Release Notes - 201725 - Google GTM and Analytics

Release Notes - 201725 - Google GTM and Analytics

Release

201725 - Google GTM and Analytics

Release Date

Aug 2017


1.  Summary

In order to use Google Analytics / Google GTM, the Clearmatch API’s will be used to send details to a webservice that will then send the information on to Google. This is far more efficient as the logic of what gets sent to Google 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.



As part of this release a default “controlling service” and “google” service has been created. The finance companies can then extend this service as they please.

 

2. Take Note Of

  • New portal content blocks that have been added that require personalisation. 
  • New security permissions that have been added that need to be assigned to user groups to allow access.
  • The settings on Google GTM and Google Analytics will need to be setup.

Value

eVar ID

Google Dimension

Event time

In sprint 2

Cd18

Event Status

In sprint 2

Cd17

Application Number

In sprint 2

Cd16

Loan Term

40

Cd7

Loan Purpose

In sprint 2

Cd6

Originating Application Number  (quote number)

41

Cd8

Transferred to Finance Company

42

Cd9

Transferred to Application Number

43

Cd10

Application Status

44

Cd11

Listing Status

45

Cd12

Pre-qualification primary credit rating

46

Cd13

Evaluation primary credit rating

47

Cd14

Combined credit score

48

Cd15

            
  • 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









 

 



 

 

228478 – Google Tab Manager GTM


 

Ability to use GTM


 

228475 – Google Tab Manager GTM


 

We would like to add some additional values to the list currently passed from Clearmatch to Adobe · Application Number (e.g. Services A255635 & Australia A255636) · Application Status (e.g. purchased) · Aggregated credit score (e.g. AA, A, B ,C ,D , E, F)


 

256798 – Remote Customer Links


 

"remote customer links" association under the customer is not showing all the remote details. Example sitecatalyst detail not being shown. the information is also not being brought back in the application public API



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