Data & SystemsComplete

Financial CRM & Portfolio Database

A relational database for clients, investment orders, portfolio summaries, and loan tracking.

Financial CRM entity-relationship diagram — ER diagram for clients, orders, portfolios, and loans.

MY ROLE

Database designer and implementer: schema, constraints, views, triggers, and query layer.

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

SELECTED WORK FILES

HTML

Schema Overview

Short overview of the entities, relationships, constraints, views, and triggers in the final project.

2 KB

Open ↗

SQL

SQLite Schema

Source schema showing tables, constraints, indexes, triggers, and reporting views. No sample client data included.

8 KB

Open ↗

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.