scott levine ux portfolio 2013
DESCRIPTION
This portfolio covers client work from 2009 - 2012. For older work, go to www.sdlevine.comTRANSCRIPT
TradingVision User Interface Documentation Revised 3/3/2013Trade Ticket UI Vision
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
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.
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
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
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
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.
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
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
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.
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
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:
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
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?
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,.
TradingVision User Interface Documentation Revised 3/3/2013
Visual Design - Buy Page 15 of 19
TradingVision | GP Ticket UI Design
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.
TradingVision User Interface Documentation Revised 3/3/2013
Visual Design - Alerts Page 17 of 19
TradingVision | GP Ticket UI Design
TradingVision User Interface Documentation Revised 3/3/2013
Alert Dialog Page 18 of 19
TradingVision | GP Ticket UI Design
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
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
!
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
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
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
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
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
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
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
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.
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
+
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
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
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
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.”
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
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.
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.
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.
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
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.
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
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.
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.
-
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
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
IST Workspace
Page 16 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
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.
IST Workspace
Page 17 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
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
IST Workspace
Page 18 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 | +
20-May-2011
NEW.NRIC - Reuters RIC Code IdentifierLROD.ORIC - Reuters RIC Code Identifier
14-Jun-201115-Jun-2011
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.
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.”
-
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 | +
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
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
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 $0.00, the heading will appear black and not be expandable. Values below only appear if they have balances.
NOTE: A pre-existing field titled “Uncollected deposits” listed under “Cash Available to Trade” will be removed.
Account equityDisplays how much equity the customer has in their margin account. Updated real-time. Formerly labeled “Margin Equity” The term below, Account Equity Percentage, is also edited (formerly labeled “Margin Equity Percentage). Req 7.1.1
B
A
C
D
E
iFrame
AT Balances -
4
Margin Calculator
A
B
Daily Mark to MarketDisplays mark to market value on short positions. Updated nightly. Req 7.1.4
Account equityDisplays how much equity the customer has in their margin account. Udated real-time. Formerly labeled “Margin Equity” The term below, Account Equity Percentage, is also edited (formerly labeled “Margin Equity Percentage). Req 7.1.1
A
B
Interaction Notes
AT Balances -
5
A Available to Trade Without Margin ImpactDisplays how much a customer can trade without creating a debit balance. Language subject to change. Updated real-time. Req 7.1.3
Interaction Notes
A
Cross Session Trading
A
B
D
Interaction NotesOrder Type Selection. Depending on the order type selected, additional fields may appear dynamically.
The Options in this dropdown are:Market OrderLimit OrderStop LossStop LimitTrailing Stop Loss ($)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
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
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
TradingVision User Interface Documentation Revised 3/3/2013
1 Cover Page Page 1 of 3
Trade Ticket UI Vision
Blotter Information Design
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.
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.
Non Delivery Team ProjectThe Future of Online BankingJune 22, 2012
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.
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.
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.
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.
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.
7© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Available on all Platforms
8© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Overview
9© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Accounts
10© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Accounts > Trends Detail
11© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Accounts > Trends Detail
12© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Accounts > Setting Rules
13© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Accounts > Setting Rules
14© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Goals
15© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Goals > Set Goals
16© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Title Screen
17© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Log In
18© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Accounts Settings
19© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Dashboard
20© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Account Overlay
21© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Transfer
22© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Goals
23© COPYRIGHT 2011 SAPIENT CORPORATION | CONFIDENTIAL
Set New Goal
Account View - View OnlyProject: Document Mgt :
UX Document: v1.0
Date: Friday, July 08, 2011
Page 1 of 19
Welcome <John Smith>
HOME
<PORTAL HEADER/TITLE>
GOSearch: -:SAVED SEARCH:-
Admin | Product Portal | Helpful Links | Help
DOCUMENTS
Home > ACCT 1234 – THE HARTFORD BOND
This screen is a view only version of the previous page visible to those who are not assigned to this task.
Advanced Search
Task Due Date: <mm/dd/yyyy>Assigned to:
Package Owner: Package Due Date: <mm/dd/yyyy>
Scott Cokely
Lara Scott
Internal Reports
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
Account Step 2Project: Document Mgt Client:
UX Document: v1.0
Date: Friday, July 08, 2011
Management SystemPage 2 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
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
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
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
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
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
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
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
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
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
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.
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
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.
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
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
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
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
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
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
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.
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)
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
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
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
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
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
IMG:LN