Alice thinks IBM has tested its lows and likely to rally, and wants to refer Bob to its recent price action.

Status

Idea for discussion, assumes the existence of new features in the Symphony product and standards not yet agreed.

An objective of the working group is to assist with transactions involving human participants and not to re-invent existing protocols like FIX . This example feels like it may be just such a re-invention but is presented as a simple use case for discussion.

Pre Conditions

Alice and Bob are already connected on Symphony and have an open IM session.

Alice has set CONTROL-T as her shortcut for entry of equity ticker objects.

Alice has an app from Bank X installed and Bob has an app from Broker Z, each of which provide market data for the equities product range.

User Story

1. Alice clicks in the already open chat window with Bob.
2. Alice types "Good morning Bob, " then presses CONTROL-T.
   1. As the shortcut for equity tickers is entered, Symphony calls each app which is installed and which supports this entity type (in this case just the Bank X app).
   2. The Bank X app returns a list of product ranges which it supports, in this case Equities and Bonds.
   3. Symphony displays a pop up, similar to the "At Mention" popup which appears after an @ character is entered.
      1. This pop-up appears above the text entry line and allows Alice to click with the mouse, or to continue typing.
      2. The pop up contains a menu with two items: "Equities..." and "Bonds..."
3. Alice ignores the pop-up, she knows the exchange for IBM is NYSE and the ticker symbol is IBM.
4. Alice types "n"
   1. The Broker X app is called with the keyboard input and checks the list of text entry options which it supports. The only one which begins with the letter n is the exchange symbol NYSE.
   2. The pop-up now shows a single row containing "NYSE"
5. Alice types ":" which accepts the first (and in this case only) option from the pop-up.
   1. The message input box now displays "Good morning Bob, " in the normal (white) font for messages, followed by "NYSE:" in a different color (blue)
   2. The pop-up now offers Alice the three most common NYSE tickers which Alice uses, in this case:
      1. F - Ford Motor Co.
      2. BA - The Boeing Company
      3. GE - General Electric Company
6. Alice ignores the pop-up again and types "ibm"
   1. The pop-up now shows a single item:
      1. IBM - International Business Machines Corporation, Hold 1.1x
   2. Alice knows that this means that Bank X's recommendation for this stock is "Hold" and the Quick Ratio is 1.1x
7. Alice presses the space bar which accepts the top option
   1. The message input box now displays "Good morning Bob, " in the normal (white) font for messages, followed by "NYSE:IBM" in a different color (blue) and a space.
   2. The pop up disappears.
8. Alice types "has tested its low point I think, its a great value opportunity given your current portfolio."
   
   1. The message input box now displays "Good morning Bob, " in the normal (white) font for messages, followed by "NYSE:IBM" in a different color (blue) and then " has tested its low point I think, its a great value opportunity given your current portfolio." in white.
9. Alice presses the Return key which sends the message.
10. The message is sent as the following MessageML:
    1. <messageML>Good morning Bob, <entity><format type="foundation.symphony.equity" exchange="NYSE" ticker="IBM"/><b>NYSE:IBM</b></entity> has tested its low point I think, its a great value opportunity given your current portfolio.</messageML>
11. Bob receives the message, the Symphony UI sees the embedded entity in the message and searches for an installed app which knows how to present the foundation.symphony.equity entity. Bob has the Broker Z app installed (which is the only one he has installed which recognizes this entity type).
    1. The first part of the message ("Good morning Bob,") is rendered normally, the entity is rendered by the Broker Z app which parses the entity and accesses a proprietary database of market data on IBM.
    2. The App renders a rectangle containing recent price movements in numeric and graphical form, similar to the figure below:
    3. 

        

    4. The last part of the message (" has tested its low point I think, its a great value opportunity given your current portfolio.") is rendered normally.
12. Some time later, the content export process for Bob's pod exports this message. The content export process does not have apps installed and uses the embedded default rendering inside the entity to render the message in plain text as
    1. Good morning Bob, NYSE:IBM has tested its low point I think, its a great value opportunity given your current portfolio.