Financial CRM & Portfolio Database
A relational database for clients, investment orders, portfolio summaries, and loan tracking.
THE DECISION
How should a financial application organize client, investing, and lending records with reliable constraints and reporting views?
APPROACH
- Designed normalized entities and relationships
- Implemented constraints, indexes, views, and triggers
- Created investment, portfolio, and lending queries
- Documented the model with an ER diagram and design rationale
EVIDENCE & DELIVERABLES
- Complete SQLite schema
- Query collection
- Design document and video overview
EVIDENCE INTEGRITY
This case is presented as cs50 sql final project. The label distinguishes observed work from simulated impact, proxies, historical comparisons, or proposed architecture.