63 lines
2.7 KiB
Markdown
63 lines
2.7 KiB
Markdown
---
|
|
title: "Marketing Campaign (OneMarketing Request)"
|
|
type: OpenSpec
|
|
status: Draft
|
|
domain: 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.
|