Product Managers and Business Analysts
Mapping out the functional requirements for a new fintech application or trading portal
Use cases
About
The JBInvest Platform mind map template provides a comprehensive architectural overview of a modern financial trading ecosystem, covering 67 distinct nodes across 6 primary functional areas. This JBInvest Platform template serves as a technical cheat sheet for developers and product managers to visualize complex workflows including Stocks, Bonds, and Funds management. The map details critical user journeys such as Registration (eKYC) with its sub-requirements for procurement and documentation, alongside sophisticated trading features like Social Investing. By mapping out the JBInvest Platform mind map, teams can ensure all regulatory and operational components—from Risk Ranking to iOTP security protocols—are accounted for in the platform's design. It specifically highlights the integration of Utilities like Backfest and Banklink, providing a holistic view of the investment lifecycle from account creation to asset management.
Terms and ConditionsWhen to use this template
Backend Developers and System Architects
Designing the database schema and API endpoints for account and order management systems
Operations Leads and Training Coordinators
Onboarding new team members to explain the interconnectedness of trading utilities and asset classes
How to use this template
Step 1
Import the template file
Download and open the .xmind file in Xmind desktop or the web browser to access the full 67-node structure.
Step 2
Customize the asset branches
Modify the Stocks or Bonds nodes to match your specific trading rules, such as adjusting the Margin Order parameters.
Step 3
Export for documentation
Use the Export feature to save your customized platform map as a PDF or PNG for inclusion in technical requirement documents.
Frequently asked questions
The template provides detailed structures for Stocks, Bonds, Funds, and Structured Products. It breaks down specific execution methods for each, such as Odd-lot Order for stocks and Put-thourgh Order for bonds, ensuring a complete map of tradable assets.
Security is centralized under the Account branch, featuring iOTP protocols and a dedicated Registration (eKYC) node. It lists the necessary procurement steps, required documents, and technologies needed to verify users and manage Risk Ranking.
Yes, the Stocks branch includes a specific Social Investing section. It maps out the logic for Portfolio Copying and Order Copying, which are essential components for building community-driven investment platforms.
Absolutely. While it includes a Broker node under Information Management, the entire Xmind structure is fully editable. You can add specific regional compliance terms or unique utility features like Automatic Saving to fit your specific business model.
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