July 6, 2004 FIX Protocol Website Upgrade 2004 Key Features – Phase 1 (with Screen Images) Prepared by: Scott Atwell American Century Investments Co-chair FIX Global Technical Committee

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 New Look  New, crisp, clean look  Restructured left-hand nav menu  “About the protocol”, “About the organization”

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Home Page

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 New Infrastructure  Completely overhauled, modernized website infrastructure  Database-driven (vs. proprietary flat file)  Improved performance  Increased flexibility  Improved ability to “associate”  Flexible “presentation” infrastructure  Easy to change a style sheet affecting the look of various web pages

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 Ability to Associate  Firms as FPL members  Individuals within firms  Products with a Vendor  Vendor as FPL member  Subcommittees beneath a Committee

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 Privacy Focus  User acceptance of FPL’s Privacy Policy  User can specify to avoid public display of:  address  Telephone number  Members of that group can see regardless  Difficult to “harvest” addresses  “Private” docs are truly private

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 Discussion Forum Enhancements  Ability to search Discussion forum postings  Ability to submit a forum reply by replying via to the notification message  List of forums shows time of last posting  Most recent postings listed first  Special forum behavior designation  As Read/Only  i.e. Announcements  As No-Replies and Ok-to-remove-your-post  i.e. Help Wanted

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Discussion Forums

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Discussion Forums Search

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Discussion Forums Search Results

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 WG/Committee Enhancements  Member listing  Leader(s) listed at the top  Member list includes each member’s location  Group address capability  Each WG/committee can be setup with its own address (i.e.  Ability to control which addresses can use the group address (“reflector”)  Member of that WG/committee, FPL Member firm, registered website user, General public

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – FPL Org: GSC #1

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 WG/Committee Enhancements  Document archive  Can create multiple “Document Categories”  Each with own access level:  Group participants  FPL members  Logged on user  Guest (not logged in)  Ability to post “links” in addition to actual files

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – FPL Org: GSC #2

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 User Management Enhancements  Additional user profile attributes  Location: address, country  Timezone  Firm affiliation  Track time last accessed, created, etc.  Better identify “dead” profiles  Track status of policy acceptance  Enforce, prompt/accept  Privacy Policy  Copyright Policy  ??Acceptable Use Policy

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Edit Profile #1

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Edit Profile #2

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 Tech Resources/Specs Enhancements  New, single page which consolidates:  Access to the various specifications  Including FIXML, FIXimate and FIX Repository  Technical FAQs  TBD  Technical Presentations / Documentation  Presentations by subject category  i.e. FIX Session, FIXML, Order Flow  Presentations by experience level  Beginner vs. Advanced  Additional Technical Resources  Other resources

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Specs / Tech Res

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 Vendors Page Enhancements  Ability to differentiate vendors who are FPL members  Provide “premium shelf space”  Appear first, in bold, contain FPL logo  Association between a Vendor and its Products

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – Vendors

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 FPL Membership  “Contact Us” link at bottom of pages  FPL Members link provides a list of member firms - ability to view more detail  Management of a firm’s associated individuals  Specify designated admin(s) to administer that firm’s members  Ability to specify “auto-add association” for users with a specified address suffix  i.e.

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 “New” site – FPL Members

July 6, 2004FIX Website Upgrade 2004 Key Features – Phase 1 Summary  The FIX website revamp represents a significant overhaul of the current site which has been in place for 6-7 years  The project is complex and its “go live” date has slipped (new target August 2004)  FPL has a fixed price contract, thus there have been no cost overruns  The new site will provide  A fresh new look  Enhanced capabilities  Foundation to provide new capabilities in Phases 2 and 3