Release Notes - 201725 - Analytics Sprint 2

Release Notes - 201725 - Analytics Sprint 2

Release

201725 - Analytics Sprint 2

Release Date

Nov  2017


1.  Summary

In order to use Sitecatalyst, the Clearmatch API’s will be used to send details to a webservice that will then send the information on to Sitecatalyst. This is far more efficient as the logic of what gets sent to Sitecatalyst will be controlled within the webservice by the finance company. The finance company will then also have more flexibility to change tools or send the information wherever they want.



 

2. Take Note Of

  • No new portal content blocks that have been added that require personalisation. 
  • No new security permissions that have been added that need to be assigned to user groups to allow access.
  • The settings on Sitecatalust are setup as follows in the skeleton webservice. Finance companies can change as they please.

Value

eVar ID


Event time

92


Event Status

91


Application Number

82


Loan Term

80


Loan Purpose

81


Originating Application Number  (quote number)

83


Transferred to Finance Company

84


Transferred to Application Number

85


Application Status

86


Listing Status

87


Pre-qualification primary credit rating

88


Evaluation primary credit rating

89


Combined credit score

90


            

Events

Site Catalyst

Event


Application Created

18

 

Application Referred

20

 

Application Conditionally Approved

21

 

Application Approved

22

 

Application Purchased

23

 

Application Declined

24

 

Application Cancelled

25

 

Application Transferred

38

 

Listing Posted

19

 

Listing Finalised

26

 

Listing Applied

39

 

Listing Assess

40

 

Listing Expired

120

 

Listing AwaitingConfirmation

121

 

 

  • The tracking code will need to be placed on the Finance company website so the initial page land can be recorded and the unique visitor Id recorded.
  • Even notifications in Clearmatch will need to be reviewed and adjusted to suite the events you would like to record.
  • New “services” have been created that will need to be deployed on the Finance Company servers.

 

3.  Release Details









 

 



 

 Sitecatalyst webservice


 

A skeleton service has been created that integrated to sitecatalyst. This service can be used and modified by finance companies to pass whatever application data they like.


 

Sitecatalyst integration directly in Clearmatch


 

The sitecatalyst integration that was previously directly within ClearMatch has been removed and replaced by the new web service as detailed above.




4.  Data Warehouse

N/A

 

 

 



5.  Portal Content (Content Blocks, Validation Messages, Help Messages)

The following content, help and validation messages have been added and need to be personalised.

TypeName

Content

Key Name

Page Name

 None

 

 

 

 

 

6.  Security Settings Added

The following new security permissions are available and need to be assigned to the correct user groups to enable access.

REMEMBER DO NOT ASSIGN ANY DELETE PERMISSIONS TO ANY USER GROUPS

Class Access

Permission Type

Class Name

Can Create

Can Delete

Can Read

Can Update

 None

 

 

 

 

 

 

Method Access

Permission Type

Class Name

Method Name

 None

 

 

 
 

7. Documents To Reference

Title

201725 - Google GTM and Analytics Task Breakdown.pdf