Functional Specification: FES Persistent Chat
February 7, 2007
Logical View: Enterprise FES Server
FES Users are members of one or many FES Groups.
FES Users and/or FES Groups are members of one or many Persistent Chat Rooms.
finAIM BOTS
Directory Service
Callback PBX
AIM Backend
RT News
Reference Data
Market Data
Compliance &Auditing
Internal Network Security
Alerting
1. Persistent Chat Server2. Chat Admin Application3. Web Services4. Authorization System5. FES Database6. Windows Services7. Meta Data Storage8. Broadcast Messaging….
Internal InstantMessaging
FinAIM Enterprise Server (FES)
Messaging(SoupTCP, FIX, proprietary XML)
Other Systems
finAIM Broadcasting
Fire- Wall
Logical View: FES Server; Persistent Chat
FES Groups
Persistent Chat RoomsFES Users
FES Users are members of one or many FES Groups.
FES Users and/or FES Groups are members of one or many Persistent Chat Rooms.
FES Persistent Chat Users
Persistent Chat Users
FES Administrators
FES Auditors
Logical View: FES Auditor Rights
Logical View: FES Auditor Permissions
View Persistent Chat Properties and Permissions
View FES User Properties and Permissions
View FES Group Properties & Permissions
Auditors have view only rights to enter and search chat rooms and view the hierarchy and properties of groups and users
Logical View: FES Administrator Permissions
Create/edit Persistent Chat Room properties and permissions
Create/edit FES User properties and permissions
Create/edit FES Group properties and permissions
Administrators create Groups, assign Users to Groups and monitor Group interaction in Chat Rooms.
Logical View: FES User Permissions
Invite/Assign Users and Groups
Create/edit Persistent Chat Rooms
Search finAIM directory
Users create Chat Rooms, edit Chat Rooms and invite/assign Users and Groups.
Logical View: FES User Properties
FES Users hold one of the following attributes. These attributes determine User Chat Room rights: Create, Participate, Read Only.
PARTICIPATE IM Pchat
PARTICIPATE IM Pchat
READ ONLY IM PChat
READ ONLY IM PChat
CREATE IM PChat
CREATE IM PChat
FES UserFES User
Logical View: FES Group Properties
User MembersUser Members Polarized Users/GroupsPolarized Users/Groups
NameName
FES GroupFES Group
The most important property of a group is its Polarized Groups. In certain instances Groups will hold a property forbidding a group from sharing membership in communications applications.
Logical View: FES Chat Room Properties
FounderFounder User/Group InviteesUser/Group Invitees
SubjectSubject
FES Chat RoomFES Chat Room
FES Users hold one of the following attributes. These attributes determine User Chat Room rights: Create, Participate, Read Only.
Logical View: FES User - Create
Users who are chat creates are permissioned to create a Chat Room/s. They may add properties to their own Chat Rooms and invite/assign Users. They may also kill their own Chat Rooms.
Kill/Delete Chat Room
Remove Users or GroupsAssign and InviteUsers or Groups
Create Chat Room & Properties
Logical View: FES User - Participate
Users who are chat participators may search for chat rooms in the finAIM directory. They may enter permissioned Chat Rooms and IM within them. They may also search through the historical chat threads within a permissioned Chat Room.
Search historical threads in permissioned Chat Room
IM with other FinAIM buddies in permissioned
Chat Room
Enter permissionedChat Room
Search for Chat Room
Logical View: FES User – Read Only
Users who are chat read only may search for chat rooms in the finAIM directory. They may enter permissioned Chat Rooms and read only chat threads in permissioned Chat Rooms. They may also search through the historical chat threads within a permissioned Chat Room.
Search historical threads in permissioned Chat Room
Read only chat threads in Permissioned Chat Room
Enter permissionedChat Room
Search for Chat Room
finAIM Admin Tool: Add User/Group
A) Create a User name and User properties
B) User contact info
•Physical addresses
•IM
C) Member of:
•Groups
•Chat Rooms
finAIM Directory: Chat Room Lookup
A) Show Names From
• User Selects Chat Room Directory
B) Search Box
• Search all or part of a chat room names
C) Results List; order by
•Name (alphabetical ascending)
•Network (Internal firm LAN or Global finAIM
•Last Modified (last thread)
finAIM Directory: Create/Edit Chat Room
A) Create a Chat Room name and Chat Room propertiesB) Chat Room IM InfoC) Invites/Membera
finAIM Directory: Create/Edit Chat Room
Invites/Members
finAIM Directory: Create/Edit Chat Room
Manage Chat Rooms, BLP
• Chat Rooms Created by User
• Chat Rooms Created by other Users
Create Chat Room, BLP
• Assign/ Invite Users
• Chat Room Name
• Chat Room Description
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