Tasks / Try out
Display detail information of "my" Relationship Manager:
Note: Graph also contains "your" Relationship Manager's deputy. Just orient to the edge labels for role indication.
Send a mail:
Note: Same procedure for a phone or skype call. A click on the address will center Social Map's display to the corresponding location. A plus symbol, by the way, indicates a shared location. Just click on the plus to display all markers, represented by a spider net.
This page is an Individual's Information Page. Individuals are classified as Leads, Prospects or Clients.
Differences to an operational system:
- Public vs. private profile pages: Due to the nature of this Use Case Demo System, this public page belongs to the Individual (e.g. Client), but also acts as information page for the Relationship Manager and the deputy. In an operational system, client's private personal page is accessible by a regular account login and the relationship manager accesses only the public client page.
- Note: We're using only one single page template for Leads, Prospects and Clients. In an operative system, there are separate templates. This is the reason, why you'll find documents for all Journey Types (Leads, Prospects, Clients).
Some elements on this page are restricted, compared to other pages:
- Opening other profiles has been disabled.
- Search has been disabled.
- Displays only people matching restriction rules (visibility).
Using our apps
- Social Graph
- Click on a user or organization node, to get detail information.
- Menu with node actions
- Click on the menu icon on the right side, to display the action menu.
- Right click opens context menu, select from provided actions.
- Opening another user's or organization's profile page:
- Double click on node.
- Select action from context menu.
- Click on image in the information pane.
- Social Map
- Click on location to get detail information.
- Select action from address list (on the bottom of Social Map).
- All apps: Click Help Button to get more instructions.
- Graph: Social Graph displays a network graph containing nodes and edges being connected.
- Node: An individual, an organization, a community or a category on the graph.
- Edge: Nodes are connected by edges. An edge represents a relationship (affiliation) between two nodes. Edges may be labelled with the type of relationship (e.g. a role name for an individual, or the direction of ordination between organization units).
- Loose and tight affiliations: Edges between organizations may have a solid (=tight affiliation) or dotted (=loose affiliation) line stroke. Tight affiliations are regulary top/down hierarchical constructs while loose affiliations, known as Dotted Line, represents agile constructs with - for example - having undirected connections, or multiple parental elements. For a better understanding, we recommend to visit Social Graph's product page and the Use Case Army page, containing a video.
- Categories: Organization nodes are categorized by two levels. 1st level is the dimension (B2E, B2B or B2C), 2nd level is the subordinated category. 1st level categories are labelled with black background, while 2nd level categories are displayed with a grey background.