Scott Levine UX Portfolio 2013

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

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

    Scott Levine UX Portfolio 2013

  • slevinSticky NoteThis is a deep dive into a business process selected from the dashboard.

    When we looked through the spreadsheet it was very hard for us to determine the relationships between the data feeds that traders were looking at, the business processes that those feeds belonged to, and the systems which provided the data.

    This dashboard attempts to solve that by delving into the business process that the feed belongs to and showing health metrics for the related systems.

    From this view, the user can see the status of all of the business processes, the dates of historic incidences (within a user defined timeframe), the severity of any incidents (within a user defined tolerance), and the contributing factors of the incidents.

    All data on this screen only applies to the selected systems. The user can deselect any of the contributing systems if they do not wish to see that data.

    slevinSticky NoteAll business processes are shown here with a status indicator. Indications are as follows:

    Red: Under 85% uptimeYellow: 85%-95% uptimeGreen: >95% uptime

    slevinSticky NoteSystem health indicators show the relative health of systems contributing to this business process. In this view we can see that there is an issue with system S11.

    slevinSticky NoteCompletion Trends are displayed within a user defined date range. With in that date range, the user can zoom in or out using the slider below.

    Our understanding was that the users are most interested in exceptions from normal behavior. This chart eliminates noise using a tolerance setting anything below which appears as grey. Each system is represented by a single line. The range of severity and minimum tolerance level is user define able using the slider above the chart.

    slevinSticky NoteThis chart shows the cause of each incident within the selected date range for each system.

  • slevinSticky NoteThis screen shows a take on the Incidents chart on the Trends Tab of the spreadsheet. In this view only dates within the selected time frame with incidents are shown. A bar graph is provided for Breaks, Duplicates, and Lots. This chart applies to this business process only.

  • slevinSticky NoteA rollover is provided to show the details, cause, owner, and status of any incidents which exceed the user defined tolerance.

  • slevinSticky NoteIn this view we can see that there is an issue with system S11.

    By rolling over the system status indicator, the user can see details of the issue and take the appropriate action to resolve it.

  • slevinSticky NoteA visual design of this dashboard, designed for desktop and tablet.

    This view shows the NLI Analysis.

  • slevinSticky NoteA visual design of this dashboard, designed for desktop and tablet.

    This view shows the Incidents Chart.

  • jwang2Sticky NoteThe summary gives a quick way to show how many processes are completed, running and not started.

    jwang2Sticky NoteThis is the very first wireframe we created for the TV version of the system dashboard.

    Our understanding was that traders were not looking a lot of detail from this display, so we redesigned it using big, bold tiles to give the traders a better understanding of the status of relevant data from further away.

    Each tile represents a feed. The tiles show lifecycle state, estimated or actual time of completion, or lateness if applicable.

  • jwang2Sticky NoteThis is a refinement of the previous wireframe

    All feeds are grouped by process, and the blocks are arranged in chronological order.

    Each column represents a process. The colors of the elements gradually change depending on their status.

    Grey blocks indicated processes that haven't yet started. These would fade to yellow as the process runs. As the process nears completion, it would fade to green.

    A red border shows the any delay in a process. Each block also shows the actual or estimated time of completion.

  • slevinSticky NoteThis wireframe is essentially the same as the previous one, but arranged horizontally rather than vertically

  • jwang2Sticky NoteThis wireframe emphasize the time dimension which the previous designs de-emphasized.

    The timeline runs vertically. The bottom shows the past, center shows the present, and the top shows the future. Instead of showing the actual time scale, the present and future blocks are in relative positions.

    A red border means a delayed feed. In addition to the estimated or actual time of completion, a "+" sign shows how much longer it takes than the scheduled time of completion. As before, grey blocks are not yet in process, yellow blocks are in process, and green blocks are completed.

    As time goes, the "old" feed will fade out while new feeds from the queue fade into the "not yet in process" area.

  • jwang2Sticky NoteThis is a refinement of the previous wireframe based on feedback.

    Each process is now color coded. The background color shows the past, present and future.

    This design de-emphasizes the specific scheduled time of completion in favor of showing a metric of Time to Completion (TTC) which shows how much time is left in the process.

  • slevinSticky NoteThis is a different treatment of a similar concept. In this case, completed processes float to the top. Processes which are completed are just labeled with the system name. Processes scheduled are labeled with the scheduled completion time. Processes which are in progress are labeled with the scheduled completion time, and how late they are based on their scheduled completion time. Red blocks indicate late processes.

  • slevinSticky NoteThis design breaks each business process into its own timeline. This design again de-emphasizes specific time in favor of relative completion. Processes which are complete are unlabeled, while those which are in progress or not started are labeled with their scheduled completion times as well as how delayed they are from those times. Red blocks mean severely late processes. Each block moves from right to left as the process runs.

  • slevinSticky NoteThis design attempts to add price curve information alongside the dashboard.

  • slevinSticky NoteThis is a visual design for this dashboard based on the wireframe on Page 12.

    This screen is designed for a 16x9 television screen.

  • 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 its 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 tickets 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

    Moodys 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 cells 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 users 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 thats 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 traders 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 ISINPAR Field Numbers onlyPrice Field Numbers onlyIf 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.

  • DataManagementServicesWorkstation

    Page 1 of 1Created by: Deborah Goodman

    Intrepid Project: Release 4.0

    ManageRequests ResearchMetaCenter ResearchVendorData

    File

    MaintainCodeTablesMaintainData

    File HelpExternal Applications

    AddNewEntity

    Preview

    Motorola, Inc.Search

    Add Business Entity Data

    Cancel

    Add New Entity

    Interaction Details:

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

    - Upon users click of Cancel, close dialog. Any data entered should not persist.

    - Business Entity Navigation

    - Display navigation using Envisions third level tab style, allowing the users 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

    AddBusinessEntityAddBusinessEntity

    AddFirmAddFirm

    AddInstrumentAddInstrument

    AddPortfolio

    BulkUpload

    PortfolioReport

    Cancel

    a

    +

  • IST Workspace

    Page 1 of 21Created by: Deborah Goodman

    Intrepid Project: Release 4.0

    File Help

    ExportCurrent Layout:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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 cant 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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 cant 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 cant 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 cant 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 cant 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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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.

    - 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 . Please enter a valid value.

    - Effective Date

    - The date cant be null.

    - is a required field. Please provide this information.

    - Expiration Date

    - The date cant 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 cant 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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

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

    TargetUpdateTimestampSourceUpdateID

    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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 todays (current) date. User can also change todays (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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 users 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 systems 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 cant be less than or equal to the effective date.

    - Date Format is dd -month abbreviation yyyy.

    - Display calendar icon. Upon users 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

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    Intrepid Project: Release 4.0

    File Help

    ExportCurrent Layout:

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    Create

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    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 systems date upon display of new row in grid.

    - Expiration date - defaults to null.

    - Date Format is dd -month abbreviation yyyy.

    - Display calendar icon. Upon users 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

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    ExportCurrent Layout:

    SaveCodeTableDefault

    Create

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    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 systems date upon display of new row in grid.

    - Expiration date - defaults to null.

    - Date Format is dd -month abbreviation yyyy.

    - Display calendar icon. Upon users 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

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    File Help

    ExportCurrent Layout:

    SaveCodeTableDefault

    Create

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    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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

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    Intrepid Project: Release 4.0

    File Help

    ExportCurrent Layout:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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 systems date upon display of new row in grid.

    - Expiration date - defaults to null.

    - Date Format is dd -month abbreviation yyyy.

    - Display calendar icon. Upon users 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:

    SaveCodeTableDefault

    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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:

    - already exists on another . 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 . 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:

    SaveCodeTableDefault

    Create

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    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

    AltIDScheme

    Business Entity Alternate Identifiers

    Drag a column header here to group by that column

    BusinessEntityAltID EffectiveDate ExpirationDate

    Filter by..

    Current View Full-Historical View

    ManageRequests ResearchMetaCenter ResearchVendorData MaintainCodeTablesMaintainData

    BE:BALTIMORECNTYMDMTG

    BALTIMORE CNTY MD MTG REV KINGSWOOD IV FHA

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

    AddNewEntity

    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

    Todays Extended Hours Ticket Standard View

    C

    Todays 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

    Todays 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

    Todays 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

    Tomorrows 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 Businesss 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

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  • Account Step 2Project: Document Mgt Client:

    UX Document: v1.0

    Date: Friday, July 08, 2011

    Management SystemPage 2 of 19

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    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    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.

    Users 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: Assigned to:

    Package Owner: Package Due Date:

    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: Assigned to:

    Package Owner: Package Due Date:

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    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: Assigned to:

    Package Owner: Package Due Date:

    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

    HOME

    GOSearch: -:SAVED SEARCH:-

    Admin | Product Portal | Helpful Links | Help

    DOCUMENTS

    Home > WTC Pool 1234

    NEXTBACK

    NEXT

    Task Due Date: 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

    HOME

    GOSearch: -:SAVED SEARCH:-

    Admin | Product Portal | Helpful Links | Help

    DOCUMENTS

    1 2

    Complete Task Assign Next

    Task

    Comments:

    Add Comments

    Task Due Date: 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 clients 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: Assigned to:

    Package Owner: Package Due Date:

    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

    Executive Summary

    Report

    Executive Summary

    Report

    Executive Summary

    Executive Summary

    Executive Summary

    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

    HOME

    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

    -

    -

    Custom Status

    -

    Ready for delivery

    -

    -

    -

    Deliver Custom

    -

    -

    Email Settings ?

    Customize Client Package

    Due Date

    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 BCCs, 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.

    CCs are selected from Wellingtons 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

    HOME

    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

    -

    -

    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

    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

    HOME

    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

    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

    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

    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

    4567

    4567

    4567

    4567

    Yes

    No

    Yes

    Yes

    Customize Client Package

    Due Date

    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

    HOME

    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

    -

    -

    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 isnt 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

    users 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

    users 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, youll 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 26.16INTC

    T 26.16VZ 26.16DIS 26.16

    MSFT 26.16GOOG 26.16

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    Suppliers / Competitors

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    Sed dolor nulla, dictum non...

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    DIS 26.16Board Members

    AAPL 26.16

    SAMSUNG 26.16

    FOXCONNIMG:LN 26.16INTC

    T 26.16VZ 26.16DIS 26.16

    MSFT 26.16GOOG 26.16

    Competitors

    Suppliers

    Aluminium 26.16Phosphorus 26.16Zinc 26.16

    Commodities

    Suppliers / Competitors

    Customers

    Lorem ipsum dolor sit amet...

    Sed dolor nulla, dictum non...

    News

    DIS 26.16Board 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 26.16Phosphorus 26.16Zinc 26.16

    Commodities

    Suppliers / Competitors

    Customers

    Lorem ipsum dolor sit amet...

    Sed dolor nulla, dictum non...

    News

    DIS 26.16Board 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 26.16Phosphorus 26.16Zinc 26.16

    Commodities

    Suppliers / Competitors

    Customers

    Lorem ipsum dolor sit amet...

    Sed dolor nulla, dictum non...

    News

    DIS 26.16Board 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

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    Lorem ipsum dolor sit amet...

    Sed dolor nulla, dictum non...

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    DIS26.16

    Board Members

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  • AAPL26.16

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    IMG:LN26.16

    INTC

    T26.16

    VZ26.16

    DIS26.16

    MSFT26.16

    GOOG26.16

    Competitors

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    Aluminium26.16

    Phosphorus26.16

    Zinc26.16

    Commodities

    Suppliers / Comp

    Customers

    Lorem ipsum dolor sit amet...

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    DIS26.16

    Board Members

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

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  • 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:LN26.16

    INTC

    MSFT26.16

    GOOG26.16

    Competitors

    Suppliers

    Aluminium26.16

    Phosphorus26.16

    Zinc26.16

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    FOXCONN$XXX.XX26.16

  • 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

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    News

    Board Members

    $XXX.XX

    FOXCONN$XXX.XX26.16

    Aluminium

    Phosphorus26.16

    Zinc26.16

    Commodities

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    $XXX.XX

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    Suppliers

  • 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: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.XX26.16

    $XXX.XX

    $XXX.XX

    $XXX.XX

    $XXX.XX$XXX.XX

    $XXX.XX

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    FOXCONN$XXX.XX26.16IMG:LN

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