Specifications for Reuters Investor Relations Functionality

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During one of the projects that I delivered, the agency that hired my team wanted to integrate the Reuters Investor Relations microsite into the new WordPress site that we were creating.

We didn’t have any specifications. The agency did not discuss the details of the functionality that was being developed. We were just told was that the agency promised to “copy the Investor Relations functionality.”

My natural inclination is to turn ambiguity into clarity before moving forward, so I wrote these specifications and provided them to the agency to have the client sign off. I’m not sure if the client actually singed off on them, but the agency did, which means that my deliverable was now clear.

Abstract

Replicate functionality that’s provided by Reuters Investor Microsites.

Deliverables

Ability to manage static pages

Ability to manage static pages will be provided by WordPress’ standard Page administration functionality.

Ability to add Stock Widgets to pages

These widgets allow the visitor to get information about the stock. They are a combination of forms and results of form submissions. Administrator can add these widgets to pages using the Carrington Build.

Name Description Screenshot API
Stock Quotes Provides stock quotes for a specific stock. Reuters Stock Quotes API
Stock Chart Provides ability to generate Stock Chart for a specific stock

 

 Reuters Charts API
Historical Price Lookup Provides information about the stock on a particular day Reuters Historial Lookup API
Investment Calculator Allows to calculate stock performance based on investment amount or number of owned shares.

Investor Relations documents

Manage documents via WordPress Admin

Administration of Investor Relations documents will be managed via WordPress’ Post administration interface. Investor Relations documents will be organized into categories.

There are 2 types of Investor Relations documents:

  1. Text documents can be found in Press Releases on an Investor Relations site. These documents will be WordPress Posts with document text as Post body.
  2. PDF documents can be found in Financial Reports, Conference Calls, Regulatory Filings, Distributions and Presentations on the old Investor Relations site. These documents will be WordPress Posts with a PDF file attachment.

Display documents in 2 predefined formats

This functionality will provide Carrington Build modules that the admin can add to a page to display categories according to predefined templates that replicate Reuters Investor Relations views.

Yearly Archive Module

Replicates a view on the Investor Relations site.

  1. Browse by year
  2. Search in this category
  3. Link to RSS feed of this category

Yearly Summary Module

Replicates a view on the Investor Relations site.

  1. List articles grouped by year
  2. Link to PDF download of the document

Email alerts for document categories

The purpose of this functionality is to replicate the Email Alerts from the ReutersInvestor Relations section. This new Email Alerts functionality will use Mailchimp to send out notifications. Notifications will be sent out when a post is published in an alerts category.

Allow Visitors to subscribe to alerts

Subscription Process

Visitor subscribes to newsletters for the 1st time

Visitor subscribes to the newsletters after the first time
  1. Visitor comes to a page with newsletter subscription form and sees email address field
  2. Visitor enters email address and clicks submit
  3. Site verifies that submitted is a valid email address
  4. Site returns a list of newsletters that the visitor can subscribe to
  5. Visitor selects which newsletters the visitor wants to subscribe to by selecting Yes/No radio options
  6. Visitor clicks submit
  7. Site sends information to the Mailchimp which subscribes users to the newsletters
  1. Same as for the 1st time
  2. Same as for the 1st time
  3. Same as for the 1st time
  4. Shows list of available newsletters including with previous options selected
  5. Visitor selects which newsletters the visitor wants to subscribe to by selecting Yes/No radio options
  6. Visitor clicks submit
  7. Site sends information to Mailchimp which subscribes user to the newsletters

Allow Administrators to manage alerts

Administrators will be able to add alerts options by matching a category and Mailchimp lists via the WordPress Admin.

This interface will look like the following mockup:

Allow Administrators to add subscription module to pages

Administrators will be able to add Alerts subscription form to a page via a Carrington Buildmodule. The frontend of the module will replicate the functionality of the Reuters Investor Relations site.

Settings Page

Allows site administrator to specify the following settings

  1. Reuters customer id that will be used to access the API