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Objective
Validation Lists are a flexible way to create as type of list which can be used to validate information against. This can be a suppression list (a list of values to exclude against), white or black list, or a key account list (leads have to match against) and commonly a pick list (ensuring a lead value matches a predefined set of values).
Common examples of a validation list tend to be company names that a client whats to target and will only validate leads that the company name matches a value within the list - e.g. As a user I only want to have leads from fortune 500 companies.
We should have 2 types of Validation lists. One that is global on the enterprise and can be used by all Advertiser campaigns. The other type should be associated to a specific Advertiser and only availabel for use on their campaigns.
Assumptions
Validation lists will tend to have thousands of records if not more.
Requirements
Requirement | User Story | Importance | Jira Issue | Notes | |||||||
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| 1 | CRUD global validation lists | As an admin or agency user, I should be able to create, edit and delete validation lists on a global level. I should be able to set a “name” for my validation list so I can determine it’s contents. |
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| 2 | CRUD advertiser validation lists | As an admin or agency user, I should be able to create, edit and delete validation lists specifically to an Advertiser within the system I should be able to set a “name” for my validation list so I can determine it’s contents |
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| 3 | Allow advertisers to create “Private” validation lists | As an Advertiser 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 lists. |
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| 4 | Validation List Processr Job | 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. |
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User interaction and design
Open Questions
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Out of Scope
In the future I would like to replace the legacy Telephone, Email and Name suppression with pre-built validation lists.