Upgrading and Migrating Siebel Janna Applications > Interoperability Case Study > Capital Street Holdings—Introduction >

Existing Implementation

The existing implementation of Siebel Janna Contact Enterprise has the following custom components:

The Transaction Zone

Displays a tabular listing of trading activity by account for the selected contact. Each trade is a separate line item. The table will:

• Display Account, Transaction Date, Transaction Type, Ticker, Quantity, Open Price, and Commission columns.
• Allow columns to be resized and moved.
• Be able to sort by each column.
• Be able to filter the trades by Transaction Type.
• Be able to selectively display only those transactions that match the Ticker in the user's selection in the Summary Zone.

The Summary Zone

Displays a tabular listing of trade summaries by Ticker for the selected Contact. Each trade summary will be a separate line item. The table will:

• Display Ticker, Description, Quantity, Avg. Cost, Total Cost, Market Price, Market Value, and Gain/Loss columns.
• Allow columns to be resized and moved.
• Be able to sort by each column.
• Allow the selection of any row so that related transactions will be displayed in the Transaction Details Zone.

The Quick Search Capability

The Quick Filter was enhanced to include a custom tab that displays two fields allowing users to:

• Select Contacts who have traded a specified Ticker.
• Select Contacts who have shares in excess of a specified volume.

Field Validation

Custom code was written to validate the Country field in the Contact Detail form so if the entry in the Country field is:

• C or CAN or Can, it is automatically converted to Canada upon insert or update.
• USA, it is automatically converted to U.S.A. upon insert or update.