Tasks / Try out!

Action 1

Display Relationship Manager

The partner is managed by a relationship management unit (RM Service), owned by the responsible relationship manager. A deputy is also connected. Click to add this unit to the graph. 

Action 2

Display Clients

A click shows clients, handled by the partner.

Action 3

Display parental organization of the RM Service unit.

  • Click on the service unit, labeled with the name of the relationship manager.
  • Information pane refreshes. Click on menu on the right side (⠇) and choose + Parent in section Load Affiliations.
  • You get the subregional organization unit.

Note: Repeat steps above, to traverse to the parent organization of the subregion. Shorten procedure by using the context menu, section Load Affiliations.

 

Social Graph

Social Map

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

Page Information

This page shows a B2B partner (External Asset Manager, External Financial Advisor or Pension Fund for Global Custody).

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.

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