Tasks / Try out

Action 1

Display detail information of "my" Relationship Manager:

  • Click on the person, attached to the RM Service unit, where edge is labeled with Relationship Manager.
  • Information pane, on the top of Social Graph refreshes with information corresponding to the node, you currently clicked.

Note: Graph also contains "your" Relationship Manager's deputy. Just orient to the edge labels for role indication.

Action 2

Send a mail:

  • Click on any node.
  • Click on mail address, displayed in the information pane.

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.

Open Report

Social Graph

Social Map

V I S I B I L I T Y
 User  Organization

Your Reports

 Reportset according to your profile.

  • Conviction Fund Offering Switzerland
  • Advice Basic
  • Advice Advanced
  • Research Methodologies
  • Your Meetups

     Meetings

  • 03/31/19 10-11am: Meeting with Relationship Manager

  •  Events

  • 04/12/19 5-8pm: Season Opening
  • Page Information

    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).

    Other notes:

    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).

    Navigation

    back to B2C

    back to B2B

    Help

    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.

    Terminology

    • 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.