ࡱ> j` Bbjbj +{1NNNNNNNNnnn8n pNntLt(uuuzT ڄtN$a#h%j,Nqyyqq,NNuutAqNuN8uqFFNN6 ut 09ݖKn TD_b3'3'B6x3'N |4d   ,,v   qqqqNNND2dNNN2NNNNNNNNN   ASK ClientName "Organization Name" \* MERGEFORMAT VPS 101 Bloomberg L.P. Bloomberg Message Search rev 1 Prepared For:Verity Contacts:Bloomberg ATTN: Ram Vangala E-Mail:  HYPERLINK "mailto:rvangala@bloomberg.net" rvangala@bloomberg.net Bloomberg L.P. 731 Lexington Avenue New York, NY 10022 www.bloomberg.com CC: Verity Sales Steve Mount Account Executive 646-366-9515 smount@verity.com Al Marsella Regional Technical Manager 646-366-9526 amarsell@verity.com Verity Professional Services David Neubert Director, Consulting Services 401-885-9462 dneubert@verity.com  Dear Ram, Thank you for the opportunity to present this Verity proposal. This proposal presents a comprehensive menu of candidate consulting services and deliverables that Verity believes to be applicable to a successful rollout of a significantly enhanced Bloomberg Message Search, both in functionality and in scale of message history maintained. Not all the services and deliverables presented need be pursued initially. And it is possible that Bloomberg staff can fill some of the resource positions presented in this document. However, Verity is prepared to deliver all SOW services deliverables as documented, should you elect to execute this SOW in its entirety. This proposal (as it is a services proposal) does not include hardware costs, or allowances for designated support engineers (DSEs) for on-going maintenance of the system after launch, or any projected internal Bloomberg costs, such as development of the GTK User Interface, required to integrate the new search application into the Bloomberg terminal environments. We look forward to discussing the menu of opportunities outlined in this SOW to help determine the best balance for you in your pursuit to deliver a premium Message Search experience to Bloomberg users. If you have any questions, please do not hesitate to call for clarification. Sincerely,  David Neubert Director, Consulting Services 401-885-9462. STATEMENT OF PROPRIETARY INFORMATION AND CONFIDENTIALITY This document contains confidential information of both parties and shall be considered Confidential Information as defined in the NDA. INTENT This ROM (Rough Order of Magnitude) has been developed using information and specifications that have been conveyed to Veritys Professional Services by Bloomberg employees. This document is not binding as a thorough requirements and scope confirmation has not been completed at the time of this writing. However, to best of Verity abilities at this time, Verity believes the estimates in this document are reasonable and accurate according to its present understanding of the Bloomberg Earnings Announcement Web-Crawl initiatives. Engagement Summary The objective of this engagement is to deliver significantly enhanced search over Bloomberg messages, and to do so in a manner that always delivers fast search, is easy to scale to the entire Bloomberg user base, simple to administer and manage, and delivers functional enhancements, such as personal user folders and filtering of messages. To meet this objective, Verity is proposing a very simple architecture of one dedicated collection and profile net per Bloomberg user. This will ensure that search over a user message history will always be extremely fast and can easily accommodate even a 5 year history of messages. Assuming an average of 200 messages per day per user, the total number of messages per user over 5 years is likely to be under 50,000, which is less than single partition in a Verity collection. This is virtually no limit on the number of users the proposed architecture can support, excepting hardware limitation (CPUs, memory, and disk space). And there is no reason why the message history needs to remain at 50 days or less, so long as adequate disk space can be allocated to this application. Application Summary This engagement significantly enhances for Bloomberg Message Search delivering: Fast keyword and metadata search over all user messages and the component parts of the message Sort search results by date or relevance, according to user direction Ability to search inbound messages, outbound messages, or both Ability to apply date constraint of messages Filtering and alerting of incoming messages Automatic classification of messages across 15 Bloomberg priority message types Up to five personal folders per user to classify and filter messages Ability to display only those messages that pass through user selected folder filters Simple architecture delegating one collection store and one profile net per user Scalable to virtually unlimited users (only dependent on hardware CPUs, memory, and disk space) Scalable to 5 years (or more) of history on messages, even at 10-12 million messages per day Fully Fault Tolerant Solution Fully integrated into current Bloomberg Messaging Application This application requires the development tracks outlined in the table below. TrackDescription1Message Search (10 Users)2Message Folders and Filters (10 Users)3Full Application (All Users)4GTK User Interface and C-API5System Test6Production Rollout Schedule Each of the above tracks is specified in detail in the Track Summaries section of this document. Application Components and Mechanisms The main components and mechanisms that constitute this application include the following: Message Normalizer tokenizes and localizes each message once up front before it is passed to multiple index and profile receivers, thus eliminating the need to repeat this down stream for each receiver collection or profiler, and thereby deliver the fastest possible indexing and profiling of messages. See Task 1.2 for a more detailed explanation. Message Classifier classifies incoming messages as a one or more message types. For this engagement the number of message types is limited to not more than fifteen (15). Message Dispatcher detects the sender and all receivers on each incoming messages and dispatches a normalized copy of the message to the appropriate indexing and profiling mechanisms serving the sender and each receiver Message Indexer indexes the incoming messages into specific user collection stores, optimized for sporadic bursts of incoming messages in near real time. Message Profiler profiles incoming messages for a variety of purposes, such as to: Classify incoming messages under one or more (up t to five) user defined folders Facilitate filtered search against these folders Filter incoming messages displaying only those messages under select folders Automatically notify the user when an incoming message hits his select folders Production Scale Backend the application backend stores, mechanisms, and process necessary to meet anticipated production scale. This will include one collection and profile net per user (currently 200,000 users) and the corpus of messages currently is 10-12 million per day (65 gig per day) accumulating to approximately 1000 million messages (6,500 gig) per fiscal quarter, 4,000 million messages per year, 20,000 million messages over 5 years, depending on the history maintained. Administration Mechanisms the administration mechanisms necessary to setup, administer, monitor, and maintain the application and the background stores in the anticipated production environments, including reporting and administration interfaces for overall application control, administrative alerting for application-level exceptions, PXE boot services for new nodes coming online, task assignment for nodes completing the OS boot process, storage and propagation of current node configurations and activity status, and monitoring and restarting of nodes and node-level processes Application Test Harness the JAVA/JSP user interface test harness that Verity will use to demonstrate and initially prove all functionality. The Application Test Harness will also be used as a cross-check against the GTK application functionality developed by Bloomberg. C-API wraps the search functionality necessary for the GTK User Interface Application for Message Search. GTK User Interface Application - the Message Search application. Track 1 Message Search (10 Users) The proposed application architecture is designed specifically to enable very fast search over the Bloomberg messages sent or received by a single Bloomberg user. The architecture is simple, dedicating one Verity collection store per user. As a result, the architecture is also highly insensitive to the actual number of messages sent and received, assuming adequate hardware and disk space sufficient for the collection stores. This is because the number of messages sent/received by a single user is not exceedingly great, even over a span of fiver years (200 messages a weekday implies less than 60,000 messages over 5 years, which is less than the number of messages that can be stored in a single partition of Verity collection). To facilitate rapid development of this engagement, it is advantageous to develop functionality first across a very limited set of users. This will allow for rapid development iterations. Once the functionality and backend architecture is established for a very small set of users, it can be easily scaled by simply adding a new collection store to the backend for each new user added to the system. The Verity tasks and resources required to build the Message Search functionality (for 10 Users only) is outlined in the table below. Message Search (10 Users)Verity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT1Deliverables16012080040801200T1.1Message Ingest Mechanism Support202000040T1.2Message Normalizer4040160064304T1.3Message Classifier3216160404252T1.4Message Dispatcher162016004200T1.5Message Indexer201616004200T1.6UI Test Harness (for message search only)32816004204 Task T1.1 Message Ingest Mechanism Support The Verity Lead and/or Architect will work with Bloomberg to secure either a simulated or actual Bloomberg Message Feed and associated Access Mechanism. Bloomberg Prerequisite: It is Bloombergs responsibility to supply the Message Ingest Feed and API or equivalent access mechanism on or before its due date as scheduled on the engagement Project Plan. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT1.1Message Ingest Mechanism Support202040 Task Deliverables Message Ingest Feed and API or equivalent Access Mechanism Task T1.2 Message Normalizer Because a single message is often sent to more than one receiver, it will be the norm that a single message will get profiled and indexed into several collection stores, i.e. one for the sender and one for each receiver. A significant portion of the time required to index or profile a document is consumed in what Verity refers to as tokenizing and localizing the document. Tokenizing the document includes parsing the document for its component parts, and localizing the document determines language specifics with the document text. To minimize the time required to process incoming messages, the Message Normalizer will tokenize and localize each message once up front before it is passed to multiple receivers, thus eliminating the need to repeat this down stream for each receiver collection or profiler. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT1.2Message Normalizer404016064204 Task Deliverables Message Normalization Mechanisms (to tokenize and localize incoming messages) Task T1.3 Message Classifier This task delivers the mechanism to classify incoming messages as a one or more message types. For this engagement the number of message types is limited to not more than fifteen (15). Bloomberg Requirement: A Verity Knowledge Engineer on a time permitting basis may train and/or assist Bloomberg staff with the initial classification rules for the 15 message types. After this initial effort, it is the responsibility of Bloomberg staff to refine and tune the classification rules as necessary. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerCode ReviewHoursT1.3Message Classifier 3216160404252 Task Deliverables Message Classifier (to detect and classify incoming message as relevant to up to 15 messages types). Task T1.4 Message Dispatcher This task delivers the mechanism to detect the sender and all receivers on each incoming messages and dispatch a normalized copy of the message to the appropriate indexing and profiling mechanisms serving the sender and each receiver. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerCode ReviewHoursT1.4Message Dispatcher16201604200 Task Deliverables Message Dispatcher Task T1.5 Message Indexer This task delivers the mechanism to index the incoming messages to a particular user collection store. It will be optimized for sporadic bursts of incoming messages in near real time. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerCode ReviewHoursT1.5Message Indexer 20161604200 Task Deliverables Message Indexer (dedicated to single user collections) Task T1.6 UI Test Harness (for Message Search only) This task delivers a Java/JSP browser-based user interface (test harness) sufficient to demonstrate and prove the message search functionality documented in the Requirements Document and Project Plan governing this engagement. This is anticipated to include (but is not limited to): Keyword search over the text of message Search within the structural components of the message (e.g. sender, receiver, subject, body, etc.) Search using date constraints Search using one or the 15 message types as an additional filter NOTE: There is not sufficient time allocated to this task, nor is it the purpose of this task, to deliver the look and feed of Bloomberg Messaging. This task is intended to demonstrate and prove the functionality specified in the Requirements Documents and Project Plan governing this engagement. This is a test harness, which can be used for early demonstrations, provided it is understood that the exact look and feel will be delivered in Track 4 (GTK Application track). TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerCode ReviewHoursT1.3UI Test Harness (for Message Search only) 3281604204 Task Deliverables UI Test Harness (Java/JSP based demonstrating Message Search only) Track 2 Message Folders and Filters (10 Users) This track adds to the functionality delivered in the previous track adding the ability for the user to set up and define up to 5 personal folders to partition his/her messages. In addition, the user may search within these folders, filter incoming messages to display only those messages from select filters, and even specify automatic notification when an incoming message hits a particular folder. The table below outlines the Verity tasks, resources and time required to build the Message Folder and Filters functionality (for 10 Users only) as specified in the Requirements Document and Project Plan governing this engagement. Message Folders and FilteringVerity LeadArchitectTask ConsultantsSub TasksHoursT2Deliverables8080480160800T2.1Message Profiler404024080400T2.2UI Test Harness (search, folders, filters)404024080400 Task T2.1 Message Profiler This task delivers the underlying profiling mechanisms that: Accept user-defined criteria (profiles) for up to five message folders per user Evaluate incoming messages to determine matches with the folder criteria Notify Bloomberg user processes of message-folder matches in near-real-time Facilitate search against these folders TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT2.1Message Profiler404024080400 Task Deliverables Message Profiler Task T2.2 UI Test Harness (for Message Search, Folders, and Filters) This task extends the Java/JSP browser-based user interface (test harness) to include message folders and filtering as specified in the Requirements Document and Project Plan governing this engagement. This adds to the functionality delivered in the previous track (T1) and is anticipated to include (but is not limited to): Ability for the user to set up and define up to 5 folders Search to search within these folders Ability to filter incoming messages showing only select folders Ability to be notified when incoming messages hit into a folder Automatically notify the user when an incoming message hits select folders NOTE: There is not sufficient time allocated to this task, nor is it the purpose of this task, to deliver the look and feed of Bloomberg Messaging. This task is intended to demonstrate and prove the functionality specified in the Requirements Documents and Project Plan governing this engagement. The exact look and feel will be delivered in Track 4 (GTK Application track). TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT2.2UI Test Harness (adding Folders and Filters)404024080400 Task Deliverables UI Test Harness (including up to five user defined folders and filtering) Track 3 Application (All Users) This track extends and refines the functionality delivered in tracks T1 and T2 to include all application functional mechanisms (not look and feel mechanisms) to be delivered in this engagement (as specified in the Requirements Document and Project Plan governing this engagement). This includes bug fixes and extensions as necessary, a full production-scale backend (sufficient for all Bloomberg users, currently 200,000), and the administration mechanisms to setup, administer, monitor, and maintain the application in the anticipated production environments. Application (All Users)Verity LeadArchitectTask ConsultantsSub TasksHoursT3Deliverables21220812603202000T3.1Application Refinements128240260T3.2Application Production-Scale Backend8080540160860T3.3Application Administration Mechanisms120120480160880 Task T3.1 Application Refinements This task is a retainer allowing for the refinement as necessary of functionality delivered in the previous two tracks, as application requirements change and refine through the initial stages of the engagement. This includes bug fixes and/or refinements to: Message Normalizer Message Classifier Message Dispatcher Message Indexer Message Profiler Application Functionality (delivered in Track T1 and T2) NOTE: There is not sufficient time allocated to this task, nor is it the purpose of this task, to deliver the look and feed of Bloomberg Messaging. This task is intended to demonstrate and prove the functionality specified in the Requirements Documents and Project Plan governing this engagement. The exact look and feel will be delivered in Track 4 (GTK Application track). TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT3.1Application Refinements128240260 Task Deliverables Application Refinements (as necessary according to Project Plan) Task T3.2 Application Production-Scalable Backend This task delivers the backend stores, mechanisms, and process necessary for the application to meet its anticipated production scale This is a comprehensive track as there will be one collection and profile net allocate to each user (currently 200,000 users) and as the corpus of messages currently 10-12 million per day (65 gig per day) accumulating to approximately 1000 million messages (6,500 gig) per fiscal quarter, 4,000 million messages per year, 20,000 million messages over 5 years. The Application Backend includes (but is not limited to): Collection and profile-web (prfweb) distribution management mechanisms to maintain at least 3X redundancy of all user data within an application cluster Node state management, providing a distributed data-store with current information on the redundant locations of user data and node-level load status API listeners integrated with search/profiling processes, to provide near-real-time profiling and fast search response Search/Profiling processes that can quickly attach to a users stores for profiling and search processes The table below summaries the resources and hours allocated to this task. See the attached engagement worksheet for a more detailed breakdown of task hours. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT3.2Production-Scalable Backend8080540160860 Task Deliverables Application Backend (scalable to unlimited users as hardware and disk space are increased) Task T3.3 Application Administration Mechanisms This task delivers the administration mechanisms necessary to setup, administer, monitor, and maintain the application and the background stores in the anticipated production environments. This is a comprehensive track as the corpus of messages is expected to grow to 1000 million messages (6,500 gig) per fiscal quarter. That equates to 4,000 million messages per year, 20,000 million messages over 5 years, depending upon how much history is maintained. The administration mechanisms include (but are not limited to); Reporting and administration interfaces for overall application control Administrative alerting for application-level exceptions PXE boot services for new nodes coming online Task assignment for nodes completing the OS boot process Storage and propagation of current node configurations and activity status Monitoring and restarting of nodes and node-level processes. The table below summaries the resources and hours allocated to this task. See the attached engagement worksheet for a more detailed breakdown of task hours. TaskDeliverableVerity LeadArchitectTask ConsultantsKnowledge EngineerSub TasksHoursT3.3Application Administration Mechanisms120120480160880 Task Deliverables Administration Mechanisms (to configure, monitor, maintain, and reconfigure the application) Track 4 GTK User Interface and C-API This track delivers the C-API that wraps the functionality necessary for the GTK User Interface Application for Message Search. It also provides for a C-API User Manual document, knowledge transfer and general support for the use of C-API in the development of the GTK User Interface (which is the responsibility of Bloomberg). GTK User Interface and C-APIVerity LeadArchitectTask ConsultantsHoursT4Deliverables200607401000T4.1C-API15260460672T4.2C-API User Manual168096T4.3C-API Knowledge Transfer16100116T4.4GTK User Interface Support16100116 Task T4.1 C-API This task delivers the C-API that wraps the functionality necessary for the GTK User Interface Application for Message Search. See attached worksheet for allocation of task hours. TaskDeliverableVerity LeadArchitectTask ConsultantsHoursT4.1C-API15260460672 Task Deliverables C-API (for Message Search) Task T4.2 C-API User Manual This task delivers the User Manual document specifying the C-API calls, arguments, and usage examples wrapping the Message Search functionality. This API is the recommended access mechanism to the search functionality implemented in the Bloomberg GTK User Interface. TaskDeliverableVerity LeadArchitectTask ConsultantsHoursT4.2C-API User Manual168096 Task Deliverables C-API User Manual Task T4.3 C-API Knowledge Transfer This task is a retainer of hours to transfer knowledge to the Bloomberg staff on the use of the C-API as it relates to the development of the GTK User Interface application for Message Search TaskDeliverableVerity LeadArchitectTask ConsultantsHoursT4.3C-API User Manual16100116 Task T4.4 GTK User Interface Support This task is a retainer of hours to enable Verity to answer questions and support Bloomberg staff its use of the C-API as it relates to the development of the GTK User Interface application for Message Search. Bloomberg Requirement: The GTK User Interface is solely the responsibility of Bloomberg staff. TaskDeliverableVerity LeadArchitectTask ConsultantsHoursT4.4C-API User Manual16100116 Track 5 System Test This track proves both the functional and performance readiness of the Message Search Application for the Production Rollout Schedule (Track T6). This document divides the hours allocated to the track evenly between functional and performance testing, but these hours can be re-allocated in the Project Plan as necessary according to the testing needs at that time. System TestVerity LeadArchitectBackend ConsultantApplication ConsultantTesterHoursT5Task Description36080600600360600T5.1System-Wide Function Test and Debug4020808080300T5.2System-Wide Performance Test and Tune4020808080300 Task T5.1 System-Wide Functional Test and Debug This task proves the functional readiness (as specified in the Requirements Document and Project Plan) of the Message Search Application for the Production Rollout Schedule, Track T6. TaskDeliverableVerity LeadArchitectBackend ConsultantApplication ConsultantTesterHoursT5.1System-Wide Functional Test and Debug4020808080300 Task Deliverables Message Search Application Functionality (ready for Production Rollout Schedule) Task T5.2 System-Wide Performance Test and Tune This task proves the performance readiness (as specified in the Requirements Document and Project Plan) of the Message Search Application for the Production Rollout Schedule, Track T6. TaskDeliverableVerity LeadArchitectBackend ConsultantApplication ConsultantTesterHoursT5.1System-Wide Functional Test and Debug4020808080300 Task Deliverables Message Search Application Performance (ready for Production Rollout Schedule) Track 6 Production Rollout Schedule This track proves the readiness of the Message Search Application over three increasing tests (Control, Alpha, and Beta) for a full Production Release to all Bloomberg users. The hours recommended for each test below can be re-allocated in the Project Plan as necessary according to the needs at that time. Verity recommends the execution of all three tests to ensure that no problems are encountered with the full Production Release to all Bloomberg users. The three tests will also give site-administers ample time to ramp up and familiarize themselves with the administration and monitoring of this application. Production Rollout ScheduleVerity LeadArchitectBackend ConsultantsApplication ConsultantsTesterHoursT6Deliverables2601405205205602000T6.1Control Test (100 Users or less)8040160160160600T6.2Alpha Test (Bloomberg Internal)8040160160160600T6.3Beta Test (Bloomberg + Select Customers)4040120120160480T6.4Full Production Release (All Users)6020808080320 Task T6.1 Rollout Month 1 (Control Test, 100 users) This task proves the readiness of the Message Search Application for the Alpha Test, which is an internal release to all Bloomberg users. This track should prove that the application is free of all known defects that produce either fatal errors, erroneous results, or enter the application into a state where there is no work around. The exceptions are generally minor cosmetic problems, functional problems that do not produce erroneous results, and minor (but acceptable) performance problems still undergoing tuning. TaskDeliverableVerity LeadArchitectBackend ConsultantsApplication ConsultantsTesterHoursT6.1Rollout Month 1 (Control Test, 100 Users)8040160160160600 Task Deliverables Message Search Application (ready for Alpha Test) Task T6.2 Rollout Month 2 (Alpha Test, Bloomberg only) This task proves the readiness of the Message Search Application for Beta Testing, which will include all Bloomberg users and select Bloomberg customers. This track maintains the standard of the previous Control Test, ensuring that the application is free of all known defects that produce either fatal errors, erroneous results, or enter into a state where there is no work around. Exceptions are minor cosmetic problems and minor (but acceptable) performance problems still undergoing tuning. TaskDeliverableVerity LeadArchitectBackend ConsultantsApplication ConsultantsTesterHoursT6.2Rollout Month 1 (Alpha Test, 100 Users)6020160160160320 Task Deliverables Message Search Application (ready for Beta Test) Task T6.3 Rollout Month 3 (Beta Test, Bloomberg + Select Customers) This task proves the readiness of the Message Search Application for full Production Release. At the conclusion of this track, the application should be free of all known defects and performance problems that Bloomberg considers unacceptable for commercial release. This task is also begins on-site maintenance and launch support task, initiating the mentoring and training of Bloomberg personnel (or designate maintenance staff) on the administration and monitoring of this application. TaskDeliverableVerity LeadArchitectBackend ConsultantsApplication ConsultantsTesterHoursT6.3Rollout Month 3 - Beta Test (Bloomberg and Select Customers)8020120120160500 Task Deliverables Message Search Application (ready for full Production Release) Operations / Maintenance Personnel Training initiated Task T6.4 Full Production Release This task is the full Production Release of the Message Search Application to all Bloomberg users. It is primarily an on-site maintenance and launch support effort, with production launch scheduled very early into this task. The hours of this task are targeted for finalizing any outstanding documentation and mentoring and training of Bloomberg personnel (or designate maintenance staff) on the administration and monitoring of this application. TaskDeliverableVerity LeadArchitectBackend ConsultantsApplication ConsultantsTesterHoursT6.4Production Release/On-Site Launch Support4040808080480 Task Deliverables Message Search Full Production Release Operations / Maintenance Personnel Trained Cost and Resource Summary If all task and resources in this proposal are provided and executed by Verity, this application will require 7,600 hours. Verity LeadArchitectConsultantsHoursTrackDescription1084576594076001Message Search (10 Users)16012092012002Message Folders and Filters (10 Users)80806408003Full Application (All Users)212208158020004GTK User Interface and C-API1924876010005System Test80404806006Production Rollouts3608015602000 Billing Verity estimates these tasks will require a minimum of seven thousand six hundred (7,600) hours of Verity consulting at $225 per hour, plus travel and living expenses. Travel and living expenses will be billed following this assignment (not to exceed $2,500 per week per resource). For this engagement the total consulting estimate is detailed in the table below.  EMBED Excel.Sheet.8   ASK Rate "Hourly Rate, ie 250.00" \* MERGEFORMAT 250.00 *Plus applicable sales taxes for services, product, and travel and living expenses.       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