Take a look at Mary’s profile to see how the site updated her properties based on your actions:
In the ATG Control Center, open the People and Organizations > Users screen.
Click List to see all profiles.
Select View > Refresh.
Select Mary to examine how your recent activities in Quincy Funds affect the visitor profile.
The profile in the ATG Control Center consists of user-entered explicit information such as name, password, and gender, as well as implicit information – date of last session and broker ID. The aggressivenessIndex equals 11 in the ATG Control Center profile just as it did in the Quincy Funds Profile Web page. The fundsViewed property lists Quincy Venture fund (QUIVF) and Quincy Money Market fund (QUISB), which are the funds you viewed in the previous section. This information is funneled back to an investor’s broker.
To examine how the site uses the fundsViewed property:
Log in to the Quincy Funds demonstration as jack (user name and password).
The “Quincy Funds - broker home” opens.
From the My Clients list, click the Mary Hammond link.
Beneath the Recently Viewed Funds label are the two funds, Quincy Venture fund and Quincy Money Market fund, traced from the ATG Control Center profile
fundsViewedproperty.Browse the Holdings list.
Log out.
Jack can use this information as an indicator that Mary’s investment style is changing. She’s invested in an aggressive fund, but she seems to be interested in a very conservative fund. Jack can send her a mix of e-mail targeted to aggressive and conservative investors, and once her interests become clear, he can add her to that group.
