1.0 Service Center: Overview – Conceptual Design
JP Morgan Chase | Service Center – Conceptual Design 1.0 Service Center: Overview Center Jun 28,2011 Smith, David Welcome to MORCOM | Messages | Preferences Help | Terms of Use | Contact Us | ContactService JunJon 28,2011 Bryant, Welcome toHome MORCOM Home(2) | Messages (2) | |Preferences | Help | Terms of Use Us Log Out J.P.Morgan Jump To Portfolio Service Center Search Trading Operations OCCD --select-- Advisor --select-- 2 View -- All -- Department New Items People Enter a name or number General Inquiry Service Center Buying Power 80 Fed Wire Owned Items# Max Withdrawl Search Margin Call Operations Reg T Restriction Delete Mo. Pymnt Owned Items Completed Items Owned Items Rejected Items 54 65 34 ! 21 ! 6 2 PRINT ▼ Account Account Nickname Category/Sub Remaining SLA Status Lorem Ipsum OPEN Lorem Ipsum Lorem Ipsum dd/mm/yyyy OPEN Lorem Ipsum Lorem Ipsum Escalated dd/mm/yyyy OPEN Lorem Ipsum Lorem Ipsum Updated Lorem Ipsum - 2 hr 12 min Pending ! 00000002652 Lorem Ipsum Lorem Ipsum - 3 hr 48 min Pending ! 00000002652 Lorem Ipsum Lorem Ipsum 22 hr 15 min 00000002652 Lorem Ipsum Lorem Ipsum 00000002652 Lorem Ipsum Lorem Ipsum 452 ! 34 12 ! Response Status Lorem Ipsum Lorem Ipsum 52 Owner Lorem Ipsum 00000002652 67 OCCD Lorem Ipsum ! 43 6108 23 ! 5 SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum Updated 00000002652 Lorem Ipsum Lorem Ipsum - 5 hr 32 min OPEN Lorem Ipsum Lorem Ipsum Updated 00000002652 Lorem Ipsum Lorem Ipsum 10 hr 34 min OPEN Lorem Ipsum Lorem Ipsum ! Task Detail 6108 Category Subcategory Transfer of Assets Receives General Inquiry Transfer Type Partial ACAT Control # 2013348377675654 Take Ownership Status Pending | Urgent Sub-status Account # 699-12345 Account Nickname Doe, Jane Account Type INDIVIDUAL Buy/Sell BUY Jon Smith Security Type Equity Expected Completion 2-3 Bus Days Date Initiated 17-Feb-10 07:10 AM EST Originator 19-Feb-10 Audit Trail (3) Internal Notes (2) mm/dd/yy hh:mm Jon Smith + Reassign Resolved Reject Lorem ipsum his in labore iriure. Brute volutpat id his, per nihil ancillae erroribus ne. Denique pericula erroribus te vix. Alienum omnesque pericula vis at, nec atqui veniam deseruisse ad, prima fugit Contact Telephone: 1-800-555-4444 x4475 Contact: Jon Smith (5) Attachments COMMENT DELETED….Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam (Buying Power.XLS) nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. Internal Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. mm/dd/yy hh:mm Mike Jones External Ownership reassigned to Mike Jones from Ken Davis. Owner of document Actions ▼ Description mm/dd/yy hh:mm David Bryant mm/dd/yy hh:mm Ken Davis 955 px Internal External Notes (1) Reply (Buying Power.XLS) 4 Updated 7 Group Management + KPI + Holdings Search 3 SLA Status 354 Operations --select-- Advanced Filter New Items | All 5 Research & Analysis Account/Group 3 Service Center 4 1 Reporting 5 of 41 Date: June 28, 2011 Prepared By: Truong Pham Notes 1 My Client List Page #: Service Center Search A persistent search module that is persistent throughout the Service Center experience. For more details, see section 1.1. View Filter A Drop-down menu allowing users to filter which type of Service Center Items to display. Drop-down options are: All (default), Open, Urgent, Past SLA, Escalated. Advanced Filter Button Launches an Advanced Search window. For more details, see section 1.1. Department Filter Drop-down filter module available only to Manager or Admin users. Allows users to filter which departments/users he has permissions to view. Left Nav A persistent navigational element found within the “Status” tab of Service Center. Categories to be displayed are: New Items, Owned Items, Completed Items, Rejected Items, Group Management + KPI (Manager and Admin users only) 6 List Window To work in conjunction with the Left Nav. 7 Task Detail Window A detailed summery of the selected task. JP Morgan Chase | Service Center – Conceptual Design 1.0.1 List Window: Overview Application Name Account Nickname + Category/Sub Remaining SLA 6 Lorem Ipsum - 2 hr 12 min Submitted 00000002652 Lorem Ipsum Lorem Ipsum - 3 hr 48 min Submitted 00000002652 Lorem Ipsum Lorem Ipsum 22 hr 15 min Submitted 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy Submitted 00000002652 Anderson, Kenny Lorem Ipsum dd/mm/yyyy Submitted CLOSED CLOSED 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy 00000002652 Lorem Ipsum Lorem Ipsum - 5 hr 32 min Submitted 00000002652 Wall, John Lorem Ipsum 10 hr 34 min Submitted PRINT ▼ 8 Status Doe, Jane Account Prepared By: Truong Pham 1 List Window (CISC View) The List Window view available to CISC users. To display the following columns: Account, Account Nickname, Category/Sub, Remaining SLA, Status, Response Status. 2 Window Title Displays title of its corresponding table. Consistent of the category selected from the Left Nav. 3 List Window Print Allows users to print the List Window. On-click reveals a dropdown menu displaying “Print” or “Print to PDF” options. 4 Sort Icon On-click to toggle columns in ascending and descending order. 5 Remaining SLA: For items with more than 24 hours remaining, displays SLA information as: “dd/mm/yy” For items with 0-24 hours remaining, displays SLA information as: “hh” hr “mm” min in orange font. (example: 10 hr 34 min) For items with past SLA, displays SLA information as: -“hh” hr “mm” min in red font. (example: - 3 hr 48 min ) 6 Status: For CISC users, submitted items to display: Submitted For all other users, submitted items to display: Pending OPEN Open items to display: icon. Closed items to display: CLOSED icon. Reopened items to display: Reopened 7 Urgent Icon Items marked as “urgent” in the Reopen window are to display: ! icon next to a “Submitted” status. 8 Response Status Updated Status to display: Escalated Status to display: “Updated” 9 List Window (Operations View) The List Window view available to Operations users. To display the following columns: SLA Status, Account, Account Nickname, Category/Sub, Remaining SLA, Status, OCCD, Owner, Response Status 10 SLA Status SLA status between 0% to <= 20% of SLA time to display: icon SLA status between 21% to <= 60% of SLA time to display: icon SLA status between 61% to <= 100% of SLA time to display: ! icon SLA status above 100% of SLA time to display: a ! icon Response Status Updated ! 7 Updated ! Escalated Updated Updated SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited Remaining SLA Status Lorem Ipsum - 2 hr 12 min Pending Account Nickname Category/Sub Lorem Ipsum Lorem Ipsum Lorem Ipsum - 3 hr 48 min Pending Lorem Ipsum Lorem Ipsum 22 hr 15 min 00000002652 Lorem Ipsum Lorem Ipsum 00000002652 Lorem Ipsum 00000002652 OCCD Owner Response Status Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum OPEN Lorem Ipsum Lorem Ipsum dd/mm/yyyy OPEN Lorem Ipsum Lorem Ipsum Escalated Lorem Ipsum dd/mm/yyyy OPEN Lorem Ipsum Lorem Ipsum Updated Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum Updated ! 00000002652 Lorem Ipsum Lorem Ipsum - 5 hr 32 min OPEN Lorem Ipsum Lorem Ipsum Updated ! 00000002652 Lorem Ipsum Lorem Ipsum 10 hr 34 min OPEN Lorem Ipsum Lorem Ipsum ! 00000002652 ! 00000002652 ! 00000002652 + June 28, 2011 PRINT ▼ New Items 10 9 5 4 699-12345 SLA Status Date: 3 New Items 1 6 of 41 Notes 2 Account Page #: ! ! Updated icon next to “Updated” icon next to JP Morgan Chase | Service Center – Conceptual Design 1.0.2 Task Detail Window: Over Page #: 7 of 41 Date: June 28, 2011 Prepared By: Truong Pham Notes Application Name 2 4 Category Subcategory Transfer of Assets Receives General Inquiry Transfer Type Partial ACAT Control # 2013348377675654 Account # 699-12345 Account Nickname Doe, Jane Account Type INDIVIDUAL Buy/Sell BUY Security Type Equity Take Ownership Reply Reassign Pending | Urgent 5 7 Sub-status 2-3 Bus Days Date Initiated 17-Feb-10 07:10 AM EST 10 9 Audit Trail (3) Internal Notes (2) mm/dd/yy hh:mm Jon Smith 11 Expected Completion Task Detail Window Title Not detail specific, will display: “Task Detail” at all times. 3 Window Resizer On-click + Drag gives the user ability to vertically resize the vertical display height of the List Window size in relation to the Ticket Detail Window. 4 Item Action/Status Module A row of buttons which allow the user to take action or view status of its corresponding Task Detail. Button configuration/availiblity are dependent on user type and item state. For more details, see 1.2 Item Action/Status. 5 Mandatory Ticket Details All tickets are to include the following details: Transfer Type, Control #, Account #, Account Nickname, Account Type 6 Optional Ticket Details Optional ticket details which a Super-Admin user can choose to include in a specific Category/Sub-category. 7 Ticket Status Details All tickets are to include the following status details: Status, Sub-status, Date Initiated, Originator, Expected Completion 8 Ticket Description and Contact Information All tickets are to include the following details: Description, Telephone, Contact 9 Audit Trail Tab Lists all actions performed throughout a ticket’s lifecycle. Tab to include the number of actions in parenthesis and to be selected as default on page load. 10 Internal Notes Tab On-click lists all internal notes. Tab to include the number of actions in parenthesis 11 External Notes Tab On-click lists all external notes. Tab to include the number of actions in parenthesis 12 Attachments Counter To appear if there are any attachments associated with the corresponding Task Detail. Displays number of attachments in parenthesis. 13 Action Description All task actions or notes are to be display a Time Stamp, User Information, and a Description. Internal notes are to include a Internal icon External notes are to include a External icon 14 Time Stamp To be displayed in “mm/dd/yy hh:mm” format. 15 User Information Displays the name of user who performed the corresponding action or note. 16 Attachment Link To display attachment file name in parenthesis. On-click to initiate file download process. For more information, see 3.2.1. 19-Feb-10 8 SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited External Notes (1) (5) Attachments 12 mm/dd/yy hh:mm David Bryant Internal Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. mm/dd/yy hh:mm Mike Jones 14 External Ownership reassigned to Mike Jones from Ken Davis. + Actions ▼ Telephone: 1-800-555-4444 x4475 Contact: Jon Smith Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci (Buying Power.XLS) dunt ut laoreet dolore magna aliquam erat volutpat. 15 Reject Lorem ipsum his in labore iriure. Brute volutpat id his, per nihil ancillae erroribus ne. Denique pericula erroribus te vix. Alienum omnesque pericula vis at, nec atqui veniam deseruisse ad, prima fugit Internal mm/dd/yy hh:mm Ken Davis + 2 Contact Jon Smith 6 Resolved Description Status Originator 13 Task Detail Window Provides a detailed description of the task selected from the List Window. 3 Task Detail 1 1 16 (Buying Power.XLS) Owner of document JP Morgan Chase | Service Center – Conceptual Design 1.1: Search 1. Standard Search Page #: 8 of 41 Date: June 28, 2011 Prepared By: Truong Pham Notes 1 --select-- Advisor --select-- 2 --select-- Account/Group Search 2. Advanced Filter 6 -- All -- Advanced Search Filter 8 Account Name 9 Account Nickname --select-- Request ID 12 Security 14 --select-- Department Advisor Drop-down Drop-down menu listing all available Advisors. 4 Account/Group Drop-down Drop-down menu listing all available Accounts or Groups. 5 Search Button On-click refreshes page with imputed search parameters. 6 Advanced Filter Button On-click launches the Advanced Search Filter Window. 7 Advanced Search Filter Window Pop-up window giving users additional search parameter options. 8 Account Name Radio Button Defines parameters to be entered into the Account Name/ Nickname Search Field. Category 10 16 Sub-Category Created to Age to Last Update Initiated By Cancel Reset 12 Security Drop-down Drop-down menu listing all available Security options. 13 RR# Search Field Open text field allowing users to enter an RR#. 14 Department Drop-down Drop-down menu listing all available Departments. 15 Category Drop-down Drop-down menu listing all available Categories. 16 Sub-Category Drop-down Drop-down menu listing all available Sub-Categories. 23 17 Search Clk 18 Page is refreshed with search results 19 20 + + Account Name/Nickname Search Field Open text field allowing users to enter either an account name or nickname. Request ID Drop-down Drop-down menu listing all available Request IDs. --select-- to Account Nickname Radio Button Defines parameters to be entered into the Account Name/ Nickname Search Field. 11 RR# 15 --select-- 9 13 --select-- 22 21 3 18 17 20 SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited 10 11 19 OCCD Drop-down Drop-down menu of OCCDs. Advanced Filter Clk 7 2 Clk 4 3 Page is refreshed with search results View Persistent Search Bar Search functionality to be displayed throughout Service Center. 5 Service Center Search OCCD 1 Created TO/From Selector Allows users to enter a date-range for the creation date of a task. On-click of the calendar icon will launch calendar. Last Updated Selector Allows users to enter a date-range for tasks updated within a defined period. On-click of the calendar icon will launch calendar. Age Selector Allows users to enter a date-range for tasks’ lifecycle falls within a defined period. On-click of the calendar icon will launch calendar. Initiated By Search Field Open text field allowing users to enter a task Initiator’s name. 21 Reset Button Clears all imputed paremeters 22 Cancel Button On-click closes the Advanced Search Filter Window. 23 Search Button On-click refreshes page with imputed search parameters. JP Morgan Chase | Service Center – Conceptual Design 1.2.1: Take Ownership 1 Page is refreshed with status indicated Reply Clk Clk Reassign Clk Resolved Clk 1 Actions ▼ Reject Actions ▼ + Clk Clk Add Request 2 Excel Print Email 3 Reject Service Center Request Reject the request below: 4 Re: Lora ipsum dolor sit amet, consectetur adipisicing 5 -select- Originator: 19 Prepared By: Truong Pham Attach a file ADD A NOTE (250 characters) 7 Jon Smith Date Initiated: 08-AUG-10 11:32 AM EST Last Updated: 21-AUG-10 07:21 AM EST SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited 20 Actions Drop-down On-click displays options to Add Request, Excel, Print, Email. Add Request will Launch the Add a New Request Window. The remaining options allow the user to export the corresponding task detail into various formats. Reply to Service Center Request Window Launches when user clicks “Reply” button. Allows users to add a reply to the currently opened task. 4 Subject Field Optional field, repopulated with the task’s title. 5 Type Drop-down Optional drop-down menu listing pre-canned “types”. 6 Add a Note Text Field Mandatory text field allowing users to enter a reply. A maximum of 250 characters. 7 Attach a File Link Allows users the option to add a file to note. On-click to initiate file download process. For more information, see XXX. Reason: -select- 8 Add Note Button On-click submits form for validation and closes window. Note is then added to the Task Detail Window. 9 Reassign Service Center Request Window Launches when user clicks “Reassign” button. Allows users to reassign currently opened task to a different user. 10 Department/Reassign Drop-down Mandatory drop-down menus to filter through the user database. 11 Reassign Button On-click submits form for validation and closes window. Task is then reassigned to the selected user. 12 Resolve Service Center Request Window Launches when user clicks “Resolve” button. Allows users to resolve currently opened task. 13 Task Details Displays general details about the selected task. 14 Reason Drop-down Optional drop-down menu listing pre-canned “reasons”. 15 Description Text Field Mandatory text field allowing users to enter a description. A maximum of 250 characters. 16 Attach a File Link Allows users the option to add a file to note. On-click to initiate file download process. For more information, see 3.2.1. Description: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. 21 8 22 Reject Add Note 12 9 Resolve Service Center Request Reassign Service Center Request Resolve the request below: Current Owner: Since: Jon Smith Originator: 08-AUG-10 11:32 AM EST Date Initiated: Department: -select- Reassign To: -select- 10 Reassign 13 11 Department: 08-AUG-10 11:32 AM EST Account Transfer Category: Residuals Residuals Transfer Type: Account #: Reason: Jon Smith Subcategory: Control #: 2013348377675654 699-01969 Account Name: East, Marcia Account Type: INDIVIDUAL -select- 17 Partial ACAT 18 14 15 16 Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. Resolve Button On-click submits form for validation and closes window. Task is then resolved. Reject Service Center Request Window Launches when user clicks “Reject” button. Allows users to reject currently opened task. 19 Task Details Displays general details about the selected task. 20 Reason Drop-down Optional drop-down menu listing pre-canned “reasons”. 21 Description Text Field Mandatory text field allowing users to enter a description. A maximum of 250 characters. Description: ATTACH A FILE Resolve + Take Ownership Button On-click assigns the open task to the user. Button is then disabled and is replaced with “Pending” text. 3 Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. + June 28, 2011 18 Reply to Service Center Request 6 Date: 2 Take Ownership Type: 10 of 41 Notes 1. Take Ownership State Subject: Page #: 17 22 Reassign Button On-click submits form for validation and closes window. Task is then rejected. JP Morgan Chase | Service Center – Conceptual Design 2.1.1: Initiate Request: Details 1. Add a Request (New Form) 2. Add a New Request (Prepopulated Form) Service Center Service Center > Add a request > Add a request for “Account 699-12345” Clk 6 > View Service Center Status Service Center > Add a request > Add a request for “Account 699-12345” > Add a request for “Account 699-12345” > View Service Center Status Date: June 28, 2011 Prepared By: Truong Pham 1 Add a Request Link On-click opens Initiate a New Request Window (Blank State) 2 Initiate a New Request Window (Blank State) Launches on-click of Add a Request Link in Request Dropdown. Service Center Task options are not pre-populated. 3 Request Details System generated. To display Originator and Date Initiated. 4 Task Details (Blank State) To display form elements assigned assigned by a SuperAdmin user. Selections are not pre-populated. Clk > Add a request Clk 13 of 41 Notes Clk Clk 1 3. View Service Center Status Link Page #: 11 > View Service Center Status Clk 5 2 7 Initiate Service Center Request Initiate Service Center Request Originator: 3 Date Initiated: Jon Smith Standard Priority: Department: Select Category: Select 4 Subcategory: Select Transfer Type: Select SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited Originator: 8 08-AUG-10 11:32 AM EST Urgent User is taken to Dashboard, Service Center is open Date Initiated: Priority: Department: 9 Jon Smith Add a Request for [Current Account] Link On-click opens Initiate a New Request Window (Current Account State) 7 Initiate a New Request Window (Current Account State) Launches on-click of Add a Request for [Current Account] Link in Request Drop-down. Service Center Task options are pre-populated with applicable account information. 8 Request Details System generated. To display Originator and Date Initiated. Urgent Account Transfer Transfer Account Category: Residuals Residuals Subcategory: Residuals Residuals Transfer Type: 6 08-AUG-10 11:32 AM EST Standard Partial ACAT ACAT Partial 9 2013348377675654 Account #: Account #: Select Account Nickname: Select Account Type: Select East, Marcia Account Type: INDIVIDUAL 10 11 ATTACH A FILE ATTACH A FILE 5 Submit 10 Submit Clk Window closes, user returns to previous application screen + + Task Details (Current Account State) To display form elements assigned assigned by a SuperAdmin user. Selections arepre-populated with applicable account information. 699-01969 Account Nickname: Description: Description: Submit Button On-click submits form for validation and closes window. Request is opened and user is returned to previous application screen. Clk Window closes, user returns to previous application screen Submit Button On-click submits form for validation and closes window. Request is opened and user is returned to previous application screen. View Service Center Status On-click leads to Service Center Status page. JP Morgan Chase | Service Center – Conceptual Design 2.2: CISC Status Service Center Jun 28,2011 Bob Smith, Smith, David Welcome Welcome to toWelcome MORCOM MORCOM Home || Messages Messages (2) || Preferences Preferences Help Help || Terms Terms of of Use || Contact Contact Us Us JunJon 28,2011 Bob Smith, Bryant, Welcome to MORCOM toHome MORCOM Home Home | (2) Messages | Messages (2)(2) | Preferences | ||Preferences | Help | Help |Use Terms | Terms of of Use Use | Contact | Contact Us Us Log Out J.P.Morgan Service Center Search Trading Operations Advisor OCCD View -- All -- --select---select-- Research & Analysis --select-Request Account/Group --select-- Search Security --select-- OCCD 14 7 ServiceGeneral Center Inquiry Buying Power 1 --select-- 3 1 34 Account PRINT ▼ Account Nickname Category/Sub Remaining SLA Status 699-12345 Doe, Jane Lorem Ipsum - 2 hr 12 min Submitted 00000002652 Lorem Ipsum Lorem Ipsum - 3 hr 48 min Submitted 00000002652 Lorem Ipsum Lorem Ipsum 22 hr 15 min Submitted 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy Submitted 0 6108 2 00000002652 Anderson, Kenny Lorem Ipsum dd/mm/yyyy Submitted 1 00000002652 Mutual Funds 3 00000002652 ACATS 5 00000002652 Completed Items 21 00000002652 Cancelled Items 6 Rejected Items 2 Task Detail Category 6108 Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum - 5 hr 32 min Submitted Wall, John Lorem Ipsum 10 hr 34 min Submitted Subcategory Transfer of Assets Receives General Inquiry Transfer Type Partial ACAT Control # 2013348377675654 Submitted Reply Status Submitted | Urgent Substatus Account # 699-12345 Account Nickname Doe, Jane Account Type INDIVIDUAL Buy/Sell BUY Jon Smith Security Type Equity Expected Completion 2-3 Bus Days Date Initiated 17-Feb-10 07:10 AM EST 19-Feb-10 Audit Trail (3) + Response Status Updated ! Updated ! Escalated SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited Lorem Ipsum Originator + Search OPTIONS 0 Operations Holdings Enter a name or number MORE Pending Items Margins Service Center Margin Call Operations Reg T Restriction Delete Mo. Pymnt Date: June 28, 2011 Prepared By: Truong Pham Notes My Client List Advanced Filter Pending Items | Chase User FedItems Wire # Owned Max Search Withdrawl Reporting Account/Group --select-Advisor Service Center 1 14 of 41 Page Description Default page on-load of Service Center for CISC users. Jump To Portfolio Page #: Updated Updated Resolved Cancel Request Actions ▼ Description Lorem ipsum his in labore iriure. Brute volutpat id his, per nihil ancillae erroribus ne. Denique pericula erroribus te vix. Alienum omnesque pericula vis at, nec atqui veniam deseruisse ad, prima fugit Contact Telephone: 1-800-555-4444 x4475 Contact: Jon Smith (5) Attachments mm/dd/yy hh:mm Jon Smith Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. (Buying Power.XLS) mm/dd/yy hh:mm David Bryant Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. (Buying Power.XLS) mm/dd/yy hh:mm Mike Jones Ownership reassigned to Mike Jones from Ken Davis. 1 Pending Items | Chase User Tab Default left nav selection. JP Morgan Chase | Service Center – Conceptual Design 2.2.2 CISC Status: Item Action/Status Bar Details Page #: 16 of 41 Date: June 28, 2011 Prepared By: Truong Pham Notes ReopenPending Reply Clk Clk Resolved Clk Actions ▼ Cancel Request 17 Task Details Displays general details about the selected task. 3 Escalate Option Check-box option available within Reopen Service Center Request Window. Un-selected by default. When selected and submitted, Tasks will be marked “Escalated” within the “Response Status” column. 4 Reopen Button On-click submits form for validation and closes window. Task is then moved from Completed Items Tab to “Pending Items” Tab. 5 Reply to Service Center Request Window Launches on-click of Reply Button. 6 Subject Field Optional field, repopulated with the task’s title. 7 Type Drop-down Optional drop-down menu listing pre-canned “types”. 8 Add a Note Text Field Mandatory text field allowing users to enter a reply. A maximum of 250 characters. 9 Attach a File Link Allows users the option to add a file to note. On-click to initiate file download process. For more information, see XXX. 10 Add Note Button On-click submits form for validation and closes window. Note is then added to the Task Detail Window. 11 Resolve Service Center Request Window Launches when user clicks “Resolve” button. Allows users to resolve currently opened task. 12 Task Details Displays general details about the selected task. 13 Reason Drop-down Optional drop-down menu listing pre-canned “reasons”. Are you sure you want to cancel this request? Resolve the request below: Jon Smith Date Initiated: 08-AUG-10 11:32 AM EST Last Transation: 21-AUG-10 07:21 AM EST Priority: No Yes SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited 18 19 Urgent Standard Escalate: 3 2 Cancel Request Reopen Service Center Request 2 Reopen Service Center Request Window Launches on-click of Reopen Button. Clk 1 Originator: 1 Description: 11 ATTACH A FILE Reopen Resolve Service Center Request 4 Resolve the request below: Originator: 5 Date Initiated: Jon Smith 14 Description Text Field Mandatory text field allowing users to enter a description. A maximum of 250 characters. 15 Attach a File Link Allows users the option to add a file to note. On-click to initiate file download process. For more information, see 3.2.1. 16 Resolve Button On-click submits form for validation and closes window. Task is then resolved. 17 Cancel Request Window Launches when user clicks “Cancel” button. 18 No Button On-click closes Cancel Request Window. 19 Yes Button On-click closes Cancel Request Window, and corresponding task is cancelled. 08-AUG-10 11:32 AM EST Reply to Service Center Request 12 Subject: Re: Lora ipsum dolor sit amet, consectetur adipisicing Type: -select- Department: 6 7 Category: Residuals Subcategory: Residuals Transfer Type: 8 Attach a file ADD A NOTE (250 characters) Control #: 9 Account #: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. Reason: Account Transfer Partial ACAT 2013348377675654 699-01969 Account Name: East, Marcia Account Type: INDIVIDUAL -select- 13 Description: 14 15 10 Add Note + + Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. ATTACH A FILE Resolve 16 JP Morgan Chase | Service Center – Conceptual Design 3.2: Basic User: Reply Center Jun 28,2011 Smith, David Welcome to MORCOM | Messages | Preferences Help | Terms of Use | Contact Us | ContactService JunJon 28,2011 Bryant, Welcome toHome MORCOM Home(2) | Messages (2) | |Preferences | Help | Terms of Use Us Log Out J.P.Morgan Jump To Portfolio Service Center Search Trading Operations OCCD View -- All -- --select-- 354 General Inquiry Service Center Buying Power 80 Owned Items Completed Items Owned Items Rejected Items 54 65 34 ! Search 21 ! Account Remaining SLA Status Lorem Ipsum OPEN Lorem Ipsum Lorem Ipsum dd/mm/yyyy OPEN Lorem Ipsum Lorem Ipsum Escalated dd/mm/yyyy OPEN Lorem Ipsum Lorem Ipsum Updated Pending ! 00000002652 Lorem Ipsum Lorem Ipsum - 3 hr 48 min Pending ! 00000002652 Lorem Ipsum Lorem Ipsum 22 hr 15 min 00000002652 Lorem Ipsum Lorem Ipsum 00000002652 Lorem Ipsum Lorem Ipsum ! Task Detail ! SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum 00000002652 Lorem Ipsum Lorem Ipsum dd/mm/yyyy CLOSED Lorem Ipsum Lorem Ipsum Updated 00000002652 Lorem Ipsum Lorem Ipsum - 5 hr 32 min OPEN Lorem Ipsum Lorem Ipsum Updated 00000002652 Lorem Ipsum Lorem Ipsum 10 hr 34 min OPEN Lorem Ipsum Lorem Ipsum Subcategory General Inquiry You are the current Take Ownership owner of this item ! Reassign Reply Partial ACAT Reply to Service Center RequestPending | Urgent Control # 2013348377675654 Account Type Originator ADD A NOTE (250 characters) BUY Buy/Sell Security Type Equity Jon Smith mm/dd/yy hh:mm Jon Smith External Notes (1) Contact Attach a file Telephone: 1-800-555-4444 x4475 Contact: Jon Smith Expected Completion (5) Attachments Internal Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci (Buying Power.XLS) dunt ut laoreet dolore magna aliquam erat volutpat. mm/dd/yy hh:mm David Bryant Internal Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tinci dunt ut laoreet dolore magna aliquam erat volutpat. mm/dd/yy hh:mm Mike Jones External Ownership reassigned to Mike Jones from Ken Davis. mm/dd/yy hh:mm Ken Davis Actions ▼ Lorem ipsum his in labore iriure. Brute volutpat id his, per nihil ancillae erroribus ne. Denique pericula erroribus te vix. Alienum omnesque pericula vis at, nec atqui veniam deseruisse ad, prima fugit 19-Feb-10 Internal Notes (2) Reject Description Sub-status 699-12345 2-3 Bus Days Subject: Re: Lora ipsum dolor sit amet, consectetur adipisicing Doe, Jane Date Initiated INDIVIDUAL Internal External 17-Feb-10 07:10 AM EST Account Nickname Resolved Clk Status Transfer Type Account # Owner of document Add Note Clk + Updated 00000002652 Transfer of Assets Receives Audit Trail (3) Response Status Lorem Ipsum - 2 hr 12 min 452 Owner Lorem Ipsum Lorem Ipsum 52 OCCD Lorem Ipsum Lorem Ipsum 67 6108 Category/Sub 00000002652 43 6108 23 34 12 Account Nickname ! Category + Holdings Enter a name or number --select-- PRINT ▼ SLA Status ! Operations My Client List New Items New Items | All Margin Call Operations Reg T Restriction Delete Mo. Pymnt Research & Analysis Account/Group 25 of 41 Date: June 28, 2011 Prepared By: Truong Pham Notes Page Description Example of a Basic User’s view of Service Center. Viewing a user in the process of replying to a task. Advanced Filter Service Center Fed Wire Owned Items# Max Withdrawl Search Reporting Advisor --select-- Page #: (Buying Power.XLS) JP Morgan Chase | Service Center – Conceptual Design 3.2.1 Reply: Attachments Details Page #: 26 of 41 Date: June 28, 2011 Prepared By: Truong Pham Notes Reply to Service Center Request Subject: 1 Attach a File Link On-click opens up System File Selector 2 System File Selector Enables users to select local files to attach. Varies upon user’s operating system. 3 Open Button On-click attaches file to Reply to Service Center Request Window and closes the System File Selector. 4 Attached File Current File is listed. On-click of X button, removes the file from the list. 5 Add Note Button On-click submits form for validation, uploads file to Service Center and closes window. New note/attachment is added to the corresponding task. Re: Lora ipsum dolor sit amet, consectetur adipisicing Internal External 1 ADD A NOTE (250 characters) Attach a file Clk 2 Add Note SAMPLE DOCUMENT PROPERTY OF TRUONG PHAM Distribution Prohibited margins.pdf 3 Clk Reply to Service Center Request Subject: Re: Lora ipsum dolor sit amet, consectetur adipisicing Internal External ADD A NOTE (250 characters) 4 Margins.pdf Attach a file X 5 Add Note Clk + +
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