View source for Create a login for a bank to CEM Bank setup

<accesscontrol>Main:MyGroup</accesscontrol>
== Step 1 - Create a user ==

*Resource template: <span style="color: #ff0000">CEM Bank User </span>

== Step 2 - Create a folder ==

*Name: [Bank Name] 
*Parent resource: <span style="color: #ff0000">CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence </span>

== Step 3 - Create a group ==

*Resource template: <span style="color: #ff0000">Standard Group </span>
*Parent resource: folder in Step 2 
*Add the user in step 1 to the new group 
*Add navigation to My Portal page for the group

[[Image:Group navigation access.png]] 

== Step 4 - Create data cache ==

Create a questionnaire cache (used in realtime elements)<br>

*Name: <span style="color: #ff0000">CEM Bank - [Bank Name]</span> 
*Parent: folder created in Step 2

*Questionnaire template: <span style="color: #ff0000">CEM - Existing clients, Bank (Pilot 01)</span> 
*Questionnaire: <span style="color: #ff0000">8386cat - CEM Bank Intelligence </span>
*Conditions 
**Include all except test data 
**Filter on question <span style="color: #ff0000">Q4</span>, value = [bank's answer option value]

[[Image:CEM Bank - DCS setting.png]] 

*Columns: <span style="color: #ff0000">Q25, Q35, Q110, StartDate </span>

Rebuild the data cache. 

Assign observer access to the group created in Step 3 

== Step 5 - Create diagrams  ==

Location for diagrams: folder created in Step 2<br>

=== Top 5 performance  ===

[[Image:Nordea - Top 5.png]]<br>

*Name format: <span style="color: #ff0000">CEM Bank - [Bank Name] - Top 5</span> 
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal</span>

1. Open diagram: <span style="color: #ff0000">CEM Bank - Danske Bank - Top 5 - Copy 1</span>, click Save as button to make a copy, name it as the current bank<br>2. Open the new diagram, change the expressions to use the current bank instead of Danske Bank (by changing the condition for <span style="color: #ff0000">Q4</span>)<br>

[[Image:Top 5 Performance 1.png]]<br>

3. Change inline stylesheet to include 5 custom labels<br>

<br>

{| border="1"
|-
! Label 
! X 
! Y
|-
| God online løsning 
| 17 
| 47
|-
| Kompetent rådgivning 
| 82 
| 47
|-
| Yder personlig service 
| 80 
| 95
|-
| Behandler mig seriøst 
| 22 
| 95
|-
| Nemme at kontakte 
| 52 
| 5
|}

=== NPS Udvikling  ===

[[Image:Nordea - NPS Udvikling.png]]<br>

*Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - NPS udvikling </span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal - Danske Bank </span>
*Steps: 
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - NPS udvikling </span>
**Save as the new diagram 
**Change <span style="color: #ff0000">Q4 </span>condition in expressions

[[Image:Nordea - NPS - 2.png]] 

=== Vigtighed: bankøkonomi  ===

[[Image:Nordea - Sund økonomi.png]] 

*Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Sund økonomi </span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal - 2</span> 
*Steps: 
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - Sund økonomi </span>
**Save as the new diagram 
**Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value

[[Image:Nordea - Sund økonomi 2.png]] 

=== Kundeafgang  ===

[[Image:Nordea - Kundeafgang.png]] 

*Name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Kundeafgang </span>
*Stylesheet: <span style="color: #ff0000">CEM Bank Intelligence - My Portal </span>
*Steps: 
**Open <span style="color: #ff0000">CEM Bank - Danske Bank - Kundeafgang </span>
**Save as the new diagram 
**Fix <span style="color: #ff0000">Q4 </span>condition in the expressions to have the current bank's answer option value

[[Image:Nordea - Kundeafgang 2.png]] 

== Step 6 - Create MyPortal elements  ==

=== Common elements shared among banks ===

{| border="1"
|-
! MyPortal Name 
! Resource Name 
! Diagram Name
|-
| CEM Databank 
| CEM Bank Intelligence - Note 
| 
|-
| Fordeling Ambassadørscore 
| CEM Bank - Fordeling Ambassadørscore 
| CEM Bank - Danske Bank - Ambassadørscore
|-
| Klageoversigt 
| CEM Bank Intelligece - Complaints 
| CEM Bank Intelligence - Complaints
|}

=== Create Portal elements for each diagram created in step 5 ===

{| border="1"
|-
! MyPortal Name 
! Resource Name 
! Diagram Name
|-
| Top 5 performance 
| CEM Bank - [Bank Name] - Top 5 
| CEM Bank - [Bank Name] - Top 5
|-
| NPS Udvikling 
| CEM Bank - [Bank Name] - NPS udvikling 
| CEM Bank - [Bank Name] - NPS udvikling
|-
| Vigtighed: bankøkonomi 
| CEM Bank - [Bank Name] - Forventer sund bankøkonomi 
| CEM Bank - [Bank Name] - Sund økonomi
|-
| Kundeafgang 
| CEM Bank&nbsp;- [Bank Name] - Kundeafgang 
| CEM Bank - [Bank Name] - Kundeafgang
|}

=== Realtime kundeklager  ===

[[Image:Realtime kundeklager.png]]<br>

*Create a user-defined portal element with&nbsp;name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Realtime kundeklager</span> 
*Open <span style="color: #ff0000">CEM Bank - Nordea Bank - Realtime kundeklager</span> element 
*Copy the script in default language, locate function <span style="color: #ff0000">getDCSData</span>, replace <span style="color: #ff0000">dcsId</span><span>'s value</span><span style="color: #ff0000"> </span>with the id of dcs created in Step 4 ( '''HTML content of Detail description should not be blank''')

[[Image:Realtime kundeklager2.png]] 

*Save the element

=== Realtime rådgiver input  ===

[[Image:Realtime radgiver input.png]]<br>

*Create a user-defined element with name: <span style="color: #ff0000">CEM Bank - [Bank Name] - Realtime rådgiver input </span>
*Open <span style="color: #ff0000">CEM Bank - Nordea Bank - Realtime rådgiver input</span> element 
*Copy the script in default language, replace <span style="color: #ff0000">dcsId</span>'s value with the id of the dcs created in step 4

[[Image:Realtime radgiver input2.png]]<br>

*Save the element

=== Show the elements in MyPortal Page ===

*Grant observer resource access to the elements for the group created in Step 3 
*Add the elements to CEM Bank User resource template

[[Image:Myportal push.png]]<br>

[[Image:Myportal push2.png]]<br>

The elements should be arranged like the picture below

[[Image:CEM portal arrangement.jpg]]<br>

== Step 7 - Monitor site setting ==

Monitor: <span style="color: #ff0000">8386CAT - CEM BANK Intelligence</span><br>

*Locate the group created in step 3 
*Edit monitor access for that group

[[Image:CEM Monitor Access 1.png]] 

*Select only Bank among the top level items

[[Image:CEM Monitor Access 2.png]] 

*Under Bank - Salg - Kunder - Klager, select: 
**Klageoversigt - tracking 
**Klageoversigt 
**The current bank (Sydbank for example)

[[Image:CEM Monitor Access 3.png]]

[[category:Production guidelines]]