Design Studio: TD Ameritrade

Authors

Joseph Abolt, University of Nebraska-LincolnFollow
John Harkendorff, University of Nebraska-LincolnFollow
Adam Zastrow, University of Nebraska-LincolnFollow
Aayush Khatiwada, University of Nebraska-LincolnFollow
Beibei Xiong, University of Nebraska-LincolnFollow

Date of this Version

5-2020

Document Type

Thesis

Citation

Abolt, J., Harkendoff, J., Khatiwada, A., Xiong, B., & Zastrow, A. 2020. Design Studio: TD Ameritrade. Undergraduate Honors Thesis. University of Nebraska-Lincoln.

Comments

Copyright Joseph Abolt, John Harkendoff, Aayush Khatiwada, Beibei Xiong, and Adam Zastrow 2020.

Abstract

The 2019-2020 Design Studio project for TD Ameritrade is focused on data visibility. We built a Slackbot in NodeJS using Azure Bot Framework. It is connected to a TD Ameritrade database, and uses the information there to answer queries from users. Queries are processed by LUIS, a Microsoft API for natural language understanding (NLU). Later development focused on maintaining a robust set of highly-configurable notifications that automatically ping users when certain conditions become true in the database. The main challenges on this aspect of the project were serializing the configurations, deduplicating requests to the database, and presenting adequate information to the user without compromising security.