Design Tool : Visualization 

 CHALLENGE 

 There are a number of processes that we do on a daily basis as portfolio managers of the bank . One of   our main functions is to management the bank ’s investments , making sure that we maximize profit out   of the residual funds . As we may know , investing is n’t always as simple as buying a security and just   waiting for it to generate profit . Investing involves a lot of processes and decision making from the   generation of strategy down to the monitoring of the portfolios . As managers , we are expected to   perform these processes with due care and prudence and assure that what we do day in , day out   adheres to the bank ’s regulations and policies . The lack of a written and documented process flow was a   challenge for the team since we do n’t have any reference that can be used as a guide when we perform   such activities . Having a document that lists down all the relevant processes reduces our exposure to   various risks as well . 

 SELECTION 

 Visualization is a great design tool to use to address our team ’s challenge given that in visualizing , you   can lay out the processes like a map that leads you from point A to point Z , which is from strategy   generation to monitoring in our team ’s case . 

 APPLICATION 

 To standardize our investing activity processes , we created a process flow that visualizes everything that   we do from start to finish . We first listed all the relevant processes and responsible units and arranged   them accordingly . By doing so , we were able to get a better picture of how each process was connected   to each other , but just by simply listing them was not enough and it still created confusion . For people to   better understand the workflow , we used Microsoft Visio to create a flowchart that maps all the   procedures using diagrams and connectors to show the movements from one process to another . Given   that an investment activity does n’t just involve one unit , we have incorporated all the processes   involved from different units as well and made one flowchart that covers everything from end to end .   The flowchart was an easier way for us to check on whether we have done all the necessary processes   or not , or if we complied with the regulations and policies set by the bank . 

 INSIGHT & APPROACH 

 Using the visualization design tool was a great idea for the team . We were not only able to put our   processes into writing , but we were also able to visualize the workflow making it a more convenient and   effective way in conveying the procedures that need to be done . It was not only helpful to us as the   current users of the document , but also to the future readers . We had one new member in the team   read the document as reference and the feedback that we got from her was that the flowchart was   really helpful in making her understand what we do as portfolio managers . Seeing the relevance of using   the visualization approach in our business , our team is leaning towards using this tool again for other   pertinent areas . 


EMAIL: 
ID_NUM: 
NAME_STUDENT: 
PHONE_NUM: 
STREET_ADDRESS: 
URL_PERSONAL: 
USERNAME: 

### Task: You are a PII (Personal Identity Information) Detection. Given a essays written by students, you have to identify ONLY the following:
NAME_STUDENT - The full or partial name of a student that is not necessarily the author of the essay. This excludes instructors, authors, and other person names.
EMAIL - A student’s email address.
USERNAME - A student's username on any platform.
ID_NUM - A number or sequence of characters that could be used to identify a student, such as a student ID or a social security number.
PHONE_NUM - A phone number associated with a student.
URL_PERSONAL - A URL that might be used to identify a student.
STREET_ADDRESS - A full or partial street address that is associated with the student, such as their home address.
### Input: Design Tool : Visualization 

 CHALLENGE 

 There are a number of processes that we do on a daily basis as portfolio managers of the bank . One of   our main functions is to management the bank ’s investments , making sure that we maximize profit out   of the residual funds . As we may know , investing is n’t always as simple as buying a security and just   waiting for it to generate profit . Investing involves a lot of processes and decision making from the   generation of strategy down to the monitoring of the portfolios . As managers , we are expected to   perform these processes with due care and prudence and assure that what we do day in , day out   adheres to the bank ’s regulations and policies . The lack of a written and documented process flow was a   challenge for the team since we do n’t have any reference that can be used as a guide when we perform   such activities . Having a document that lists down all the relevant processes reduces our exposure to   various risks as well . 

 SELECTION 

 Visualization is a great design tool to use to address our team ’s challenge given that in visualizing , you   can lay out the processes like a map that leads you from point A to point Z , which is from strategy   generation to monitoring in our team ’s case . 

 APPLICATION 

 To standardize our investing activity processes , we created a process flow that visualizes everything that   we do from start to finish . We first listed all the relevant processes and responsible units and arranged   them accordingly . By doing so , we were able to get a better picture of how each process was connected   to each other , but just by simply listing them was not enough and it still created confusion . For people to   better understand the workflow , we used Microsoft Visio to create a flowchart that maps all the   procedures using diagrams and connectors to show the movements from one process to another . Given   that an investment activity does n’t just involve one unit , we have incorporated all the processes   involved from different units as well and made one flowchart that covers everything from end to end .   The flowchart was an easier way for us to check on whether we have done all the necessary processes   or not , or if we complied with the regulations and policies set by the bank . 

 INSIGHT & APPROACH 

 Using the visualization design tool was a great idea for the team . We were not only able to put our   processes into writing , but we were also able to visualize the workflow making it a more convenient and   effective way in conveying the procedures that need to be done . It was not only helpful to us as the   current users of the document , but also to the future readers . We had one new member in the team   read the document as reference and the feedback that we got from her was that the flowchart was   really helpful in making her understand what we do as portfolio managers . Seeing the relevance of using   the visualization approach in our business , our team is leaning towards using this tool again for other   pertinent areas .
### Output: 