loyalty-agent-service/docs/specs/onemarketing/marketing_campaign.md

title, type, status, domain

title	type	status	domain
Marketing Campaign (OneMarketing Request)	OpenSpec	Draft	OneMarketing

Marketing Campaign (OneMarketing Request)

Requirement Definition

Filters target customers that satisfy specific marketing criteria. Triggers either notification messages or reward campaigns (via OLS Transaction Code) for the target customers.

Process Flow

Pre-Conditions

• Users must have access rights in the "Marketing Request" module.
• Depending on rights, users can view, add, edit, or approve requests.
• All OMR criteria must be defined as attributes.

Business Rules

OMR Criteria Logic

• Uses Query Builder for marketing criteria.
• Criteria can be dragged/dropped from the right panel.
• Supports AND/OR conditions between criteria groups.
• Introduces NOT toggle for exclusion criteria.

Data Schema

General Information

Field Name	Description	Logic Type	Constraints / Rules
Request ID	Unique identifier.	String (20)	Required. No special characters.
Description	Description.	String (100)	Required.
Effective Date From	Start date.	Date	Required.
Effective Date To	End date.	Date	Required.
Marketing Function	Notification [N] or Trigger Campaign Rule [TCR].	Enum	Required.

Run Schedule and Message Content

Field Name	Description	Logic Type	Constraints / Rules
Trigger Method	Schedule or Event trigger.	Enum	Required.
Run Schedule	Once Time [O], Daily [D], Weekly [W], Monthly [M], Annually [A].	Enum	Required if Trigger Method is Schedule.
Schedule Details	Specific details (e.g., Repeat every, Fixed Date, Time of day).	Complex	Required based on Run Schedule.
Business Event	Specific event triggering the request.	Array of Strings (Lookup)	Required if Trigger Method is Event trigger.
Message Template	The marketing message to send.	String (Lookup)	Required if Marketing Function is Notification.
OLS Transaction Code	TC used to trigger campaign rule.	String (Lookup)	Required if Marketing Function is Trigger Campaign Rule.

Targeting

Field Name	Description	Logic Type	Constraints / Rules
Trigger Method	OMR Criteria or Upload file.	Enum	Required.
Targeting Data	The selected OMR criteria setup or the uploaded file.	Rule / File	Required based on Trigger Method.

Batch Job Processing

• OMR job checks effective requests based on processing date.
• Finds valid jobs based on schedule.
• Creates notifications or extracts transactions based on criteria.
• Stops sending when frequency capping limits are reached.

Post-Conditions

• Marketing content is sent to target customers, or target customers trigger a Campaign Rule.