account they are pending
Principal Back
When we put investor username and click Principal Back to show all investments that expired (with
ended lock-in period). Only these who expired but are not withdrawn. On the same page data.
Withdrawal History:
Transfer Log
Interest History
Transfer Log
Additional
User Date Type Amount Comment
Information
Feb 13, Interest Regular fund interest
admin 5.00 USD Deposit Id: 2
2008 History
Total Amount: 5.00 USD
Must display all interests credited for the specified – searched investor.
Deposit ID is clear. Amount is the amount of the interest credited.
Username must be clickable.
Create fund details - These funds which are options to the investors in the page 3.5
Invest Online
Fund Code:
Interest Credited Drop down menu
Lock-in Period weeks / months / years
Minimum Investment USD
Weekly Yield as high as %
Last Interest Paid %
Yield for 2007 %
AUM* as of last audit USD
Risk Profile
Fund Type Weekly / monthly/ yearly
Interest Credited – drop down menu with options: Weekly / Monthly / Аnnually
Lock-in Period: - how many weeks, months or years the fund will be in lock-in period (not
available for withdrawn).
Minimum investment the minimum amount allowed to invest.
Weekly Yield as high as: % - such field to fill it. Nothing to do with the script.
Last Interest Paid: **% - to be taken from the database for the last week / month … / year
credited interest.
Yield for 2007: ***% - we fill it nothing to do with the script.
AUM* as of last audit: *** $ - we fill how much money we manage in this fund – nothing to
do with the script.
Risk Profile: we fill it , nothing to do with the script.
Fund Type – refer to 4.14 Future Interest Rates
These fields and data must be displayed in the 3.5 invest online page when investor choose
specific fund.
If the investor put less amount than the minimum investment for the fund in the 3.5 invest
online page then he must get error that he must enter a higher amount as the minimum is
higher.
Select Fund:
When click select to redirect to page where to edit the plan details – these details who are in
the 4.8 page.
Select Fund:
When click select to delete it. To show all funds in the drop down menu.
Withdraw
Date Username Amount Comment Payment Details
No.
Pay Link
Debit card or bank wire
Debit card number or
Apr 10,
4.00 bank wire details which
6 2008 test123
USD are in database for the
12:22:01
investor
Close
Total Amount: 4.00 USD
Approve selected button | Reject selected button. | Mark All button
An option where admin can create withdraw for the investor if the investor can’t do it himself
List shown with the investors – we choose the one we want to create withdraw for by clicking select
Information
Current Account Balance: 500.00 USD
Minimum Withdrawal Amount: 100.00 USD
Withdrawal Details
Amount: USD
Comment:
Payment Information
Drop down menu
Amount to withdraw …
Drop down menu with options 1. Debit Card and the number of the card. Example
the # is taken from the debit card field in the database for that
account if debit card number was filled. 2. Bank Wire and IBAN Example:
IBAN must be taken from the IBAN field in the database for
this account if Bank Wire info is filled.
If neither debit card nor bank wire was filled there must be message “ no data”
When click next must create the withdraw which then will also be shown in the investor’s history and
the admin panel – approve withdrawals
100 per page , when click select must redirect to page where to fill the
data:
Information
Current Account Balance: ***.00 USD
Transfer Details
Amount: USD
Comment:
The script must credit to investor accounts variable rates depends on what we set.
If investor “test123” has investment for 10,000 usd and the rate for the fund where the
investor has 10k is 2.53% then the investor will receive $253 interest at Friday. The script
must be set to credit interest every Friday 6 PM server time.
We want to be able to set the future rates for each fund from the admin panel. It will be a table
where we fill the rate in the fields.
After we create 6 funds from the Create Fund in the admin panel , in the future interest rates
must display a table with total 6 fields.
Let’s imagine Fund 1 is weekly fund and pays Weekly Interest: (we have 1 field empty.
Admin set the % for each week. The interest must be credited weekly according to the % set
for the week. The script is set to credit at 6 PM Friday server time, when the interest must be
automatically credited. If investor put $1000 in this FUND 1 and the interest for the week is
5.31% then 53.1 USD must be credited to his account balance at Friday 6 PM.
If fund 2 is set to be monthly fund from the “Create Fund” then here when we set 10.51% it
will be interest which will be credited at the end of the month at 6 PM (last Friday of the
month).
If fund 6 is annually then the interest is credited at the end of the year last Friday.
So basically the script must credit interest to the investors Friday, if there is something filled
in the separate field.
We want option to set date as if Friday is holiday we could set Thursday or other day as credit
date.
We must not be required to fill all fields. If the field is empty then nothing happens.
If there is rate then it will be credited at the date set.
Every interest rate credited by the system to investors or not credited if there aren’t investors
in the fund must be imported in a database table so it can be easily shown on the website
pages by exporting it from the database. Example: Friday 18 April the system credit 1.55%
interest for Fund 1. This rate 1.55% must be saved as the week interest rate for 18 April 2008
so it can be easily show somewhere.
We need this so in pages like : 3.5 Invest Online where there is info : Last Interest Paid for
the separate plan to show this rate. Example, if investor go to “Invest online” at 19 April
he/she must see for Last Interest Paid – 1.55% , if he/she go at 26 April , it’s the next week
Saturday , he/she must see the rate for the passed week (new rate) not 1.55% …
The same will be for all funds , no matter if it’s weekly / monthly / yearly.
A separate css files must be created for every page so we can edit every page style easily!
You must also provide script integration to design.
You must code the script in such way so that later changes can be easily done from other
programmers if you are not available to support it and code it.
The script must be written in a secure way so it’s super hard for hackers and other to get
into the system.