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TradingVision User Interface Documentation Revised 3/3/2013 Trade Ticket UI Vision Scott Levine UX Portfolio 2013

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This portfolio covers client work from 2009 - 2012. For older work, go to www.sdlevine.com

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Page 1: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013Trade Ticket UI Vision

Scott Levine UX Portfolio 2013

Page 2: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This is a deep dive into a business process selected from the dashboard. When we looked through the spreadsheet it was very hard for us to determine the relationships between the data feeds that traders were looking at, the business processes that those feeds belonged to, and the systems which provided the data. This dashboard attempts to solve that by delving into the business process that the feed belongs to and showing health metrics for the related systems. From this view, the user can see the status of all of the business processes, the dates of historic incidences (within a user defined timeframe), the severity of any incidents (within a user defined tolerance), and the contributing factors of the incidents.All data on this screen only applies to the selected systems. The user can deselect any of the contributing systems if they do not wish to see that data.
slevin
Sticky Note
All business processes are shown here with a status indicator. Indications are as follows:Red: Under 85% uptimeYellow: 85%-95% uptimeGreen: >95% uptime
slevin
Sticky Note
System health indicators show the relative health of systems contributing to this business process. In this view we can see that there is an issue with system S11.
slevin
Sticky Note
Completion Trends are displayed within a user defined date range. With in that date range, the user can zoom in or out using the slider below. Our understanding was that the users are most interested in exceptions from normal behavior. This chart eliminates noise using a tolerance setting anything below which appears as grey. Each system is represented by a single line. The range of severity and minimum tolerance level is user define able using the slider above the chart.
slevin
Sticky Note
This chart shows the cause of each incident within the selected date range for each system.
Page 3: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This screen shows a take on the Incidents chart on the Trends Tab of the spreadsheet. In this view only dates within the selected time frame with incidents are shown. A bar graph is provided for Breaks, Duplicates, and Lots. This chart applies to this business process only.
Page 4: Scott Levine UX Portfolio 2013
slevin
Sticky Note
A rollover is provided to show the details, cause, owner, and status of any incidents which exceed the user defined tolerance.
Page 5: Scott Levine UX Portfolio 2013
slevin
Sticky Note
In this view we can see that there is an issue with system S11.By rolling over the system status indicator, the user can see details of the issue and take the appropriate action to resolve it.
Page 6: Scott Levine UX Portfolio 2013
slevin
Sticky Note
A visual design of this dashboard, designed for desktop and tablet.This view shows the NLI Analysis.
Page 7: Scott Levine UX Portfolio 2013
slevin
Sticky Note
A visual design of this dashboard, designed for desktop and tablet.This view shows the Incidents Chart.
Page 8: Scott Levine UX Portfolio 2013
jwang2
Sticky Note
The summary gives a quick way to show how many processes are completed, running and not started.
jwang2
Sticky Note
This is the very first wireframe we created for the TV version of the system dashboard. Our understanding was that traders were not looking a lot of detail from this display, so we redesigned it using big, bold tiles to give the traders a better understanding of the status of relevant data from further away.Each tile represents a feed. The tiles show lifecycle state, estimated or actual time of completion, or lateness if applicable.
Page 9: Scott Levine UX Portfolio 2013
jwang2
Sticky Note
This is a refinement of the previous wireframeAll feeds are grouped by process, and the blocks are arranged in chronological order.Each column represents a process. The colors of the elements gradually change depending on their status.Grey blocks indicated processes that haven't yet started. These would fade to yellow as the process runs. As the process nears completion, it would fade to green.A red border shows the any delay in a process. Each block also shows the actual or estimated time of completion.
Page 10: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This wireframe is essentially the same as the previous one, but arranged horizontally rather than vertically
Page 11: Scott Levine UX Portfolio 2013
jwang2
Sticky Note
This wireframe emphasize the time dimension which the previous designs de-emphasized.The timeline runs vertically. The bottom shows the past, center shows the present, and the top shows the future. Instead of showing the actual time scale, the present and future blocks are in relative positions. A red border means a delayed feed. In addition to the estimated or actual time of completion, a "+" sign shows how much longer it takes than the scheduled time of completion. As before, grey blocks are not yet in process, yellow blocks are in process, and green blocks are completed. As time goes, the "old" feed will fade out while new feeds from the queue fade into the "not yet in process" area.
Page 12: Scott Levine UX Portfolio 2013
jwang2
Sticky Note
This is a refinement of the previous wireframe based on feedback.Each process is now color coded. The background color shows the past, present and future. This design de-emphasizes the specific scheduled time of completion in favor of showing a metric of Time to Completion (TTC) which shows how much time is left in the process.
Page 13: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This is a different treatment of a similar concept. In this case, completed processes float to the top. Processes which are completed are just labeled with the system name. Processes scheduled are labeled with the scheduled completion time. Processes which are in progress are labeled with the scheduled completion time, and how late they are based on their scheduled completion time. Red blocks indicate late processes.
Page 14: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This design breaks each business process into its own timeline. This design again de-emphasizes specific time in favor of relative completion. Processes which are complete are unlabeled, while those which are in progress or not started are labeled with their scheduled completion times as well as how delayed they are from those times. Red blocks mean severely late processes. Each block moves from right to left as the process runs.
Page 15: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This design attempts to add price curve information alongside the dashboard.
Page 16: Scott Levine UX Portfolio 2013
slevin
Sticky Note
This is a visual design for this dashboard based on the wireframe on Page 12. This screen is designed for a 16x9 television screen.
Page 17: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Cover Page 1 of 19

TradingVision | GP Ticket UI Design

Cover 1Buy Ticket 2Sell Ticket 3Supplementals 4Supplementals 2 5Suggestive Search 6Allocation Section 7Allocation Grid 8Allocation Validation 9Fund Selection 10Configure Groups 11Configure Groups - Adding a Group 12Settings Dialog 13Visual Design - Buy 14Visual Design - Sell 15Toolbar 16

GP Ticket UI Design

Page 18: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Buy Ticket Page 2 of 19

TradingVision | GP Ticket UI Design

TradingVision Trade Ticket

2

Status: Pend

HorizonDES (2)Delete TicketAudit Clear TicketPrint Email Security Details

Buy NOVASC BN .22 10/13/2012

Ratings

Credit Exposure

Holdings

Alt ID

Trade Ownership

Trade InformationSecurity Information

Maturity 3/18/2012

Coupon

Yield 0.14

Issuer

IV Type

NOVASC

BN

Accrual Basis

Currency

ACT/365

CUSIP 64986MQV0

Not Set Up Set Up

DTC 64986MQV0Dealer

Branch

JPM

TOR

Spread

Par Amount (mm)

Trade Date

Settlement DateDated Date

.02

1,125.0

10/21/2011

10/22/2011 T+1

Note

Country Canada

CADAI Days 0

USD (m) CAD (m)IAM 2,511.40 2,536.75Princ 1,251,107.52 1,263,744.96AI 362.11 365.76Proc 1,251,143.62 1,263,781.44

D

Update

Fed Funds

Trader Round Inc 10mm

Minimum Denom 100,000

Minimum Inc 1,000

64986MQ

1,000,000

1/10/2010

Credit Enhancements

Settings...

Editable if 9-digit CUSIP is not entered

Suggestive search

Derived from IV type – ensure it is accurate for Canadian versions of securities, where the accrual basis is ACT/360 for the US version, but ACT/365 for Canadian

Derived from Issuer and IV type

Derived from issuer or program

Populate STAP by default for CA trade

If security is CAD, only show option to choose CAD portfolios

Default to settlement date, but make it editable

Type Short Name Issuer ID %LOC LOREM 123456 50O LOREM 123456 50

Include credit enhancements(For ABCP only)

Min Denom and Min Inc - Remove completely?

No drop-down

Gray out stuff if the security is not set up (acts as indicator that it’s not set up)

Only available for CDs

Ability to add reason code for Cancel-rebook – in the confirm box?

Launch settings dialog

Field input masks and display formats (if any) are exactly as they are in the current ticket for these fields:

Par AmountYieldMaturityTrade DateDated DateTrader Rounding Inc

Note field can be expanded by the user to show more text. When this happens, the AI days content is pushed down, increasing the overall height of the ticket’s content area.

The field can expand down only

Allocation

Allocation PM Order Round Robin Test ComplianceAllocate

Ready | Market: | Trade: NONE | Compliance: NOT TESTED | Trade Source: TRADE CAPTURE | Execution Source:

ExecutePendSave

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Selectable Text - Read-only text should be selectable (for copying to other applications

Selectable Text - Tables of data (such as this Accrued Interest data) should be selectable as a block of text. The trader should be able to drag a selection over that table and copy all of it. If possible, tabs should be added to the text to delimit the columns.

Page 19: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Sell Ticket Page 3 of 19

TradingVision | GP Ticket UI Design

Allocation

TradingVision Trade Ticket

2

Status: Pend

HorizonDES (2)Delete TicketAudit

Allocation PM Order Test Compliance

Clear TicketPrint Email

Allocate

Security Details

Ready | Market: | Trade: NONE | Compliance: NOT TESTED | Trade Source: TRADE CAPTURE | Execution Source:

Sell NOVASC BN .22 10/13/2012

ExecutePendSave

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Trade InformationSecurity Information

Maturity 3/18/2012

Coupon 0.03

Yield 0.14

Issuer

IV Type

NOVASC

BN

Accrual Basis

Currency

ACT/365

CUSIP 64986MQV0

Set Up Set Up

DTC 64986MQV0Dealer

Branch

JPM

TOR

Spread

Par Amount (mm)

Trade Date

Settlement Date

.02

1,125.0

10/21/2011

10/22/2011 T+1

Note

Country Canada

CAD AI Days 0

USD (m) CAD (m)IAM 2,511.40 2,536.75Princ 1,251,107.52 1,263,744.96AI 362.11 365.76Proc 1,251,143.62 1,263,781.44

D

Update

Fed Funds

Trader Round Inc 10mm

Minimum Denom 100,000

Minimum Inc 1,000

64986MQ

1,000,000

Settings...Launch Interfund Place OrderLaunch Interfund and Place order buttons work as they do on the curren ticket

Sell side indicator

Ratings

Credit Exposure

Holdings

Alt ID

Trade Ownership

Credit Enhancements

Par TotalsOwned 10,000Remainder 2,000

Dated Date 1/10/2010

The Holdings section can not be hidden on Sell tickets

The sell ticket has the Par Totals data in the Holdings section

Fund Par Yield %TNA SellFND1 1,234 0.00 0.02

Lot 234 0.00 0.02Lot 1,000 0.00 0.02

FND2 2,332 0.00 0.02FND3 3,223 0.00 0.02FND2 2,332 0.00 0.02FND3 3,223 0.00 0.02

On the sell ticket, the holdings are listed for that security (not issuer, as on the Buy ticket). The user can expand a holding row to display lots

The user can check the box to indicate that they want to sell that lot or that entire holding. When checked, the lot (or all lots for a holding, if the holding box is checked) are displayed in the Allocation grid below.

If unchecked, it is removed from the Allocation grid

If the ticket is launched from a specific fund holding on Query Tool (or other application), then that specific holding is pre-populated in this Allocation grid.

Otherwise, this grid is empty until the user selected holdings/lots to sell using the Holdings supplemental section above

Highest Cost Lowest CostIf the user clicks Highest Cost, the system allocates par by taking the highest-cost lots from each of the funds that appear in the Allocation grid, up to the total par entered in the Par Amount (mm) field.

Equivalent behavior for the Lowest Cost button.

Shows the “Set Up” state for a CUSIP. “Set Up” button is

disabled.

CUSIP, DTC, Maturity, Issuer, and Dated Date are not editable on a sell ticket

Page 20: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Supplementals Page 4 of 19

TradingVision | GP Ticket UI Design

Approval ApprovedM Score M2FMR Rating LOREM

Ratings

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade OwnershipFMR CUSIP 0000DTC CUSIP 0000ISN 0000BBG Ticker 0000BBG ID 0000SEDOL 0000

Created by ABC

Created Date/Time ABC

Translate “GP” from “GP_MMKT”

Long TermShort TermOutlookCredit Watch

- In Horizon under Issuer Information- Security-level ratings are from DMS

GP Muni Repo Floor

Horizon

Query Tool

Right-click (double-click) to open in Query Tool

Type Short Name Issuer ID %LOC LOREM 123456 50O LOREM 123456 50

Horizon

Will this work for forward-dated trades?

Holdings at issuer level (not security) – same as in

GP Net Room

Show any identifier associated with the CUSIP in the security

reference file

Fund Par %TNAFND1 1,234 0.02FND2 2,332 0.02FND3 3,223 0.02FND2 2,332 0.02FND3 3,223 0.02

Agency Long ShortFitch LOREM LOREM

Moody’s LOREM LOREM

S&P LOREM LOREM

Desk

Modified By

GP

ABC

Modified Date/Time ABC

Audit

Page 21: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Supplementals 2 Page 5 of 19

TradingVision | GP Ticket UI Design

Trade Totals

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

AI Days 0

USD (m) USD (m)IAM 2,511.40 SMD 2,536.75Princ 1,251,107.52 SMI 1,263,744.96AI 362.11 CDY 365.76Proc 1,251,143.62 32nds 1,263,781.44YTM XX% Bills/Notes NoteYTC XX% Discount

Grey items are security dependent. Some IV types will not use these metrics.

The Trade totals bricklet will be the default bricklet for all IV types

Trade History

Credit Exposure

Holdings

Credit Enhancements

Alt ID

Trade Ownership

Ratings

Date Par Rate Spread/Fed Funds Dealer

MM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREM

Date Par Rate Spread/Fed Funds Dealer

MM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREM

Date Par Rate Spread/Fed Funds Dealer

MM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREMMM/DD/YYY XX.XX XX.X XX.X LOREM

History

Orders

Trade Tracking

Page 22: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Suggestive Search Page 6 of 19

TradingVision | GP Ticket UI Design

Issuer Cusip Program IV TypeABCDEF 123456 CPABCDEF 123456 123456 CPABCDEF 123456 CPABCDEF 123456 CP

ab|

ab|

IssuerABCDEFABCDEFABCDEFABCDEF

Suggestive search displays a table of matches as the user types.

The CUSIP field matches against CUSIP, Issuer, and Program

Suggestive search displays a table of matches as the user types.

The Issuer field matches against Issuer (short name and long name)

Issuer Cusip Program IV TypeABCDEF 123456 CPABCDEF 123456 123456 CPABCDEF 123456 CPABCDEF 123456 CP

ab|

The user can type in a Fund Name cell to add funds individually to the allocation grid. The same suggestive search as the CUSIP field is included for any Fund Name cell.

Page 23: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Allocation Section Page 7 of 19

TradingVision | GP Ticket UI Design

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds Configure Groups ...

Trader Rounding Increment 100,000,000

Trader sets their rounding increment here. Dropdown contains values based on IV type

Not editable cells are shaded grey. Tabbing will tab over these cells.

Allocation button changes to Calc Pro Rata when in PM order mode

Allocation/PM order mode selection.

Selecting PM order mode will add “Order $” and “Order %” columns to the required columns list.

Fund groups. Pressing the button adds all funds in the fund group. Using the dropdown allows the user to select funds from within the fund group. The user may add as many groups as they like. If horizontal space runs out, the buttons will wrap within their area. Fund groups are created using the Configure Groups Dialog

Test compliance button

“Fund Name” column. Selecting this column will give the user a dropdown of funds. The user may also type the fund name or fund number into this column. Column displays fund name and fund number.

Deleting a fund from this column will delete the entire row.

When selecting in the grid, this column gets the initial focus.

The allocation grid will always show at least one blank line below all the entered funds. The grid will show a minimum of 10 lines within its space.

“PM Max” and “De Minimis” cells may be entered as a $ amount or as a %. The grid will calculate the $ amount or % and display it as follows:

120 MM (3%)

The default is assumed to be $. If the user wants to enter a % they will need to type the % symbol.

When the user selects the cell to edit it, the entire cell blanks out. If the user tabs away prior to entering a new dollar mount or %, the previous value will repopulate.

“All Funds” button brings up the All funds Dialog. The dropdown arrow brings a dropdown containing:

Emerging MarketsEquityFIL FundsFI FundsHigh YieldTaxable

These menu items restrict the fund types available as suggested search in the grid.

The “Configure Groups” button brings up the Configure Groups Dialog

Key Controls:Tab: Moves cursor through editable cell’s from left to right, then down a row.

Enter: Moves cursor down a row except in the “Fund Name” column where it brings up a list of funds.

Ctrl + C = CopyCtrl + V = PasteCtrl + X = Cut

All Funds

Emerging MarketsEquityFIL FundsFI FundsHigh YieldTaxable

Page 24: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Allocation Grid Page 8 of 19

TradingVision | GP Ticket UI Design

Column Order Show Type Display as Hover CommentsFund Name 1 Y Dropdown

Par Amt (MM) 2 Y Enterable

Principal 3 Y

AI 4 Y Enterable

Proceeds 5 Y

PM Max $ (MM) 6 Y Enterable

PM Max % 7 Y Enterable

PM 8 Y

Alert # 9 Y Change to "Fund #"?

Net Assetts (MM) H on Fund Name

Alloc % of N/A H on Par Amt (MM)

Pro-Rata% H on Par Amt (MM)

De Minimis $ (MM) N

De Minimis % N

State 1% N Checkbox

Order $ (MM) N

Order % HLD N

US Interest At Maturity N

Compl N

Lot Selection Code N Enterable

Lot Identifier N Enterable

Holdings Amount (MM) N

POT Trade ID N

AS/400 Trade Seq # N

Fund Type N

Applicable Net Assets N

POT Status N

Default Column Display

The ticket should display the following columns in the order given (both Buy and Sell) Y indicates that the column should be

displayed H indicates that the data should be

displayed in a tooltip N indicates that the column should not be

displayed by default

The user has the option to right-click the column header and “Choose Columns” as on any other data grid. They can choose to display any of the columns shown here.

%TNA 1.05%Pro-Rata% 23.43%

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds ... Configure Groups ...

Trader Rounding Increment

User can drag column headers to re-order columns as on other data grids

100,000,000

Page 25: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Allocation Validation Page 9 of 19

TradingVision | GP Ticket UI Design

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds ... Configure Groups ...

Trader Rounding Increment 100,000,000

Visual Treatment

Wireframe

Soft Error

Hard Error

Note: The alert column exists to display the error icon in the event that the error is in a cell beyond the user’s view.

Page 26: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Fund Selection Page 10 of 19

TradingVision | GP Ticket UI Design

FICDOM

FICDOM

DMFMM

See Fund Selection Clickthrough.ppt

1) Use button to fill funds from a group

2) Use arrow menu to pick individual funds from group

3) Use funds dialog to pick groups or funds (like today)

See Sell Ticket for more on selecting lots for Sell tickets

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

DMFMM

FCUSM

FMMTGRET

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

FundRemaining

Cash 1-Day Liq 7-Day LiqFCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Cmpl Principal AI Proceeds

FundRemaining

Cash 1-Day Liq 7-Day LiqFCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Cmpl Principal AI Proceeds

FundRemaining

Cash 1-Day Liq 7-Day LiqFCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Page 27: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Configure Groups Page 11 of 19

TradingVision | GP Ticket UI Design

Configure Groups

My Funds

FCR XDMFMM XFICDOM XFCR XDMFMM XFICDOM XFCR XDMFMM XFICDOM XFCR X

Portfolio Fund GroupsCanadaEmerging Markets

EquityFIL Fixed Income Funds

High YieldMuni BondMuni MMTaxable BondTaxable MM

Portfolio Manager GroupsCastagliuolo, FrancoChakra, AnaChang, Sung MoonCollins , BryanConti , Matthew JDuby , Bob KDudley, Andy JFischer, George AFishwick, IANFoley, Robin LFoster, TimGaffney, KevinGalusza, Rob MGorodilov, Andrei

Expand All Collapse All

OK Cancel

Clear All

1) Press the “Configure Groups” button to bring up the Configure Groups Dialog

2) Add funds to the group by checking the boxes next to the funds, or highlighting the funds and clicking the arrows. Remove funds by using the arrow button, the “X” button, or the “Clear All” button.

3) The Funds are now available in the dropdown for the fund group.

Remove Group

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

FundRemaining

Cash 1-Day Liq 7-Day LiqFCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%FCR (55) 16.550 1.23% 9.33%DMFMM (43) 134.550 2.12% 11.23%FICDOM (622) 8.125 0.89% 14.44%

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

No maximum of buttons. Additional group buttons will wrap. See below

Allocation

Allocation PM Order Test ComplianceAllocate

GP Funds Rated FundsTaxable MM Tier 2 FundsMy Funds All Funds... Configure Groups...

Fund Name Par Amt (mm) Cmpl Principal AI Proceeds PM Max De Minimis

Totals

PM

Trader Rounding Increment 100,000,000

Group 8 Group 9Group 7Group 6 Group 10

Example of button wrapping:

Page 28: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Configure Groups - Adding a Group Page 12 of 19

TradingVision | GP Ticket UI Design

Configure Groups

My Funds

FCR XDMFMM XFICDOM XFCR XDMFMM XFICDOM XFCR XDMFMM XFICDOM XFCR X

Portfolio Fund GroupsCanadaEmerging Markets

EquityFIL Fixed Income Funds

High YieldMuni BondMuni MMTaxable BondTaxable MM

Portfolio Manager GroupsCastagliuolo, FrancoChakra, AnaChang, Sung MoonCollins , BryanConti , Matthew JDuby , Bob KDudley, Andy JFischer, George AFishwick, IANFoley, Robin LFoster, TimGaffney, KevinGalusza, Rob MGorodilov, Andrei

Expand All Collapse All

OK Cancel

Configure Groups

FCR XDMFMM XFICDOM XFCR XDMFMM XFICDOM XFCR XDMFMM XFICDOM XFCR X

Portfolio Fund GroupsCanadaEmerging Markets

EquityFIL Fixed Income Funds

High YieldMuni BondMuni MMTaxable BondTaxable MM

Portfolio Manager GroupsCastagliuolo, FrancoChakra, AnaChang, Sung MoonCollins , BryanConti , Matthew JDuby , Bob KDudley, Andy JFischer, George AFishwick, IANFoley, Robin LFoster, TimGaffney, KevinGalusza, Rob MGorodilov, Andrei

Expand All Collapse All

OK Cancel

My FundsTaxable MMGP FundsRated FundsTier 2 FundsAdd….

Configure Groups

Add...

Portfolio Fund GroupsCanadaEmerging Markets

EquityFIL Fixed Income Funds

High YieldMuni BondMuni MMTaxable BondTaxable MM

Portfolio Manager GroupsCastagliuolo, FrancoChakra, AnaChang, Sung MoonCollins , BryanConti , Matthew JDuby , Bob KDudley, Andy JFischer, George AFishwick, IANFoley, Robin LFoster, TimGaffney, KevinGalusza, Rob MGorodilov, Andrei

Expand All Collapse All

OK Cancel

Group Name

1) Press the “Configure Groups” button to bring up the Configure Groups Dialog

2) Select “Add…” from the dropdown 3) Name the new group and add funds to the group by checking the boxes next to the funds, or highlighting the funds and clicking the arrows.

Clear All Clear All

Clear All

Note: Groups may be removed via the “Remove Group” button.

Remove GroupRemove Group

Remove Group

Page 29: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Settings Dialog Page 13 of 19

TradingVision | GP Ticket UI Design

Settings

Save Cancel

Alt ID and Trade Ownership can not be removed, so they are not listed here.

Asset Class

BN

Ratings

Credit Exposure

Holdings

Credit Enhancements

Supplemental Content to Display

Reset BN to default Set all IV types to default

Reset

Settings Dialog(Launched by “Settings…” button in ticket toolbar

Reset Alert

Holdings is not optional for Sell tickets

User can choose which supplemental section (in the Accordion) he wants to see by checking the boxes

Choose an asset class to set preferences for that asset class.

Default to “all” for every IV type

Other Bricklet 1

Other Bricklet 2

Other Bricklet 3

Buy

Side

USD

Currency

Ticket Settings

Appearance

Light Theme Dark Theme

Application Quick Launch

Bloomberg DES

Horizon

MSM

Holdings Monitor

Trade History

This section changes Envision theme for all tickets

Choose which applications may be launched with the quick launch buttons.

If this list gets large (over 6), these options should be displayed in a scoll box like the supplemental content above

Resets to default ticket settings

Settings

Save Cancel

Asset Class

BN

Ratings

Credit Exposure

Holdings

Credit Enhancements

Supplemental Content to Display

Reset BN to default Set all IV types to default

Reset

Other Bricklet 1

Other Bricklet 2

Other Bricklet 3

Buy

Side

USD

Currency

Ticket Settings

Appearance

Light Theme Dark Theme

Application Quick Launch

Bloomberg DES

Horizon

MSM

Holdings Monitor

Trade History

Warning

Yes No

This will reset all your preferences for all IV types. Are you sure you want to do that?

Page 30: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Toolbar Page 14 of 19

TradingVision | GP Ticket UI Design

2 HorizonDES (2)Delete TicketAudit Clear TicketPrint Email Security DetailsSettings...

Open Settings dialog

Open in Window 1Open in Window 2Open in Window 3Open in Window 4

Cancels the trade

Clears the fields

Open Audit window (same as current Audit window)

Open email with trade information (current functionality)

Print ticket (current functionality)

Launch Security Details with context of current security

Launch Horizon with context of current security

If the user clicks the DES button, the DES screen will open in the Bloomberg window specified in parentheses

If the user clicks the arrow next to the DES button, a menu is displayed as shown. The user can choose which Bloomberg window to use to load the DES screen. That selection is then retained and displayed as the number in parentheses next to DES,.

Page 31: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Visual Design - Buy Page 15 of 19

TradingVision | GP Ticket UI Design

Page 32: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Visual Design - Sell Page 16 of 19

TradingVision | GP Ticket UI Design

Shows the “Set Up” state for a CUSIP. “Set Up” button is disabled.

Page 33: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Visual Design - Alerts Page 17 of 19

TradingVision | GP Ticket UI Design

Page 34: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Alert Dialog Page 18 of 19

TradingVision | GP Ticket UI Design

Page 35: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Visual Design - Dialogs Page 19 of 19

TradingVision | GP Ticket UI Design

Settings Dialog(Launched by “Settings…” button in ticket toolbar

Configure Groups DialogAll Funds Dialog

Page 36: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Contents Page 1 of 9

TradingVision | Launcher UI Design

Contents 1Launcher Concept 2Docked in Blotter 3Navigating the Launcher 4Custom Data for TD 5Launcher Mode 6Mini Ticket Mode 7Validation 8Settings Dialog 9

TradingVision | Launcher UI Design

Launcher PrototypeThis document is a supplement to the launcher XAML prototype See the prototype for examples, behaviors, and appearance standards

!

Page 37: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Launcher Concept Page 2 of 9

TradingVision | Launcher UI Design

Trading Vision Launchpad

BIV Type Mini TicketSCUSIP, issuer, etc. MSM

Trading Vision Launchpad1 Floating Launcher1

6

2 4

IV Type and CUSIP fieldsCUSIP field can contain any of these items: CUSIP, SEDOL, ISIN Program CUSIP Issuer Name Trade IDTriggers a suggestive search to match against any of those

2

Mini Ticket ExpanderExpands the contents to the “Mini Ticket” version

3

Contextual App LinksClicking a link here opens that application and sends the security context to it

4

Window ReducedApp Launchers wraps to second row

6

8

9

Launcher Expanded to Mini TicketSecurity ID and Side fields remain, other fields are added. Save button is added and is now default action.

8

Values EnteredUser has entered a CUSIP, which is used to populate the IV type and Maturity fields.User has entered Par, but not dealer, which is allowed (only the Security Identifier field and Side are required).Save and Open buttons are now activated.

9

7

CUSIP Suggestive SearchFaceted suggestions are displayed as the user types

7

Settings...

3

MSM DES (2) Holdings HorizonBIV Type Mini TicketSCUSIP, issuer, etc.

DES (2)

Holdings

Horizon

Prophet

Trading Vision Launchpad

BIV Type Mini TicketSCUSIP, issuer, etc. MSM

MSM Cash Monitor Query Tool Horizon Prophet

12 4 6 24Save Pend Conf Ex

IV Type Issuer/DescriptionCUSIPs CD Lorem Ispum

9BMMBHS04 CD Lorem IspumABC123FG0 BN Lorem IspumBD045OF05 YCD Lorem IspumBGH84KSL9 CP Lorem IspumBD0LI435J CP Lorem Ispum

Issuers/ProgramsABCBOS Bank of SomeplaceOBH Other Bank HereBG0045 CP Lorem IspumBHF775 CP Lorem Ispum

More...

More...

Buy Par Amount DealerPrice Launcher

Trading Vision Launchpad

MSM DES (2)CUSIP, issuer, etc.

SaveBuy 200 Dealer Launcher

Trading Vision Launchpad

MSM DES (2)OpenABC123D0X

Launch Application

5

App Launcher BoxUser can type in this box to launch an trading application. Suggested search results match as the user types.

5

10

MinimizeThe floating launcher window (the “Launch Pad”) can be minimized to the system tray. Much Sametime, if the user clicks the minimize or the close button on the window, the launcher window is removed from the taskbar, but the icon still appears in the tray.

9

C

Price C

Page 38: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Docked in Blotter Page 3 of 9

TradingVision | Launcher UI Design

Trading Vision Blotter 1 Launcher toolbar in another applicationLauncher toolbar is separate from other application toolbars.

1

MSM DES (2) Holdings Horizon ProphetBIV Type Mini TicketSCUSIP, issuer, etc.2

Context from ApplicationWhen docked in a application that displays securities – like MSM – when the user clicks on a security (e.g. an offering), the CUSIP for that security should populate in the CUSIP box(Note that the B and Save buttons should not be triggered unless the user has given focus to one of the fields in the Launcher bar, in order to prevent accidental ticket creation).

2

Page 39: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Navigating the Launcher Page 4 of 9

TradingVision | Launcher UI Design

Universal ShortcutThe user can bring the launcher window to the front from any application on his system by pressing F2.When brought to the front, the IV type field will also get focus.[Note – the shortcut can change if necessary]

!

Matching FieldsThe suggestions display a list of CUSIPs, but the search box accepts and matches against any of the following fields: CUSIP Program CUSIP Issuer Name (long or short) Bloomberg Ticker

!

Keyboard Search Item SelectionAfter the user types in a field and the suggested search menu appears, he can use the arrow keys to enter the search results menu and highlight a selection. Pressing tab or enter will activate the selection.

1

1

Toolbar Item MenuWhen the viewable area is too small, the standard toolbar menu is used as shown here.

2

4

Inverted MenusWhen the launcher window is at the bottom of the screen, the suggested search menus and message box appear above the field instead of below.

4

3

App Launcher MenuContains links to any application that’s currently launched from the Excel notebooks. The search suggestions match application names as the user types. Can be configured in the settings.

3

2

B

B

Page 40: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Custom Data for TD Page 5 of 9

TradingVision | Launcher UI Design

For Repo Traders OnlyThe suggested search results display additional fields for TD only

!

Issuer Guideline Room IndustryCFTAX Div. Room

CCCF Div. Room

CFTAX 5% Room

CCCF5% Room

Max Room

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

LOREM 5,000 DB 5.00% 4.00% 1,400 600 2,000

More...

Issuer Room DataSearch suggestions shows matching TD issuers and corresponding room data as shown

1

1

Page 41: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Launcher Mode Page 6 of 9

TradingVision | Launcher UI Design

2

Split ButtonsIf the user simply clicks the B button, a TV ticket is opened. If they click the arrow portion of the button, they can select a platform on which to open the ticket. If they select a 3rd party platform, a ticket is opened on that platform and a TV ticket is saved in the background.

1

B

Trading Vision

TradeWeb

BOOM

FIT

Market Access

1

95840R344CD5

3

IV Type Suggested Search MenuA menu of suggested search matches appears as soon as the user type a single character into the IV type field. The suggests are updated dynamically as the user types

2

CUSIP Suggested Search MenuA menu of suggested search matches appears as soon as the user type two or more characters into the IV type field. The suggests are updated dynamically as the user types

The search results should be pre-filtered by the trader’s desk.

3

4

CUSIP More LinksOnly the top 5 search matches for CUSIP and top 10 matches Issuer/Program are displayed. To display all matches for Issuer/Program, the user can click the More link. This will expand the Issuer/Program section only to show ALL matching Issuer/Programs. The dropdown will scroll if necessary.

4

IV Type DetectionWhen the user enters a valid CUSIP or program, the IV type is automatically populated.

5

95840R344CP

IV Type Mismatch WarningIf the user enters a CUSIP and subsequently changes the IV type to a value that does not match the CUSIP, the IV type field is bordered yellow.

This does not prevent opening a ticket, however - the CUSIP field overrides the IV type.

6

6

Page 42: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Mini Ticket Mode Page 7 of 9

TradingVision | Launcher UI Design

IV Type Issuer/DescriptionCUSIPs CD Lorem Ispum

9BMMBHS04 CD Lorem IspumABC123FG0 BN Lorem IspumBD045OF05 YCD Lorem IspumBGH84KSL9 CP Lorem IspumBD0LI435J CP Lorem Ispum

Issuers/ProgramsABCBOS Bank of SomeplaceOBH Other Bank HereBG0045 CP Lorem IspumBHF775 CP Lorem Ispum

TradesABC123FG0 BN Lorem Ispum .22 2,300BGH84KSL9 CD Lorem Ispum .22 2,300

CP Borem Ispum .22 2,300Holdings

ABC123FG0 BN Lorem Ispum .22 2,300BGH84KSL9 CD Lorem Ispum .22 2,300BGH84KSL9 CP Borem Ispum .22 2,300

CUSIP SuggestionsTrades and Holdings matches are shown when in Mini Ticket mode

4

Price/Yield Field Price and Par are assumed to be in the

currency of the security Must accommodate negative yields Allow for entry of 32nds in 000-00 format Traders may choose a price type from the

adjoining price type type ahead.

1

Ticket Type FieldIn this case, the suggested search returns a fixed menu of options. Default value for the field is “Buy”. As soon as any value is entered into this field, the selection dropdown will appear.

5

4

1 2 3

Save ButtonSave is default button – if the user presses enter, the save button is activated

2

5

Open ButtonOpen button is a split button that allows the user to choose a platform on which to open the ticket – just like the B and S buttons in Launcher mode

3

DLR1 Dealer Name DTC #XDLR Dealer Name DTC #DQEB Dealer Name DTC #BFRJ Dealer Name DTC #LORM Dealer Name DTC #

8

7

Par AmountValue is in 1,000s

7

Dealer suggestions menuContains dealer abbreviation, Dealer Name and DTC #

8

BuySellInterfundRollTender

6

Inapplicable Ticket TypesIf the IV type is not CP or TECP, the Roll and Tender types are grayed out

If the user selected an inapplicable IV type before choosing the IV type (e.g. selected “Tender” and then specified an IV type of BN), then the Ticket Type field will be bordered in red when the IV type is entered. (See Validation)

6

After a valid Save or Open action is taken, the fields reset to default.

!

B Bill/DiscountsC CD YieldD DecimalT Thirty-SecondsY Bond Yield

Page 43: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Validation Page 8 of 9

TradingVision | Launcher UI Design

CD 95840R344

Format ValidationCheck for the following field formats:

CUSIP Field 6 or 9 digits, letters and numbers (CUSIP) 7 digits, numbers only (SEDOL) 12 digits, letters and numbers ISIN

PAR Field Numbers only

Price Field Numbers only

If any of the above field have an invalid entry, the field is bordered in red as shown here for IV type and CUSIP.

!

Saving Trades (Mini Ticket)User can not save a trade without a valid CUSIP

!

General (Launcher or Mini Ticket Modes)

Minimum Requirements – Launcher ModeUser must enter an IV type OR a valid value in the CUSIP field. If not, the B and S buttons do nothing.

!

Minimum Requirements – Mini Ticket ModeTo Open or Save a ticket, the user must enter an IV type OR a valid value in the CUSIP field AND a ticket type (Buy, Sell, etc.). If not, the Save and Open buttons do nothing.

All other fields are optional.

!

CX

CD 95840R344

95840R344 CD 95840R344

Invalid IV TypeIf the user types and invalid IV type, the box is bordered in red as shown. The action buttons (B, S, Open, Save) do not do anything

1 Invalid CUSIPWhen the user presses enter or tab in the CUSIP field, the system should verify that the CUSIP is for a valid security or known program. If not, the box is bordered in red as shown. The action buttons (B, S, Open, Save) do not do anything.

For an invalid CUSIP, a message box is displayed asking the user if they would like to email DMS.

2 IV Type Mismatch WarningIf the user enters a CUSIP and subsequently changes the IV type to a value that does not match the CUSIP, the IV type field is bordered yellow.

This does not prevent opening a ticket, however - the CUSIP field overrides the IV type.

3

Inactive ButtonsIf any field is red, the B, S, Save, and Open buttons do nothing. They do not appear disabled, the simply do nothing.

!95840R344

DMS Setup If the user clicks Email DMS, an Outlook Email is opened with a formatted message requesting setup of the security.Contents of this email are TBD.

4 Message Box Location & FormatMessage is located in a rollover. Rollover content and messaging TBD

!

95840R344

Approved IndicatorIf the security is approved, the field is bordered in green

5

Email DMS

95840R344 Email DMS

Page 44: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

Settings Dialog Page 9 of 9

TradingVision | Launcher UI Design

Launcher Settings

Save Cancel

Appearance

CUSIP Search Results

Show CUSIPs

Show GP Approved List

Show Holdings (in Mini Ticket)

Show Trades (in Mini Ticket)

Trading Platforms

BOOM

TradeWeb

Lorem Ipsum

None

Application Quick Launch

Bloomberg DES

Horizon

MSM

Holdings Monitor

Trade History

Light Theme Dark Theme

This section changes Envision theme for the launcher.

This section allows the user to choose which applications may be launched with the quick launch buttons.

If this list gets large (over 6), these options should be displayed in a scoll box like the supplemental content above

This section controls what is displayed in the suggestive search.

This section allows the user to choose which platforms in which the miniticket can initiate a trade.

Page 45: Scott Levine UX Portfolio 2013

                Data Management Services Workstation

Page 1 of 1Created by: Deborah Goodman

Intrepid Project: Release 4.0

Manage Requests Research MetaCenter Research Vendor Data

File

Maintain Code TablesMaintain Data

File HelpExternal Applications

Add New Entity

 Preview

Motorola, Inc.Search

Add Business Entity Data

Cancel

Add New Entity

Interaction Details:

- Upon user’s selection of “Add Business Entity” from the Add New Entity dropdown, brings up the “preview” tab.

- The “preview” tab is the same “tab template” that we have used for bringing up existing entities in the UI. We should be using this template to allow users to “build” a new Instrument and tradable entity in preview mode.

- If building an Instrument, the user must also build a primary tradable entity at the same time.

- FROM SCRATCH. If the user is adding a new instrument and tradable entity from scratch, the “Preview” tab should display as follows:

- Header area with instructional text, Instrument/Tradable Entity navigation, build and cancel buttons as shown.

- Instructional text is read only and is an indication to the user as to the steps they must follow to build an Instrument and Tradable Entity.

- Upon user’s click of “Build” button, immediately build the Business Entity and save any data that was entered manually by the user.

- Upon user’s click of Cancel, close dialog. Any data entered should not persist.

- Business Entity Navigation

- Display navigation using Envision’s third level tab style, allowing the user’s to switch between Instrument data and tradable entity data.

- “+” Tab Item

- should be available for users to add the variable subject areas. Once the user adds the subject area to the navigation bar, the subject area component should be available for user to add data.

- See subject area navigation wireframes for more details.

- Subject area navigation bar

- Display consistent subject areas only

- Do not display Edit and Save buttons in Preview mode.

- User can access the consistent subject areas by clicking on the them. Subject area selected should display below.

- Basic should be the default subject area that displays in the Preview tab.

- If the subject area is a form, display screen with attribute labels, dropdowns and fields with no values.

- If the field is required, display “Select Value” in the text field. If the field is optional, leave blank.

a

b

a

e

c

d

e

f

g

h

Please add the data for your business entity. Be sure to complete all applicable subject areas before moving forward. Build

db

c

h

Deactivation Date

Deleted Indicator

Next Fiscal Year End Year

Income Trust Type Code

Government Agency Code

Trust Type Code

Non Legal Entity Type Code

GENERAL MAINTENANCE

General Maintenance | Location | Approvals | Transitional

Fundamental Currency Code

BECO ID

Business Entity Short Description

Business Entity Long Description

Business Entity Type Description

Business Entity Type Code

Creation Date

Government Backed Indicator

Partnership Type Code

Domicile State Tax Exempt Indicator

Next Fiscal Year End Month

Revenue Source Code

Last Fiscal Year End Year

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

COMMENTS

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links | fg

Add Business EntityAdd Business Entity

Add FirmAdd Firm

Add InstrumentAdd Instrument

Add Portfolio

Bulk Upload

Portfolio  Report

Cancel

a

+

Page 46: Scott Levine UX Portfolio 2013

IST Workspace

Page 1 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

a

b

BARRG2 – BARRA GLOBAL

Trade Restriction

Interaction Details:

- To navigate to the Business Entity Alt IDs component, the user clicks on the “Alt IDs” button in the Subject Area navigation. Upon user’s click, display component below.

- Business Entity Alt IDs will be a consistent menu item in the subject area navigation. A user will not be able to add or delete this component.

- Display Business Entity Alt IDs in a grid with the column order shown here.

- Alt ID Scheme – include code and description

- Business Entity Alt ID

- Effective Date

- Expiration Date

- Provide toggle between 2 views – Current and Full-Historical.

- Current View

- Display current or in-effect Alt iDs.

- The user can expire an Alt ID in the current view.

- The user can’t edit the scheme, Alt ID or effective date.

- If a Alt ID is expired in the current view, upon save, the Alt ID data should be “moved” to display in the full-historical view.

- Sort in grid by Alt Id scheme code.

- User can delete a existing Alt ID in the current view.

- Source Update ID – this column should be available in the list of columns in the column chooser. This column should not be visible in the default view of the grid.

- If the user wants to view Source Update ID in the grid, they will select the column using the “Column Chooser” tool.

- Target Update Timestamp - this column should be available in the list of columns in the column chooser. This column should not be visible in the default view of the grid.

- If the user wants to view Target Update Timestamp in the grid, they will select the column using the “Column Chooser” tool.

  -

-

  -

cdefg

a

b c d e

f

g 1122USAT 02-Jan-1992

Page 47: Scott Levine UX Portfolio 2013

IST Workspace

Page 2 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

ab

USAMT11 07-Oct-2011

USAM10 15-Jan-2010USAM08 08-Jun-2007 14-Jan-2010

BARRG2 – BARRA GLOBALBARRG2 – BARRA GLOBALBARRG2 – BARRA GLOBAL

Business Entity

Interaction Details:

- To navigate to the Business Entity Alt IDs component, the user clicks on the “Alt IDs” button in the Subject Area navigation. Upon user’s click, display component below.

- Business Entity Alt IDs will be a consistent menu item in the subject area navigation. A user will not be able to add or delete this component.

- Display Business Entity Alt IDs in a grid with the column order shown here.

- Alt ID Scheme – include code and description

- Business Entity Alt ID

- Effective Date

- Expiration Date

- Provide toggle between 2 views – Current and Full-Historical.

- Full-Historical View – display all Alt Ids assigned to the Business Entity; in-effect, expired and future in-effect.

- Allow users to edit in Full-Historical view.

- Sort by Alt Id Scheme Code, then by effective date with null expiration date, then Future date, then inactive history.

- In the Full-Historical View user can edit the Alt ID, effective date and expiration date. Users can’t edit the Scheme.

- User can delete an existing Alt ID in the Full-Historical View.

  -

-

  -

b

a

Page 48: Scott Levine UX Portfolio 2013

IST Workspace

Page 3 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

USAMT11BARRG2 – BARRA GLOBAL

a b c d

Business Entity

Interaction Details:

- On this component:

- Alt ID Scheme is read only. It can not be updated.

- Business Entity ID - User can change an Business Entity Alt ID. Provide text field for user to enter value, except for CO ID which can’t be updated.

- Null is not a valid value.

- Effective Date - User can change the effective date to a date in the past, current or future.

- The date can’t be null.

- Expiration Date - User can change the expiration date. Upon click into field, display current system date minus 1.

- The date can be null.

- The date can’t be less than or equal to effective date.

- Date Format is dd -month abbreviation – yyyy. Month is a 3 letter abbreviation.

- Display calendar icon. Upon user’s click provide a date picker. Also, display a text field for user to enter date.

-

1122USAT 02-Jan-1992

ab

c

d

Page 49: Scott Levine UX Portfolio 2013

IST Workspace

Page 4 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

BARRG2 – BARRA GLOBAL dd-mon-yyyy1122USAT 02-Jan-1992

Identifier entered is not a valid ID type. Please enter a valid value.

Business Entity

Interaction Details:

- Business Entity ID -

- Allow user to edit a row. Once user has clicked out of row, display error messages, if any. Use error icon as shown here and display message in a tool tip.

- Null is not a valid value.

- <name of field> is a required field. Please provide this information.

- Invalid value.

- When user enters an invalid value (refer to use case for system violations) display message “Identifier entered is not a valid <ID type>. Please enter a valid value.

- Effective Date

- The date can’t be null.

- <name of field> is a required field. Please provide this information.

- Expiration Date

- The date can’t be less than or equal to effective date. When user enters an invalid date, display message.

- “The expiration date must be greater than the effective date.”

Page 50: Scott Levine UX Portfolio 2013

IST Workspace

Page 5 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

SDL – Sedol Identifier 20-Jun-2011B4T0YL7 15-Jun-2011

Business Entity

Interaction Details:

- Expiration Date -

- When user clicks into expiration date field, display default expiration date – set to current system date minus 1

- If user wants to change the expiration date from the default to another date, user can select another date by choosing from the date picker or typing into the field.

- The date can be null.

- The date can’t be less than or equal to effective date.

- Date Format is dd -month abbreviation – yyyy. Month is a 3 letter abbreviation.

- Display calendar icon. Upon user’s click provide a date picker. Also, display a text field for user to enter date. All dates are based/display on GMT time.

- User can expire an Alt ID in the current and Full-Historical View

- User can also use the right click menu to expire a row.

Delete Row

Expire Row

Page 51: Scott Levine UX Portfolio 2013

IST Workspace

Page 6 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Target Update TimestampSource Update ID

Business Entity Alt IDs

- Source Update ID column

- Target Update Timestamp column

Interaction Details:

- Do not display the following columns in a typical grid display;

-

-

-

-

- Instead, provide these columns as a choice in the list of columns to display in the grid “Column Chooser” tool.

- If a user wants to view source data, he can use the column chooser to add these columns to the grid view.

- If the user wants to remove the source data from view, he can use the column chooser to remove the columns from the grid view.

- User can access the Column Chooser tool by right clicking on any column header.

- Any changes to the grid view are not persistent. If the user leaves this component, return to grid default view.

Page 52: Scott Levine UX Portfolio 2013

IST Workspace

Page 7 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

RIC - Reuters RIC Code Identifier THLN.OQ 15-Jan-2011

Edit Effective Date in grid with selection from date picker.

Business Entity Scenario

Manual Entry by User to Update Business Entity Alt ID Effective Date (no previous Alt ID exists)

Interaction Details:

- User changes effective date of an active or “in-effect” Alt ID.

- No expired Alt IDs exist.

- Example here shows user’s edit of the effective date to a past date of 15- Jan – 2011. (original effective date was 15-Jun-2011.

Page 53: Scott Levine UX Portfolio 2013

IST Workspace

Page 8 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

RIC - Reuters RIC Code Identifier THLN.OQ 15-Jan-2011

Edit Effective Date in grid with selection from date picker.

Business Entity Scenario

Manual Entry by User to Update Business Entity Alt ID Effective Date (no previous Alt ID exists)

Interaction Details:

- User changes effective date of an active or “in-effect” Alt ID.

- An expired Alt IDs exists but no date overlap between expiration date of old ID and effective date of new ID.

- Example here shows user’s edit of the effective date to a past date of 15- Jan – 2011. (original effective date was 15-Jun-2011.

- System checks for overlap between new effective date and expiration date of previous expired Alt ID. No message is displayed because there is no overlap.

- Previous date and new date display in the historical view.

Page 54: Scott Levine UX Portfolio 2013

IST Workspace

Page 9 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

RIC - Reuters RIC Code Identifier THLN.OQ 15-Jan-2011

RIC - Reuters RIC Code Identifier THLND.OQ 20-Apr-2009 10-Dec-2010

Page 55: Scott Levine UX Portfolio 2013

IST Workspace

Page 10 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

RIC - Reuters RIC Code Identifier THLN.OQ 08-Dec-2010

User attempts to edit Effective Date in grid. Edit is not allowed and user is presented with error icon and message.

The date you have selected overlaps with the expiration date of an expired Identifier. Select an effective date greater than the expiration date.

Business Entity Scenario

Manual Entry by User to Update Business Entity Alt ID Effective Date (previous Alt ID date overlap)

Interaction Details:

- User attempts to change the current effective date of an active or “in-effect” Alt ID with a date that overlaps with the expiration date of an expired identifier.

- Example here shows user’s edit of the effective date from 15-Jun-2011 to 08-Dec-2010.

- System checks for overlap between new effective date and expiration date, finds the overlap and does not allow the update.

- A error icon and message is presented to the user.

Page 56: Scott Levine UX Portfolio 2013

IST Workspace

Page 11 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

RIC - Reuters RIC Code Identifier THLN.OQ 15-Jun-2011RIC - Reuters RIC Code Identifier THLND.OQ 20-Apr-2009 10-Dec-2010

Page 57: Scott Levine UX Portfolio 2013

IST Workspace

Page 12 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Business Entity Scenario

Manual Entry by User to Update Business Entity Alt ID Effective Date to a future date.

Interaction Details:

- User changes the current effective (future) date of an future In-effect” Alt ID.

- Example here shows user’s edit of the effective date from 07-Nov-2011 to 07-Oct-2011.

- System checks for date overlap. No overlap found. No message displayed.

-

USAMT11 07-Oct-2011BARRG2 – BARRA GLOBAL

User edits a Future effective Date in grid.

Page 58: Scott Levine UX Portfolio 2013

IST Workspace

Page 13 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

USAMT11 07-Oct-2011BARRG2 – BARRA GLOBAL

User changes this Future effective Date in grid to today’s (current) date. User can also change today’s (current) date to a future date.

Business Entity Scenario

Manual Entry by User to Update Business Entity Alt ID Effective Date

Current date to a future date

Future date to the current date

Interaction Details:

- User changes the current effective date to a future In-effect” Alt ID.

- User can also change a future date to the current date.

- System checks for date overlap. No overlap found. No message displayed.

-

Page 59: Scott Levine UX Portfolio 2013

IST Workspace

Page 14 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

RIC - Reuters RIC Code Identifier THLND.OQ 10-Apr-2010

Business Entity Scenario

Manual Entry by User to Delete Business Entity Alt ID row.

Interaction Details:

- To delete a row, User right clicks on the row. A menu containing “Delete Row” displays. Upon user’s click of this menu item, display “Are you sure you want to delete this record?” message. If user selects “Yes”, delete record from the database. If user selects “No” data should remain in grid as is.

- User can delete an Alt ID record row in the Current and Full-Historical View

- Exception – can not delete CO ID.

Delete Row

Expire Row

IST Workspace

Are you sure you want to delete this record?

Yes No

a

a

Page 60: Scott Levine UX Portfolio 2013

IST Workspace

Page 15 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Business Entity

Manual Add by User for Business Entity Alt ID

Interaction Details:

- On this component:

- Upon click of the “Add New ID” button, display a new row at the top of the grid.

- Provide user with the ability to add:

- Alt ID Scheme - Display all available values in a dropdown menu for user selection. Display user’s selection in cell.

- Always display code and description in dropdown menu. Display code - description in text field after user has made a selection.

- Business Entity ID – display text field for user to enter Tradble Entity ID value.

- Effective date – default to current system’s date upon display of new row in grid. User can change the date using the date picker to a date in the past or future.

- Expiration date - defaults to null. User can add a date (when user adds a date, system defaults to current system date minus 1). The date can’t be less than or equal to the effective date.

- Date Format is dd -month abbreviation – yyyy.

- Display calendar icon. Upon user’s click provide a date picker. Also, display a text field for user to enter date. All dates are based/display on GMT time.

-

-

-

- Scenario: When an Alt Id is being added (user or feed) with a current system date and an Alt ID of the same type exists as current “in effect”, the system should automatically expire current id being replaced. The expiration date should be current date minus 1.

e

d

c

b

a

edcb

RIC - Reuters RIC Code Identifier

CO ID - GRD CUSIP KeyRIC - Reuters RIC Code IdentifierSDL - SEDOL IdentifierBBC - Bloomberg Composite TickerBBT - Bloomberg Primary TickerBBN - Bloomberg NumberBBU - Bloomberg Unique IDBBTICK - Bloomberg TickerCO SYM - CO SymbolBARRG2 - Barra GlobalBARRUS - Barra USRICC - Reuters Consolidated RICTBD - New BBG Global Identifier

RIC - Reuters RIC Code Identifier

20-May-2011LROD.O

a

Page 61: Scott Levine UX Portfolio 2013

IST Workspace

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File Help

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External Applications

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Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

a

edcb

RIC - Reuters RIC Code Identifier

CO ID - GRD CUSIP KeyRIC - Reuters RIC Code IdentifierSDL - SEDOL IdentifierBBC - Bloomberg Composite TickerBBT - Bloomberg Primary TickerBBN - Bloomberg NumberBBU - Bloomberg Unique IDBBTICK - Bloomberg TickerCO SYM - CO SymbolBARRG2 - Barra GlobalBARRUS - Barra USRICC - Reuters Consolidated RICTBD - New BBG Global Identifier MSC - MSCI Index ID

BARRG2 – Barra Global

25-May-2011USAMT11

Business Entity

Manual Add by User of Future Effective Date for Business Entity Alt ID

Interaction Details:

- Upon click of the “Add New ID” button, display a new row at the top of the grid. Default to current date for effective date upon display of new row in grid.

- In this scenario:

- User selects Alt ID Scheme from all available values in a dropdown menu.

- Always display code and description in dropdown menu. Display code - description in text field after user has made a selection.

- User enters Business Entity ID – display text field for user to enter Tradble Entity ID value.

- User changes the effective date to a future date using the date picker. Effective date – defaults to current system’s date upon display of new row in grid.

- Expiration date - defaults to null.

- Date Format is dd -month abbreviation – yyyy.

- Display calendar icon. Upon user’s click provide a date picker. Also, display a text field for user to enter date. All dates are based/display on GMT time.

Page 62: Scott Levine UX Portfolio 2013

IST Workspace

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File Help

ExportCurrent Layout:

SaveCode Table Default

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External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Business Entity

To change an Alt Id, users will add a new alt id type and value and the system will expire the old alt ID of the same type)

Interaction Details:

- Upon click of the “Add New ID” button, display a new row at the top of the grid. Default to current date for effective date upon display of new row in grid.

- In this scenario:

- User selects Alt ID Scheme from all available values in a dropdown menu.

- Always display code and description in dropdown menu. Display code - description in text field after user has made a selection.

- User enters a new Business Entity ID – display text field for user to enter Tradble Entity ID value.

- User changes the effective date to a future date using the date picker. Effective date – defaults to current system’s date upon display of new row in grid.

- Expiration date - defaults to null.

- Date Format is dd -month abbreviation – yyyy.

- Display calendar icon. Upon user’s click provide a date picker. Also, display a text field for user to enter date. All dates are based/display on GMT time.

-

- System auto-expires the “previous” Business Entity Alt Id, of the same type, with an expiration date of the new ID effective date minus 1 day.

RIC - Reuters RIC Code Identifier

CO ID - GRD CUSIP KeyRIC - Reuters RIC Code IdentifierSDL - SEDOL IdentifierBBC - Bloomberg Composite TickerBBT - Bloomberg Primary TickerBBN - Bloomberg NumberBBU - Bloomberg Unique IDBBTICK - Bloomberg TickerCO SYM - CO SymbolBARRG2 - Barra GlobalBARRUS - Barra USRICC - Reuters Consolidated RICTBD - New BBG Global Identifier MSC - MSCI Index IDJPM - JP Morgan ID

20-May-2011NEW.N

RIC - Reuters RIC Code Identifier

Page 63: Scott Levine UX Portfolio 2013

IST Workspace

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Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

20-May-2011

NEW.NRIC - Reuters RIC Code IdentifierLROD.ORIC - Reuters RIC Code Identifier

14-Jun-201115-Jun-2011

Page 64: Scott Levine UX Portfolio 2013

IST Workspace

Page 19 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Business Entity

Change (Add and an edit) an Alt Id, same day and same type)

Interaction Details:

- Upon click of the “Add New ID” button, display a new row at the top of the grid. Default to current date for effective date upon display of new row in grid.

- In this scenario, user adds a new Alt ID:

- User selects Alt ID Scheme (SDL) from all available values in a dropdown menu.

- Always display code and description in dropdown menu. Display code - description in text field after user has made a selection.

- User enters a new Business Entity ID – display text field for user to enter Tradble Entity ID value.

- Effective date – defaults to current system’s date upon display of new row in grid.

- Expiration date - defaults to null.

- Date Format is dd -month abbreviation – yyyy.

- Display calendar icon. Upon user’s click provide a date picker. Also, display a text field for user to enter date. All dates are based/display on GMT time.

-

- User edits the same row that was just added during the same day.

- User edits the Business Entity Alt Id value

-

B4T0YL7 15-Jun-2011SDL - SEDOL Identifier

User updates Business Entity ID B074J63 that he just added this morning to B4T0YL7 this afternoon.

Page 65: Scott Levine UX Portfolio 2013

IST Workspace

Page 20 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Business Entity Scenario

Add Validations

Interaction Details:

- If User enters an identifier that already exists on a different entity (uniqueness violation), display the following message:

- “<ID type> already exists on another <entity type> <MDM entity ID>. Enter a unique identifier.”

- For example: CO ID already exists on Business Entity 773634.

- If user enters a null value or does not enter a value for a Business Entity Alt ID, display message:

- An Alt ID must be entered for this Business Entity. Enter a valid value.

- When user enters an invalid value for a Business Entity Alt ID (refer to use case for system violations) display message:

- “Identifier entered is not a valid <ID type>. Enter a valid value.

- When user enters an invalid date, display message.

- “The expiration date must be greater than the effective date.”

-

Page 66: Scott Levine UX Portfolio 2013

IST Workspace

Page 21 of 21Created by: Deborah Goodman

Intrepid Project: Release 4.0

File Help

ExportCurrent Layout:

SaveCode Table Default

Create

External Applications

Delete Export

Search  TE: Motorola, Inc.

* Indicates Required Field

Basic

Motorola, Inc.

Subject Areas: EDIT SAVE Add New Subject Area

Alt IDs Tradable Entity Link

Select Research Source

Select Client Code

Ratings

Select Reason Add a Comment…..[Text comment will be displayed here]

Clear

1122 CS Common Stock 1122 MOT 001055102 2026361 P Primary XNYS - New York Stock Exchange USD – US Dollar

TRADABLE ENTITY ID INSTRUMENT TYPE INSTRUMENT ID TICKER SYMBOL CO ID SEDOL GLOBAL DESIGNATION CODE MARKET EXCHANGE TRADING CURRENCY

Clear

Alt ID Scheme

Business Entity Alternate Identifiers

Drag a column header here to group by that column

Business Entity Alt ID Effective Date Expiration Date

Filter by..

Current View Full-Historical View

Manage Requests Research MetaCenter Research Vendor Data Maintain Code TablesMaintain Data

BE: BALTIMORE CNTY MD MTG…

BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

148581 M 059148 BUSINESS ENTITY ID BUSINESS ENTITIY TYPE BE CO ID

Add New Entity

Basic Alt IDs Comments Ratings | Sector Classification Contacts Entity Links Amount Outstanding | +

Page 67: Scott Levine UX Portfolio 2013

AT Balances – Margin Accounts

1

B

D E

Interaction Notes

Account Summary AreaReordered into subsections for Cash, Margin and Short.

C

A

B

C

D

E

A

Daily Mark to MarketDisplays mark to market value on short positions. Updated nightly. Req 7.1.4

Available to Trade Without Margin ImpactDisplays how much a customer can trade without creating a debit balance. Language subject to change. Updated Intraday. Req 7.1.3

Deposits Not Yet Available to WithdrawDisplays deposits made today that are subject to aging as well as the expected availability dates of previous deposits. If the topline value is $0.00, the heading will appear black and not be expandable. Values below only appear if they have balances. These balances always appear below the “available to withdraw” balances

NOTE: A pre-existing field titled “Uncollected deposits” listed under “Cash Available to Trade” will be removed.

Account equityDisplays how much equity the customer has in their margin account. Updated real-time. Formerly labeled “Margin Equity” The term below, Account Equity Percentage, is also edited (formerly labeled “Margin Equity Percentage). Req 7.1.1

Page 68: Scott Levine UX Portfolio 2013

AT Balances -

2

A

B

Interaction Notes

New/Coming Soon HeaderThis will be added to all effected pages as needed

Multiple Margin AccountsThe AT Balances will be added to Multiple Margin Accounts. The changes are the same as page 1 with the exception of the ADFA balances. ADFA balances will not appear on this screen.

A

B

Page 69: Scott Levine UX Portfolio 2013

AT Balances -

3

B

D

E

Interaction Notes

Account Summary AreaReordered into subsections for Cash, Margin and Short.

C

A

Daily Mark to MarketDisplays mark to market value on short positions. Updated nightly. Req 7.1.4

Available to Trade Without Margin ImpactDisplays how much a customer can trade without creating a debit balance. Language subject to change. Updated real-time. Req 7.1.3

Deposits Not Yet Available to WithdrawDisplays deposits made today that are subject to aging as well as the expected availability dates of previous deposits. If the topline value is $0.00, the heading will appear black and not be expandable. Values below only appear if they have balances.

NOTE: A pre-existing field titled “Uncollected deposits” listed under “Cash Available to Trade” will be removed.

Account equityDisplays how much equity the customer has in their margin account. Updated real-time. Formerly labeled “Margin Equity” The term below, Account Equity Percentage, is also edited (formerly labeled “Margin Equity Percentage). Req 7.1.1

B

A

C

D

E

iFrame

Page 70: Scott Levine UX Portfolio 2013

AT Balances -

4

Margin Calculator

A

B

Daily Mark to MarketDisplays mark to market value on short positions. Updated nightly. Req 7.1.4

Account equityDisplays how much equity the customer has in their margin account. Udated real-time. Formerly labeled “Margin Equity” The term below, Account Equity Percentage, is also edited (formerly labeled “Margin Equity Percentage). Req 7.1.1

A

B

Interaction Notes

Page 71: Scott Levine UX Portfolio 2013

AT Balances -

5

A Available to Trade Without Margin ImpactDisplays how much a customer can trade without creating a debit balance. Language subject to change. Updated real-time. Req 7.1.3

Interaction Notes

A

Page 72: Scott Levine UX Portfolio 2013

Cross Session Trading

A

B

D

Interaction NotesOrder Type Selection. Depending on the order type selected, additional fields may appear dynamically.

The Options in this dropdown are:Market OrderLimit OrderStop LossStop LimitTrailing Stop Loss ($)Trailing Stop Loss (%)Trailing Stop Limit ($)Trailing Stop Limit (%)

The dynamic fields appear as follows:

Trailing Stop/Trailing Limit ($ and %)Trail Amount text boxBased on dropdown

Stop LossStop text box

Limit OrderLimit text box

Stop LimitStop text boxLimit text box

Time In ForceContains the following options:DayGood ‘til CanceledFill or KillImmediate or CancelOn the OpenOn the Close

Today’s Extended Hours Ticket – Standard View

C

Today’s Extended Hours Ticket – Extended Hours View

A

B

C

D

Order Type Selection. Only limit orders are available

Time In ForceContains the following options:DayImmediate or Cance

Current State

Standard Ticket

A

B

1

Page 73: Scott Levine UX Portfolio 2013

Cross Session Trading

Suggested Future State – Only available to customers authorized for extended hours trading. Extended hours Radio Button is removed. Dropdown behavior is as follows:

8:00 pm – 9:28 am 9:28 am – 4:00 pm 4:00 pm – 8:00 pm

Order Type Selection.

The Options in this dropdown are:Market OrderLimit OrderStop LossStop LimitTrailing Stop Loss ($)Trailing Stop Loss (%)Trailing Stop Limit ($)Trailing Stop Limit (%)

Time In Force

Contains the following options:Extended Hours (Appears for Limit Orders Only)

Pre SessionPost SessionAll Sessions Today

Today’s SessionDayGood ‘til CanceledFill or KillImmediate or CancelOn the OpenOn the Close

A

B

A

B

Order Type Selection.

The Options in this dropdown are:Market OrderLimit OrderStop LossStop LimitTrailing Stop Loss ($)Trailing Stop Loss (%)Trailing Stop Limit ($)Trailing Stop Limit (%)

Time In Force

Contains the following options:Extended Hours (Appears for Limit Orders Only)

Post SessionCurrent and Post Session

Today’s SessionDayGood ‘til CanceledFill or KillImmediate or CancelOn the OpenOn the Close

C

D

C

D

Order Type Selection.

The Options in this dropdown are:Market OrderLimit OrderStop LossStop LimitTrailing Stop Loss ($)Trailing Stop Loss (%)Trailing Stop Limit ($)Trailing Stop Limit (%)

Time In Force

Contains the following options:Extended Hours (Appears for Limit Orders Only)

This Session

Tomorrow’s SessionDayGood ‘til CanceledFill or KillImmediate or CancelOn the OpenOn the Close

E

F

E

F

2

Page 74: Scott Levine UX Portfolio 2013

Cross Session Trading

Warning

Alert

You have selected an order type that is not available in Extended Hours Trading. We have changed the Time In

Force to “Day” for this order.

OK

X

Interaction NotesIn the event that a user selects an Order Type of “Limit”, and selects an Extended Trading option in the Time in Force dropdown, but then changes the Order Type to anything other than “Limit”, the Time in Force will change to “Day”, and the user will see a warning message alerting them to the change.

3

Page 75: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

1 Cover Page Page 1 of 3

Trade Ticket UI Vision

Blotter Information Design

Page 76: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

2 Information Design Page 2 of 3

Trade Ticket UI Vision

1

2

3

6

7

4

1 A checkmark icon designates a trade with no errors that has been accepted by the counterparty.

2 An error is designated by an error icon in a shaded pink cell. Rolling over the icon produces an informational rollover window. See Page 3.

3 An alert is designated by an alert icon. Rolling over the icon produces an informational rollover window. See Page 3.

4 In the event of a compliance error, the compliance cell for the errored trade is shaded pink. The text should appear Bold.

5 The Source column displays the trade system which originated the trade. Formatting is grid standard.

6 The buy or sell side of the trade is indicated by a red (sell) or green (buy) gradient with BUY or SELL in all caps, bold, white lettering, centered in cell.

5

7 The Status column shows trade status in standard format.

Page 77: Scott Levine UX Portfolio 2013

TradingVision User Interface Documentation Revised 3/3/2013

3 Error Rollover Page 3 of 3

Trade Ticket UI Vision

1

1 Rollovers have a red border if it designates a serious error. A list of errors is contained inside the rollover, each error having an error icon

Rollovers have a yellow border if it designates an alert. A list of alerts is contained inside the rollover, each alert having an alert icon.

Icons can be mixed if a single trade has both an error and an alert. The error formatting takes precedence if this is the case.

Page 78: Scott Levine UX Portfolio 2013

Non Delivery Team ProjectThe Future of Online BankingJune 22, 2012

Page 79: Scott Levine UX Portfolio 2013

2© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Online Banking Today

• Each bank has its own websiteo Customers need to remember different log ins for each vendor.

o There is no holistic view of the entire financial picture.

o Current mobile apps like Mint and FinanceWorks allow the uses to view their financial situation, but not to affect any changes.

o Customers need to purchase 3rd party software to manage their financial picture, but even that may not interface directly with institutions and most likely would not be available on a mobile device.

The result of this is that people interact with their finances less than they should due to the the sheer difficulty of seeing a complete picture.

Page 80: Scott Levine UX Portfolio 2013

3© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

In The Future

• Retail Banking and Investment Banking will remain divided from a business perspective, but to the consumer it will be seamless.o The consumer will have a holistic

view of their accounts.

o The consumer will have a single application where they can access everything from any account held by any bank or institution.

o The consumer will have this information available to them at any time and in any location.

o The Business’s only need the incoming and outgoing data to record transactions.

• The app will be available online, on mobile devices, and as a standalone desktop app. Basic features will be available on all platforms, though deeper features may be limited to standalone apps.

Page 81: Scott Levine UX Portfolio 2013

4© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

A Holistic View of All Accounts

• Users will be able to see all accounts both credits and debits held by any institution.

• Users will be able to transfer money from account to account even amongst separate institutions seamlessly.

Page 82: Scott Levine UX Portfolio 2013

5© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Account Access• Users will be able to drill into any individual account or group accounts by function, ie. Retirement,

college savings, money for bills, debts.

• Users will be able to apply goals and tracking to each account or groups of accounts, and drill out to see their overall financial picture.

• Users will be able to set rules for individual accounts.o Rules can include setting min/max account balance thresholds and distributing the excess funds to other

accounts.

Page 83: Scott Levine UX Portfolio 2013

6© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Retail Banking and Investing from the Same App

• Banks and Investment houses may be separated in terms of their business, but there is no need for the consumer to see the difference.

• A full featured app should include investment vehicle research as well as the ability to transfer money easily and seamlessly from a a savings account into a brokerage account. Alerts would warn the users of consequences or penalties as needed.

Page 84: Scott Levine UX Portfolio 2013

7© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Available on all Platforms

Page 85: Scott Levine UX Portfolio 2013

8© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Overview

Page 86: Scott Levine UX Portfolio 2013

9© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Accounts

Page 87: Scott Levine UX Portfolio 2013

10© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Accounts > Trends Detail

Page 88: Scott Levine UX Portfolio 2013

11© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Accounts > Trends Detail

Page 89: Scott Levine UX Portfolio 2013

12© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Accounts > Setting Rules

Page 90: Scott Levine UX Portfolio 2013

13© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Accounts > Setting Rules

Page 91: Scott Levine UX Portfolio 2013

14© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Goals

Page 92: Scott Levine UX Portfolio 2013

15© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Goals > Set Goals

Page 93: Scott Levine UX Portfolio 2013

16© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Title Screen

Page 94: Scott Levine UX Portfolio 2013

17© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Log In

Page 95: Scott Levine UX Portfolio 2013

18© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Accounts Settings

Page 96: Scott Levine UX Portfolio 2013

19© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Dashboard

Page 97: Scott Levine UX Portfolio 2013

20© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Account Overlay

Page 98: Scott Levine UX Portfolio 2013

21© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Transfer

Page 99: Scott Levine UX Portfolio 2013

22© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Goals

Page 100: Scott Levine UX Portfolio 2013

23© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL

Set New Goal

Page 101: Scott Levine UX Portfolio 2013

Account View - View OnlyProject: Document Mgt :

UX Document: v1.0

Date: Friday, July 08, 2011

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Account Step 2Project: Document Mgt Client:

UX Document: v1.0

Date: Friday, July 08, 2011

Management SystemPage 2 of 19

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Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code UncontributedMisc 1234

Report Code ContributedHoldings 1234

Report Code ContributedPool Package 1234

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

2

2

1

1

The action drop down gives the user a

choice of actions that can be applied prior

to completion. The actions available are:

Edit (checks out document)

Reject

Replace (checks out document)

If the document is checked out, the only

action would be to view (dropdown

disabled). Comments remain active even

if the document is checked out.

Documents are checked in through a

prompt when the user closes the native

viewer.

The info link brings up the report history

and content info.

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

3

The cancel button will bring up a pop

alerting the user that all changes will be

lost unless the user assigns the task to

another user.

Fact Check 1 Fact Check 2 Read Approved

Approved

Approved

SAVE

Action Comments

Comments

Task

Read

Action Comments

Comments

Task

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

3

Page 103: Scott Levine UX Portfolio 2013

Account Step 2 - Internal Reports OpenProject: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 3 of 19

zz

NEXTBACKCANCEL

Instructional text goes here. Instructional text goes here. Instructional text goes here.

Internal Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedMisc 1234

Report Code ContributedHoldings 1234 info

info

info

info

info

info

info

SAVE

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedTAILOR Letter 1234

Pool Packages

Report Code StatusReport Type ID

Other External Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code UncontributedMisc 1234

Report Code ContributedHoldings 1234

Report Code ContributedPool Package 1234

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Fact Check 1 Fact Check 2 Read Approved

Approved

Approved

Action Comments

Comments

Task

Read

Action Comments

Comments

Task

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

Page 104: Scott Levine UX Portfolio 2013

Document HistoryProject: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Sapient © 2011, Proprietary and Confidential Page 4 of 19

The Document History tab contains the versioning history and audit history for the document.

If a report does not require a workflow, it would not have an audit history section on this screen.

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > ACCT 1234 – THE HARTFORD BOND

NEXTBACK

NEXTBACK

Internal Reports

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedTAILOR Letter 1234

1 2

Complete

Task

Assign Next Task

CANCEL

Assignment Instructions

Assigned to Scott Cokely for Read

Pool Packages

Report Code StatusReport Type ID

Other External Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code UncontributedMisc 1234

Report Code ContributedHoldings 1234

Report Code ContributedPool Package 1234

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Fact Check 1 Fact Check 2 Read Approved

Approved

Approved

SAVE

Action Comments

Comments

Task

Read

Action Comments

Comments

Task

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

REPORT PROPERTIES

A brief summary description placed here. A brief summary description placed here. A brief summary

description placed here. A brief summary description placed here. A brief summary description placed here. A

brief summary description placed here.

Report InfoReport History

CLOSE

Version History

Date/Time

mm-dd-yyyy 00:00:00

mm-dd-yyyy 00:00:00

mm-dd-yyyy 00:00:00

mm-dd-yyyy 00:00:00

User

Joe Smith

Joe Smith

Joe Smith

-

Comments

Updated V3 to V4

Updated V2 to V3

Updated V1 to V2

Initial Contribution

Audit History

Date/Time

mm-dd-yyyy 00:00:00

mm-dd-yyyy 00:00:00

mm-dd-yyyy 00:00:00

mm-dd-yyyy 00:00:00

Action

Approved

Read

Fact Check 2

Fact Check 1

User

Joe Smith

Joe Smith

Joe Smith

Joe Smith

Comments

Updated V3 to V4

Updated V2 to V3

Updated V1 to V2

Initial Contribution

X

Page 105: Scott Levine UX Portfolio 2013

Document InfoClient: Wellington

Project: Wellington Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Sapient © 2011, Proprietary and Confidential Wellington | Document Management SystemPage 5 of 19

The properties link on each line item brings up the properties pop up. This popup has two tabbed area, one containing content info and the other containing document history. These popups are view only.

The Content Info tab displays all of the document attributes that are searchable for the document broken up into sections for Report Attributes and Client Attributes.

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > ACCT 1234 – THE HARTFORD BOND

NEXTBACK

NEXTBACK

Internal Reports

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedTAILOR Letter 1234

CANCEL

Assignment Instructions

Assigned to Scott Cokely for Read

Pool Packages

Report Code StatusReport Type ID

Other External Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code UncontributedMisc 1234

Report Code ContributedHoldings 1234

Report Code ContributedPool Package 1234

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Fact Check 1 Fact Check 2 Read Approved

Approved

Approved

SAVE

Action Comments

Comments

Task

Read

Action Comments

Comments

Task

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

1 2

Complete

Task

Assign Next Task

REPORT PROPERTIES X

A brief summary description placed here. A brief summary description placed here. A brief summary

description placed here. A brief summary description placed here. A brief summary description placed here. A

brief summary description placed here.

Report InfoReport History

REPORT ATTRIBUTES

CLIENT ATTRIBUTES

Reporting Level

Account [Name ] - 1234

Product Code

Pool Participant Effective Date

Report Type Holdings

Frequency

Due Date

Quarterly

10/17/10

10/27/10 Pool

Report Code

Account

Report Title Report Format PDFAcct 1234 Holdings

Organization

Region

Relationship Manager

Relationship

Relationship Team

IBM - 123456

[Name] - 123456

Joe Smith

USA

CLOSE

Page 106: Scott Levine UX Portfolio 2013

Replace DocumentProject: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 6 of 19

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > ACCT 1234 – THE HARTFORD BOND

NEXTBACK

NEXTBACK

Internal Reports

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedTAILOR Letter 1234

CANCEL

Assignment Instructions

Assigned to Scott Cokely for Read

Pool Packages

Report Code StatusReport Type ID

Other External Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code UncontributedMisc 1234

Report Code ContributedHoldings 1234

Report Code ContributedPool Package 1234

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Fact Check 1 Fact Check 2 Read Approved

Approved

Approved

SAVE

Action Comments

Comments

Task

Read

Action Comments

Comments

Task

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

1 2

Complete

Task

Assign Next Task

Using the replace action for any report brings up the replace report dialog. A replaced report contains all the same attributes as the original report. A space for comments is provided.

BROWSE

The cancel button resets the dropdown that launched the popup. The user will have to reselect replace to see this pop again.

1

Replace Document X

A brief summary description placed here. A brief summary description placed here.

A brief summary description placed here. A brief summary description placed here. A

brief summary description placed here. A brief summary description placed here.

File Path:

CANCEL SAVE

Display Name:

1

BROWSE

Page 107: Scott Levine UX Portfolio 2013

Add DocumentProject: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 7 of 19

In a situation where there is a miscellaneous placeholder, the user may add a report by using the “add” action in the placeholder. The document would inherit all the client attributes for the package. The report attributes would be derived from the report name, and document type. Attributes that cannot be derived may be entered in the dialog.

The cancel button resets the dropdown that launched the popup. The user will have to reselect replace to see this pop again.

1

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > ACCT 1234 – THE HARTFORD BOND

NEXTBACK

NEXTBACK

Internal Reports

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedTAILOR Letter 1234

CANCEL

Assignment Instructions

Assigned to Scott Cokely for Read

Pool Packages

Report Code StatusReport Type ID

Other External Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code UncontributedMisc 1234

Report Code ContributedHoldings 1234

Report Code ContributedPool Package 1234

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Info

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Fact Check 1 Fact Check 2 Read Approved

Approved

Approved

SAVE

Action Comments

Comments

Task

Read

Action Comments

Comments

Task

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

1 2

Complete

Task

Assign Next Task

Add Document X

A brief summary description placed here. A brief summary description placed here.

A brief summary description placed here. A brief summary description placed here. A

brief summary description placed here. A brief summary description placed here.

File Path:

CANCEL SAVE

Display Name:

BROWSE

1

Page 108: Scott Levine UX Portfolio 2013

Account Step 3Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 8 of 19

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > ACCT 1234 – THE HARTFORD BOND

1 2

Complete Task Assign Next

Task

SUBMITBACKCANCEL

SUBMITBACKCANCEL

Comments:

Assign Next Task

Add Comments

The third step in the process allows the user to assign the task to another user or approve the task.

1

2

3

The Task dropdown allows the user to approve, reject, or assign to another user via the assignment dropdown. The dropdown actions follow this table:

Assign for Fact Check 1Assign for Fact Check 2Assign For ReadApprove

If the user selected is “approve”, the assignee dropdown will grey out as no assignee is required.

User’s cannot approve an account unless all of the check boxes marked “Approved” for all of the reports in the account are checked. If a user selects this action, an error will pop up to alert the user that the action cannot be completed until all of the check boxes are checked.

The user selects the next user to work on the package using the Assign dropdown. The dropdown will be populated with the members of the account team as specified in AIM. The user may overwrite this by typing into the dropdown triggering a type ahead function that will allow the user to assign the task and role to any employee in the greater relationship team. When a user is assigned in this manner, they take on the assigned role regardless of their assignment in AIM. For example, a user could be an RA for an account but get assigned work as a CSA for a different account. In this case, RA would be acting as a CSA and would only have the CSA actions available to them when

they complete their task.

3 The comments section allows the team to leave comments about the account reports to other users. These comments are stored with the account package. Comments may be deleted by the originator only.

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Characters Total: 500

Instructional text goes here. Instructional text goes here.

Report Code Report Type ID

Report Code TAILOR Letter 1234

Report Code Accumulations 1234

Report Code Holdings 1234

Report Code Pool Package 1234

Assign to Task Task Due Date

-SELECT-

-SELECT-

-SELECT-

-SELECT--SELECT-

-SELECT-

-SELECT-

-SELECT-

dd-mm-yyyy

dd-mm-yyyy

dd-mm-yyyy

dd-mm-yyyy

Apply to All21

Page 109: Scott Levine UX Portfolio 2013

Client Package Step 1Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 9 of 19

HOME DOCUMENTS

Home > The Hartford Q4 Package

Reports Requiring Review

Report Code StatusReport Type ID Checked Out By Fact Check 1 Fact Check 2 Read Approved

Accounts, Group and Portfolios

Account ID Status Assigned to

Highlights

Report Code StatusReport Type

Report Code ContributedAsset Allocation Overview

Report Code ContributedGlobal Economic Highlights

Report Code ContributedHoldings Authorization Form

Report Code ContributedHighlights

1234 In Progress Joe Smith

Report Code ContributedExec Summary 1234E Info

Info

Info

Info

Info

1234 In Progress Joe Smith

1234 In Progress Joe Smith

1234

Report Code Report Type Status Approved

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

BACK NEXT

BACK NEXT

1 2 3

Review

Package

Complete Task Assign Next Task

LOCK DELIVER

LOCK DELIVER

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

The Lock button is only active once all accounts and client level documents are approved. The Deliver button is only active once a package has been locked. Once locked, the Lock button changes to an Unlock button.

Task Due DateTask

Fact Check 2

Read

Approve

Mm/dd/yyyy

Mm/dd/yyyy

Mm/dd/yyyy

In Progress Joe Smith Read Mm/dd/yyyy

1

1

Page 110: Scott Levine UX Portfolio 2013

Client Package Step 1 (alternate)Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 10 of 19

HOME DOCUMENTS

Home > The Hartford Q4 Package

Reports Requiring Review

Report Code StatusReport Type ID Checked Out By Fact Check 1 Fact Check 2 Read Approved

Accounts, Group and Portfolios

Account ID Status Assigned to

Highlights

Report Code StatusReport Type

Report Code ContributedAsset Allocation Overview

Report Code ContributedGlobal Economic Highlights

Report Code ContributedHoldings Authorization Form

Report Code ContributedHighlights

1234 In Progress Joe Smith

Report Code ContributedExec Summary 1234E Info

Info

Info

Info

Info

1234 In Progress Joe Smith

1234 In Progress Joe Smith

1234

Report Code Report Type Status Approved

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

BACK NEXT

1 2 3

Review

Package

Complete Task Assign Next Task

LOCK DELIVER

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Task Due DateTask

Fact Check 2

Read

Approve

Mm/dd/yyyy

Mm/dd/yyyy

Mm/dd/yyyy

In Progress Joe Smith Read Mm/dd/yyyy

ASSIGN

BACK NEXT LOCK DELIVERASSIGN

This layout allows the user to assign tasks from the Client Package View Screen.

Page 111: Scott Levine UX Portfolio 2013

Client Package Step 2Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 11 of 19

zz

Welcome <John Smith>

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

NEXTBACK

NEXTBACK

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedExecutive Summary 1234

1 2 3

Review Package Complete

Task

Assign Next Task

CANCEL

CANCEL

Instructional text goes here. Instructional text goes here.

Info

info

HOME DOCUMENTS

Home > The Hartford Q4 Package

Internal Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedMisc 1234

Report Code ContributedHoldings 1234

Info

info

info

info

info

info

info

info

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Action Comments

Comments

Task

Read

Fact Check 1 Fact Check 2 Read Approved

Page 112: Scott Levine UX Portfolio 2013

Client Package Step 3Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 12 of 19

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

1 2 3

Review Package Complete Task Assign Next

Task

SUBMITBACKCANCEL

Comments:

Add Comments

Home > The Hartford Q4 Package

SUBMITBACKCANCEL

Advanced Search

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

If the “approve” task is complete, the assign dropdown will be read only and assigned to the package owner with the task of “lock and deliver”.

1

Report Code Report Type ID

Report Code Executive Summary 1234

Assign to Task Task Due Date

-SELECT--SELECT- dd-mm-yyyy

Apply to All

Assign Next Task

Instructional text goes here. Instructional text goes here.

Page 113: Scott Levine UX Portfolio 2013

Pool Package Step 2Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 13 of 19

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > WTC Pool 1234

NEXTBACK

NEXT

Task Due Date: <mm/dd/yyyy>Assigned to: Scott Cokely1 2

Complete

Task

Assign Next Task

Instructional text goes here. Instructional text goes here.

Other External Reports

Report Code StatusReport Type ID

Report Code ContributedAccumulations 1234

Report Code ContributedSummary 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedAccumulations 1234

Report Code ContributedMisc 1234

Report Code ContributedHoldings 1234

Info

info

info

info

info

info

info

info

BACK

Advanced Search

Action Comments

Comments

Comments

Comments

Comments

Comments

Comments

Comments

Task

Approve

Approve

Approved

Reports Requiring Fact Check

Report Code StatusReport Type ID

Report Code ContributedTAILOR Letter 1234

Info

Info

Fact Check 1 Fact Check 2 Read Approved Action Comments

Comments

Task

Read

Page 114: Scott Levine UX Portfolio 2013

Pool Package Step 3Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 14 of 19

zz

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

1 2

Complete Task Assign Next

Task

Comments:

Add Comments

Task Due Date: <mm/dd/yyyy>Assigned to: Scott Cokely

Home > WTC Pool 1234

SUBMITBACKCANCEL

SUBMITBACKCANCEL

Advanced Search

Assign Next Task

Instructional text goes here. Instructional text goes here.

Report Code Report Type ID

Report Code TAILOR Letter 1234

Report Code Accumulations 1234

Report Code Holdings 1234

Report Code Pool Package 1234

Assign to Task Task Due Date

-SELECT-

-SELECT-

-SELECT-

-SELECT--SELECT-

-SELECT-

-SELECT-

-SELECT-

dd-mm-yyyy

dd-mm-yyyy

dd-mm-yyyy

dd-mm-yyyy

Apply to All

Page 115: Scott Levine UX Portfolio 2013

Finalize PackageProject: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 15 of 19

The finalize package dialog lets the user rearrange the reports within the package to suit their client’s preference. This is the master arrangement. Recipients may have their packages customized as well through the customize package dialog.

The user uses the arrows on the right side of the popup to move each section. Only entire sections can be moved. The user may not rearrange individual reports within a section or take reports out of a section and put them in another section.

The ENTIRE account section is considered one section. Accounts may be reordered within it.

The “Generate Pdf” button creates the master pdf that will be used in all delivered packages that are not further customized.

HOME DOCUMENTS

Home > The Hartford Q4 Package

Reports Requiring Review

Report Code StatusReport Type ID Checked Out By Fact Check 1 Fact Check 2 Read Approved

Accounts, Group and Portfolios

Account ID Status Assigned to

Highlights

Report Code StatusReport Type

Report Code ContributedAsset Allocation Overview

Report Code ContributedGlobal Economic Highlights

Report Code ContributedHoldings Authorization Form

Report Code ContributedHighlights

1234 In Progress Joe Smith

Report Code ContributedExec Summary 1234E Info

Info

Info

Info

Info

1234 In Progress Joe Smith

1234 In Progress Joe Smith

1234

Report Code Report Type Status Approved

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

Report Code Report Type Contributed

BACK NEXT

BACK NEXT

1 2 3

Review

Package

Complete Task Assign Next Task

LOCK DELIVER

LOCK DELIVER

Task Due Date: <mm/dd/yyyy>Assigned to:

Package Owner: Package Due Date: <mm/dd/yyyy>

Scott Cokely

Lara Scott

Task Due DateTask

Fact Check 2

Read

Approve

Mm/dd/yyyy

Mm/dd/yyyy

Mm/dd/yyyy

In Progress Joe Smith Read Mm/dd/yyyy

1

FINALIZE PACKAGE THE HARTFORD Q4 X

A brief summary description placed here. A brief summary description placed here. A brief summary

description placed here. A brief summary description placed here. A brief summary description placed here. A

brief summary description placed here.

1234

ReportTab Name Account

TAILOR LETTER 1234

Fixed Income Rerport 1234

Accumulations 1234

Portfolio

1123445

Holdings 1234 1123445

CLIENT REPORTS

ACOUNTS, PORTFOLIOS AND GROUPS

HIGHLIGHTS

Portfolio 123456 Package 1234

4567

6574

7865

þ

þ

þ

þ

þ

þ

þ

Executive Summary

Report

þ

þ

þ

þ

þ

Executive Summary

Report

þ

þ

Executive Summaryþ

Executive Summaryþ

Executive Summaryþ

CANCEL RESET GENERATE PDF

Page 116: Scott Levine UX Portfolio 2013

Package Deliver 1Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 16 of 19

zz

Email Delivery Print Delivery InSite Delivery

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > WTC Pool 1234

Deliver

Email Text

Sender

Subject Hartford Q4 Reporting Package

Please find attached the monthly reporting package as of 31 March 2011 for the Massachusetts Audubon Society portfolio(s) under our management.

Please contact Jane Fernandez at 1-617-790-7161, if you have any questions regarding this information.

Regards,

CC

BCC

Browse

Browse

Signatory

Attachment: Hartford_Q4_2011.pdfreplace

Email Recipients

Receive CustomRecipient

Asset Allocation Overview

Global Economic Highlights

Holdings Authorization Form

Highlights

Customized Date

-

mm/dd/yyyy

-

-

þ

Custom Status

-

Ready for delivery

-

-

-

Deliver Custom

-

-

Email Settings ?

Customize Client Package

Due Date <mm/dd/yyyy>

The package delivery page is divided into three tabs to account for the three primary delivery methods for delivering packages. Each of these tabs has their own delivery button to execute the delivery and operates independently of the other sections.

The Recipients section allows the user to add and delete recipients, and begin the customization path for each recipient.

All users with checked check boxes to the left of their name will receive the default package. no package at all, the user will uncheck the check box.

If the user chooses to customize a package for an individual recipient, they would click on the receive custom checkbox which would uncheck the recipient checkbox and bring up a dialog to customize the recipients package. After the package is generated, a grayed out “Deliver Custom” button would appear for the recipient. The status of this package would read “Pending” When the pdf is ready, the status will change to “Ready for Delivery”, and the “Deliver Custom” button would be activated.

The Email Settings section allows the user to select the sender, CC and BCC’s, customize the subject line and message, and select a signatory line for the email.

The Sender drop down allows the user to select from their relationship team with the option to type ahead to select from anyone in GRG.

CC’s are selected from Wellington’s exchange address, but can be typed into to send to non-Wellington addresses.

The BCC can only be selected from Wellington addresses.

The body of the email is defaulted to Palintino 11 pt font. This cannot be changed. The use may delete the sample text and type their own email. Spell Check functionality is provided.

The signatory line allows the user to select their sign off from the following options:

NoneJob TitleCorporate TitleAll (Job and Corportate Title)

The titles are derived from the Sender that the user has selected above. If the user would like to use a different signature, they may select “None” and type their signature into the body of the email.

1

2

1

2

Advanced Search

Page 117: Scott Levine UX Portfolio 2013

Package Deliver 2Project:Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 17 of 19

zz

Email Delivery Print Delivery InSite Delivery

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > WTC Pool 1234

Deliver

Email Recipients

Receive CustomRecipient

Asset Allocation Overview

Global Economic Highlights

Holdings Authorization Form

Highlights

Customized Date

-

mm/dd/yyyy

-

-

þ

Custom Status

-

Ready for delivery

-

-

-

Deliver Custom

-

-

Print Settings ?

Hartford_Q4_2011.pdf

Package Document

replace

Bound Copies Unbound Copies

-SELECT--SELECT-

-SELECT--SELECT-

-SELECT--SELECT-

-SELECT--SELECT-

Customize Client Package

Due Date <mm/dd/yyyy>

The Recipients section allows the user to add and delete recipients, and begin the customization path for each recipient.

All users with checked check boxes to the left of their name will receive the default package. no package at all, the user will uncheck the check box.

For recipients that are not going to be sent a customized package, the user may specify how many bound or unbound reports a each recipient may receive.

The Recipients section allows the user to add and delete recipients, and begin the customization path for each recipient.

If the user chooses to customize a package for an individual recipient, they would click on the receive custom checkbox which would uncheck the recipient checkbox and bring up a dialog to customize the recipients package. After the package is generated, a grayed out “Deliver Custom” button would appear for the recipient. The status of this package would read “Pending” When the pdf is ready, the status will change to “Ready for Delivery”, and the “Deliver Custom” button would be activated.This screen shows a custom report that is pending completion.

The print settings section allows the user to see the actual document that will be printed as well as select to pick up any changes since the last print.

1

2

Advanced Search

Page 118: Scott Levine UX Portfolio 2013

Package Deliver 3Project: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 18 of 19

zz

Email Delivery Print Delivery InSite Delivery

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > WTC Pool 1234

Deliver

Insite Settings

Report NameReport Code

Holdings - Detail OnlyReport Code

Statistical Account Summary over TimeReport Code

Purchase and Sale Report – Summary OnlyReport Code

Holdings – Summary OnlyReport Code

Express Delivery

Yes

Yes

No

Yes

þ

Acct ID

1234

1234

1234

1234

Client

Yes

No

Yes

Yes

Transaction Report – Summary OnlyReport Code

Transaction Report – Detail OnluReport Code

Credit Quality Over Time ReportReport Code

Purchase and Sale Report – Detail OnlyReport Code Yes

Yes

No

Yes

þ

1234

1234

1234

1234

Yes

No

Yes

Yes

Holdings - Detail OnlyReport Code

Statistical Account Summary over TimeReport Code

Purhase and Sale Report – Summary OnlyReport Code

Holdings – Summary OnlyReport Code Yes

Yes

No

Yes

þ

4567

4567

4567

4567

Yes

No

Yes

Yes

Holdings - Detail OnlyReport Code

Statistical Account Summary over TimeReport Code

Purhase and Sale Report – Summary OnlyReport Code

Holdings – Summary OnlyReport Code Yes

Yes

No

Yes

þ

4567

4567

4567

4567

Yes

No

Yes

Yes

Customize Client Package

Due Date <mm/dd/yyyy>

The InSite tab allows the user to select which documents will be published to InSite. Only InSite eligible documents will appear in this dialog. The default setting for all documents would be to be delivered to InSite, but the user may choose to not deliver a particular document by unchecking the checkbox to the left of the document.Advanced Search

Page 119: Scott Levine UX Portfolio 2013

Add recipientProject: Document Mgt

UX Document: v1.0

Date: Friday, July 08, 2011

Page 19 of 19

zz

Email Delivery Print Delivery InSite Delivery

Welcome <John Smith>

HOME

<PORTAL HEADER/TITLE>

GOSearch: -:SAVED SEARCH:-

Admin | Product Portal | Helpful Links | Help

DOCUMENTS

Home > WTC Pool 1234

Deliver

Email Text

Sender

Subject Hartford Q4 Reporting Package

Please find attached the monthly reporting package as of 31 March 2011 for the Massachusetts Audubon Society portfolio(s) under our management.

Please contact Jane Fernandez at 1-617-790-7161, if you have any questions regarding this information.

Regards,

CC

BCC

Browse

Browse

Signatory

Attachment: Hartford_Q4_2011.pdfreplace

Email Recipients

Receive CustomRecipient

Asset Allocation Overview

Global Economic Highlights

Holdings Authorization Form

Highlights

Customized Date

-

mm/dd/yyyy

-

-

þ

Custom Status

-

Ready for delivery

-

-

-

Deliver Custom

-

-

Email Settings ?

Customize Client Package

Add Recipient X

A brief summary description placed here. A brief summary description placed here.

A brief summary description placed here. A brief summary description placed here. A

brief summary description placed here. A brief summary description placed here.

First Name:

CANCEL OK

Last Name:

ADD EXISTING CONTACT

ADD NEW CONTACT

Email Address:

Company:

-SELECT-

Adding a recipient is done through a simple dialog.

The dropdown allows the user to add a name of an existing contact through the Pivotal database. Once added, the information will populate the fields below. The user could also type a new contact into the fields.Advanced Search

Page 120: Scott Levine UX Portfolio 2013

Page 1 of 8Last modified: 4/15/2010 / SL

Modifications to RALS Page 4-way test - Control (Top of Page)

Objective

Currently our RAL page has UI which does not clearly communicate

tot he customer the need to take action: accept the order with or

wihtout RALs. There is an evidence that customers getting to the

RAL page in the payment flow see it as the order confirmation and

they drop-off from the site, or deviate from the payment flow. The

goal of the test is to call customer fo the action of clicking "next"

button on the RAL page with one of the options (without or with

RALs)

We should consider:

Message stating that the order is not confirmed and that

customer still has to make last step shall be VERY prominent

and eye-catching

The message should clearly state what exactly step has to be

made to confirm the order. For example: "Please PRESS the

CONFIRM button to place the order".

The Confirm button should contain "PLACE" or "CONFIRM" and

"ORDER" messaging and stay on the screen independently of

resolution

The RAL up-sell area shall have equal prominence and visibility

as it is now or better

Customer Goals

Business Goals

Understand that their order isn’t placeComplete their checkout.Add a desired product to their orderReview their order before they place it.Easily modify their order

Increase AOVPrevent DropoffReduce confusionCreate a strong call to actionPrimary goal for project is to create the strong call to action.Secondary goal is to address other customer behaviors.

Interaction Notes:

This is the top half of the existing design

Page 121: Scott Levine UX Portfolio 2013

Page 2 of 8Last modified: 4/15/2010 / SL

Modifications to RALS Page 4-way test - Control (Bottom of Page)

Interaction Notes:

This is the bottom half of the existing design

Page 122: Scott Levine UX Portfolio 2013

Page 3 of 8Last modified: 4/15/2010 / SL

Review and Place Your Order

Add to my Order

Your order will not be processed until you click the “Place Order” button below.

Place Order

B

C

E

F

Hurry for this great deal!D

Modifications to RALS Page 4-way test - Test 1 – New Layout

Interaction Notes:

The new layout takes out the multiple calls to action

and multiple cart areas and includes the following

features:

A

B

C

D

E

The page title is changed to indicate the purpose of

this page. COPY FPO

The callout is altered to specifically call out that the

user’s order has not been processed yet and will not

be processed until they click the “Place Order Button”

This area must be very prominent. Copy is FPO

Copy indicating that the RAL is a special offer is

added to the RAL section replacing the “Place Your

Order” from the original layout. Copy is FPO

The RAL offer is added with a checkbox. Selecting

the checkbox unhides the cart control containing the

user’s product as well as the RALS and hides the cart

control without the RALS.

A “Place Order” button is placed below the cart area.

continue to:If checked P.4

continue to:Confirmation Page

Place Order

By clicking the “Place Order” button you are agreeing to the pricing above and to our Terms and Conditions. Orders

may or not be changed or cancelled once placed.

A

G

F

G

The progress indicator is changed to indicate the

purpose of the page COPY FPO

The disclaimer text is changed to reflect the proper

button copy

Place Order

Page 123: Scott Levine UX Portfolio 2013

Page 4 of 8Last modified: 4/15/2010 / SL

Review and Place Your Order

Add to my Order

Your order will not be processed until you click the “Place Order” button below.

Hurry for this great deal!

Place Order

Modifications to RALS Page 4-way test - Test 1 – New Layout, RALS added to Order

A

A The RAL offer is added with a checkbox. Unselecting

the checkbox hides the cart control with the RALS

and unhides the cart control with the RALS

continue to:If unchecked P.3

continue to:Confirmation Page

Place Order

By clicking the “Place Order” button you are agreeing to the pricing above and to our Terms and Conditions. Orders

may or not be changed or cancelled once placed.

Place Order

Page 124: Scott Levine UX Portfolio 2013

Page 5 of 8Last modified: 4/15/2010 / SL

Review and Place Your Order

Add to my Order

Your order will not be processed until you click the “Place Order” button below.

Hurry for this great deal!

Place OrderEdit My OrderA

Modifications to RALS Page 4-way test - Test 2 – New Layout with Edit Order Link

A This test is the same as Test 1 with the addition of a

“Edit My Order” link which takes the user to the Cart.

Place Order

By clicking the “Place Order” button you are agreeing to the pricing above and to our Terms and Conditions. Orders

may or not be changed or cancelled once placed.

continue to:Cart

Place Order

Page 125: Scott Levine UX Portfolio 2013

Page 6 of 8Last modified: 4/15/2010 / SL

Review and Place Your Order

Add to my Order

Your order will not be processed until you click the “Place Order” button below.

Hurry for this great deal!

Place OrderEdit My OrderA

Modifications to RALS Page 4-way test - Test 2 – New Layout with Edit Order Link, RALS Added to Order

A This test is the same as Test 1 with the addition of a

“Edit My Order” link which takes the user to the Cart.

Place Order

By clicking the “Place Order” button you are agreeing to the pricing above and to our Terms and Conditions. Orders

may or not be changed or cancelled once placed.

continue to:Cart

Place Order

Page 126: Scott Levine UX Portfolio 2013

Page 7 of 8Last modified: 4/15/2010 / SL

Edit My OrderA

Modifications to RALS Page 4-way test - Test 3: Existing Layout with Edit Order Link (Top of Page)

A This test is the same as the control with the addition

of a “Edit My Order” link under each cart area which

takes the user to the Cart.

continue to:Cart

Page 127: Scott Levine UX Portfolio 2013

Page 8 of 8Last modified: 4/15/2010 / SL

Edit My OrderA

Modifications to RALS Page 4-way test - Test 3: Existing Layout with Edit Order Link (Bottom of Page)

A This test is the same as the control with the addition

of a “Edit My Order” link under each cart area which

takes the user to the Cart.

continue to:Cart

Page 128: Scott Levine UX Portfolio 2013

Page 1 of 4Last modified: 2/22/2010 / SL

Consumer KIFG I&A Gallery V1

Objective

Optimize the I&A gallery using ideas brought up

during a brainstorming session.

Ideas

Using links instead of icons

Making the color selector more prominent

Removing matching envelope callout

Customer goals

Get the invitations they want

Business goals

Increase click through

Increase CR

Next steps

Scott will create wireframes for 2 versions:

1. Existing Version with matching envelope and

pricing text removed. Matching envelope language

moved to the dynamic text area.

2. New version using options dropdown, and color

picker. Matching envelope language moved to the

dynamic text area.

AMatching Envelope language moved to the dynamic

text area of the page.

Matching Envelopes are available for all sets!A

Page 129: Scott Levine UX Portfolio 2013

Page 2 of 4Last modified: 2/22/2010 / SL

Consumer KIFG I&A Gallery V2

Matching Envelopes are available for all sets!

B

A

DC

AMatching Envelope language moved to the dynamic

text area of the page.

BView Larger Icon and Options dropdown replace the

series of icons. This is the same as most other

product galleries.

CA color picker is added to products which have

multiple color variations. The colored squares match

the color variations. This color picker behaves in the

following way:

On Rollover – Live preview image changes to the

color that is being rolled over. Outline is thickened

to provide visual affordance of selection.

On Rollout – Live preview image returns to the

default state.

On Release - Live preview stays on the color

clicked. If the larger preview is selected after a color

is selected, the larger preview will be of that color

combination. Outline remains thick for visual

affordance.

DBookmark and Matching set options are moved to

the options dropdown, as in other product galleries.

Both icons and text are used to identify links.

Page 130: Scott Levine UX Portfolio 2013

Page 3 of 4Last modified: 2/22/2010 / SL

Consumer KIFG I&A Gallery V3

Matching Envelopes are available for all sets!

B

A

DC

AMatching Envelope language moved to the dynamic

text area of the page.

BView Larger Icon and Options dropdown replace the

series of icons. This is the same as most other

product galleries.

C

DBookmark and Matching set options are moved to

the options dropdown, as in other product galleries.

Both icons and text are used to identify links.

More Colors More Colors

More ColorsMore ColorsMore Colors

The color icon is moved below the product and a

“More Colors” link is added. The link and Icon use

the same behavior as the current gallery. P.4

continue to:Color Pop (p.4)

Page 131: Scott Levine UX Portfolio 2013

Page 4 of 4Last modified: 2/22/2010 / SL

Consumer KIFG I&A Gallery V3 - Pop

Matching Envelopes are available for all sets!

More Colors More Colors

More ColorsMore ColorsMore Colors

A

AColor picker popup. Note: currently this feature

does not include a screen on the background. It

probably should as a best practice for visibility.

Page 132: Scott Levine UX Portfolio 2013

Page 1 of 3Last modified: 3/31/2010 / SL

Mutli-Variant Multi-Product Page Skeleton-Primary Variation Only.

Objectives:

Create a new template for product pages with multiple product

variations. Pages effected include:

Photobooks - http://www.vistaprint.com/flip-photobooks.aspx

Calendars - http://www.vistaprint.com/personalized-

calendars.aspx?xnav=LeftItem&xnid=PromotionEvents&dng=11

41733

T-shirts (as with addition of ladies they are 3 product variations):

http://www.vistaprint.com/t-shirts-multi-

product.aspx?xnav=LeftItem&xnid=PromotionEvents&dng=1141

733

Magnets: http://www.vistaprint.com/custom-magnets-multi.aspx

Flyer page: http://www.vistaprint.com/

flyers.aspx?xnav=LeftItem&xnid=MarketingSignage&dng=11417

20

holiday cards: http://www.vistaprint.com/holiday-christmas-

cards.aspx?xnav=LeftItem&xnid=InvitationsAnnouncements&dn

g=1142051

Tote bags: http://www.vistaprint.com/tote-

bags.aspx?xnav=LeftItem&xnid=GiftsFun&dng=1142048

Business Goal:

Increase CR

Increase AOV

Expand Product Mix

Improve Usability

Customer Goal:

Compare products

select the product they want and quickly move to design it

Interaction Notes:

Each primary variant of a product will be represented as a tab on the

product page. Secondary variations are represented as individual

product listings beneath the tab.

This design shows a product set with 5 primary variations and no

secondary variation on the product selected. Most Products will use

this design.

Icon

4"x6" Photo Flip Books 5"x7" Photo Flip Books 8"x8" Photo Books 8"x11" Photo Books 12"x12" Photo Books

Icon Icon Icon Icon

Multiproduct Photo Flip Book/Photobook Image

Details and Pricing

continue to:Gallery

continue to:Photo Flip Books Single Product Page

Page 133: Scott Levine UX Portfolio 2013

Page 2 of 3Last modified: 3/31/2010 / SL

Interaction Notes:

This design applies for all products where the design experience

happens offsite and there is no gallery for the users to go to. Currently

Photobooks are the only product of this type.

Mutli-Variant Multi-Product Page Skeleton-Secondary Variation, Offsite Design Experience

Icon

4"x6" Photo Flip Books 5"x7" Photo Flip Books 8"x8" Photo Books 8"x11" Photo Books

Icon Icon Icon Icon

Multiproduct Photo Flip Book/Photobook Image

12"x12" Photo Books

Details and Pricing

continue to:Design Experience

continue to:Design Experience

continue to:Photobooks Single Product Page

Page 134: Scott Levine UX Portfolio 2013

Page 3 of 3Last modified: 3/31/2010 / SL

Icon

Short Sleeve T-shirts Long Sleeve T-shirts Ladies T-Shirts

Icon Icon

Multiproduct Photo Flip Book/Photobook Image

Details and Pricing

Mutli-Variant Multi-Product Page T-shirts – Secondary Variation, Design Experience On-Site

Ladies T-shirt Image

Short Sleeve T-Shirt White

continue to:Short Sleeve T-shirt gallery with all designs in white

continue to:Short Sleeve T-shirt gallery with all designs in Black

Details and Pricing

continue to:Photobooks Single Product Page

Interaction Notes:

This design applies for all products where there are multiple secondary

variations and where the design experience happens onsite.

This design shows T-shirts with Primary Variations (Long sleeve, Short

sleeve, Ladies), and 2 secondary variations (color).

NOTE: T-shirts do not currently have a multiproduct page so copy

will need to be written for these products. THIS COPY IS FPO.

This will need to be done for any product which does not currently

have a multiproduct page. Products with a multiproduct page will

take copy and images directly from the multiproduct page.

Ladies T-shirt Image

Short Sleeve T-Shirt - Black

Starting at $XX.XX

With our fully customizable t-shirts, you’ll be

comfortable and look great – wherever you go.

Starting at $XX.XX

Make a statement with a black T-shirt and add

that personal touch with your photo or logo.

Page 135: Scott Levine UX Portfolio 2013
Page 136: Scott Levine UX Portfolio 2013
Page 137: Scott Levine UX Portfolio 2013
Page 138: Scott Levine UX Portfolio 2013
Page 139: Scott Levine UX Portfolio 2013
Page 140: Scott Levine UX Portfolio 2013
Page 141: Scott Levine UX Portfolio 2013
Page 142: Scott Levine UX Portfolio 2013
Page 143: Scott Levine UX Portfolio 2013

AAPL 26.16

SAMSUNG 26.16

FOXCONNIMG:LN 26.16

INTC

T 26.16

VZ 26.16

DIS 26.16

MSFT 26.16

GOOG 26.16

Competitors

Suppliers

Aluminium 26.16

Phosphorus 26.16

Zinc 26.16

Commodities

Suppliers / Competitors

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS 26.16

Board Members

AAPL 26.16

SAMSUNG 26.16

FOXCONNIMG:LN 26.16

INTC

T 26.16

VZ 26.16

DIS 26.16

MSFT 26.16

GOOG 26.16

Competitors

Suppliers

Aluminium 26.16

Phosphorus 26.16

Zinc 26.16

Commodities

Suppliers / Competitors

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS 26.16

Board Members

AAPL 26.16

SAMSUNG 26.16

FOXCONN

IMG:LN26.16

INTC

T 26.16

VZ 26.16

DIS 26.16

MSFT 26.16

GOOG 26.16

Competitors

Suppliers

Aluminium 26.16

Phosphorus 26.16

Zinc 26.16

Commodities

Suppliers / Competitors

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS 26.16

Board Members

Basic

with Intraday Performance (color)

with Performance (color) and market cap (size)

Page 144: Scott Levine UX Portfolio 2013

AAPL 26.16

SAMSUNG 26.16

FOXCONN

IMG:LN26.16

INTC

T 26.16

VZ 26.16

DIS 26.16

MSFT 26.16

GOOG 26.16

Competitors

Suppliers

Aluminium 26.16

Phosphorus 26.16

Zinc 26.16

Commodities

Suppliers / Competitors

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS 26.16

Board Members

View: Relationships

All Smith, BillHoldings: Top 5 Talk: Top 5 - Internal Owners: Top 5

Information Tech. Tech. Hardware Apple

This WeekThis Week

Russell 3000

Symbol Portf. %AssetsGOOG VFND1 0.73GOOG PFND2 0.32AAPL GFND3 0.23T VGFN2 0.11VZ VGFN6 0.04

Symbol Index Source LastAAPL - 2.3 WJM Lorem ipsum dolor sit..FOXCO... - 2.1 Vallue ... Amet consecatur do s...VZ +4.0 PRH Lorem ipsum dolor sit..INTC +0.5 Growth... Amet consecatur do s...T +1.1 HGF Lorem ipsum dolor sit..

Symbol Portfolio %Assets Perf.AAPL FND1 0.23 +0.23AAPL FND2 0.04 +5.44AAPL FND3 0.02 -0.02GOOG FND2 0.31 +2.11MSFT FND2 0.21 -1.20

Market Holdings NewsView:

AAPL26.16

FOXCONN

IMG:LN26.16

INTC

MSFT26.16

GOOG26.16

Competitors

Suppliers

Aluminium26.16

Phosphorus26.16

Zinc26.16

Commodities

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS26.16

Board Members

$XXX.XX

$XXX.XX

$XXX.XX

26.16

26.16

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

Page 145: Scott Levine UX Portfolio 2013

AAPL26.16

SAMSUNG26.16

FOXCONN

IMG:LN26.16

INTC

T26.16

VZ26.16

DIS26.16

MSFT26.16

GOOG26.16

Competitors

Suppliers

Aluminium26.16

Phosphorus26.16

Zinc26.16

Commodities

Suppliers / Comp

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS26.16

Board Members

with Performance (color) and market cap (size), prices, ratings, and collapsible categories.

$XXX.XX

$XXX.XX

$XXX.XX

26.16

26.16

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

Page 146: Scott Levine UX Portfolio 2013

View: Relationships

All Smith, BillHoldings: Top 5 Talk: Top 5 - Internal Owners: Top 5

Information Tech. Tech. Hardware Apple

This WeekThis Week

Russell 3000

Symbol Portf. %AssetsGOOG VFND1 0.73GOOG PFND2 0.32AAPL GFND3 0.23T VGFN2 0.11VZ VGFN6 0.04

Symbol Index Source LastAAPL - 2.3 WJM Lorem ipsum dolor sit..FOXCO... - 2.1 Vallue ... Amet consecatur do s...VZ +4.0 PRH Lorem ipsum dolor sit..INTC +0.5 Growth... Amet consecatur do s...T +1.1 HGF Lorem ipsum dolor sit..

Symbol Portfolio %Assets Perf.AAPL FND1 0.23 +0.23AAPL FND2 0.04 +5.44AAPL FND3 0.02 -0.02GOOG FND2 0.31 +2.11MSFT FND2 0.21 -1.20

Market Holdings NewsView:

AAPL26.16IMG:LN

26.16

INTC

MSFT26.16

GOOG26.16

Competitors

Suppliers

Aluminium26.16

Phosphorus26.16

Zinc26.16

Commodities

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

DIS26.16

Board Members

$XXX.XX

$XXX.XX 26.16

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

FOXCONN$XXX.XX 26.16

Page 147: Scott Levine UX Portfolio 2013

View: Relationships

All Smith, BillHoldings: Top 5 Talk: Top 5 - Internal Owners: Top 5

Information Tech. Tech. Hardware Apple

This WeekThis Week

Russell 3000

Symbol Portf. %AssetsGOOG VFND1 0.73GOOG PFND2 0.32AAPL GFND3 0.23T VGFN2 0.11VZ VGFN6 0.04

Symbol Index Source LastAAPL - 2.3 WJM Lorem ipsum dolor sit..FOXCO... - 2.1 Vallue ... Amet consecatur do s...VZ +4.0 PRH Lorem ipsum dolor sit..INTC +0.5 Growth... Amet consecatur do s...T +1.1 HGF Lorem ipsum dolor sit..

Symbol Portfolio %Assets Perf.AAPL FND1 0.23 +0.23AAPL FND2 0.04 +5.44AAPL FND3 0.02 -0.02GOOG FND2 0.31 +2.11MSFT FND2 0.21 -1.20

Market Holdings NewsView:

AAPL26.16

Competitors26.16

Customers

Lorem ipsum dolor sit amet...

Sed dolor nulla, dictum non...

News

Board Members

$XXX.XX

FOXCONN$XXX.XX 26.16

Aluminium

Phosphorus26.16

Zinc26.16

Commodities

$XXX.XX

$XXX.XX

$XXX.XX

Suppliers

Page 148: Scott Levine UX Portfolio 2013

View: Relationships

All Smith, BillHoldings: Top 5 Talk: Top 5 - Internal Owners: Top 5

Information Tech. Tech. Hardware Apple

This WeekThis Week

Russell 3000

Symbol Portf. %AssetsGOOG VFND1 0.73GOOG PFND2 0.32AAPL GFND3 0.23T VGFN2 0.11VZ VGFN6 0.04

Symbol Index Source LastAAPL - 2.3 WJM Lorem ipsum dolor sit..FOXCO... - 2.1 Vallue ... Amet consecatur do s...VZ +4.0 PRH Lorem ipsum dolor sit..INTC +0.5 Growth... Amet consecatur do s...T +1.1 HGF Lorem ipsum dolor sit..

Symbol Portfolio %Assets Perf.AAPL FND1 0.23 +0.23AAPL FND2 0.04 +5.44AAPL FND3 0.02 -0.02GOOG FND2 0.31 +2.11MSFT FND2 0.21 -1.20

Market Holdings NewsView:

AAPL26.16IMG:LN

26.16

INTC

MSFT26.16

GOOG26.16

Competitors

Suppliers

Aluminium26.16

Phosphorus26.16

Zinc26.16

Commodities

Customers

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Sed dolor nulla, dictum non...

News

DIS26.16

Board Members

$XXX.XX

$XXX.XX 26.16

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

$XXX.XX

FOXCONN$XXX.XX 26.16

IMG:LN

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