CA2544915A1 - Method of and system for archiving electronic data and allowing access at a future date - Google Patents
Method of and system for archiving electronic data and allowing access at a future date Download PDFInfo
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- CA2544915A1 CA2544915A1 CA002544915A CA2544915A CA2544915A1 CA 2544915 A1 CA2544915 A1 CA 2544915A1 CA 002544915 A CA002544915 A CA 002544915A CA 2544915 A CA2544915 A CA 2544915A CA 2544915 A1 CA2544915 A1 CA 2544915A1
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/93—Document management systems
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Abstract
The invention provides an electronic document management and delivery system that allows images, text, audio, video and the like to be stored and delivered at some time in the future, providing for an automated and sophisticated "time capsule". An embodiment of the invention is defined as a method of document management comprising the steps of:
providing an interface for the generation of an electronic document by an end user, and the specification by the user of a delivery time and destination; storing the generated electronic document, specified delivery time and specified destination; and responding to the specified delivery time occurring by delivering the generated electronic document to the specified destination.
providing an interface for the generation of an electronic document by an end user, and the specification by the user of a delivery time and destination; storing the generated electronic document, specified delivery time and specified destination; and responding to the specified delivery time occurring by delivering the generated electronic document to the specified destination.
Description
1. DoCtJI~ENT DETAILS
............................... ... ................
................................................................. ---............................ -- .......... ........................... . .
t. i. t/ er si ons First draft printed on April 21, 2006.
............................... ... ................
................................................................. ---............................ -- .......... ........................... . .
t. i. t/ er si ons First draft printed on April 21, 2006.
2. INTRODUCTION
"Suppose there were an online service that allowed you to deliver important messages to [your child/your grandchild/the child you are close to] at selected dates in the future. For example, imagine this child has just taken his or her first steps. You could use pictures, video, voice recordings, and/or text to record exactly how you felt, and the save it to a special website. Then you could have this message released to the child when they grow up, become a parent, and their own children begin to walk.
You could tell them how you felt all those years ago and describe how they must be feeling now. Such a message could be delivered even if you passed away."
Targeted mainly at young parents and the people close to young children, the Message in a Bottle (MIB) website fills a presently underserved niche by enabling people to send messages to loved ones and release them at a future date.
The purpose of this document is to define, at a high level, the requirements and features of the MIB website.
Five basic types of users play a role in the MIB website:
= Account Owners (OWNER) = Message Recipients, initially, these users will be young children (RECIPIENT) = Message Contributors, including friends and family (WRITER) = The general public, interested in researching the service and signing up for an account (PUBLIC) = Administrators, who will be responsible for managing user accounts, offering customer support and tracking transactions (ADMINISTRATOR) This list is be described in greater detail in Section 3 (Terminology) In order to satisfy the needs of all five groups, five separate areas have been built:
= An area that will market the service to the general Public. This site will, in all likelihood, include an overview of features, a demo site and an order form.
= An area that allows Owners to manage the recipient's account, create messages and solicit message contributions from Writers.
= An area where Writers can make contributions to Recipient accounts.
= An area that allows Recipients to view their messages = An area that allows administrators to manage user accounts, offer customer support and track transactions.
In short, an Owner can set up an account, specifying a particular Recipient.
Various Writers store text, audio and video clips to the account, specifying the date at which this information is to be made available to the Recipient.
The Recipient visits the site and logs in under his username and password, being given access to any unlocked messages and seeing how many messages are still locked.
The Recipient can securely store and update his e-mail address on the database. The site sends e-mail messages to the Recipient notifying him when a message becomes unlocked, so that he can visit and review the message.
There is also a direct link from the e-mail to the unlocked message on the web site, which passes through the logon phase and expedites the process.
TARGET AUDIENCE
= The most likely people to purchase the service included:
o Young adults aged 18-30 o Grandmothers o Women in general MIB believes that a focused marketing effort on Women aged 18-34 and new grandmothers would have the greatest impact. For the time being, MIB will be offering their services in the US and Canada.
While many users may access the site at work where they have access to a high speed internet connection, the developer of the site must also consider that many users will be accessing the application from home. According to Nielsen//Netratings, 55% of home users in the US now have broadband internet access.' 3. TERMINOLOGY
...
t~on -~~ Owner The owner can be defined as the person who creates the recipient account.
In most cases, the owner will have paid for the account and will continue to renew the account on a yearly basis. The owner will have the power to create their own messages and manage messages submitted by Writers.
_ - ... _.. ,..._ ~
Recipient The recipient, in most cases, will initially be a child. Recipients will have the ability to log in to their own personalized site and view messages submitted by the owner and writers.
. ~. . - ___..._ Writers ? For each owner account, a list of message contributors will be defined. These writers may include relatives and friends. Writers have the ability to create messages and submit them to the owner for approval. Writer accounts may have the ability to make message contributions to more than one recipient account. Public This group consists of visitors to the MIB public site. They are all potential customers - interested in acquiring more information about the service and purchasing new owner accounts.
Administrator MIB requires two levels of administration:
= Super users - this administrator account type provides complete access to administrative tools and reports = Junior users - this account type allows a customer service representatives to manage user accounts only.
1 http://www.clickz.com/stats/sectors/broadband/article.php/3463191 4. TECHNICAL GUIDELINES
4.1 . Browser Specifications .............. .......... ._ The following browsers are supported - Explorer6 Netscape6 - This also includes Mozilla.
4.2. Screen Resoiution Because we are targeting a large proportion of home web users, a screen resolution of 800*600 is the best course of action.
4.3. Accessibility Guidelines The site has been developed in accordance with the W3C Web Content Accessibility Guidelines - Checkpoints 1 & 2. http://www.w3.org/WAI/intro/wcag.php 5. USEP-, REQUIREMENTS
In this section we define the common processes and user requirements that are encountered at each stage of the consumer lifecycle. Once these requirements have been successfully identified, and prioritized, we can map technical specifications to each.
blic Site Requirements High Medium Low Priority Priority Priority Learning About the Offering General selling points /
Detailed Feature Set Overview /
Demo site /
Proof of Credibility /
Trial Account /
Becoming a Customer Collection of user information including /
account owner's contact information and information about the child Selection of account type /
Coupon Redemption /
Payment Mechanism (e-commerce). /
Confirmation of Payment /
Account owner and child site access /
information Marketing Refer a friend /
Automated Follow up on Trial Accourit /
Renewing an Account Reminder of account expiry /
Payment Mechanism (e-commerce) /
Support A mechanism for asking questions about /
offerings and billings Forgot Password /
Child Search/ Request to be added to list /
of contributors Account = Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Managing Messages Add, edit, delete messages and include /
multimedia content Customizing Message template /
Approve messages that have been /
submitted by others Scheduling messages and notification /
Managing site file-size /
Managing the Child's Site Creating a welcome message /
Selecting a site design template /
Managing Account Information Update Contact Info /
Update Billing Info (renew billing) /
Update Child Contact Info /
Add, edit, delete other contributors /
Upgrade Account /
Marketing Refer a friend /
Support A mechanism for asking questions about /
offerings and billings Message Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Managing Messages Add, edit, delete messages and include /
rnultimedia content Scheduling messages and notification /
Managing Account Information Update Contact Info /
Marketing Refer a friend /
Support A mechanism for asking questions about /
offerings.
Recipient Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Viewing Messages /
View, delete messages including multimedia content Receipt of notification when a message /
has become available Presentation Custom Template /
Custom welcome message /
Managing Account Information Update Child Contact Info /
Support A mechanism for asking questions about /
offerings.
Marketing /
Refer a friend /
. . Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Managing Users Add, Edit, Delete User Accounts /
Automated Removal of expired users /
Administrator Reports /
To-be-discussed /
Marketing Create special promotion codes /
Download of expired and current /
customer lists for email marketing Support A mechanism for answering questions /
about offerings and billings 6. APPLICATION SPECIFICATIONS
........... .......... .............
The MIB requires two different URLs. While the actual URL has yet to be finalized, this document uses electronicmessageinabottle.com for discussion purposes.
www.electronicmessageinabottle.com (Website 1) The purpose of this site is to convert Public browsers to buyers by offering information about the service and allowing them to purchase online.
www.myelectronicmessaaeinabottle.com (Website 2) Designed for Owners, Writers and Recipients, this area of the site includes the creation and receipt of messages.
Administrators also have a secure area on this site which allows them to view reports and manage accounts.
6.1. Features included in www.electronicmessageinabottle.com (Website 1}
The public facing side of of MIB's business is relatively simple. A few static HTML pages have been created to help educate the public about the service and establish credibility. A means of processing payments is also integrated into the site.
An initial site architecture has been created to help further define the content and functionality that has been built into the site. (Shown below) Message in a Bottle Site Architecture Version 1 Public Site Home 1.0 Main Menu Footer Menu Ove~~ L___-_ [erfriend ...._._.. i _- I -rview Free Trial Si n U FA. Contact Us Support Terms 8 pnvacy Policy Copyright g p 6.0 y.0 Conditions II 9.0 10.0 11.0 2.0 3.0 5.0 80 _ .
Confirmation/
Demo Thank You Payment 2.1 3.1 4 1 Confirmation/
Thank Vou 4.2 i. Module 1 Educating Users and Establishing Credibility a. Presentation of the concept b. Detailed Terms and Conditions c. FAQ
d. Demo e. Free trial offer (30 days) f. Refer a friend (On the footer of every page) 2. Module 2 Registration The registration system is able to do the following:
a. Allow users to choose a payment plan (Gold, Silver, Bronze or Gift) b. Allow users to set up multiple accounts at the same time for one or more years.
c. Enter an optional Coupon Code d. The ability to buy the service as a gift and assign ownership to a third party. The purchaser is able to print a gift certificate after purchase e. Receive email confirmation of the approved payment and account access details f. Send an email to the administrator notifying them of the new account 3. Module 3 Find an account: (Same as module 5 in website 2) Allows owners to invite new writers to their account and allows writers to search for, and request access to recipient accounts.
These modules are described in greater detail in Section 7.3 and 7.4 6.2. Features included in www.myelectronicmessageinabottle.com (Website ') ........ ....... ... ............ ................ _........
................... For this web site we have to consider several different kinds of users including: Owners, Recipients, Writers and Administrators. For these four kinds of users, there are some common pages and features such as the login page and the message creation feature, but in many cases, the pages that will display upon login will depend greatly on the user's permission set. For example the owner is the only user type to be able to approve all messages submitted by writers prior to sending them to his/her recipient.
Draft site architecture has been created to describe the functionality included in each site.
Owner Message in a Bottle Site ArchitecWre Version 1 Owner Site ForBOtPasswortl Li~O tlt Main uPnu Focler hlenu M e n MasaeB TM1enk Yo ThankYou Msn epeWrllers qtltlqtlacM1 rPraview 134.1~ 12fi.1 menl aasa6e 12.1 1 12.1.2 12.3.1 12.3.2 nv'Z WZners Thank Y
13.].3 u Writer Message in a Bottle Site Architecture Version I
VJriter Site Login Forgot Passwortl 110 1t1 Hom Maln Lienu Footerhlena 113 11.0 LMessage Thank you Recipient Search Atltl Altachment Preview 121 12.1.1 131 12.3.1 Message 12.3.2 RequeslWrirer 3talus 13.1.1 Thank You p 233 Recipient Message in a Bottle Site Architecture Version 1 Recipient Site login H Forgot Password 11.0 11.1 Customized Home 14.0 [Main Menu Footer Menu ~---..-- ~
My Account , Messages (View FAQ Contact Us Su~ El.nrdi,,~.n's mprivacy Policy Copyright n0er, Delete) 125 6.0 8.0 9.0 10.0 12.4 i Thank you Message 12.1.1 12.4.1.
Administrator Message in a Bottle Site Architecture Version 1 Administrator Site Login 11.0 Administrator Home 14.0 ~..,..._,._... -----~ -----..._..----Main Menu ISuper ueer 0nry _t F::t:E d Orsministtor Coupon Crealion I CSV List Add Transactions Usage Coupon Claims Download 4.4.1 14.4.2 14.4.3 Account List Account List 12.2 Administrator 1 14.3.1 14.2.1 14.1.1 Thank You 14.1.1.1 Account Details I
14.2.2 Thank You 14.2.1.1 While each site is different, there is a degree of overlap amongst the features. We have identified 5 modules that can be shared between the four sites.
1. Module 1 Manage my account: allows users to manage the properties associated with their account including address, billing information etc.
2. Module 2 Message creation: designed to allow Owners and Writer to create and schedule messages;
upload multimedia files; and preview and manage messages.
3. Module 3 Get my messages: This area allows recipients to view their messages.
4. Module 4 Administration: Offering two levels of access (customer service and super user), the administration module empowers users to access and edit customer accounts;
generate reports; and create promotional coupons.
5. Module 5 Find an account: Allows owners to invite new writers to their account and allows writers to search for, and request access to recipient accounts.
The 5 modules are described in greater detail below.
6.3. WEBSITE 1JModuie'1: Educating Users and Establishing Credibility _ .... .... _. ......... ....._.
The goal of the module is to educate users about the service and convince them to try it, either as a trial user or a subscriber.
ge User Details Home All This page includes:
1.0 users . A basic explanation of the service and value proposition.
= The goal is draw users in to the site further by enticing them with the free trial.
Overview All This page includes:
2.0 users = A detailed explanation of value proposition and features.
= Testimonials Demo All This page includes:
2.1 users . The demo will either show a working version of a recipient account, or = offer screen shots of key features FAQ All = Includes answers to frequently asked questions users Page 5.0 Contact Us All = Includes email address and toll free phone number users Page 6.0 = Includes information about the company and explains where the idea came from.
Terms and All = Describes the terms of service Conditions users Page 8.0 Privacy Policy All = Describes how user information collected through the site is stored and used users Page 9.0 = This should be drawn up by a lawyer Copyright All = All rights reserved.
users Page 10.0 ge User Details UNDEFINED All users = Blank page for future use.
Page 6.4. WEBSITE 1/Module2: Registration . Details Free Trial All Allows users to try the system for 30 days then upgrade to a paid account:
3.0 users = This is a web based form. It collects all necessary user information including:
o first name o last name o email o phone number o Username o Password o Recipient First Name o Recipient Last Name o Recipient Username o Recipient Password o Specifics question as Pet name, Best movie are asked to the user.
This information is in case of a forgotten password.
= Once the user has signed up, they will receive an email confirmation including account access information. They are automatically forwarded to page 12.1 My Account, then transferred to 12.2 customize welcome message.
. If the account expires before the user has signed up for a paid account, an automated email is sent reminding them to sign up.
Sign-Up All = This page describes the four available payment plans and server space 4.0 users allocations: WITH EXAMPLES... I.E. UNLIMITED TEXT, 5 VIDEOS OF 2 MIN
WOULD FILL THE BRONZE...LINK TO EXPLANATION OF PLANS, PAGE 5.0 FAQ.
o Gold o Silver o Bronze o Gift = Once the user has chosen a plan, they are taken to a payment processing page (4.1) Payment All = Payments are processed using a third party tool such as Magma eCommerce 4.1 users http://wwwi.magma.ca/corporate/ecommerce/index.cfm = The following information is collected:
o first name o last name o email o phone number o Username o Password o Recipient First Name o Recipient Last Name o Recipient Username o Credit Card Type (ie. Visa) o Credit Card Number o Credit Card Expiry o CW
o Billing Address o Optional Coupon Code = User information (including an encrypted credit card number) is stored in the database.
= The user is then taken to a screen confirming their purchase.(4.2) Confirmation/ All = Confirmation page thanks the user for their purchase and displays their Thank You users account information.
4.2 = Once the user has signed up, they also receive an email confirmation including account access information. They are automatically forwarded to page 12.1 My Account, then transferred to 12.2 customize welcome message.
6.5. WEBSITE 2/Modulel: Manage My Account .. ..11 ........._.. ........... ...... ................... .... .......... ------- ............. ... ......._ Owners, Writers and Recipients will all need the ability to view their account information and update their profile.
. Details My Owner Each user account (owner, writer, recipient) is associated with the following basic Account Writer information:
12.1 Recipient = first name = last name = email = phone number = username = password This information can be updated by logging in to this page on the owner, writer or recipient sites. Once the information is saved, the database is updated and the user is shown a thank you page (12.1.1) Additional Owner-only information 0 Credit Card Type ge User Details = Credit Card Expiry Date = Credit Card = Encoded Credit Card number = Billing Address = Account Expiry Date (Read Only) = Recipient First Name = Recipient Last Name = Recipient Username = Recipient Password Thank You Owner = Displayed after a change has been made to account information (12.1) 12.1.1 Writer Recipient Manage Owner = Displays a list of writers associated with an account.
Writers Recipient = Owners can remove existing writers from the account or invite new writers to 12.1.2 join.
= Owners can remove Writers from reminder list.
= Owners can also approve requests to allow new writers to contribute to the recipient account.
Invite Owner = Writers may contribute to more than one recipient account. This page allows Writers Recipient owners to search for a writer by email address.
12.1.2.1 o If the writer account already exists in the system, the owner can invite them via email to become a contributor.
o If the writer account does not exist, the owner can invite the writer via email to create a writer account.
Create Owner The Owner is able to select a recipient account and send a message to all writers message Recipient associated with this account.
for writers The Writers will receive this message by email.
12.1.2.2 The owner is prompted upon registration to create a reminder notice to writers. All writers are added on list by default owner will choose frequency of reminders and will also build reminder from the tools of the custom introduction page.
NB: Only Owners are able to create messages to the writers defined within the account.
Recipient Writer = Writers may contribute to more than one recipient account.
This page allows Search writers to search for a recipient account and request permission from the 13.1 owner to allow them to contribute to a recipient account.
= Owners may search for recipients by entering their email address and requesting the writer's presence.
ge User Details Manage Owner = Owners may have access to all messages defined for the account.
From this message Writer page Owners can Create/Edit/Delete any of his own messages 12.4 Recipient = Owners could also approve or disapprove (delete) messages sent by writers.
Owners would be the only person capable of taking this action. No writers would be able to approve or disapprove the message from others writers.
= Writers have access to only the messages they have created. They could Create/Edit/Delete any of their own messages.
= Recipients have access to their available message in two specific modes (view and delete). Messages are viewable based on the release date specified by the owner or writer.
6.6.1t~EBSiTE 21Module 2: Creating messages Pag Details Create Owner Any owner or any writer defined in the application is able to create a new message for message Writer an account. However, they must be associated with this particular account. (Either as 12.3 the owner or one of the invited writers) In the new message the owner or the writer will define:
= Message title = Message text, with basic word processing function, IE spell check, font, colour...
= Templates for colour and theme (Xmas, birthday, fall, spring, winter...) = An option for multi-language will be implemented in the second phase of website. This future implementation needs to be considered in creation of the website.
= Delivery date (specific date or period for the delivery) Add Owner Depending on the type of account, a contributor could have the option to associate a attachment Writer voice or a video message with the text message.
12.3.1 This page will offer a specific page to:
= select attachment = upload attachment in the website Files formats:
Formats available for voice messages include MP3, WMA (Windows Media Audio) Formats available for video messages include MOV (Quicktime), MPEG
NB: We will not propose to upload any WAV files because of it size.
Files size:
A limit for voice messages is currently 2Mb A limit for video messages is currently 10Mb (These sizes may vary as MIB
refines it's business model.) tJ. Details NB. It is desirable to advise users of best practices for creating and uploading voice and video messages. This document will explain the method and the tools required to create voice and video message with a Webcam, a Camera or a video Camera.
Preview Owner This page presents the same look and feel as the page used to present the message to message Writer the recipient.
12.3.2 It offers the owner or the writer a way to validate his/her message and have a view of the result. After the preview, the owner or the writer is able to go back to the page 12.3 in edit mode to modify his/her message.
Thank you Owner After validation of the preview the owner or the writer is presented with a "Thank you"
12.3.3 Writer message for his contribution.
6.7. WEBSITE 2/Madule 3: Get my message . Details Manage my Recipient = The recipient uses the same page as the one used by owners and recipients to messages have access to the message list. However, he could only view a message or 12.4 delete a message or download a message.
NB: This action is available according to the message status. Messages are delivered based on the release date specified by the Owner or Writer.
= The recipient is able to see the total number of messages by time period.
o Number of message for the next 2 years: 25 messages o Number of message for the next 2-5 years: 65 messages o Number of message for the next 5-10 years: 125 messages View Recipient = The recipient uses this page to view the detailed message selected on the message page 12.4. He is able to see:
12.4.1 o The text of the message o Identify the name of the author (owner or writer) o Identify the date of message creation o Listen the voice message o View the video ' ge User Details Voice Recipient = The recipient uses this page to listen to the voice messages uploaded by the message owner or a writer.
12.4.2 = NB. The user will need to install the correct plug-in in order to hear the file.
Video Recipient = The recipient uses this page to view the video messages uploaded by the message owner or a writer of the account associated with the recipient.
12.4.3 = NB. The user will need to install the correct plug-in in order to view the file.
Notice to Recipient = Recipient will have the option to define his email address, so a notice of recipient of unlocked message is automatically sent upon unlocking of a message.
unlocked message Reply to Recipient = Upon reading message, recipient has a box to directly transfer him to his e-writer mail outbox and the title is automatically added to the subject line.
The email address of the writer and the object of the message is also included.
"Suppose there were an online service that allowed you to deliver important messages to [your child/your grandchild/the child you are close to] at selected dates in the future. For example, imagine this child has just taken his or her first steps. You could use pictures, video, voice recordings, and/or text to record exactly how you felt, and the save it to a special website. Then you could have this message released to the child when they grow up, become a parent, and their own children begin to walk.
You could tell them how you felt all those years ago and describe how they must be feeling now. Such a message could be delivered even if you passed away."
Targeted mainly at young parents and the people close to young children, the Message in a Bottle (MIB) website fills a presently underserved niche by enabling people to send messages to loved ones and release them at a future date.
The purpose of this document is to define, at a high level, the requirements and features of the MIB website.
Five basic types of users play a role in the MIB website:
= Account Owners (OWNER) = Message Recipients, initially, these users will be young children (RECIPIENT) = Message Contributors, including friends and family (WRITER) = The general public, interested in researching the service and signing up for an account (PUBLIC) = Administrators, who will be responsible for managing user accounts, offering customer support and tracking transactions (ADMINISTRATOR) This list is be described in greater detail in Section 3 (Terminology) In order to satisfy the needs of all five groups, five separate areas have been built:
= An area that will market the service to the general Public. This site will, in all likelihood, include an overview of features, a demo site and an order form.
= An area that allows Owners to manage the recipient's account, create messages and solicit message contributions from Writers.
= An area where Writers can make contributions to Recipient accounts.
= An area that allows Recipients to view their messages = An area that allows administrators to manage user accounts, offer customer support and track transactions.
In short, an Owner can set up an account, specifying a particular Recipient.
Various Writers store text, audio and video clips to the account, specifying the date at which this information is to be made available to the Recipient.
The Recipient visits the site and logs in under his username and password, being given access to any unlocked messages and seeing how many messages are still locked.
The Recipient can securely store and update his e-mail address on the database. The site sends e-mail messages to the Recipient notifying him when a message becomes unlocked, so that he can visit and review the message.
There is also a direct link from the e-mail to the unlocked message on the web site, which passes through the logon phase and expedites the process.
TARGET AUDIENCE
= The most likely people to purchase the service included:
o Young adults aged 18-30 o Grandmothers o Women in general MIB believes that a focused marketing effort on Women aged 18-34 and new grandmothers would have the greatest impact. For the time being, MIB will be offering their services in the US and Canada.
While many users may access the site at work where they have access to a high speed internet connection, the developer of the site must also consider that many users will be accessing the application from home. According to Nielsen//Netratings, 55% of home users in the US now have broadband internet access.' 3. TERMINOLOGY
...
t~on -~~ Owner The owner can be defined as the person who creates the recipient account.
In most cases, the owner will have paid for the account and will continue to renew the account on a yearly basis. The owner will have the power to create their own messages and manage messages submitted by Writers.
_ - ... _.. ,..._ ~
Recipient The recipient, in most cases, will initially be a child. Recipients will have the ability to log in to their own personalized site and view messages submitted by the owner and writers.
. ~. . - ___..._ Writers ? For each owner account, a list of message contributors will be defined. These writers may include relatives and friends. Writers have the ability to create messages and submit them to the owner for approval. Writer accounts may have the ability to make message contributions to more than one recipient account. Public This group consists of visitors to the MIB public site. They are all potential customers - interested in acquiring more information about the service and purchasing new owner accounts.
Administrator MIB requires two levels of administration:
= Super users - this administrator account type provides complete access to administrative tools and reports = Junior users - this account type allows a customer service representatives to manage user accounts only.
1 http://www.clickz.com/stats/sectors/broadband/article.php/3463191 4. TECHNICAL GUIDELINES
4.1 . Browser Specifications .............. .......... ._ The following browsers are supported - Explorer6 Netscape6 - This also includes Mozilla.
4.2. Screen Resoiution Because we are targeting a large proportion of home web users, a screen resolution of 800*600 is the best course of action.
4.3. Accessibility Guidelines The site has been developed in accordance with the W3C Web Content Accessibility Guidelines - Checkpoints 1 & 2. http://www.w3.org/WAI/intro/wcag.php 5. USEP-, REQUIREMENTS
In this section we define the common processes and user requirements that are encountered at each stage of the consumer lifecycle. Once these requirements have been successfully identified, and prioritized, we can map technical specifications to each.
blic Site Requirements High Medium Low Priority Priority Priority Learning About the Offering General selling points /
Detailed Feature Set Overview /
Demo site /
Proof of Credibility /
Trial Account /
Becoming a Customer Collection of user information including /
account owner's contact information and information about the child Selection of account type /
Coupon Redemption /
Payment Mechanism (e-commerce). /
Confirmation of Payment /
Account owner and child site access /
information Marketing Refer a friend /
Automated Follow up on Trial Accourit /
Renewing an Account Reminder of account expiry /
Payment Mechanism (e-commerce) /
Support A mechanism for asking questions about /
offerings and billings Forgot Password /
Child Search/ Request to be added to list /
of contributors Account = Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Managing Messages Add, edit, delete messages and include /
multimedia content Customizing Message template /
Approve messages that have been /
submitted by others Scheduling messages and notification /
Managing site file-size /
Managing the Child's Site Creating a welcome message /
Selecting a site design template /
Managing Account Information Update Contact Info /
Update Billing Info (renew billing) /
Update Child Contact Info /
Add, edit, delete other contributors /
Upgrade Account /
Marketing Refer a friend /
Support A mechanism for asking questions about /
offerings and billings Message Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Managing Messages Add, edit, delete messages and include /
rnultimedia content Scheduling messages and notification /
Managing Account Information Update Contact Info /
Marketing Refer a friend /
Support A mechanism for asking questions about /
offerings.
Recipient Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Viewing Messages /
View, delete messages including multimedia content Receipt of notification when a message /
has become available Presentation Custom Template /
Custom welcome message /
Managing Account Information Update Child Contact Info /
Support A mechanism for asking questions about /
offerings.
Marketing /
Refer a friend /
. . Requirements High Medium Low Priority Priority Priority Site Security Secure Login /
Managing Users Add, Edit, Delete User Accounts /
Automated Removal of expired users /
Administrator Reports /
To-be-discussed /
Marketing Create special promotion codes /
Download of expired and current /
customer lists for email marketing Support A mechanism for answering questions /
about offerings and billings 6. APPLICATION SPECIFICATIONS
........... .......... .............
The MIB requires two different URLs. While the actual URL has yet to be finalized, this document uses electronicmessageinabottle.com for discussion purposes.
www.electronicmessageinabottle.com (Website 1) The purpose of this site is to convert Public browsers to buyers by offering information about the service and allowing them to purchase online.
www.myelectronicmessaaeinabottle.com (Website 2) Designed for Owners, Writers and Recipients, this area of the site includes the creation and receipt of messages.
Administrators also have a secure area on this site which allows them to view reports and manage accounts.
6.1. Features included in www.electronicmessageinabottle.com (Website 1}
The public facing side of of MIB's business is relatively simple. A few static HTML pages have been created to help educate the public about the service and establish credibility. A means of processing payments is also integrated into the site.
An initial site architecture has been created to help further define the content and functionality that has been built into the site. (Shown below) Message in a Bottle Site Architecture Version 1 Public Site Home 1.0 Main Menu Footer Menu Ove~~ L___-_ [erfriend ...._._.. i _- I -rview Free Trial Si n U FA. Contact Us Support Terms 8 pnvacy Policy Copyright g p 6.0 y.0 Conditions II 9.0 10.0 11.0 2.0 3.0 5.0 80 _ .
Confirmation/
Demo Thank You Payment 2.1 3.1 4 1 Confirmation/
Thank Vou 4.2 i. Module 1 Educating Users and Establishing Credibility a. Presentation of the concept b. Detailed Terms and Conditions c. FAQ
d. Demo e. Free trial offer (30 days) f. Refer a friend (On the footer of every page) 2. Module 2 Registration The registration system is able to do the following:
a. Allow users to choose a payment plan (Gold, Silver, Bronze or Gift) b. Allow users to set up multiple accounts at the same time for one or more years.
c. Enter an optional Coupon Code d. The ability to buy the service as a gift and assign ownership to a third party. The purchaser is able to print a gift certificate after purchase e. Receive email confirmation of the approved payment and account access details f. Send an email to the administrator notifying them of the new account 3. Module 3 Find an account: (Same as module 5 in website 2) Allows owners to invite new writers to their account and allows writers to search for, and request access to recipient accounts.
These modules are described in greater detail in Section 7.3 and 7.4 6.2. Features included in www.myelectronicmessageinabottle.com (Website ') ........ ....... ... ............ ................ _........
................... For this web site we have to consider several different kinds of users including: Owners, Recipients, Writers and Administrators. For these four kinds of users, there are some common pages and features such as the login page and the message creation feature, but in many cases, the pages that will display upon login will depend greatly on the user's permission set. For example the owner is the only user type to be able to approve all messages submitted by writers prior to sending them to his/her recipient.
Draft site architecture has been created to describe the functionality included in each site.
Owner Message in a Bottle Site ArchitecWre Version 1 Owner Site ForBOtPasswortl Li~O tlt Main uPnu Focler hlenu M e n MasaeB TM1enk Yo ThankYou Msn epeWrllers qtltlqtlacM1 rPraview 134.1~ 12fi.1 menl aasa6e 12.1 1 12.1.2 12.3.1 12.3.2 nv'Z WZners Thank Y
13.].3 u Writer Message in a Bottle Site Architecture Version I
VJriter Site Login Forgot Passwortl 110 1t1 Hom Maln Lienu Footerhlena 113 11.0 LMessage Thank you Recipient Search Atltl Altachment Preview 121 12.1.1 131 12.3.1 Message 12.3.2 RequeslWrirer 3talus 13.1.1 Thank You p 233 Recipient Message in a Bottle Site Architecture Version 1 Recipient Site login H Forgot Password 11.0 11.1 Customized Home 14.0 [Main Menu Footer Menu ~---..-- ~
My Account , Messages (View FAQ Contact Us Su~ El.nrdi,,~.n's mprivacy Policy Copyright n0er, Delete) 125 6.0 8.0 9.0 10.0 12.4 i Thank you Message 12.1.1 12.4.1.
Administrator Message in a Bottle Site Architecture Version 1 Administrator Site Login 11.0 Administrator Home 14.0 ~..,..._,._... -----~ -----..._..----Main Menu ISuper ueer 0nry _t F::t:E d Orsministtor Coupon Crealion I CSV List Add Transactions Usage Coupon Claims Download 4.4.1 14.4.2 14.4.3 Account List Account List 12.2 Administrator 1 14.3.1 14.2.1 14.1.1 Thank You 14.1.1.1 Account Details I
14.2.2 Thank You 14.2.1.1 While each site is different, there is a degree of overlap amongst the features. We have identified 5 modules that can be shared between the four sites.
1. Module 1 Manage my account: allows users to manage the properties associated with their account including address, billing information etc.
2. Module 2 Message creation: designed to allow Owners and Writer to create and schedule messages;
upload multimedia files; and preview and manage messages.
3. Module 3 Get my messages: This area allows recipients to view their messages.
4. Module 4 Administration: Offering two levels of access (customer service and super user), the administration module empowers users to access and edit customer accounts;
generate reports; and create promotional coupons.
5. Module 5 Find an account: Allows owners to invite new writers to their account and allows writers to search for, and request access to recipient accounts.
The 5 modules are described in greater detail below.
6.3. WEBSITE 1JModuie'1: Educating Users and Establishing Credibility _ .... .... _. ......... ....._.
The goal of the module is to educate users about the service and convince them to try it, either as a trial user or a subscriber.
ge User Details Home All This page includes:
1.0 users . A basic explanation of the service and value proposition.
= The goal is draw users in to the site further by enticing them with the free trial.
Overview All This page includes:
2.0 users = A detailed explanation of value proposition and features.
= Testimonials Demo All This page includes:
2.1 users . The demo will either show a working version of a recipient account, or = offer screen shots of key features FAQ All = Includes answers to frequently asked questions users Page 5.0 Contact Us All = Includes email address and toll free phone number users Page 6.0 = Includes information about the company and explains where the idea came from.
Terms and All = Describes the terms of service Conditions users Page 8.0 Privacy Policy All = Describes how user information collected through the site is stored and used users Page 9.0 = This should be drawn up by a lawyer Copyright All = All rights reserved.
users Page 10.0 ge User Details UNDEFINED All users = Blank page for future use.
Page 6.4. WEBSITE 1/Module2: Registration . Details Free Trial All Allows users to try the system for 30 days then upgrade to a paid account:
3.0 users = This is a web based form. It collects all necessary user information including:
o first name o last name o email o phone number o Username o Password o Recipient First Name o Recipient Last Name o Recipient Username o Recipient Password o Specifics question as Pet name, Best movie are asked to the user.
This information is in case of a forgotten password.
= Once the user has signed up, they will receive an email confirmation including account access information. They are automatically forwarded to page 12.1 My Account, then transferred to 12.2 customize welcome message.
. If the account expires before the user has signed up for a paid account, an automated email is sent reminding them to sign up.
Sign-Up All = This page describes the four available payment plans and server space 4.0 users allocations: WITH EXAMPLES... I.E. UNLIMITED TEXT, 5 VIDEOS OF 2 MIN
WOULD FILL THE BRONZE...LINK TO EXPLANATION OF PLANS, PAGE 5.0 FAQ.
o Gold o Silver o Bronze o Gift = Once the user has chosen a plan, they are taken to a payment processing page (4.1) Payment All = Payments are processed using a third party tool such as Magma eCommerce 4.1 users http://wwwi.magma.ca/corporate/ecommerce/index.cfm = The following information is collected:
o first name o last name o email o phone number o Username o Password o Recipient First Name o Recipient Last Name o Recipient Username o Credit Card Type (ie. Visa) o Credit Card Number o Credit Card Expiry o CW
o Billing Address o Optional Coupon Code = User information (including an encrypted credit card number) is stored in the database.
= The user is then taken to a screen confirming their purchase.(4.2) Confirmation/ All = Confirmation page thanks the user for their purchase and displays their Thank You users account information.
4.2 = Once the user has signed up, they also receive an email confirmation including account access information. They are automatically forwarded to page 12.1 My Account, then transferred to 12.2 customize welcome message.
6.5. WEBSITE 2/Modulel: Manage My Account .. ..11 ........._.. ........... ...... ................... .... .......... ------- ............. ... ......._ Owners, Writers and Recipients will all need the ability to view their account information and update their profile.
. Details My Owner Each user account (owner, writer, recipient) is associated with the following basic Account Writer information:
12.1 Recipient = first name = last name = email = phone number = username = password This information can be updated by logging in to this page on the owner, writer or recipient sites. Once the information is saved, the database is updated and the user is shown a thank you page (12.1.1) Additional Owner-only information 0 Credit Card Type ge User Details = Credit Card Expiry Date = Credit Card = Encoded Credit Card number = Billing Address = Account Expiry Date (Read Only) = Recipient First Name = Recipient Last Name = Recipient Username = Recipient Password Thank You Owner = Displayed after a change has been made to account information (12.1) 12.1.1 Writer Recipient Manage Owner = Displays a list of writers associated with an account.
Writers Recipient = Owners can remove existing writers from the account or invite new writers to 12.1.2 join.
= Owners can remove Writers from reminder list.
= Owners can also approve requests to allow new writers to contribute to the recipient account.
Invite Owner = Writers may contribute to more than one recipient account. This page allows Writers Recipient owners to search for a writer by email address.
12.1.2.1 o If the writer account already exists in the system, the owner can invite them via email to become a contributor.
o If the writer account does not exist, the owner can invite the writer via email to create a writer account.
Create Owner The Owner is able to select a recipient account and send a message to all writers message Recipient associated with this account.
for writers The Writers will receive this message by email.
12.1.2.2 The owner is prompted upon registration to create a reminder notice to writers. All writers are added on list by default owner will choose frequency of reminders and will also build reminder from the tools of the custom introduction page.
NB: Only Owners are able to create messages to the writers defined within the account.
Recipient Writer = Writers may contribute to more than one recipient account.
This page allows Search writers to search for a recipient account and request permission from the 13.1 owner to allow them to contribute to a recipient account.
= Owners may search for recipients by entering their email address and requesting the writer's presence.
ge User Details Manage Owner = Owners may have access to all messages defined for the account.
From this message Writer page Owners can Create/Edit/Delete any of his own messages 12.4 Recipient = Owners could also approve or disapprove (delete) messages sent by writers.
Owners would be the only person capable of taking this action. No writers would be able to approve or disapprove the message from others writers.
= Writers have access to only the messages they have created. They could Create/Edit/Delete any of their own messages.
= Recipients have access to their available message in two specific modes (view and delete). Messages are viewable based on the release date specified by the owner or writer.
6.6.1t~EBSiTE 21Module 2: Creating messages Pag Details Create Owner Any owner or any writer defined in the application is able to create a new message for message Writer an account. However, they must be associated with this particular account. (Either as 12.3 the owner or one of the invited writers) In the new message the owner or the writer will define:
= Message title = Message text, with basic word processing function, IE spell check, font, colour...
= Templates for colour and theme (Xmas, birthday, fall, spring, winter...) = An option for multi-language will be implemented in the second phase of website. This future implementation needs to be considered in creation of the website.
= Delivery date (specific date or period for the delivery) Add Owner Depending on the type of account, a contributor could have the option to associate a attachment Writer voice or a video message with the text message.
12.3.1 This page will offer a specific page to:
= select attachment = upload attachment in the website Files formats:
Formats available for voice messages include MP3, WMA (Windows Media Audio) Formats available for video messages include MOV (Quicktime), MPEG
NB: We will not propose to upload any WAV files because of it size.
Files size:
A limit for voice messages is currently 2Mb A limit for video messages is currently 10Mb (These sizes may vary as MIB
refines it's business model.) tJ. Details NB. It is desirable to advise users of best practices for creating and uploading voice and video messages. This document will explain the method and the tools required to create voice and video message with a Webcam, a Camera or a video Camera.
Preview Owner This page presents the same look and feel as the page used to present the message to message Writer the recipient.
12.3.2 It offers the owner or the writer a way to validate his/her message and have a view of the result. After the preview, the owner or the writer is able to go back to the page 12.3 in edit mode to modify his/her message.
Thank you Owner After validation of the preview the owner or the writer is presented with a "Thank you"
12.3.3 Writer message for his contribution.
6.7. WEBSITE 2/Madule 3: Get my message . Details Manage my Recipient = The recipient uses the same page as the one used by owners and recipients to messages have access to the message list. However, he could only view a message or 12.4 delete a message or download a message.
NB: This action is available according to the message status. Messages are delivered based on the release date specified by the Owner or Writer.
= The recipient is able to see the total number of messages by time period.
o Number of message for the next 2 years: 25 messages o Number of message for the next 2-5 years: 65 messages o Number of message for the next 5-10 years: 125 messages View Recipient = The recipient uses this page to view the detailed message selected on the message page 12.4. He is able to see:
12.4.1 o The text of the message o Identify the name of the author (owner or writer) o Identify the date of message creation o Listen the voice message o View the video ' ge User Details Voice Recipient = The recipient uses this page to listen to the voice messages uploaded by the message owner or a writer.
12.4.2 = NB. The user will need to install the correct plug-in in order to hear the file.
Video Recipient = The recipient uses this page to view the video messages uploaded by the message owner or a writer of the account associated with the recipient.
12.4.3 = NB. The user will need to install the correct plug-in in order to view the file.
Notice to Recipient = Recipient will have the option to define his email address, so a notice of recipient of unlocked message is automatically sent upon unlocking of a message.
unlocked message Reply to Recipient = Upon reading message, recipient has a box to directly transfer him to his e-writer mail outbox and the title is automatically added to the subject line.
The email address of the writer and the object of the message is also included.
7.8 WEBSITE 2/Module 4: Administrator pages . Details Administrator Customer = This page offers different levels of access depending on the type of home page service administrator (customer service/super user):
14.0 Or o Super Users have access to all administration pages Super o A Customer Service user only has access to owners' information and user their associated accounts.
Administrator Super = A Super User is the only profile type that can access this page accounts user = Lists administrators and their properties 14.1 = The page offers functionalities to sort the list and add, edit and delete administrator or access to an administrator on the edit page.
ge User Details Create/Edit Super = A Super User is the only profile type that can access this page or Update a user . Required Informantion:
administrator o First Name 14.1.1 o Last name o Email o Alternative Email o Phone o Fax o Profile (Super User or Customer service administrator) o Password.
List of Customer = Displays a list of Owners and Allows user to:
owners service o Sort the list by name, by date, by type or by status (in ascending or 14.2 Or descending order) Super o Filter according to a set of user-defined properties (ie. expired user account, account that are scheduled to expire in 3 months, etc.) List of Customer = This administrator will see the list of accounts available for the selected accounts service owner.
14.2.1 Or Super user Account Customer = From this page, administrators may view information about a specific Details service account:
14.2.2 Or o Account date creation Super o Account last modification user o Account owner name, email, hone, fax...
o Account recipient first name, last name, birthday o Account expiry date...
Add a note Customer = The administrator can use this page to define a note for the account used 14.2.2.1 service on the previous page.
Or = This page offers functionality to be able to collect notes or information Super collected or sent by the client.
user Send a Customer = The administrator can use this page to send a specific message to the message to a service account owner select page 14.2.2 and this message can be sent to the account Or owner and to the writers defined for this account.
owner Super 14.2.2.2 user Account Customer = The administrator uses this page to define search criteria to list specific search service accounts. He can:
14.3 Or o View all expired accounts ' ge User Details Super o View all expired accounts in the past 3 months user o View all expired accounts in the past 6 months o View only Trial accounts The default selection is to view all expired accounts.
Account Customer = This page produces a customized list of accounts based on the search Search service criteria made on the previous page. (14.3) Results Or = The administrator can select one or more accounts to send a Reminder of 14.3.1 Super account expiry. The application will generate a mailing to any account user selected in the list.
= The process offers the ability to be able to send email to a specific type of owner (prospect who used trial version, actual account owner...) Reports Super = The administrator uses this page to access the list of reports available in the 14.4 user system.
Transaction Super = The administration uses this report to see:
report user o Number of accounts created during a certain time period 14.4.1 o Payments for that period Usage report Super = The administration uses this report to see:
14.4.2 user o Number of messages created for a period o Number of writers created for a period o Number of messages create by account o Number of accounts created for a period o Number of messages created by writers Coupon Super = The administration uses this report to see:
Claims Report user o Coupon Code 14.4.3 o Redemption rates Coupon Super = Coupons can be used to allow discounts for a certain time period.
creation user . Administrators can generate new coupon codes using this tool.
14.5 7.9 WEBSITE 2lModule 5: Find a account ........................ .............
...............................................................................
.....
................................................................__.._..........
...............................................................................
.............................................. .............................
._................ .............
_....._..
. ........... . .......................................................
= . Details Find an Owner = The page offers search functionalities to the user to determine whether an account Or account already exists in the system. Criteria of search are:
15.0 Writer o First name Or o Last name Customer o Email service . The result will only produce a result as Or o Account available Super o Or account not available user NB: we also present the status of the account (account expire, or account expire Or Public in 3 moths...) I
- _........ ......... ...... ..._.. .... _..__ ............. ...... _..._.
..... ..
7. DETAILS OF THE DATABASE
The database is defined in such a way that it will collect and store all information related to the owner of the account, the Writer defined for a particular account, the recipients associated with the account, the messages defined for the recipients and all other information.
This Visio document defines the conceptual model of the database and the relationships between these concepts.
Administrator Owners Pay for and Manages have manages Creates his and manages Writers Accounts Create have Messages Access to Recipients One owner could have one or more account(s).
One account is defined per recipient.
Writers are defined for a specific account by the owner.
Key Pages The next section of this document provides an idea of how key pages of the application could be approached.
Another approach is described in the attached Appendix.
S. WEBSITE 2: MODULE 1 MANAGE MY ACCOUNTS
14.0 Or o Super Users have access to all administration pages Super o A Customer Service user only has access to owners' information and user their associated accounts.
Administrator Super = A Super User is the only profile type that can access this page accounts user = Lists administrators and their properties 14.1 = The page offers functionalities to sort the list and add, edit and delete administrator or access to an administrator on the edit page.
ge User Details Create/Edit Super = A Super User is the only profile type that can access this page or Update a user . Required Informantion:
administrator o First Name 14.1.1 o Last name o Email o Alternative Email o Phone o Fax o Profile (Super User or Customer service administrator) o Password.
List of Customer = Displays a list of Owners and Allows user to:
owners service o Sort the list by name, by date, by type or by status (in ascending or 14.2 Or descending order) Super o Filter according to a set of user-defined properties (ie. expired user account, account that are scheduled to expire in 3 months, etc.) List of Customer = This administrator will see the list of accounts available for the selected accounts service owner.
14.2.1 Or Super user Account Customer = From this page, administrators may view information about a specific Details service account:
14.2.2 Or o Account date creation Super o Account last modification user o Account owner name, email, hone, fax...
o Account recipient first name, last name, birthday o Account expiry date...
Add a note Customer = The administrator can use this page to define a note for the account used 14.2.2.1 service on the previous page.
Or = This page offers functionality to be able to collect notes or information Super collected or sent by the client.
user Send a Customer = The administrator can use this page to send a specific message to the message to a service account owner select page 14.2.2 and this message can be sent to the account Or owner and to the writers defined for this account.
owner Super 14.2.2.2 user Account Customer = The administrator uses this page to define search criteria to list specific search service accounts. He can:
14.3 Or o View all expired accounts ' ge User Details Super o View all expired accounts in the past 3 months user o View all expired accounts in the past 6 months o View only Trial accounts The default selection is to view all expired accounts.
Account Customer = This page produces a customized list of accounts based on the search Search service criteria made on the previous page. (14.3) Results Or = The administrator can select one or more accounts to send a Reminder of 14.3.1 Super account expiry. The application will generate a mailing to any account user selected in the list.
= The process offers the ability to be able to send email to a specific type of owner (prospect who used trial version, actual account owner...) Reports Super = The administrator uses this page to access the list of reports available in the 14.4 user system.
Transaction Super = The administration uses this report to see:
report user o Number of accounts created during a certain time period 14.4.1 o Payments for that period Usage report Super = The administration uses this report to see:
14.4.2 user o Number of messages created for a period o Number of writers created for a period o Number of messages create by account o Number of accounts created for a period o Number of messages created by writers Coupon Super = The administration uses this report to see:
Claims Report user o Coupon Code 14.4.3 o Redemption rates Coupon Super = Coupons can be used to allow discounts for a certain time period.
creation user . Administrators can generate new coupon codes using this tool.
14.5 7.9 WEBSITE 2lModule 5: Find a account ........................ .............
...............................................................................
.....
................................................................__.._..........
...............................................................................
.............................................. .............................
._................ .............
_....._..
. ........... . .......................................................
= . Details Find an Owner = The page offers search functionalities to the user to determine whether an account Or account already exists in the system. Criteria of search are:
15.0 Writer o First name Or o Last name Customer o Email service . The result will only produce a result as Or o Account available Super o Or account not available user NB: we also present the status of the account (account expire, or account expire Or Public in 3 moths...) I
- _........ ......... ...... ..._.. .... _..__ ............. ...... _..._.
..... ..
7. DETAILS OF THE DATABASE
The database is defined in such a way that it will collect and store all information related to the owner of the account, the Writer defined for a particular account, the recipients associated with the account, the messages defined for the recipients and all other information.
This Visio document defines the conceptual model of the database and the relationships between these concepts.
Administrator Owners Pay for and Manages have manages Creates his and manages Writers Accounts Create have Messages Access to Recipients One owner could have one or more account(s).
One account is defined per recipient.
Writers are defined for a specific account by the owner.
Key Pages The next section of this document provides an idea of how key pages of the application could be approached.
Another approach is described in the attached Appendix.
S. WEBSITE 2: MODULE 1 MANAGE MY ACCOUNTS
8. 1. Manage my Profile (12.1) Page role On this page, the owner of an account could access his profile and modify his profile.
Description of this page Administration page for the owner _ Last Name 'David , __.. _..
rulaiiage Ownet First Name Fyan . . . =
~ Login nJr~~, ~r~ ...............
, ,. ~ ~- -- -- - - - . .
- -_....
--- - - ~
My Password ....... ~~I~~ .. ..... {~._ ..._ _ ......'""" _ ___ . _,... _______ Contirm My Password __ - - -Writer Password - ~- - - ..- ........................
....~ ,Rddress 2011 4;ent Street City pttavv a __ ';tate un gfJ 3H'D
Postal Code k.~
Canadd country ____..___..._ -______ _...- ___ ~ [_.._..
13) 455 8969 Phone (6 !
. ....._ ___~.. ~ ....................... ____.._._._ ---- _____......... _ .
.., Fax (~13) 455 8970 Emdil ,j~ia id rYar~~ ~cuuperators.ca __.._w._a..._ __ Date of creation 112004?12ALB .
_ Sa~,e Car~cel -------- -- --- -- - ------- - - -------- -- - --- ---- -- ------ ---Actions on this page Modify a property of his Modify the profile.
profile Validate the new field Save the new field definitions in the system definition CLICK ON SAVE
Cancel the new field No update of the account property definition CLICK ON CANCEL
Access to a others Access to the account page to view the list of accounts options Access to the list of writers CLICK ON LEFT MENU Access to messages 8.2. Website 2/Module 1: Manage Writers (12.1.2) Page role On this page, the owner of an account defines or modifies the list of Writers of the accounts.
How it works Writers can be associated with a number of accounts. The Owner of the account simply searches for and invites the writer to be a contributor. Conversely, Writers can search for a Recipient account and make a request to the Owner to allow them to be contributors.
Owners may be associated with several Recipients. Owners can define the Writer accounts for each Recipient under their control.
For example:
Two brothers are defined as recipients for one Owner Account, an uncle could be defined as a contributor for both accounts. However, the Writer, in this case, the Uncle, would only need to log in to one account in order to make contributions to both brothers.
Description of this page in classic mode for all accounts Manage writers Select aaccourrt i All _ ~. ~~--Grand mother +'~ 41 I~RQIlSI~11'~II!I~~.rJ~ ~~
Chl~~ ci =~~~~ith Uncl~ F i~ Delete All Jeanne Ro;~ Aurit Edit Delete j Chloe Luce Nlicrele LEDUC Grand I\~other Edit Detete All Ivlark Denis DE'V'I~ Uncle Edit Delete AII Mary Lucy DUPOND Frierd Eiit Gelete Luke I,~li~_e D e a n Eronsori Uncle El:_iit Delete I
Chloe Peter hP ,'~ 1-!N Uncle E: it Delete Peter Pierre l,oui-a LEGRAND
Brother Edit Delete~
Description of this page in classic mode for a specific account If we select a specific account we will see the specific writers associated for this account.
Manage writers Select a act;otntt I Grand mother E i,t Delrt~
Chlue C?~1ri:J Smith Ch~loe Luce itirlichele LEDU17- Grand kdother Edit DpIpte Ch! _jQ pet?r 1 1.F~t;r~P,l riCle L~_i t Delete Actions on this page in classic mode Associating a writer with an account. Select a accoliiit Chloe DEFINE IN LIST BOX AII
AND CONTINUE
Peter Luke The owner will select an account in the list to specific in which account the new writer will be defined.
If the owner uses the value All, the contact will be defined for all accounts owned by that particular Owner.
To add a new Writer Define the properties associated with the new Writer and validate with ADD
DEFINE AND CLICK ON
ADD
Edit one of the actual Click on EDIT link and view the next screen in EDIT
MODE
Writer CLICK ON EDIT LINK
Delete a Writer in the Delete the Writer in the list list CLICK DELETE
Access to owner account Access to the page to manage the account management CLICK ON LEFT MENU
NB1: If we delete a writer we need a window to confirm deletion and an option to delete or keep all messages already written by this writer.
NB2: Writer could have one of these titles:
= grand-mother = grand-father = uncle = aunt = mother = father = step-mother = step-father = sister = brother = step-sister = step-brother = friend = cousin = other Description of this page to edit a Writer I ~ ~ I m ~ II II IIIII ~ .~ I~~ ~,_~
Fiit Chlne ~~ad' ;i ~mith Unde yp~ialc afii;aiC!V Ici Chloe L~_ice fvli~hele LEDUC Gi-and Mother ~'~ct C.hic,e P;-tMr NAR.GCfJ UncleEdlt DqINte Actions on this gage in edit mode Modify one of the Define a new property and click on update link to modify the value in the properties and validate system.
CLICK ON UPDATE LINK
Cancel the modification Cancel Writer modifications CLICK ON Cancel Delete a Writer Delete Writer from the system CLICK On DELETE
Description of this page Administration page for the owner _ Last Name 'David , __.. _..
rulaiiage Ownet First Name Fyan . . . =
~ Login nJr~~, ~r~ ...............
, ,. ~ ~- -- -- - - - . .
- -_....
--- - - ~
My Password ....... ~~I~~ .. ..... {~._ ..._ _ ......'""" _ ___ . _,... _______ Contirm My Password __ - - -Writer Password - ~- - - ..- ........................
....~ ,Rddress 2011 4;ent Street City pttavv a __ ';tate un gfJ 3H'D
Postal Code k.~
Canadd country ____..___..._ -______ _...- ___ ~ [_.._..
13) 455 8969 Phone (6 !
. ....._ ___~.. ~ ....................... ____.._._._ ---- _____......... _ .
.., Fax (~13) 455 8970 Emdil ,j~ia id rYar~~ ~cuuperators.ca __.._w._a..._ __ Date of creation 112004?12ALB .
_ Sa~,e Car~cel -------- -- --- -- - ------- - - -------- -- - --- ---- -- ------ ---Actions on this page Modify a property of his Modify the profile.
profile Validate the new field Save the new field definitions in the system definition CLICK ON SAVE
Cancel the new field No update of the account property definition CLICK ON CANCEL
Access to a others Access to the account page to view the list of accounts options Access to the list of writers CLICK ON LEFT MENU Access to messages 8.2. Website 2/Module 1: Manage Writers (12.1.2) Page role On this page, the owner of an account defines or modifies the list of Writers of the accounts.
How it works Writers can be associated with a number of accounts. The Owner of the account simply searches for and invites the writer to be a contributor. Conversely, Writers can search for a Recipient account and make a request to the Owner to allow them to be contributors.
Owners may be associated with several Recipients. Owners can define the Writer accounts for each Recipient under their control.
For example:
Two brothers are defined as recipients for one Owner Account, an uncle could be defined as a contributor for both accounts. However, the Writer, in this case, the Uncle, would only need to log in to one account in order to make contributions to both brothers.
Description of this page in classic mode for all accounts Manage writers Select aaccourrt i All _ ~. ~~--Grand mother +'~ 41 I~RQIlSI~11'~II!I~~.rJ~ ~~
Chl~~ ci =~~~~ith Uncl~ F i~ Delete All Jeanne Ro;~ Aurit Edit Delete j Chloe Luce Nlicrele LEDUC Grand I\~other Edit Detete All Ivlark Denis DE'V'I~ Uncle Edit Delete AII Mary Lucy DUPOND Frierd Eiit Gelete Luke I,~li~_e D e a n Eronsori Uncle El:_iit Delete I
Chloe Peter hP ,'~ 1-!N Uncle E: it Delete Peter Pierre l,oui-a LEGRAND
Brother Edit Delete~
Description of this page in classic mode for a specific account If we select a specific account we will see the specific writers associated for this account.
Manage writers Select a act;otntt I Grand mother E i,t Delrt~
Chlue C?~1ri:J Smith Ch~loe Luce itirlichele LEDU17- Grand kdother Edit DpIpte Ch! _jQ pet?r 1 1.F~t;r~P,l riCle L~_i t Delete Actions on this page in classic mode Associating a writer with an account. Select a accoliiit Chloe DEFINE IN LIST BOX AII
AND CONTINUE
Peter Luke The owner will select an account in the list to specific in which account the new writer will be defined.
If the owner uses the value All, the contact will be defined for all accounts owned by that particular Owner.
To add a new Writer Define the properties associated with the new Writer and validate with ADD
DEFINE AND CLICK ON
ADD
Edit one of the actual Click on EDIT link and view the next screen in EDIT
MODE
Writer CLICK ON EDIT LINK
Delete a Writer in the Delete the Writer in the list list CLICK DELETE
Access to owner account Access to the page to manage the account management CLICK ON LEFT MENU
NB1: If we delete a writer we need a window to confirm deletion and an option to delete or keep all messages already written by this writer.
NB2: Writer could have one of these titles:
= grand-mother = grand-father = uncle = aunt = mother = father = step-mother = step-father = sister = brother = step-sister = step-brother = friend = cousin = other Description of this page to edit a Writer I ~ ~ I m ~ II II IIIII ~ .~ I~~ ~,_~
Fiit Chlne ~~ad' ;i ~mith Unde yp~ialc afii;aiC!V Ici Chloe L~_ice fvli~hele LEDUC Gi-and Mother ~'~ct C.hic,e P;-tMr NAR.GCfJ UncleEdlt DqINte Actions on this gage in edit mode Modify one of the Define a new property and click on update link to modify the value in the properties and validate system.
CLICK ON UPDATE LINK
Cancel the modification Cancel Writer modifications CLICK ON Cancel Delete a Writer Delete Writer from the system CLICK On DELETE
9. WEBSITE 2: MODULE 2 CREATE MESSAGE FOR A RECIPIENT
--------------- - ------------------------------ - -- -- ------- ---------------- --------9 .1. Create message (page 12.3) Page role On this page, any owner or any contributor connected to the application will be able to define a new message for one account (if they are associated with this account).
How it works Users may create the new message and define the delivery date.
Description of this page in creation mode Create a new message rhame [Vdinter F4nt FArial - :-] 0o10ur Black B .1 Message title Ryan _.~....~.~ ..__. _, _ ~.~._._.~. .
------------ _ .......
- Message G
_ ~ rv1c-;nth 1-1, Yeari 2005 Delivery date ~ Age 10 ~..._...._ ~ d e1N,cred cm Eithday date - -.- __ Add video file 6ru~}rue...
. -..................... .......... ............. .... ..
-._____.._ m _.- __-___..______ . ... ..... , ,Add voice file ~ 6rov~se..
~ -- ............_.-----------_ . ... ... . ...... .__ SavY Gancel Actions on thispaae in creation mode Define the new message Define the message title Define the message Define a delivery date Use the format toolbar Define specific theme Define specific Font, color, Font format (bold, italic, underline) Define bullet Add a video file Click on browse button present on video line CLICK ON BROWSE
Add a voice file Click on browse button present on voice line CLICK On BROWSE
Description of this page in edit mode The page will be the same but in edit mode. An owner or a writer could modify his/her original message and could modify the delivery date.
9.2. Message list (page 12.4) Page role This page has the same structure for Owners, Writers and recipients. It displays a list of available messages.
= Owners have access to all messages, including those scheduled for future release and those submitted by Writers.
= Writers have access to the messages they have created, including those scheduled for future release.
= Recipients have access to the messages - but they will only be released to them on the date specified.
= Recipients could specify a range of dates to present the messages defined for this period.
Working Owner Create/View/ and Delete any message and edit their own message Writers Create/View/Edit and Delete their own messages Recipient View/Delete and download any of their messages available according to the delivery date.
Manage messages list ~il~, ~,U' _~ ~ 1 llt De~t~t?
~le~;a~ ~ list '- ,'y ,ia , U 1F' 'OU~ ~ ,~C~ 0 Ye, El P,~le~~Sayc I u~ _~ 4t yCc,ro iV1e~= ~ge for you ea rs ~~~C)/1012005 09/09/2008 Yes No Edit Delete Mess,-1.-1e 11=1r ;rC,ii 0 9/1012i.1 i No Ni: F~i,t FrletP
Actions on this page in edit mode ~ ..
Define the new message Click on New message menu Edit a message in the list Click on edit link present in the list, this action will redirect the user to the message creation in a specific mode (edit mode) Delete a message Click on delete link Sort message list Some sorting functionalities will be available to be able to sort message by Title, by Creation date or by Delivery date.
10a WEQSITE 2: MODULE 4 ADMINISTRATOR
-- ----- - ----------------------------------------------------- - - ----- - -- --- - ------------------------------- - - ------------------------------------------- ----- --------------------------------------------10.1. Owner list (14.2) Page role On this page, the administrator will see and sort the list of owners.
Description of this page Manage Owners list David I Editi Uuill~~urrie S e rn blra t 5 O;i,"~~ Edit 'a ri dy v~'c~ods. 4 0~~ E'-iit 10.2. Page to select a specific account (14.2.1) Page role On the previous page, the administrator has chosen an Owner account to view.
This page presents a list of all recipient accounts associated with this owner Select a account XJ7 i 85 g58 5/5/2005 112~00100 AM Master Cloe VietiF IMI
UK88Y96Y 10110f2005 1"L7:U0:U0 ti1%,,1 ~,~isr3 Luke View OK~iti996~6 ...~
~lf5t"~005 1200 00 1~~1 'v'is;~ Peter~ V?
~~
10.3. Page to view account details (14.2.2) Page role On this page, the administrator sees all properties of the account.
= Recipient First Name = Recipient Last Name = Period of the account = Expiry date = Others properties Account Detail Account NumberiX383293490 - -- - - - -- ---Account last paiement ''LO 5'05115 .
.......
Status Recipient Cf~loe , _..._-_ . _ 1U04'12108 Date ot creation Save Carca_I
.4. Reports {14.4}
Page role On this page, the administrator has access to the list of reports available.
Working On this page the administrator may chose the kinds of statistics he wants and the criteria used to generate statistics.
Description of this page Generate Statistics - - - ---- - --------- --------,T~rl pe of search 0 Logins fior c-i per-ic;_i 4>> [b1rSSa C eS i, i"e ;at8 fOr" a K_;NI-I r,[~
_J
_ - ~.~. .~.
_ __ Sele_Ct.
_a account _I_ I All Accounts Start Date End Date D,1 vIv1'-~2 y uo7 D tvi 11 ~Y 200 5 _...
~-- ~.--- - __ _ Generate Cancel For this periode 800 messages have been created --- - - ----- ------Actions on this uaae Define the type of statistic Select one specific account or select ALL
ACCOUNTS
Select a start date and a end date Generate the result with GENERATE button View the result Depending on the type of Report selected, the report will be presented on another page:
= Transactions report:
= Usage report:
= Coupon Claims:
--------------- - ------------------------------ - -- -- ------- ---------------- --------9 .1. Create message (page 12.3) Page role On this page, any owner or any contributor connected to the application will be able to define a new message for one account (if they are associated with this account).
How it works Users may create the new message and define the delivery date.
Description of this page in creation mode Create a new message rhame [Vdinter F4nt FArial - :-] 0o10ur Black B .1 Message title Ryan _.~....~.~ ..__. _, _ ~.~._._.~. .
------------ _ .......
- Message G
_ ~ rv1c-;nth 1-1, Yeari 2005 Delivery date ~ Age 10 ~..._...._ ~ d e1N,cred cm Eithday date - -.- __ Add video file 6ru~}rue...
. -..................... .......... ............. .... ..
-._____.._ m _.- __-___..______ . ... ..... , ,Add voice file ~ 6rov~se..
~ -- ............_.-----------_ . ... ... . ...... .__ SavY Gancel Actions on thispaae in creation mode Define the new message Define the message title Define the message Define a delivery date Use the format toolbar Define specific theme Define specific Font, color, Font format (bold, italic, underline) Define bullet Add a video file Click on browse button present on video line CLICK ON BROWSE
Add a voice file Click on browse button present on voice line CLICK On BROWSE
Description of this page in edit mode The page will be the same but in edit mode. An owner or a writer could modify his/her original message and could modify the delivery date.
9.2. Message list (page 12.4) Page role This page has the same structure for Owners, Writers and recipients. It displays a list of available messages.
= Owners have access to all messages, including those scheduled for future release and those submitted by Writers.
= Writers have access to the messages they have created, including those scheduled for future release.
= Recipients have access to the messages - but they will only be released to them on the date specified.
= Recipients could specify a range of dates to present the messages defined for this period.
Working Owner Create/View/ and Delete any message and edit their own message Writers Create/View/Edit and Delete their own messages Recipient View/Delete and download any of their messages available according to the delivery date.
Manage messages list ~il~, ~,U' _~ ~ 1 llt De~t~t?
~le~;a~ ~ list '- ,'y ,ia , U 1F' 'OU~ ~ ,~C~ 0 Ye, El P,~le~~Sayc I u~ _~ 4t yCc,ro iV1e~= ~ge for you ea rs ~~~C)/1012005 09/09/2008 Yes No Edit Delete Mess,-1.-1e 11=1r ;rC,ii 0 9/1012i.1 i No Ni: F~i,t FrletP
Actions on this page in edit mode ~ ..
Define the new message Click on New message menu Edit a message in the list Click on edit link present in the list, this action will redirect the user to the message creation in a specific mode (edit mode) Delete a message Click on delete link Sort message list Some sorting functionalities will be available to be able to sort message by Title, by Creation date or by Delivery date.
10a WEQSITE 2: MODULE 4 ADMINISTRATOR
-- ----- - ----------------------------------------------------- - - ----- - -- --- - ------------------------------- - - ------------------------------------------- ----- --------------------------------------------10.1. Owner list (14.2) Page role On this page, the administrator will see and sort the list of owners.
Description of this page Manage Owners list David I Editi Uuill~~urrie S e rn blra t 5 O;i,"~~ Edit 'a ri dy v~'c~ods. 4 0~~ E'-iit 10.2. Page to select a specific account (14.2.1) Page role On the previous page, the administrator has chosen an Owner account to view.
This page presents a list of all recipient accounts associated with this owner Select a account XJ7 i 85 g58 5/5/2005 112~00100 AM Master Cloe VietiF IMI
UK88Y96Y 10110f2005 1"L7:U0:U0 ti1%,,1 ~,~isr3 Luke View OK~iti996~6 ...~
~lf5t"~005 1200 00 1~~1 'v'is;~ Peter~ V?
~~
10.3. Page to view account details (14.2.2) Page role On this page, the administrator sees all properties of the account.
= Recipient First Name = Recipient Last Name = Period of the account = Expiry date = Others properties Account Detail Account NumberiX383293490 - -- - - - -- ---Account last paiement ''LO 5'05115 .
.......
Status Recipient Cf~loe , _..._-_ . _ 1U04'12108 Date ot creation Save Carca_I
.4. Reports {14.4}
Page role On this page, the administrator has access to the list of reports available.
Working On this page the administrator may chose the kinds of statistics he wants and the criteria used to generate statistics.
Description of this page Generate Statistics - - - ---- - --------- --------,T~rl pe of search 0 Logins fior c-i per-ic;_i 4>> [b1rSSa C eS i, i"e ;at8 fOr" a K_;NI-I r,[~
_J
_ - ~.~. .~.
_ __ Sele_Ct.
_a account _I_ I All Accounts Start Date End Date D,1 vIv1'-~2 y uo7 D tvi 11 ~Y 200 5 _...
~-- ~.--- - __ _ Generate Cancel For this periode 800 messages have been created --- - - ----- ------Actions on this uaae Define the type of statistic Select one specific account or select ALL
ACCOUNTS
Select a start date and a end date Generate the result with GENERATE button View the result Depending on the type of Report selected, the report will be presented on another page:
= Transactions report:
= Usage report:
= Coupon Claims:
Claims (10)
1. A method of document management comprising the steps of:
providing an interface for the generation of an electronic document by an end user, and the specification by the user of a delivery time and destination;
storing said generated electronic document, specified delivery time and specified destination; and responding to said specified delivery time occurring by delivering said generated electronic document to said specified destination.
providing an interface for the generation of an electronic document by an end user, and the specification by the user of a delivery time and destination;
storing said generated electronic document, specified delivery time and specified destination; and responding to said specified delivery time occurring by delivering said generated electronic document to said specified destination.
2. The method of claim 1, wherein each step is secure.
3. The method of claim 1, wherein said interface is an online interface.
4. The method of claim 1, further comprising the step of providing an interface to allow friends and family to contribute.
5. The method of claim 1, wherein said electronic document is selected from the group consisting of:
a text document;
a hypertext document;
a graphic image;
a photograph;
a video clip;
a URL;
an audio clip; or a combination of the above.
a text document;
a hypertext document;
a graphic image;
a photograph;
a video clip;
a URL;
an audio clip; or a combination of the above.
6. A system for document management comprising:
means for providing an interface for the generation of an electronic document by an end user, and the specification by the user of a delivery time and destination;
means for storing said generated electronic document, specified delivery time and specified destination; and means for responding to said specified delivery time occurring by delivering said generated electronic document to said specified destination.
means for providing an interface for the generation of an electronic document by an end user, and the specification by the user of a delivery time and destination;
means for storing said generated electronic document, specified delivery time and specified destination; and means for responding to said specified delivery time occurring by delivering said generated electronic document to said specified destination.
7. The system of claim 5, wherein each means is secure.
8. The system of claim 5, wherein said means for providing an interface is an online interface means.
9. The system of claim 5, further comprising means for providing an interface to allow friends and family to contribute.
10. The system of claim 5, wherein said electronic document is selected from the group consisting of:
a text document;
a hypertext document;
a graphic image;
a photograph;
a video clip;
a URL;
an audio clip; or a combination of the above.
a text document;
a hypertext document;
a graphic image;
a photograph;
a video clip;
a URL;
an audio clip; or a combination of the above.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CA002544915A CA2544915A1 (en) | 2006-04-25 | 2006-04-25 | Method of and system for archiving electronic data and allowing access at a future date |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CA002544915A CA2544915A1 (en) | 2006-04-25 | 2006-04-25 | Method of and system for archiving electronic data and allowing access at a future date |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CA2544915A1 true CA2544915A1 (en) | 2007-10-25 |
Family
ID=38621093
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CA002544915A Abandoned CA2544915A1 (en) | 2006-04-25 | 2006-04-25 | Method of and system for archiving electronic data and allowing access at a future date |
Country Status (1)
| Country | Link |
|---|---|
| CA (1) | CA2544915A1 (en) |
Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109992754A (en) * | 2017-12-29 | 2019-07-09 | 上海全土豆文化传播有限公司 | Document processing method and device |
-
2006
- 2006-04-25 CA CA002544915A patent/CA2544915A1/en not_active Abandoned
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109992754A (en) * | 2017-12-29 | 2019-07-09 | 上海全土豆文化传播有限公司 | Document processing method and device |
| CN109992754B (en) * | 2017-12-29 | 2023-06-16 | 阿里巴巴（中国）有限公司 | Document processing method and device |
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| Date | Code | Title | Description |
|---|---|---|---|
| FZDE | Dead |