Customers

CustomerIDFirstNameLastNameDateOfBirth
1JohnDoe2000-01-01
2JaneSmith1985-06-15
3MichaelJohnson1970-11-22
4EmilyWilliams1992-02-27
5DavidBrown1988-03-10

Accounts

AccountNumberBalanceInterestRateCustomerID
(→ Customers.CustomerID)
100011000.00.011
100025000.00.022
100032000.00.013
100043000.00.024
100054000.00.035

AssetManagers

ManagerIDNameEmailPhoneNumber
1Alice Smithalice@example.com+1-234-567-8901
2Bob Johnsonbob@example.com+1-345-678-9012
3Carol Williamscarol@example.com+1-456-789-0123
4Dan Browndan@example.com+1-567-890-1234
5Eva Daviseva@example.com+1-678-901-2345

Investments

InvestmentIDSharesPurchaseDateAccountNumberFundID
(→ Accounts.AccountNumber)(→ MutualFunds.FundID)
11002022-01-01100011
22002022-02-01100022
31502022-03-01100033
42502022-04-01100044
53002022-05-01100055

Transactions

TransactionIDAmountTypeDescriptionAccountNumberInvestmentID
(→ Accounts.AccountNumber)(→ Investments.InvestmentID)
1500.0DepositInitial deposit10001None
2200.0WithdrawalATM withdrawal10001None
3300.0TransferTransfer to another account10002None
4400.0DepositPaycheck deposited10002None
5500.0WithdrawalPayment of bills10003None

MutualFunds

FundIDTickerSymbolNetAssetsInvestment_Managerment
(→ AssetManagers.ManagerID)
1ABCD1000000.01
2EFGH2000000.02
3IJKL3000000.03
4MNOP4000000.04
5QRST5000000.05