New Investment Club Account Provisional Spec

Document Name club.htm
Date Created 27 March 2002
Last Modified 16 April 2002
By Rik
Version 1.02
see html for version history
** Provisional Specification **


Proposed Extra Features



Exclusive Investors Forum

The existing Investors Forum format and functionality, but exclusively within the club. Everyone allowed to read and contribute. All entries pass through a filter so should be moderately clean. There is an unresolved issue with Compliance, and how to regulate entries. We may have to double entry ALL forum entries into a temporary file for Compliance to vet, and remove / amend if required. Need to confirm with Iain on this one. The report of previous forum entries will display much like the guestbook does currently. Iain will be able to type in the keys in Trader and modify / delete all entries as required. It would be advisable to differentiate this forum from the TSC Forum by branding it slightly, maybe an inclusion of the new Inventory Club graphic below, with a different page title.




Exclusive Club Voting

With sufficient rights users can initiate votes, type in the question, and however many possible answers you want a vote on, and the system converts it to a drop down for all the members to vote on. Multiple votes can be run concurrently, each set with an expiry date, with each user able to see the number of votes they have yet to vote upon. Results of past votes available to all users, with results and number of voters in each vote. Individual abstainers not listed to avoid embarrassment. Results page needs a series of graphics, a set of bars ranging from 5% to 100%, in different colours, so we can imitate a graph. The variable bars would have to be different colours, which would limit the options we can give them. Maybe 5 options would be sufficient.




"Share-Mail" Messages within the club

A system which will look like e-mail, with the send field a tick box of all members, which enables a user to send a private / public message to the group. When a user logs in a number will appear of unread mail, with only a read feature available. The delete feature will be available when a message is read. A reply feature to the sender, with tick boxes for CC's to all users will also appear.




Storage of Meeting Notes

With sufficient rights (Notes) a user can add and amend meeting notes, which will be formatted into a nice looking page. Keep an archive of old meeting notes etc. etc. Limited to inputting one paragraph at time, this will have to have a JavaScript character counter to limit entries to acceptable lengths.




System Notes

  • Login Explained: Users login as normal, and any investment clubs they belong to appear as "portfolio" links below their existing portfolios (not included in their holdings value of course!). This is triggered by the portfolio number being included in the clients record. When the user views the portfolio, the cookie will validate, and the program will then check the Investment Club record to validate the user as a member, and return their privileges. The Investment Club client and portfolio record remain as they are from a Trader point of view, with the new code validating each player as they access the account, with any deals made on the account containing the real user number in the comments.

  • Account Access Order: Login as normal, when displaying portfolios make check on the client record, for a link to investment club accounts. There will have to be a Trader upgrade to make sure this flag is created when setting up and investment club (or adding a client to it), removing a client and closing of the account. The investment club account appears on their overview as if it were one of their portfolios. From here on in they log in as themselves, carrying their fonts and preferences throughout the account. The investment club portfolio will have to adjust it's content based on the client viewing it, and must check the client is in its's list. There is no need to store client PINs on the Inventory Club Account, as that is handled at customer level. The only check needed is to see if a customer is in the client list stored for the account. Another advantage to this is that a client could be a member of multiple investment clubs, they would simply both appear as extra portfolios after logging in. Might have to amend code on internet login, so that no error appears for 'No open portfolios or available cash'.




    • Design Notes

    This project involves Trader modifications, modifications to existing Internet screens, and creation of new Internet screens.

    Trader Mods:
  • The Investment Portfolio will be associated to one client as per currently. The second contact details will have to be stored also, as per current practice. Apart from that no changes to current data structure needed.
  • Extra Data Tables needed:
  • TA080 Clients will have a multi-valued field of all the investment club portfolios the client is involved with. Multiple clubs could be joined. Internet Modifications:
  • TSC_LOGIN2 - This will need to check the multi valued field in the Clients record and provide a link to each club portfolio in their account line up. No portfolio value needs to be shown, as this would confuse the logic in adding up the other portfolio to provide a valuation for the clients' holding.
  • CLUB_PORTFOLIO - Client number passed in, so the Admin record is read, check the client is a member, check their authority, and display portfolio as normal, modifying the cell count if the deal buttons are omitted.
  • All reports; history, cash, SOTW etc. will all have to be changed slightly. They are written at the moment to check the cookie against the main player, these programs will have to have the club_client number passed in as well, and check the cookie against the appropriate PIN. The page will be displayed as if owned by the club_client. Each program will have to have this trigger if the portfolio doesn't belong to the Client, check the club route. Should be possible in the function that checks the cookie, one function should cover all programs.
  • New programs for Club Functionality:




    • Club Administration Features

    To hold information on the other members, privileges, and sundry other data, it seems a better idea to set up a new table, each portfolio to have it's own record. The record will track:




    Fantasy Account

    Following the basic outline of starting point of £10,000, £10 per deal, max £2,000 in any stock, and fantasy portfolio is available to the club. Fantasy portfolio has it's own features of cash movements, order history, and a automatically updated league table of all the existing fantasy portfolios. There will also need to be a button to return to portfolio. If a user had F rights they can buy and sell, else hide the button.




    Suggested Table Plug-In

    The Share Centre Investment Club Service
  • Admin Options
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