Content Comparison

CRUD global validation listsEnterprise Currencies

As an a super admin or agency admin user, I should be able to create , edit and delete validation lists & edit enterprise currencies on a global level. I should be able to create many validation lists currencies globally. I should not be able to delete any currencies

I should be able to set a “name” for my validation list so I can determine it’s contentscurrency, specify the “symbol” used and the “rate to base”.

Validation should prompt is any of these fields are missing when going to add a new currency to the platform.

When adding the first currency to the platform this will automatically be the base currency for the platform.

CRUD advertiser validation lists Campaign Currency

As an a super admin, admin or agency user, I should be able to create, edit and delete validation lists specifically to an Advertiser within the system. As per the global lists, I should be able to create many validations lists for a single advertiser.I should be able to set a “name” for my validation list so I can determine it’s contentsselect the campaign currency for that campaign if more than once currency is added to the platform.

When selecting a currency these should be populated in a drop-down menu with all the avaible options.

If the campaign currency is different form the base this will utilise the rate to base functionality to populate any financial reporting linked to the campaign.

Allow advertisers to create “Private” validation lists

As an Advertiser Adding IOs

As a super admin, admin or agency user, I should be able to create my own validation list and mark it as private.

The role of the “private” validation list is to allow the advertiser to upload potentially sensitive information without exposing it to Agency or Publisher user types.

Admin + Super Admin users should still be able to see private validations listsan IO and select which currency I would like to associate it to if more than once the currency is added to the platform.

When adding an IO and there is more then one currency this will populate the drop-down menu with all the avaible options.

After the IO has been saved this currency selected cannot edited.

Validation List Processr JobCampaign Currency IO assignment

As a user that sets up or manages a campaign, I would like to be able to cross reference a lead field value against the values of my validation list.

I should be able to decide whether to perform an exact match on the values or use a partial match.

I should also be able to choose whether matching a value is either a good thing or bad thing and pass / fail accordingly.

I should also be able to configure a field name which contains multiple values and ensure they are all in a single validation list. For example I might have a field of subscribed_email_lists which has a value of main_list,priority_list, I would like to check that both main_list and priority_list are contained in my validation list.

I should also be able to choose whether to check the list strictly or loosely, using case sensitivity.

Finally, I should be able to optionally bypass the check if I have a blank|empty value for my chosen field. This would be for us to handle fields that are optional, but if populated check against the validation lists values.super admin, admin or agency user, I should be able to specify which currency the campaign will be in. Once the campaign currency is specified I should be able to see a populated list of available IOs in that said currency.

Any IOs that do not match the campaign currency should be unselecteable.

Make validation lists visible to Publishers

As a publisher user, it would be useful for me to be able to download the contents of a validation list so I can ensure I am meeting the requirements of the campaign.

As an agency user, I should be able to choose which validation lists to show to publishers. I should not be able to expose private validation lists.

Import values using CSV file

As a user of the validation lists feature, I would expect to be able to import large CSV files of values for a validation list - this should be available for both adding and editing validation lists. I would also expect to have some sort of template or guide as to what format to import the values in.

Validation on Deletion

As an admin or agency user, when trying to delete a validation list the platform will prompt for validation confirming that validation isn't assigned on and campaigns.

If so the validation list will need to be removed from a campaign before you can delete the validation list.Dashboard and Reports

Th main dashboard should display any financial information using the base currency.

[enterprise].cvtr.io/v2/dashboard

The below reports, should all default back to the base currency on the platform.

• Advertiser performance

• ROI Breakdown

• Periodic Breakdown

• Publisher Performance

• Report Builder