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notes/projects/network-app/requirements.md
Hammer d390720986 Add Network App project documentation 
- README.md: Project overview
- requirements.md: Full feature specification
- competitors.md: Market research (Wealthbox, Affinity, Clay, etc.)
- feasibility.md: Technical assessment with Swift/Firebase/Claude architecture
- blueprint.md: Architecture diagrams, screens, data models, API endpoints, dev phases

Client: David DePoyster / NWM
Tech: Swift/SwiftUI, Firebase, Claude AI
2026-01-27 02:01:47 +00:00

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The Network App - Requirements Specification

Version: 1.0
Date: 2025-06-26
Client: David DePoyster / NWM

1. Product Vision

An iPhone app for NWM wealth management firm that serves as an AI-powered CRM for managing relationships with high-net-worth clients. The app prioritizes relationship intelligence over traditional transaction tracking.

2. Core Features

2.1 Client Profiles

Purpose: Store comprehensive information about each client beyond basic contact details.

Required Fields:

  • Basic contact information (name, phone, email, address)
  • Professional information (company, role, industry)
  • Personal interests and hobbies
  • Family details (spouse name, children, pets)
  • Important dates (birthday, anniversary, client since)
  • Communication preferences
  • Relationship notes and history
  • Custom tags/categories

Nice-to-Have:

  • Photo/avatar
  • Social media links
  • Net worth tier (for service level segmentation)
  • Referral source tracking

2.2 Personalized Communications

Purpose: AI-generated emails and newsletters that feel authentic and personal.

Functionality:

  • Generate personalized email drafts based on client profile
  • Create customized newsletter content segments
  • Suggest talking points before meetings
  • Draft birthday/anniversary messages
  • Write introduction emails when connecting clients

AI Requirements:

  • Must feel human-written, not templated
  • Incorporate specific details from client profile
  • Match advisor's communication style/tone
  • Support review/edit before sending

2.3 Network Matching

Purpose: Identify clients who would benefit from knowing each other.

Matching Criteria:

  • Shared professional interests
  • Complementary business needs (e.g., investor + entrepreneur)
  • Common hobbies or passions
  • Geographic proximity
  • Similar life stages or family situations

Functionality:

  • AI-suggested matches with explanation
  • Advisor approval workflow before any introduction
  • Track successful introductions and outcomes
  • "Do not match" preferences

2.4 Event Tracking & Automation

Purpose: Never miss important dates or opportunities for meaningful touches.

Tracked Events:

  • Birthdays
  • Anniversaries (wedding, client relationship)
  • Major life events (children graduating, retirement, etc.)
  • Follow-up reminders from meetings

Automation:

  • Push notification reminders
  • Pre-drafted messages for events
  • Calendar integration (optional)
  • Bulk actions for seasonal greetings

2.5 Security & Compliance

Purpose: Meet regulatory requirements for financial services.

Requirements:

  • GDPR compliance (data portability, right to deletion)
  • HIPAA compliance (for any health-related notes)
  • End-to-end encryption for sensitive data
  • Secure authentication (biometric + PIN)
  • Audit logging for compliance reviews
  • Data residency options (US/EU)
  • Role-based access (if multi-user)

3. User Roles

3.1 Primary User: Wealth Advisor

  • Full access to all client data
  • Can create, edit, delete clients
  • Approves AI suggestions
  • Sends communications

3.2 Future Consideration: Admin/Team Lead

  • Manage multiple advisors
  • View aggregate analytics
  • Configure compliance settings

4. Non-Functional Requirements

4.1 Performance

  • App launch: < 2 seconds
  • Search results: < 500ms
  • AI generation: < 5 seconds

4.2 Reliability

  • 99.9% uptime for core features
  • Offline access to client profiles
  • Data sync on reconnection

4.3 Scalability

  • Initial: 100+ clients per advisor
  • Target: 500+ clients per advisor
  • Future: Multi-advisor organizations

4.4 Platform

  • iOS 16+ (iPhone)
  • iPad support: Nice-to-have
  • Android: Future consideration

5. Technical Constraints

  • Backend: Firebase preferred (existing familiarity)
  • AI Provider: Claude API (Anthropic)
  • Frontend: Swift/SwiftUI (native iOS)
  • Budget: TBD (affects feature prioritization)

6. Success Metrics

  • Time saved per client interaction
  • Quality of AI-generated content (approval rate)
  • Successful client introductions made
  • User engagement (daily active usage)
  • Client satisfaction improvements

7. Out of Scope (v1)

  • Portfolio management integration
  • Financial data/account information
  • Document storage
  • Video calling
  • Web application
  • Android application

8. Open Questions

  1. Budget range for development?
  2. Timeline expectations?
  3. Existing client data to import? Format?
  4. Specific compliance certifications needed?
  5. Multi-user from day one or single advisor MVP?