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

Existing Implementation

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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.

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