Books and portfolios journeys
Table of Contents
A portfolio is the folder; a book is the leaf that trades sit in. A book inherits its place from its portfolio and carries its own classification: a status, a regulatory book type, a purpose and a ledger feed. Some of those are the tenant's own rows and some are shared lists the tenant picks from, and the screen has to keep the two apart.
The structure is also where access is decided. A portfolio right says who may see a portfolio and the books under it, so shaping the structure and granting access are the same act from the person's point of view.
1. Journeys
| Journey | Actor | Gist |
|---|---|---|
| Shape the book structure | tenant administrator | Walk the portfolio tree, open or create a book, classify it, set the portfolio rights, and review the write |
2. Related
- Classifications — the status, purpose and ledger lists a book picks from
- Parties — the business units a book belongs to
- Home screen — where a person's own books are reached
- User Journeys