Tapfluence

Real-Time Monitor

This feature delivers a dynamic dashboard that centralizes live updates on influencer contracts, payments, and engagement activities. By providing real-time data, users can instantly track progress, respond to issues immediately, and ensure smooth coordination across campaigns.

Requirements

Live Data Feed

"As a digital marketer, I want to see all influencer contract and engagement data updated live so that I can effectively manage and adjust my campaigns as events unfold."

Description

Implement a live data feed that updates influencer contracts, payments, and engagement activity information in real time. This functionality directly integrates with marketing campaign data sources to ensure instantaneous reflection of all influencer interactions, enabling marketers to make timely decisions and quickly respond to changes in campaign status.

Acceptance Criteria

Real-Time Contract Update

Given the live data feed is connected to influencer contract systems, when a contract is created or modified, then the dashboard must update the contract details in real time (within 5 seconds).

Real-Time Payment Notifications

Given the live data feed is hooked into the payment processing system, when a payment is completed, then the dashboard must automatically display the payment status immediately (within 5 seconds).

Real-Time Engagement Activity Monitoring

Given the live data feed is integrated with social engagement metrics, when influencer engagement data is updated, then the dashboard must reflect these changes in real time (within 5 seconds).

Dashboard Data Synchronization

Given the live data feed aggregates multiple data sources, when simultaneous updates occur across contracts, payments, and engagements, then the dashboard must synchronize and display all data consistently in real time (within 5 seconds).

Instant Alerts

"As a digital marketer, I want to receive instant alerts on important changes in influencer data so that I can immediately address potential issues in my campaigns."

Description

Design and integrate an alert system that immediately notifies users when significant changes occur in influencer contracts, payments, or engagement metrics. This ensures that marketers are promptly aware of critical updates, significantly reducing response times and enabling rapid action when issues arise.

Acceptance Criteria

Real-Time Influencer Contract Alert

Given an update in an influencer contract, when a significant change occurs, then the system must deliver an instant alert message to the user on the dashboard.

Payment Update Alert

Given a change in the payment status, when the payment is flagged as failed or delayed, then the system should generate and display an immediate notification to the marketer.

Engagement Metric Critical Change Alert

Given the real-time monitoring of engagement metrics, when a metric falls below a predefined threshold, then an immediate alert should be triggered and shown within the dashboard.

Customizable Dashboard

"As a digital marketer, I want to customize my real-time dashboard view so that I can monitor the key metrics that matter most to my campaign strategy."

Description

Develop a customizable dashboard that allows users to tailor the display of real-time data, including influencer contracts, payments, and engagement activities. This capability enables marketers to focus on metrics most relevant to their strategic goals by integrating personalized settings with live data streams.

Acceptance Criteria

User Configures Preferred Metrics

Given the user is logged in and on the dashboard customization page, when they select metrics such as influencer contracts, payments, and engagement activities from the available options, then the selections should be reflected in the preview pane in real time.

User Saves Custom Layout

Given a user has arranged their preferred dashboard layout, when the user clicks the save button, then the customized settings should be stored and reloaded on subsequent logins without loss of configuration.

Real-Time Data Update on Custom Dashboard

Given a customized dashboard configuration, when real-time updates occur in the backend for influencer contracts, payments, or engagement activities, then the dashboard should automatically refresh to show the latest information without manual intervention.

Deadline Alerts

Automated deadline alerts notify users of upcoming contract milestones and payment due dates. This reduces administrative overhead and prevents missed deadlines, ensuring timely executions and preserving the momentum of influencer collaborations.

Requirements

Real-Time Deadline Notification

"As a digital marketer, I want to receive real-time notifications for upcoming deadlines so that I can manage contracts and payments promptly."

Description

Implement an automated system that sends real-time notifications to users about upcoming contract and payment deadlines. This feature is essential for reducing administrative overhead and ensuring that users are aware of critical deadlines in a timely manner, ultimately maintaining the momentum of influencer collaborations.

Acceptance Criteria

Real-Time Notification for Contract Deadlines

Given a contract milestone is due within 24 hours, when the time threshold is reached, then the system must send a real-time notification via email and in-app alert within 5 minutes.

Real-Time Notification for Payment Due Dates

Given a payment deadline is approaching within 24 hours, when the deadline nears, then the system must trigger an alert on both the user's dashboard and mobile app at least once per upcoming due date.

Notification Retry on Failure

Given a notification fails due to connectivity issues, when the failure is detected, then the system should automatically retry sending the notification up to 3 times with 10 minute intervals between attempts.

User Configurable Notification Preferences

Given a user sets preferences for notification channels and timings, when deadlines are approaching, then the system must deliver notifications in accordance with these preferences.

Custom Alert Configuration

"As a digital marketer, I want to customize my alert settings so that the notifications align with my specific workflow and timing preferences."

Description

Develop a flexible configuration interface that allows users to customize alert preferences, including notification frequency, lead time before deadlines, and alert channels. This customization enhances user control and ensures that the alerts fit individual workflow requirements.

Acceptance Criteria

Default Alert Settings

Given a user logs into the system for the first time, when navigating to the alert configuration page, then default alert frequency, lead time, and channels are preset as specified.

Customized Notification Frequency

Given a user is on the custom alert configuration page, when the user changes the notification frequency, then the system must update and store the new settings and confirm the update with a success message.

Lead Time Adjustment

Given a user is editing alert preferences, when the lead time before deadlines is modified, then the updated value is saved and reflected in subsequent deadline alerts and dashboard notifications.

Multiple Alert Channels

Given a user has access to various alert channels, when they select or deselect alert channels in the configuration interface, then at least one channel remains selected and the configuration is updated accordingly.

Multi-Channel Notification Delivery

"As a digital marketer, I want to receive alerts through multiple channels so that I can stay informed wherever I am, ensuring I never miss a deadline."

Description

Create a notification mechanism that supports multiple delivery channels such as email, SMS, and in-app alerts. This ensures that users receive deadline alerts regardless of their current device or consumption preference, improving the likelihood of timely responses.

Acceptance Criteria

Email Notification for Payment Deadline

Given a contract or payment deadline is approaching, when the alert is triggered, then an email notification is sent with the relevant details.

SMS Notification for Contract Milestone

Given a contract milestone is due, when the alert is triggered, then an SMS notification is sent containing the milestone details.

In-App Notification for Urgent Deadline

Given that a deadline is within 24 hours, when the alert is triggered, then an in-app notification is displayed to the user.

Multi-Channel Fallback Notification

Given a user's preferred channel is unavailable, when a deadline alert is triggered, then the notification is automatically sent through an alternative configured channel.

User Preference Configuration

Given that a user has set their notification channel preferences, when a deadline alert is triggered, then the alert is delivered through the user's selected channels.

Time Zone Aware Alerts

"As an international digital marketer, I want alerts to adjust to my local time zone so that I receive notifications at times that are relevant to my working hours."

Description

Integrate time zone detection into the deadline alert system to automatically adjust alert timings based on the user's local time zone. This ensures that notifications are contextually relevant and delivered at appropriate local times, accommodating a global user base.

Acceptance Criteria

Local Time Detection for Deadline Alerts

Given a user is logged in, when the system extracts the user’s time zone from their profile or IP, then the deadline alert timing should adjust to the detected local time.

Accurate Alert Delivery Based on Time Zone

Given a deadline alert is scheduled, when the alert is due, then the system should trigger the alert at the appropriate local time corresponding to the user’s detected time zone.

Fallback Mechanism for Unidentified Time Zones

Given a user without a detected time zone, when scheduling deadline alerts, then the system should use a default time zone and prompt the user to update their time zone settings.

User Time Zone Override Option

Given a user with preset local time zone settings, when the user manually updates their time zone, then subsequent deadline alerts should reflect the manually updated time zone immediately.

Global Consistency in Notification Display

Given the system serves users across multiple time zones, when deadline alerts are triggered, then each alert should display correctly adjusted times based on the individual user’s local time zone.

Alert History and Audit Trail

"As a digital marketer, I want to view a history of all alerts so that I can verify that notifications were sent and received, helping to troubleshoot any issues with deadline management."

Description

Implement an audit trail for all sent deadline alerts, enabling users to review past notifications. This feature is crucial for accountability, compliance tracking, and troubleshooting missed deadlines, providing a clear record of communication history.

Acceptance Criteria

Audit Trail Visibility

Given the deadline alert audit trail is implemented, when a user navigates to the Alert History page, then a complete list of all sent deadline alerts with timestamps and statuses should be visible.

Filter Audit Trail by Date

Given an extensive alert history, when the user sets a date range filter, then the system should return and display only alerts within that date range.

Search Audit Trail by Alert Type

Given multiple types of alerts exist, when the user inputs a specific alert type into the search field, then the system should display all audit records matching that alert type.

Audit Trail Data Integrity

Given that all deadline alerts must be recorded, when an alert is sent, then the audit trail should accurately record the alert details (including sender, timestamp, alert type) and ensure the record is immutable.

Contract Hub

The Contract Hub centralizes and organizes all influencer agreements into one accessible repository. With advanced search and tagging options, users can effortlessly retrieve, edit, or share documents, streamlining workflows and boosting efficiency.

Requirements

Contract Upload & Repository

"As a digital marketer, I want to upload and store my influencer contracts in a centralized system so that all documents are organized and easily accessible for future reference."

Description

Enables users to securely upload, organize, and store all influencer contract documents in a centralized repository. This requirement integrates with the Tapfluence platform by providing a consistent structure for all contracts, ensuring they are easily accessible for later editing or sharing while maintaining compliance and version history.

Acceptance Criteria

Contract Upload Security

Given a user selects a contract file to upload, When the file is submitted, Then the system must validate file type and size, encrypt the file during transfer, and confirm a secure upload completion.

Centralized Repository Organization

Given an uploaded contract file, When it is stored in the system, Then the system should assign a unique contract ID, record a timestamp, and organize the file within the appropriate folder structure based on metadata.

Advanced Search and Tagging

Given multiple contracts exist in the repository, When a user performs a search using tags or document attributes, Then the system must return accurate and filtered results, allowing sorting by date or relevance.

Document Editing and Version Control

Given a user edits an existing contract document, When the user saves the changes, Then the system should create a new version while preserving previous versions and generating an audit log of modifications.

Access and Sharing Compliance

Given a user initiates a contract sharing request, When the sharing is executed, Then the system must enforce access permissions, log the access details, and ensure that all operations comply with security policies.

Advanced Search with Tagging

"As a digital marketer, I want to quickly search for and filter influencer contracts by tags and metadata so that I can immediately find the relevant documents when needed."

Description

Facilitates robust and efficient search functionality within the Contract Hub by enabling advanced filters and tagging options. This feature allows users to quickly locate contracts using metadata and custom tags, thereby minimizing retrieval time and boosting overall workflow efficiency.

Acceptance Criteria

Tag Filtering

Given the user is on the Contract Hub advanced search page, when a valid tag is entered and the search is executed, then the system returns only those contracts that match the entered tag within 2 seconds.

Multi-parameter Search

Given the user is on the Contract Hub, when multiple filters such as tag, contract type, and date range are applied, then the system accurately returns contracts that satisfy all selected filters with proper pagination and within 3 seconds.

Case-Insensitive Search

Given the user inputs a search query with mixed-case letters, when the search is executed, then the system should perform a case-insensitive search and return all matching contracts regardless of letter casing.

Search Performance Under Load

Given a repository of at least 10,000 contracts, when the user executes an advanced search, then the system should return the results in under 3 seconds without any performance degradation.

Document Editing and Version Control

"As a digital marketer, I want the ability to edit contracts and access previous versions so that I can maintain accuracy and track changes over time."

Description

Introduces a comprehensive editing and version control system within the Contract Hub to allow users to make changes, track modifications, and revert to previous versions if necessary. This feature ensures contract integrity, enables detailed audit trails, and improves accuracy across document revisions.

Acceptance Criteria

Real-time Document Editing

Given a user accesses a contract document, when the user makes edits, then changes should be saved in real-time without data loss.

Change Tracking Audit Trail

Given that document edits are made, when the user views the audit trail, then all modifications along with timestamps and user information should be displayed.

Version Reversion

Given that multiple versions exist of a contract document, when the user selects a previous version, then the document should revert to that version accurately and log the change.

Concurrent Editing Prevention

Given that multiple users are accessing the same document, when a user starts editing, then others should be notified or temporarily locked out to prevent editing conflicts.

Document Access Control Post-Modification

Given a document has been edited, when it is accessed again, then the system should enforce permission levels to restrict unauthorized modifications.

Secure Sharing and Access Permissions

"As a digital marketer, I want to securely share my contracts with team members and partners so that sensitive information remains protected yet accessible to the right people."

Description

Ensures that contracts can be shared securely with designated team members and external partners by implementing role-based access controls and robust security protocols. This feature aims to maintain confidentiality and integrity of sensitive contract data by restricting access to authorized users only.

Acceptance Criteria

Role Assignment

Given an admin user is managing contract permissions, when they assign a specific role (e.g., Viewer or Editor) to a team member or external partner, then the system must restrict document access strictly to users with the designated roles.

Secure Link Sharing

Given an admin user generates a sharing link for a contract, when the link is accessed by an external partner, then the system must enforce a secure password prompt and apply time-limited access controls.

Audit Trail Logging

Given any access or modification to a shared contract, when a user interacts with the document, then the system must log the event with user details, timestamp, and access type for compliance and tracking purposes.

Automatic Permission Revocation

Given a contract's sharing permissions are modified or a contract is updated, when the permissions no longer align with current roles, then the system must automatically revoke outdated access rights unless explicitly renewed.

Notification and Expiry Management

"As a digital marketer, I want to receive notifications regarding contract expirations and key milestones so that I can proactively manage agreements and avoid compliance issues."

Description

Provides automated notifications and alerts for contract expirations, renewals, and key milestones, ensuring that users are aware of critical deadlines. This requirement integrates with the Contract Hub to enhance lifecycle management and prevent unintentional lapses in agreements, thereby promoting proactive contract management.

Acceptance Criteria

Upcoming Contract Expiry Notification

Given a contract with an expiration date stored in Contract Hub, when the current date is 30 days before the contract's expiry, then an automated notification is sent to the user.

Contract Renewal Reminder

Given a contract scheduled for renewal, when the renewal window opens 15 days prior to expiry, then the system sends a reminder alert to both the influencer and the manager.

Milestone Alert Notification

Given a significant contract milestone is reached (e.g., contract signing or deliverable submission), when the milestone is recorded in the system, then an immediate notification is triggered for the relevant stakeholders.

Expired Contract Alert

Given a contract has passed its expiry date without renewal, when the system identifies the expired status, then it flags the contract as expired and alerts the account manager.

Customizable Notification Settings

Given that users can configure notification preferences, when a user adjusts these settings, then the system must update and respect the new alert settings for all future notifications.

Payment Tracker

This feature provides a comprehensive view of all payment transactions, including real-time status updates and reconciliation tools. It helps users manage financial operations seamlessly, reducing errors and ensuring that every payment is tracked and processed promptly.

Requirements

Comprehensive Transaction Dashboard

"As a digital marketer, I want to access a comprehensive transaction dashboard so that I can efficiently monitor and manage payment activities."

Description

This requirement mandates a dynamic dashboard displaying all payment transactions in a single comprehensive view. It integrates filters, charts, and key performance indicators to monitor real-time transaction statuses including pending, approved, and failed payments. The dashboard integrates seamlessly with existing modules to provide quick access to critical financial metrics, aiding financial oversight and error reduction in reconciliation.

Acceptance Criteria

Real-Time Payment Status Updates

Given the dashboard is loaded, when a payment transaction status changes, then the dashboard should instantly update the status indicator.

Filter Transactions by Status

Given the user is on the dashboard, when applying filters for pending, approved, and failed transactions, then only transactions corresponding to the selected filter should be displayed.

Integrated Financial KPI Display

Given all payment transaction data is loaded, when the dashboard is accessed, then key performance indicators such as total transactions, and counts of successful, failed, and pending payments should be accurately displayed.

Dynamic Chart Updates

Given the dashboard includes visual charts, when new payments are processed or existing transactions are updated, then the charts must refresh dynamically to reflect the latest data.

Quick Access to Critical Metrics

Given the user is monitoring financial metrics, when clicking on any critical metric on the dashboard, then the system should provide a detailed view of the corresponding transaction history.

Real-time Payment Status Updates

"As a financial operations manager, I want real-time payment status updates so that I can quickly address any payment discrepancies."

Description

This requirement focuses on implementing a real-time update mechanism that continuously reflects the current status of each payment transaction. It integrates with payment gateways and external financial systems to ensure immediate status feedback, enabling proactive management and prompt resolution of discrepancies.

Acceptance Criteria

Real-Time Update Trigger

Given a completed payment transaction, when the payment gateway sends a status update, then the Payment Tracker immediately reflects the new status without delays.

Seamless Integration With Financial Systems

Given an update from an external financial system, when the update is received by the integration module, then the Payment Tracker must update the transaction status and record a timestamp for audit purposes.

User Notification of Status Changes

Given a payment transaction experiencing a status change, when the system processes the update, then a notification alert is sent to the user with clear details of the change.

Dashboard Real-Time Status Monitoring

Given a user accessing the Payment Tracker dashboard, when the dashboard loads, then it displays the current status of all payment transactions with real-time refresh capabilities.

Automated Reconciliation Tools

"As an accountant, I want automated reconciliation tools so that I can reduce manual effort and errors during the payment verification process."

Description

This requirement introduces automated tools to reconcile payment data with recorded transactions. The tools will perform data matching, flag discrepancies, and provide correction suggestions, thereby minimizing manual errors and streamlining financial record maintenance. The integration with external accounting systems enhances accuracy and accountability.

Acceptance Criteria

Real-Time Automated Reconciliation

Given a batch of payment transactions is processed, when the reconciliation tool is triggered, then the system must accurately match records with a discrepancy rate of less than 1% and automatically flag any unmatched transactions.

Discrepancy Identification and Correction

Given a mismatched transaction is detected, when the automated reconciliation tool performs data analysis, then it must flag the discrepancy and generate correction suggestions with at least 90% accuracy.

Integration with External Accounting Systems

Given payment data is processed, when the tool integrates with external accounting software, then reconciled statuses must synchronize and update in the external system within 5 minutes of processing.

User Notification on Reconciliation Results

Given the completion of an automated reconciliation process, when discrepancies are detected, then the system must notify users through a detailed report outlining errors and recommended actions.

Rerun and Audit Trail

Given initial reconciliation results, when users choose to rerun reconciliation on flagged items, then the system must perform the process again and maintain a complete audit trail of all modifications and system actions.

Payment History and Trends Analytics

"As a business analyst, I want to analyze historical payment trends so that I can forecast cash flows and optimize budgeting decisions."

Description

This requirement entails providing access to detailed historical payment data along with analytics and visualization tools. It includes features for generating performance reports, identifying transaction trends, and offering predictive insights to support cash flow management and strategic planning.

Acceptance Criteria

Detailed Payment History Overview

Given that a user accesses the Payment Tracker feature, when they select the Payment History and Trends Analytics section, then they should be able to view a detailed chronological list of historical payment transactions with filters for date range, payment status, and amount.

Performance Report Generation

Given that a user needs insights into financial operations, when they generate a performance report, then the system must compile transaction data into a comprehensive report that includes totals, averages, and outliers with exportable formats (PDF, CSV).

Transaction Trends Visualization

Given that a user desires to identify transaction trends, when they view the analytics dashboard, then the system should render visual charts (bar, line, pie) that highlight month-over-month trends and comparative analyses of transaction volumes.

Predictive Cash Flow Insights

Given that a user plans for future cash flows, when predictive analysis is triggered, then the system should provide forecasts based on historical transaction data using statistical models with a confidence interval to support decision-making.

Real-time Payment Data Synchronization

Given that payment transactions occur regularly, when a new transaction is processed, then the system must immediately update the historical payment records and associated analytics in real-time without requiring a manual refresh.

Secure Data Handling and Compliance

"As a compliance officer, I want secure data handling and compliance tracking so that I can maintain regulatory standards and protect sensitive financial information."

Description

This requirement ensures that all payment transactions are securely processed and stored with robust encryption and compliance tracking. It includes mechanisms for monitoring, logging, and auditing to detect suspicious activities, ensuring adherence to regulatory standards and safeguarding user data.

Acceptance Criteria

Real-Time Payment Encryption

Given a payment transaction is initiated, when the transaction is processed, then the system must encrypt the transaction details using AES-256 before any storage or transmission, logging the encryption process for audit purposes.

Compliance Audit Logging

Given a completed payment transaction, when the transaction is stored, then the system must generate an audit log entry including timestamp, transaction ID, and encryption status to ensure compliance with regulatory standards.

Suspicious Activity Detection

Given a series of payment transactions, when anomalous patterns such as repeated failures or unusual access behavior are detected, then the system must automatically flag these transactions, generate an alert to the compliance team, and log the incident for further investigation.

Secure Data Storage Compliance

Given that a payment transaction data is stored, when the data is written to the database, then it must be encrypted and stored in a secure environment that meets applicable regulatory standards, with all access attempts duly logged.

Engagement Insights

Engagement Insights offers detailed analytics on influencer performance and campaign engagement. By transforming raw data into actionable insights, users can optimize future strategies, drive higher ROI, and elevate overall campaign effectiveness.

Requirements

Real-time Data Processing

"As a digital marketer, I want to view real-time engagement data so that I can promptly adjust campaign strategies based on the latest performance trends."

Description

The system must process raw engagement and performance data in real-time, ensuring that analytics dashboards reflect the most current influencer and campaign metrics to support immediate decision-making.

Acceptance Criteria

Live Engagement Dashboard Update

Given raw engagement and performance data is received, when the dashboard is refreshed, then the dashboard displays updated metrics in real-time.

Real-time Alert Notification

Given an influencer's performance threshold is exceeded, when the threshold is met during an active campaign, then the system sends an immediate alert notification to the marketer.

Instant Data Integration for Analytics

Given multiple sources of influencer data, when data is processed in real-time, then it is seamlessly integrated into the analytics dashboard within 5 seconds after data reception.

Error Handling in Data Processing

Given incomplete or corrupt raw data, when the data processing system detects an error, then it logs the error, sends an alert, and continues processing valid incoming data without interruption.

Scalable Data Throughput

Given varying volumes of real-time data streams, when data load increases, then the system scales automatically to process all incoming data without degradation in performance.

Advanced Filtering Options

"As a digital marketer, I want to filter analytics by various attributes so that I can isolate performance trends and make more informed campaign adjustments."

Description

The analytics module should offer flexible filtering options including date ranges, campaign types, influencer demographics, and engagement metrics, allowing users to drill down into specific subsets of data for targeted analysis.

Acceptance Criteria

Filter Date Range

Given a user selects a specific start and end date within the analytics module, when the filter is applied, then only data entries within the selected date range are displayed.

Campaign Type Filter

Given a user selects a campaign type from the available options, when the filter is executed, then only analytics data corresponding to that campaign type are shown.

Influencer Demographics Filter

Given a user inputs specific influencer demographic parameters (such as age, gender, or location), when the filter is applied, then only the data for influencers matching the criteria are returned.

Engagement Metrics Filter

Given a user sets threshold values for engagement metrics, when the filter is executed, then the system displays only the campaigns that meet or exceed the specified thresholds.

Combined Filters Usage

Given a user applies multiple filters (date range, campaign type, influencer demographics, and engagement metrics) simultaneously, when the filter is applied, then the system displays only the data that satisfies all the applied conditions without performance degradation.

Automated Recommendations Engine

"As a digital marketer, I want to receive data-driven campaign recommendations so that I can optimize my strategies to maximize ROI."

Description

Integrate a machine learning-based engine that analyzes engagement patterns and historical data to provide automated, actionable recommendations for optimizing future influencer campaigns.

Acceptance Criteria

Initial Data Processing

Given a new influencer campaign data input, when the system collects historical engagement data, then the data must be processed and structured for machine learning analysis.

Real-time Recommendation Generation

Given that engagement data is continuously updated, when the system runs the recommendations engine, then actionable recommendations should be generated within 5 seconds of receiving new data.

Accuracy Validation for Historical Analysis

Given a set of historical campaign data, when the engine analyzes engagement patterns, then the recommendations should have an accuracy rate of at least 80% compared against manual analysis.

Integration with Dashboard

Given the recommendations engine output, when the user accesses the 'Engagement Insights' dashboard, then the generated recommendations must be displayed clearly and be actionable.

Automated Feedback Loop

Given user input and campaign performance feedback, when the recommendations are recalibrated, then the engine must adapt its algorithm to improve future recommendation effectiveness by a minimum of 10% within the specified review period.

Customizable Visualization Dashboards

"As a digital marketer, I want to customize my analytics dashboard so that I can focus on the metrics that matter most to my campaign success."

Description

Develop interactive and customizable dashboards that visually represent key performance indicators and trends, enabling users to tailor analytics views based on their specific needs and preferences.

Acceptance Criteria

User Customizes Dashboard View

Given the user is logged into Tapfluence and navigates to the Customizable Visualization Dashboards, when they select various KPI metrics and layout preferences, then the dashboard should update dynamically to reflect their selections.

Interactive Data Visualization Filtering

Given the user is on the dashboard, when they apply filters to the displayed data using dropdowns or checkboxes, then the visual elements should respond and display the filtered results within 2 seconds.

Real-Time Data Refresh

Given that the dashboard receives continuous data updates, when the system detects new data, then the visualizations should update in real-time without requiring a manual refresh from the user.

Responsive Layout for Multiple Devices

Given a user accesses the customizable dashboard from different devices, when the dashboard loads, then it should automatically adjust its layout and controls to provide an optimal viewing experience across desktops, tablets, and smartphones.

Exportable Analytics Reports

Given a user has configured a specific view on the dashboard, when they select the export option, then the system should generate a report in PDF or CSV format that accurately mirrors the customized dashboard.

Historical Trend Analysis

"As a digital marketer, I want to explore historical trends in campaign performance so that I can identify effective strategies and avoid previous pitfalls."

Description

The platform should store historical analytics and offer tools to perform trend analysis over specified periods, enabling users to understand long-term performance patterns and optimize future strategies based on past outcomes.

Acceptance Criteria

Long-Term Data Storage Access

Given a user accesses historical analytics, when they specify a date range, then the system should retrieve and display trend data accurately with appropriate visualizations.

Time Period Trend Comparison

Given the user selects multiple time periods, when they run a trend analysis, then the system should compare the campaigns' performance across the selected periods and highlight significant changes.

Exportable Historical Reports

Given a user finishes trend analysis, when they request an export, then the system should generate a downloadable report containing all historical metrics and visual representations.

Data Accuracy Assurance

Given the long-term stored data, when the trend analysis tool processes this data, then the displayed trends must accurately reflect the underlying data with an error margin of less than 1%.

Dynamic Filtering and Drill-down

Given the user applies filters to the historical trend data, when they interact with the analytics interface, then the system should dynamically update and allow drill-down into specific metrics based on the selected filters.

Insight Visualizer

Transforms raw data into interactive, dynamic charts and infographics that highlight key social trends. This feature empowers marketers with immediate, visually appealing insights that inform campaign adjustments in real-time.

Requirements

Real-time Data Aggregation

"As a digital marketer, I want to see real-time data updates on my dashboards so that I can quickly respond to emerging trends and optimize my campaigns for better ROI."

Description

This requirement involves integrating real-time data feeds into the Insight Visualizer, ensuring that the dynamic charts and infographics update instantly as new social media data is received. It enhances the feature by allowing digital marketers to access up-to-date insights, thereby enabling immediate campaign adjustments. The integration will be seamless and work in tandem with our core influencer management system to boost decision-making accuracy.

Acceptance Criteria

Instant Data Update on New Feed

Given the system receives new social media data in real-time, when the data is ingested by the Insight Visualizer, then the charts and infographics update instantly within 2 seconds.

Continuous Data Feed Integrity

Given a continuous stream of data, when multiple data points are received simultaneously, then the system must aggregate them without data loss or repetition, ensuring all data is accurately represented.

System Integration with Core Management

Given that the Insight Visualizer is integrated with the core influencer management system, when data is aggregated from both sources, then the analytics remain consistent and reliable across the platforms.

User Triggered Refresh

Given the user initiates a manual refresh, when the refresh command is executed, then the system reloads the real-time data and updates the visualizations within 5 seconds.

Customizable Chart Options

"As a digital marketer, I want to customize the appearance of my charts and infographics so that they align with my brand identity and present data in a more appealing way."

Description

This requirement focuses on enabling users to customize the visual style and layout of charts and infographics within the Insight Visualizer. It includes options for selecting different chart types, adjusting colors, labels, and themes to match brand aesthetics, and modifying display settings. This flexibility enhances user engagement and ensures the visual outputs are tailored to the marketer’s specific needs and campaign branding.

Acceptance Criteria

User Customizes Chart Colors and Themes

Given a marketer accessing the Insight Visualizer, when they navigate to the chart customization panel, then they should be able to select and apply a predefined color theme that aligns with their brand aesthetics.

User Changes Chart Type

Given a marketer editing a chart, when they select a different chart type from the available options, then the system updates the chart to the chosen type while preserving any data or labels already entered.

User Modifies Chart Layout Settings

Given a user customizing a chart, when they adjust layout settings including label placement, axis configuration, and grid options, then the chart should dynamically reconfigure to reflect the new layout accurately.

Preview Custom Chart Adjustments

Given a marketer making adjustments within the customization interface, when they activate preview mode, then a real-time visualization of the updated chart should be displayed without requiring a page refresh.

User Saves Custom Chart Settings

Given a chart that has been customized, when the marketer clicks the 'Save' button, then the system should persist all customization settings for future sessions and apply them as default on subsequent visits.

Advanced Analytics Filters

"As a digital marketer, I want to apply advanced filters to my data visualizations so that I can gain deeper insights into specific audience segments and campaign performance."

Description

This requirement pertains to the addition of sophisticated filtering mechanisms within the Insight Visualizer. The filters will allow users to drill down into specific data segments based on demographics, time periods, campaign parameters, and other pertinent variables. The goal is to enable deep-dive analysis, thereby uncovering nuanced social trends and behaviors that inform more strategic campaign adjustments.

Acceptance Criteria

Real-Time Demographic Filtering

Given the user selects demographic filters, when the filter is applied then the Insight Visualizer updates the charts to display data only from the selected demographics.

Time Period Data Drill-Down

Given the user chooses a specific time range, when the filter is applied then the displayed data refines to reflect the chosen period.

Campaign Parameter Analysis

Given a campaign parameter is selected, when the filter is triggered then the visualization updates to show detailed campaign performance data related to the parameter.

Composite Filtering for Multi-Variable Analysis

Given multiple filters (demographics, time periods, campaign parameters) are applied concurrently, when the filter is executed then the system displays an aggregated view integrating all applied filters accurately.

Dynamic Update without Reload

Given that the filter criteria are modified, when the user changes filter values then the Insight Visualizer updates dynamically without a full page reload and maintains performance.

Export and Sharing Options

"As a digital marketer, I want to export my visual insights and share them seamlessly so that I can effectively communicate data-driven results with my team and external partners."

Description

This requirement addresses the need for robust export and sharing functionalities within the Insight Visualizer. It will allow users to export interactive charts and infographics in various formats (e.g., PDF, PNG, CSV) and integrate sharing capabilities directly from the platform. This functionality facilitates collaboration and reporting by enabling marketers to distribute visual insights easily among team members and stakeholders.

Acceptance Criteria

Exporting Interactive Chart as PDF

Given the user is on the Insight Visualizer page, when they click on the export option and select PDF, then the system must generate a PDF export of the interactive chart with all metrics and design elements accurately rendered.

Exporting Interactive Chart as PNG

Given the user is on the Insight Visualizer page, when they click on the export option and select PNG, then the system must generate a high-resolution PNG image of the interactive chart with clear visuals and updated data.

Exporting Data as CSV

Given the user is on the Insight Visualizer page, when they click on the export option and select CSV, then the system must export the underlying data for the chart in CSV format with proper headers and data segregation.

Sharing Visualizations via Integrated Platform

Given the user is on the Insight Visualizer page, when they click the share button and specify a recipient or social platform, then the system must initiate the sharing process and ensure the visual is accessible to the intended recipient with correct permissions.

Selecting Export Format Options

Given the user is on the export menu, when they view available export options, then the system must display all valid formats (PDF, PNG, CSV) clearly and allow for seamless selection.

Mobile Responsive Design

"As a digital marketer, I want the Insight Visualizer to be mobile-friendly so that I can access and interact with my data visualizations while on the move, ensuring continuous monitoring of campaign performance."

Description

This requirement ensures that the Insight Visualizer is optimized for mobile devices, delivering a seamless and responsive user experience across smartphones and tablets. The design will adjust dynamically to different screen sizes and orientations, ensuring that interactive elements and visual data remain accessible and engaging on-the-go. This optimizes accessibility and ensures that digital marketers can monitor trends anytime, anywhere.

Acceptance Criteria

Device Adaptability Test

Given a mobile device user accesses the Insight Visualizer, when the device is rotated or the screen size changes, then all interactive elements and charts dynamically adjust without distortion.

Load Performance on Mobile

Given a mobile network condition, when a user loads the Insight Visualizer, then charts and infographics should load within 3 seconds and respond to touch inputs within 200ms.

Viewport Rendering Accuracy

Given various mobile screen resolutions, when the Insight Visualizer is accessed, then the data visualizations must render properly with legible text and appropriately scaled elements.

Interactive Element Usability

Given a user interacting with a chart or infographic on a mobile device, when the user taps or swipes on interactive elements, then all controls should respond correctly without gesture misinterpretation.

Cross-Browser Mobile Consistency

Given multiple mobile browsers (e.g., Safari, Chrome, Firefox), when the Insight Visualizer is opened, then the layout and functionality remain consistent across all browsers.

Trend Predictor

Harnesses advanced analytics and machine learning to forecast emerging social trends and influencer impact. Marketers can stay ahead by adapting strategies based on predictive insights, ultimately crafting winning campaigns.

Requirements

Real-time Trend Data Integration

"As a digital marketer, I want real-time updates on trending topics so that I can adjust my campaign strategies immediately based on the latest social buzz."

Description

Integrate real-time data feeds from multiple social media APIs to ensure continuous updates on trending topics. This feature enhances the accuracy of predictions by providing timely and relevant social signals, thereby empowering marketers to quickly adapt their campaigns to emerging patterns.

Acceptance Criteria

Integration Setup Verification

Given multiple social media API endpoints, when data is fetched, then the system aggregates and displays real-time trend data.

Real-time Data Update and Visualization

Given continuous API data feed, when new data is received, then the dashboard refreshes to show updated trend data within 5 seconds.

Data Accuracy Validation

Given real-time incoming data, when the data is processed, then the system correctly identifies and labels trending topics with at least 95% accuracy.

Error Handling in API Integration

Given an API timeout or error, when an error occurs, then the system logs the error and displays a fallback message to notify users.

Performance Under Load

Given high-volume data streams, when multiple data feeds are processed, then the system maintains optimal performance without data refresh delays.

Advanced Predictive Analytics Engine

"As a marketer, I want a predictive analytics engine that forecasts social trends so that I can plan my campaigns with confidence and precision."

Description

Develop a robust machine learning engine that leverages historical data, current influencer activities, and trending social signals to generate accurate trend forecasts. This engine will drive proactive decision-making by providing data-driven insights that maximize campaign efficacy and ROI.

Acceptance Criteria

Historical Data Analysis

Given historical data is available, when the engine processes the data, then it should identify significant trends with an accuracy rate of at least 85%.

Real-Time Influencer Activity Integration

Given current influencer activities, when the engine receives new data, then it must update trend forecasts within 5 minutes of data ingestion.

Trending Social Signals Adaptation

Given emerging social signals, when the engine incorporates these signals, then it should adjust trend predictions and provide a confidence score for each prediction.

Proactive Decision Support

Given forecasted trends, when marketers query the system, then it should deliver actionable insights and recommendations that have been validated to improve campaign success by at least 90% in pilot tests.

Integrated Machine Learning Accuracy Validation

Given a diverse set of test data representing various influencer segments, when the engine is evaluated, then it must demonstrate at least a 20% improvement in predictive accuracy compared to the baseline model.

Influencer Impact Forecast Module

"As a digital marketer, I want to forecast an influencer's potential impact so that I can choose partners who deliver the highest engagement and ROI."

Description

Create a dedicated module that predicts the potential impact of influencers by analyzing their past engagement metrics and trends. This module will assist in selecting the most effective influencers, aligning with existing contract and performance tracking systems to boost campaign outcomes.

Acceptance Criteria

Basic Impact Prediction

Given valid influencer historical engagement data, when the Forecast Module is executed, then the system should display a predicted impact score within 2 seconds.

Integration with Contract Tracking

Given a linked influencer contract, when the module retrieves performance data, then the predicted impact is coherently integrated into the influencer's contract view.

Analytics and Trend Identification

Given the availability of recent influencer trend data, when running the Forecast Module, then the system must compare current trends with historical data and highlight emerging trends accurately.

Error Handling for Insufficient Data

Given incomplete or missing influencer data, when the Forecast Module is accessed, then the system should display a descriptive error message and suggest appropriate next steps.

Performance Optimization

Given a high volume of influencer data, when running multiple predictions concurrently, then the system's response time remains under an acceptable threshold, not exceeding 5 seconds.

Customizable Alert System for Emerging Trends

"As a digital strategist, I want to receive instant notifications about emerging trends so that I can quickly adjust my campaign strategies to leverage new opportunities."

Description

Implement a customizable alert system that proactively notifies marketers about significant shifts in trending topics and social narratives. The alerts will be configurable to meet individual campaign needs, ensuring timely responses to emerging opportunities or threats in the market.

Acceptance Criteria

Alert Configuration Setup

Given a marketer customizes alert parameters, when these parameters are saved, then the system should store these configurations and display a confirmation message.

Real-time Alert Dispatch

Given the Trend Predictor detects a significant trend shift, when the defined alert criteria are met, then the system must dispatch an alert within 2 minutes.

Alert Customization and Filtering

Given a marketer selects specific trending topics and alert thresholds, when configuring filters, then the system should trigger alerts only for topics that exceed the defined thresholds.

Alert History Tracking

Given an alert has been triggered, when the marketer reviews the alert log, then the system should display a detailed alert history with timestamps, categories, and configuration details.

Alert Update Confirmation

Given modifications are made to existing alert settings, when saving the changes, then the system should confirm the updates and apply them in real-time.

User-friendly Dashboard for Trend Insights

"As a digital marketer, I want an accessible dashboard that presents all trend insights in one view so that I can efficiently make informed decisions without navigating complex data sources."

Description

Design an intuitive, interactive dashboard that aggregates trend predictions, influencer performance data, and actionable recommendations. The dashboard will integrate seamlessly with the broader Tapfluence platform, ensuring that marketers have a consolidated view of insights to inform strategic decisions.

Acceptance Criteria

Dashboard Navigation

Given a logged-in marketer, when they access the dashboard, then they should easily navigate between trend insights, influencer performance, and actionable recommendations sections with clear labels and intuitive icons.

Real-Time Data Display

Given a continuous data feed, when new trend predictions and influencer performance data become available, then the dashboard must update within 5 seconds without requiring a page refresh.

Interactive Data Visualization

Given visual charts and graphs, when a user interacts with these elements (hover or click), then detailed tooltips and data filters should appear to enable deeper insights into trend data.

Responsive Design

Given access from various devices, when a marketer views the dashboard on desktop, tablet, or mobile, then the layout should automatically adjust to fit screen sizes while preserving functionality and usability.

Integrated Platform Experience

Given integration with the broader Tapfluence platform, when users switch between modules, then the dashboard should maintain a consistent design and support seamless single sign-on functionality.

Engagement Heatmap

Presents a visual, real-time map of audience interactions across platforms, displaying hotspots of engagement. This feature allows users to quickly pinpoint peak action periods and tailor content to maximize reach and impact.

Requirements

Real-Time Data Aggregation

"As a digital marketer, I want real-time audience data so that I can quickly respond to emerging trends and optimize content strategies."

Description

Integrate and stream data from multiple social media platforms to provide real-time audience interactions for the Engagement Heatmap, ensuring that marketers have up-to-date information for decision-making.

Acceptance Criteria

Multi-Platform Data Ingestion

Given the system is connected to all supported social media platforms, when data is received, then the real-time data aggregation endpoint must update within 2 seconds for each platform's interactions.

Accurate Aggregation Display

Given valid real-time data accumulations, when the Engagement Heatmap is rendered, then the aggregated data should accurately reflect the latest interactions with an accuracy rate of 99%.

Scalable Data Handling Under Load

Given a surge in audience interactions on multiple platforms, when the system processes high-volume data, then the aggregated data should be updated in real-time without performance degradation beyond 5%.

Error Handling in Data Feed Loss

Given any social media API returns an error or empty payload, when the data feed is processed, then the system should log the error and bypass the missing data without affecting aggregation from other platforms.

Security and API Rate Limits Compliance

Given each platform's API rate limits and security protocols, when integrating and updating data, then the system should adhere to rate limits and properly authenticate requests to each platform.

Dynamic Heatmap Visualization

"As a digital marketer, I want a dynamic heatmap visualization so that I can quickly identify engagement hotspots and tailor my strategies accordingly."

Description

Develop an interactive visual map that dynamically displays audience engagement hotspots with scalable elements, allowing users to easily interpret the data and derive actionable insights.

Acceptance Criteria

Real-Time Audience Engagement Analysis

Given the digital marketer is logged into Tapfluence, When they navigate to the Engagement Heatmap feature, Then the dynamic heatmap should load within 2 seconds displaying real-time engagement hotspots with scalable elements.

Scalable Data Points Visualization

Given a dataset with varying levels of audience engagement, When the heatmap renders, Then each hotspot should scale proportionally based on engagement intensity and display relevant analytics on hover.

Interactive Hotspot Drill-down

Given a user clicks on a hotspot in the heatmap, When the drill-down feature is activated, Then a detailed view should display segmented interaction data and actionable insights.

Cross-Platform Data Aggregation

Given engagement data aggregated from multiple social platforms, When the user views the heatmap, Then the data should be integrated correctly and allow filtering by platform and time period.

Customizable Visualization Settings

Given a user customizes the visualization settings (e.g., color schemes, scale dimensions), When the changes are applied, Then the heatmap should update instantly without affecting data integrity.

Filtering and Zoom Controls

"As a digital marketer, I want to filter and zoom in on engagement data so that I can focus on specific metrics and improve my campaign targeting."

Description

Implement robust filtering and zoom functionality that lets users drill down into specific time periods, engagement types, and platforms, enhancing the precision and usability of the heatmap.

Acceptance Criteria

Filter by Time Period

Given a user selects a specific time window on the engagement heatmap filter, when the user applies that filter, then only the engagement data within that specified time period should be displayed.

Filter by Engagement Type

Given a user selects a specific engagement type (e.g., likes, comments, shares), when the filter is applied, then the heatmap should update to display data points exclusively for the selected engagement type.

Filter by Platform

Given a user selects a particular social media platform from the filter options, when the filter is activated, then the heatmap should refresh to display only the engagement data from the chosen platform.

Combined Filtering

Given a user applies multiple filters simultaneously (time period, engagement type, and platform), when the filters are executed, then the heatmap must display data satisfying all selected criteria with clear indication of each filter's active state.

Zoom Functionality in Heatmap

Given a user interacts with the zoom controls (clicks, drags, or pinches) on the engagement heatmap, when the zoom function is used, then the heatmap should smoothly adjust the view scale and enhance data clarity at different zoom levels.

Interactive Data Points

"As a digital marketer, I want interactive data points so that I can access comprehensive insights into audience behavior without navigating away from the heatmap."

Description

Provide interactive data points on the heatmap that reveal detailed engagement metrics and additional contextual information when hovered over or clicked, improving data transparency and depth.

Acceptance Criteria

Hover-Triggered Metrics Display

Given the user hovers over an interactive data point, when the cursor remains over the point for at least 0.5 seconds, then a tooltip with detailed engagement metrics (e.g., impressions, clicks, conversion rates) is displayed.

Click-Triggered Detailed View

Given the user clicks on an interactive data point, when the click is registered, then a modal or expanded view appears displaying additional contextual engagement data such as demographic breakdowns and engagement timelines.

Responsive Interaction Across Platforms

Given the user interacts with the heatmap on devices of varying screen sizes, when the data point is hovered over or clicked, then the interactive detail displays correctly and responsively on mobile, tablet, and desktop devices.

Real-Time Data Refresh

Given new engagement data is received, when the heatmap refreshes, then the interactive data points update in real time with the latest metrics and contextual information without requiring a full page reload.

Customizable Engagement Thresholds

"As a digital marketer, I want to set customizable engagement thresholds so that the heatmap accurately reflects the performance metrics that are most relevant to my campaigns."

Description

Enable configuration of engagement thresholds for automatically highlighting significant activity areas, allowing users to define what constitutes a hotspot based on their campaign needs.

Acceptance Criteria

Admin Configures Threshold

Given the user is logged into Tapfluence, when they access the Engagement Heatmap settings, then they should be able to enter and configure custom engagement thresholds.

Thresholds Applied in Real-time Analysis

Given custom thresholds are set, when audience interactions occur, then the system should automatically highlight the hotspots based on the defined criteria.

User Receives Feedback on Configuration

Given that a threshold is saved, when the settings are applied, then the user should receive a visual or textual confirmation indicating the settings are active.

Cross-Platform Consistency

Given thresholds are configured, when the Engagement Heatmap displays data across various platforms, then the thresholds should uniformly apply across all platforms.

Error Handling for Invalid Input

Given a user enters a non-numeric or out-of-range threshold, when the user attempts to save the configuration, then the system should reject the input and display an appropriate error message.

Campaign Pulse

Offers live monitoring of campaign performance metrics, consolidating key indicators into an at-a-glance dashboard. This tool aids marketers in identifying successful tactics and areas needing improvement, ensuring continuous campaign optimization.

Requirements

Real-Time Metrics Dashboard

"As a digital marketer, I want to view a real-time dashboard of campaign metrics so that I can quickly respond to performance changes and optimize my strategies."

Description

Develop an interactive and responsive real-time dashboard that consolidates key campaign performance metrics into a single view. This dashboard must update automatically, provide data visualizations and actionable insights, and integrate seamlessly with existing data sources to ensure marketers have immediate access to current campaign data, enabling swift decision-making and ongoing optimization.

Acceptance Criteria

Campaign Data Refresh

Given the real-time metrics dashboard is open, when data is updated in the data source, then the dashboard should refresh within 5 seconds displaying the latest metrics.

Interactive Data Visualization

Given a specific campaign metric is displayed, when the user clicks on the visualization, then it should expand to show detailed analysis including trends over time and associated metadata for the selected metric.

Seamless Integration with Data Sources

Given that multiple data sources are connected, when the dashboard queries these sources concurrently, then it should display consolidated and integrated metrics without conflicting data or errors.

Automated Alerts for Actionable Insights

Given that a performance metric exceeds a defined threshold, when conditions are met, then the system should automatically send an alert notification on the dashboard indicating necessary action for immediate optimization.

Responsive Design and Mobile Compatibility

Given that the marketer accesses the dashboard on a mobile device, when the dashboard loads, then it should render appropriately across devices with interactive elements functioning seamlessly.

Customizable KPI Widgets

"As a digital marketer, I want to customize my dashboard's KPI widgets so that I can focus on the metrics most relevant to my campaign goals."

Description

Implement customizable KPI widgets that allow users to select, rearrange, and personalize the key performance indicators they track. This feature will offer flexible customization options that adapt to individual campaign needs, integrate with the live metrics feed, and enhance user engagement by providing a tailored monitoring experience.

Acceptance Criteria

Widget Selection and Addition

Given a logged-in user on the Campaign Pulse dashboard, when the user enters customization mode, then a list of available KPI widgets is displayed for selection and the selected widget is added to the dashboard.

Widget Rearrangement

Given existing widgets on the Campaign Pulse dashboard, when the user drags and drops a widget to a new position, then the widget repositions accordingly and the new layout persists after a refresh.

Widget Personalization

Given a user in customization mode on the dashboard, when the user adjusts parameters such as time ranges or metric thresholds on a widget, then the widget updates immediately to reflect these personalized settings from the live metrics feed.

Live Metrics Integration

Given that KPI widgets are customized, when the dashboard loads, then each widget integrates seamlessly with the live metrics feed to display real-time data.

Error Handling and Data Persistence

Given a connectivity issue during widget customization, when an action fails, then the system displays a clear error message and retains the previous widget configuration without loss of data.

Proactive Alert System

"As a digital marketer, I want to receive proactive alerts about significant changes in campaign performance so that I can address potential issues promptly."

Description

Introduce a proactive alert system that monitors campaign metrics against predefined thresholds and automatically notifies marketers when anomalies or significant deviations occur. This system will integrate with the real-time data feed to ensure timely interventions and reduce campaign risks.

Acceptance Criteria

Campaign Threshold Violation Notification

Given a campaign metric exceeds its predefined threshold, when the system detects an anomaly, then it automatically sends an alert notification with metric details and deviation information.

Real-Time Data Feed Alert Accuracy

Given the real-time data feed is active, when campaign metrics breach defined limits, then the alert system must trigger notifications within 1 minute of detection.

User Acknowledgement and Dismissal of Alerts

Given an alert notification is received by a marketer, when the user acknowledges or dismisses the alert, then the system must log the action and update the dashboard status accordingly.

Multi-Channel Alert Delivery

Given a high-priority alert is generated, when the threshold breach is confirmed, then the system sends simultaneous notifications through email and push notifications.

Fallback and Error Handling in Alert Generation

Given a network or integration failure occurs during alert delivery, when the alert system fails to transmit the notification, then it logs the error and triggers a secondary notification via an alternative channel.

Metric Customizer

Provides a flexible interface where users can select, filter, and prioritize specific social metrics. By tailoring the dashboard to individual needs, marketers receive a personalized view that highlights metrics most relevant to their strategic goals.

Requirements

Custom Metric Selector

"As a digital marketer, I want to select my preferred social metrics so that I can create a dashboard that highlights the most relevant data for my campaigns."

Description

This requirement enables users to choose from a wide array of available social metrics, allowing them to craft a personalized dashboard that aligns with their specific strategic objectives. The feature will incorporate an intuitive user interface where marketers can easily browse, select, and save preferred metrics, ensuring quick customization and efficient access to key data. This approach not only enhances user engagement but also optimizes campaign performance by delivering targeted analytics tailored to individual user needs.

Acceptance Criteria

Dashboard Customization Usage

Given a digital marketer accesses the Custom Metric Selector, when they browse and select multiple metrics and click save, then the personalized dashboard should update to reflect the chosen metrics without errors.

Metric Filtering and Prioritization

Given a user is on the metric selection interface, when they apply filters and set priorities for metrics, then the interface should display the filtered and ordered metrics correctly and allow further adjustments before final confirmation.

Responsive UI for Metric Selection

Given a marketer accesses the Custom Metric Selector on different devices, when the page renders, then the UI should adapt responsively ensuring that all selection and filtering functionalities remain fully accessible and correctly aligned.

Advanced Metric Filtering

"As a digital marketer, I want to filter metrics by various criteria so that I can focus on the specific data segments that most impact my campaigns."

Description

This requirement introduces functionality for advanced filtering of social metrics based on parameters like time period, campaign type, audience demographics, and platform performance. By integrating multi-criteria filtering into the Metric Customizer dashboard, users can drill down into specific data subsets, yielding insights that are both more targeted and actionable. The feature is designed to improve data accuracy and usability, directly supporting strategic decision-making.

Acceptance Criteria

Time Period Filtering

Given a user on the Metric Customizer dashboard, when they select a time period filter, then only metrics within the selected dates are displayed.

Campaign Type Filtering

Given a user on the dashboard, when they select a specific campaign type filter, then only metrics related to that campaign type are shown.

Audience Demographics Filtering

Given a user on the dashboard, when they choose audience demographic criteria, then the displayed metrics are filtered based on the selected audience segments.

Platform Performance Filtering

Given a user on the dashboard, when they apply a platform performance filter, then the metrics corresponding to that platform's performance are exclusively displayed.

Multi-criteria Combined Filtering

Given a user on the dashboard, when they simultaneously apply multiple filters (time period, campaign type, audience demographics, and platform performance), then only metrics meeting all selected criteria are shown.

Metric Prioritization and Reordering

"As a digital marketer, I want to prioritize and reorder the displayed social metrics so that I can focus on the performance indicators that matter most to my strategy."

Description

This requirement enables users to assign priority levels to selected social metrics, and dynamically reorder them on the dashboard based on their significance or urgency. The functionality supports drag-and-drop customization along with priority indicators to visually distinguish higher priority metrics. This customization aids in quick data overview, ensuring that the most critical metrics are always prominently displayed and easily accessible.

Acceptance Criteria

Drag-and-Drop Functionality

Given a user is viewing the Metric Customizer dashboard, when they drag a metric, then they can drop it to a new location and see an immediate update reflecting the new order.

Priority Level Visibility

Given a user sets a priority level for a metric, when they navigate to the dashboard, then the metric is visually distinguished with a clear priority indicator.

Default Sorting Preservation

Given a user reorders metrics based on custom priorities, when they refresh the dashboard, then the custom order persists.

Error Handling on Invalid Action

Given an invalid drag-and-drop operation is attempted, when the system detects the event, then an appropriate error message is displayed and the existing order is maintained.

Accessibility Support

Given a user with accessibility needs is using the dashboard, when they access the metric prioritization functionality, then the drag-and-drop and priority indicators meet accessibility standards.

Due Date Beacon

Automatically highlights and notifies stakeholders of upcoming contract deadlines. This feature reduces the risk of missed social engagement timelines by offering proactive alerts and real-time updates, ensuring that every key date is met without manual tracking.

Requirements

Automated Deadline Recognition

"As a marketing manager, I want the system to detect approaching deadlines automatically so that I can prepare and execute timely actions."

Description

The system automatically scans the database for upcoming contract deadlines and marks them based on their urgency. This ensures that critical timelines are flagged, allowing proactive stakeholder communication and reducing the risk of missed deadlines.

Acceptance Criteria

Contract Deadline Identification

Given a contract with an upcoming deadline exists in the database, When the system scans the records, Then it must flag the contract based on predefined urgency thresholds.

Proactive Stakeholder Notification

Given the upcoming deadline is within 48 hours, When the contract deadline is flagged, Then the system must automatically send notifications to all associated stakeholders.

Real-Time Deadline Updates

Given a contract's deadline is updated, When the modification is saved in the system, Then the flagged status must immediately reflect the new deadline and update stakeholder alerts accordingly.

Automated Urgency Flagging

Given multiple contracts are approaching their deadlines, When the system processes these contracts, Then it must visually differentiate the contracts based on urgency levels (e.g., high, medium, low).

System Integration with Dashboard

Given the dashboard displays contract statuses, When the system identifies an urgent deadline, Then the dashboard must update in real-time with the highlighted flag and alert information.

Intelligent Stakeholder Notifications

"As an influencer manager, I want to receive timely alerts about upcoming deadlines so that I can manage contracts efficiently and avoid missed opportunities."

Description

The feature provides automated, real-time notifications to relevant stakeholders about upcoming contract deadlines using configurable communication channels such as email, SMS, or in-app alerts. This ensures timely awareness and prompt response, reducing delays in contract handling.

Acceptance Criteria

Automated Deadline Alert Notification

Given a contract with an upcoming due date, when the notification feature is enabled, then stakeholders must receive an automated alert via the configured channel(s) (email, SMS, or in-app).

Configurable Communication Channel Settings

Given a stakeholder updating their notification preferences, when the communication channels are configured, then notifications must be sent exclusively via the selected channels.

Real-Time Deadline Updates

Given a change in a contract deadline, when the update is made, then the system must immediately send updated notifications to the relevant stakeholders.

Stakeholder Notification Confirmation

Given that a notification has been sent, when a stakeholder acknowledges or interacts with the alert, then the system must log the acknowledgment and display a confirmation message.

Customizable Alert Settings

"As a digital marketer, I want to customize alert settings so that notifications align with my planning process and communication style."

Description

This requirement allows users to tailor alert preferences, including lead time for notifications and preferred communication methods. By enabling customization, the system meets diverse user needs and workflows, ensuring that notifications are delivered in the most effective manner for different roles.

Acceptance Criteria

Notification Lead Time Configuration

Given a user accesses the customizable alert settings, when they set a custom lead time for notifications, then the system should allow numeric input for days/hours and store the chosen lead time accurately.

Alert Method Preference

Given a user accesses the alert settings, when they choose their preferred communication method, then the system should provide options including email, SMS, and in-app notifications and save the selected preference.

Immediate Notification Update

Given a user updates the alert settings, when the changes are saved, then the system should instantly reflect those changes in the active notification system without requiring a page refresh.

Custom Defaults per Role

Given a user with a specific role accesses the alert settings, when default settings are applied, then the system should automatically populate the settings based on role-specific preferences while allowing manual overrides.

Track Alert Configuration Changes

Given alert settings are modified, when a change is made, then the system should log the update with a timestamp and user ID to ensure proper audit tracking.

Real-Time Dashboard Integration

"As a campaign strategist, I want a real-time dashboard displaying all upcoming deadlines so that I can quickly evaluate and adjust campaign strategies."

Description

The feature integrates upcoming contract deadlines and notifications into a centralized dashboard with real-time updates. This consolidated view enhances stakeholder visibility, enabling quick assessment of campaign timelines and efficient deadline management.

Acceptance Criteria

Real-time Alert Update

Given a contract deadline is within 7 days, when the system updates the dashboard in real time, then a color-coded alert must appear to notify stakeholders.

Stakeholder Notification Integration

Given an upcoming critical contract deadline (less than 3 days), when the system detects the approaching deadline, then automatic notifications (email and SMS) are sent to all relevant stakeholders.

Centralized Dashboard View

Given a user navigates to the dashboard, when the dashboard loads, then it must display a real-time updated list of all upcoming contract deadlines with refresh cycles every 30 seconds.

User Access and Permission

Given a stakeholder logs in to the dashboard, when the system verifies their credentials, then only the deadlines and notifications relevant to their assigned campaigns are displayed.

Discrepancy Detector

Utilizes intelligent scanning to identify inconsistencies and discrepancies in contract terms. By comparing documents against standard templates, it flags potential issues early, enabling users to address risks and maintain contract integrity.

Requirements

Contract Template Comparator

"As a digital marketer, I want contracts to be automatically compared against standard templates so that I can quickly identify and address any discrepancies without manually reviewing each contract."

Description

Develop a robust intelligent scanning mechanism that compares input contract documents against pre-defined standard templates to identify deviations and discrepancies. This functionality ensures contract integrity by automatically detecting inconsistencies early in the process, reducing risks and administrative overhead while streamlining the review process for marketers.

Acceptance Criteria

Standard Template Comparison Execution

Given a contract document is uploaded, when the scanning mechanism processes the document, then it must compare every section against the standard template and flag any deviations.

Real-Time Discrepancy Alerts

Given the contract is undergoing review, when discrepancies are identified, then the system should immediately generate alerts highlighting the inconsistency along with a severity indicator.

Consistency & Accuracy Validation

Given a contract is scanned, when the comparison is performed, then each clause and contract element must be validated for consistency with the approved templates, ensuring accuracy in detection.

Risk Level Identification

Given discrepancies have been flagged, when discrepancies are recorded, then the system must assign a risk level (low, medium, high) based on pre-defined criteria for each identified deviation.

Audit Trail Generation

Given the contract comparison process has been completed, when the scan finishes, then a detailed audit log must be generated that records the detected discrepancies, their locations, and associated risk levels.

Automated Risk Flagging System

"As a campaign manager, I want to receive real-time alerts for any risk flagged in my contract terms so that I can promptly review and rectify potential issues before finalizing collaborations."

Description

Implement an automated risk flagging system that leverages intelligent scanning to flag discrepancies in contract terms. The system will integrate with the main platform to send real-time alerts and notifications to users, enabling immediate attention to potential issues and improving contract compliance by providing proactive, data-driven alerts.

Acceptance Criteria

Real-Time Risk Alert

Given a contract uploaded to the system, When the Discrepancy Detector identifies a contract term discrepancy based on the standard template, Then an immediate alert is sent to the designated user.

Integrated Risk Dashboard

Given a flagged discrepancy, When the user accesses the risk dashboard, Then the flagged discrepancy is clearly displayed with detailed information for prompt assessment.

Automated Alert Notification

Given a detected discrepancy, When the system processes the contract document, Then the system should auto-generate and send a real-time notification via email and in-app message.

Discrepancy Trend Analysis

Given multiple contract discrepancies over time, When historical data is analyzed, Then the system should generate trend insights and risk metrics that support proactive decision making.

User Acknowledgement of Alerts

Given a real-time alert has been sent, When a user acknowledges the alert through the platform, Then the alert should be marked as addressed and recorded in the audit log.

Discrepancy Resolution Workflow

"As a contract administrator, I want a guided workflow to resolve identified discrepancies so that I can ensure all contracts meet required standards and are processed with full compliance."

Description

Establish an integrated discrepancy resolution workflow that guides users in systematically addressing flagged issues. This workflow facilitates collaboration between stakeholders, documents the resolution process, and integrates with existing contract management features to maintain an audit trail, ensuring that each identified discrepancy is efficiently reviewed, resolved, and communicated.

Acceptance Criteria

Initiate Discrepancy Resolution

Given a flagged discrepancy, when the user selects the discrepancy resolution workflow, then the system should launch the workflow with pre-populated fields from the contract and display options for stakeholder assignment and issue categorization.

Collaborative Review and Communication

Given the involvement of multiple stakeholders, when a discrepancy is being reviewed, then the system should enable multi-user commenting, send real-time notifications, and log all communications in an audit trail.

Discrepancy Tracking and Audit Trail

Given that a discrepancy has been resolved, when the workflow is completed, then the system should record the resolution process, including timestamps, user actions, and final outcome, with data export capability for compliance reviews.

Integration with Existing Contract Management

Given that discrepancies are resolved, when updates occur in the resolution workflow, then the system should synchronize the changes with the contract management module and update corresponding status fields automatically.

User Interface and Accessibility

Given any user accessing the discrepancy resolution workflow, when navigating through the interface, then the system should display a user-friendly layout with logical step-by-step guidance, clear calls-to-action, and accessible design elements across devices.

Lifecycle Navigator

Presents a comprehensive visual timeline of each contract’s journey from creation to execution. This intuitive display allows users to quickly assess progress, identify bottlenecks, and manage contract milestones with ease, ensuring seamless contract lifecycle management.

Requirements

Interactive Timeline Display

"As a digital marketer, I want to view a clear timeline of my contract's lifecycle so that I can quickly assess progress and make informed decisions."

Description

Develop an interactive timeline that visually maps the entire lifecycle of each contract, from creation to execution. This display enables users to zoom in on key stages, assess progress, and identify bottlenecks effectively. The timeline integrates seamlessly with Tapfluence’s influencer management system to provide detailed insights and real-time updates, enhancing decision-making and operational efficiency.

Acceptance Criteria

Interactive Zoom Functionality

Given the user is viewing the interactive timeline, when they use the zoom in/out controls, then the timeline must smoothly adjust with clearly updated date labels and scale.

Real-time Timeline Updates

Given an update occurs in the influencer management system, when the timeline is refreshed or loaded, then the display must reflect the updated contract statuses and milestones within 2 seconds.

Milestone Highlight and Alerts

Given upcoming or delayed contract milestones, when the timeline is rendered, then milestones should be distinctly highlighted and flagged with alert indicators based on proximity to deadlines.

Detailed Contract Stage Drill-down

Given the user clicks on a segment of the timeline, when the detail view opens, then it must present a breakdown of contract events, including dates and key metrics, in a clear and user-friendly manner.

Seamless Integration with Influencer Management

Given a data update in the influencer management system, when the timeline is accessed, then it must reflect synchronized and accurate real-time data without requiring a full page reload.

Milestone Alerts & Notifications

"As a campaign manager, I want automated milestone alerts so that I can proactively address delays and keep my projects on track."

Description

Implement automated alerts and notifications for key milestones within the contract lifecycle. This feature will trigger real-time updates when significant stages are reached or delayed, ensuring that users are always aware of potential issues and can take quick action. Its integration with contract tracking and payment handling modules streamlines the management process and reduces manual oversight.

Acceptance Criteria

Milestone Reached Alert

Given a contract reaches a defined milestone, when the milestone is achieved, then the system should automatically trigger an alert notification within 10 seconds and display the milestone details.

Delayed Milestone Notification

Given a contract milestone is delayed by more than 24 hours, when the delay is confirmed, then the system should send a notification alert to the designated user with delay specifics and suggested remedial steps.

Real-time Mobile and Desktop Updates

Given a contract milestone update event, when a user is logged in on any supported device, then the system should deliver real-time alerts across both mobile and desktop platforms with a synchronization time of 10 seconds.

Integration with Contract Tracking and Payment Modules

Given updates in contract milestone events from tracking or payment modules, when changes occur, then the system must trigger linked notifications to ensure data consistency across modules.

User Acknowledgment of Alerts

Given a notification alert is delivered, when a user interacts with or acknowledges it, then the system must mark the alert as acknowledged and log the action for auditing purposes.

Bottleneck Analysis Dashboard

"As a digital marketer, I want a tool that identifies bottlenecks in the contract lifecycle so that I can optimize processes and improve overall efficiency."

Description

Create a dedicated dashboard within the Lifecycle Navigator that identifies, analyzes, and visualizes bottlenecks in the contract execution process. By leveraging data analytics and social insight capabilities, this feature pinpoints delays and offers actionable recommendations to optimize contract flow. The dashboard empowers users to streamline processes and enhance campaign ROI.

Acceptance Criteria

Real-Time Data Refresh

Given that a contract update occurs, when the dashboard refreshes, then it should display updated bottleneck analysis with actionable recommendations instantly.

Interactive Timeline Filtering

Given a user accesses the Lifecycle Navigator, when filters are applied to the timeline, then the dashboard must highlight bottlenecks relevant to the selected contract periods.

Actionable Recommendation Generation

Given historical contract execution data, when bottlenecks are identified, then the dashboard should provide specific and actionable recommendations to resolve delays.

Visual Analytics Clarity

Given that a bottleneck is detected, when the dashboard generates visual analytics, then it should present clear visual cues and progress indicators for quick comprehension.

Data Integration Accuracy

Given that data is sourced from multiple channels (social insights and internal contract data), when the dashboard aggregates this data, then it should accurately reflect a unified metric system for bottleneck identification.

Smart Signature Workflow

Integrates digital signature functionality into the contract process with automatic status updates. It streamlines the signing phase by automating signature requests and confirmations, thereby reducing processing time and enhancing compliance.

Requirements

Digital Signature API Integration

"As a digital marketer, I want to electronically sign influencer contracts seamlessly so that I can accelerate campaign setup and reduce administrative delays."

Description

Integrate a robust digital signature API into Tapfluence to allow users to sign contracts electronically. This integration automates the manual signing process, reduces errors, and ensures secure, legally-binding signatures which improve the overall efficiency of the contract workflow process.

Acceptance Criteria

Digital Signature API Integration - Successful API Call

Given a valid contract ready for signing, when the digital signature API is called, then the system should successfully process and register the legally-binding digital signature.

Smart Signature Workflow - Automatic Status Updates

Given a contract is digitally signed, when the API confirms the signature, then the system should automatically update the contract's status to 'Signed' in the workflow.

Error Handling for API Failure

Given an API call fails during the signing process, when an error occurs, then the system should log the error and trigger an alert for admin intervention.

Security and Compliance Verification

Given a contract signing event, when the digital signature API completes its process, then the system should validate that all security protocols and compliance requirements are met.

User Notification on Signature Confirmation

Given that a contract has been successfully signed, when the API confirms the signature, then the user should receive a prompt notification confirming the successful signing.

Automated Signature Request Trigger

"As a campaign manager, I want the system to automatically request signatures when a contract is ready so that I can ensure timely completion of agreements."

Description

Develop functionality that automatically triggers a signature request once a contract reaches the approval stage. This feature will send out notifications to relevant parties, eliminating manual intervention and speeding up the signing process.

Acceptance Criteria

Contract Approval Stage Reached

Given a contract reaches the approval stage, when the contract is updated, then the system automatically triggers a signature request to all assigned signatories.

Automated Signature Notification

Given that a signature request has been triggered, when the system processes the request, then it must send a notification email to the designated signatories immediately.

Signature Request Confirmation and Logging

Given a signature request has been dispatched, when a signer acknowledges receipt, then the contract status must update to 'Signature Requested' and a timestamp must be logged.

Failure Handling on Notification Delivery

Given the system fails to deliver a notification email, when the failure is detected, then the system must retry the delivery up to three times and log the error for further analysis.

Automated Status Update Post-Signature

Given that the final signature is captured, when the signature is successfully completed, then the system must update the contract status to 'Signed' and notify the relevant stakeholders.

Real-time Contract Status Updates

"As a project coordinator, I want to see real-time status updates on contracts so that I can monitor progress and address issues immediately."

Description

Implement real-time contract status tracking that updates automatically based on actions taken within the signing workflow. This allows for instantaneous visibility into contract progress and ensures all stakeholders are kept informed, reducing follow-ups and misunderstandings.

Acceptance Criteria

Initial Signature Request Update

Given a contract is initiated and a signature request is sent, when the influencer receives the request and opens the contract, then the status updates in real-time to 'Signature Requested' across all relevant interfaces.

In-Progress Signature Tracking

Given a contract is in the signing phase, when any stakeholder signs the document, then the contract status automatically transitions to 'In Progress' and notifications are sent to all parties.

Final Signature Completion

Given all required parties have signed the contract, when the final signature is registered, then the contract status updates to 'Completed' in real-time and all stakeholders receive confirmation.

Real-Time Dashboard Update

Given any status change in the smart signature workflow, when the status is updated, then the dashboard must display the correct updated contract status within 5 seconds.

Compliance and Audit Trail Logging

"As a compliance officer, I want a detailed audit log of the signature process so that I can verify contract integrity and resolve any discrepancies."

Description

Create a comprehensive compliance module that logs every step of the signature workflow, including time stamps, IP addresses, and user actions. This not only ensures adherence to legal standards but also provides a reliable audit trail for dispute resolution.

Acceptance Criteria

Signature Request Audit Logging

Given a signature request is initiated, when the request is sent, then the system logs the timestamp, IP address, and the action 'signature request initiated'.

Signature Confirmation Audit Logging

Given a digital signature is applied, when the signature is confirmed, then the system records the timestamp, IP address, and the user action 'signature confirmed' in the audit log.

Contract Workflow Status Update Logging

Given a contract moves through the signature workflow, when the status is updated (e.g., pending, signed, rejected), then the system logs the corresponding timestamp, IP address, and status update action.

Audit Trail Integrity Verification

Given an auditor or system process requests the audit trail, when the log is retrieved, then the system must display an immutable audit trail with accurate timestamps, IP addresses, and user actions, ensuring data integrity.

Compliance Module Security Logging

Given the detection of a potential security breach, when unauthorized access attempts occur, then the system logs the attempt with details including timestamp, IP address, and specific user action, and triggers alert notifications.

Signature Confirmation Notifications

"As an account manager, I want to receive immediate confirmation once a contract is signed so that I can proceed with the next steps without delay."

Description

Implement notification mechanisms that send confirmations to users upon successful signature completion. This confirmation can be via email or within the application, ensuring both parties have a clear record of the completed transaction and next steps if required.

Acceptance Criteria

Email Confirmation on Signature Completed

Given a user completes the digital signature process, when the system confirms the signature, then send an email notification featuring the signed contract details, timestamp, and next steps.

In-App Confirmation Notification

Given that a contract is digitally signed, when the signature is confirmed, then display an in-app notification indicating the successful completion of the signature process along with transaction details.

Dual Confirmation Display

Given that both the influencer and marketer have signed the contract, when the signature process is complete, then ensure that both parties receive notifications (email and in-app) reflecting the completed contract along with next-step instructions.

Notification Retry Mechanism

Given that a notification fails to deliver via email or in-app, when a failure is detected, then trigger a retry mechanism that attempts to resend the notification up to three times before alerting customer support.

Timestamp Verification on Signature Confirmation

Given a signature is successfully confirmed, when the notification is dispatched, then include an accurate timestamp detailing when the signature was completed to ensure auditability and compliance.

Contract Validator

Applies rule-based logic and machine learning to automatically verify contract terms against predefined criteria. This ensures that every agreement is accurate and compliant, significantly reducing the need for manual review while enhancing overall contract reliability.

Requirements

Automated Contract Terms Verification

"As a digital marketer, I want the contract verification process to be automated so that I can ensure contract accuracy and compliance without spending excessive manual effort."

Description

The system will automatically verify contract terms against predefined criteria using both rule-based logic and machine learning algorithms. It will swiftly identify discrepancies, ensuring that every contract is accurate, compliant, and aligned with business and legal standards. This feature integrates seamlessly with Tapfluence’s influencer management framework, reducing manual review time and enhancing overall contract reliability.

Acceptance Criteria

Automatic Verification Triggering

Given a newly submitted contract, when the contract is ingested by the system, then the system must automatically trigger both rule-based logic and machine learning verification processes.

Discrepancy Identification

Given a contract undergoing verification, when discrepancies between the contract terms and predefined criteria are found, then the system must flag each discrepancy with a detailed error message.

Integration with Influencer Management

Given a verified contract is approved, when the contract is linked to an influencer agreement, then the system must seamlessly integrate the contract details within the Tapfluence influencer management framework.

Machine Learning Driven Anomaly Detection

"As a contract manager, I want the system to detect and alert me about anomalies in contract clauses so that I can address potential issues promptly before finalizing contracts."

Description

This requirement involves incorporating advanced machine learning models to analyze contract data and detect anomalies, such as unusual clauses or terms that deviate from established norms. By proactively flagging potential errors, the feature helps in mitigating risks, reducing the administrative burden, and ensuring that contracts are robust and legally sound.

Acceptance Criteria

Real-Time Anomaly Detection

Given a contract is submitted for review, when the machine learning model processes the contract, then anomalies that deviate from established norms must be flagged with at least 95% detection accuracy.

Bulk Contract Analysis

Given a batch of contracts is uploaded, when the system processes the batch, then each contract must be analyzed for anomalies and results provided within 5 minutes per 100 contracts.

False Positive Reduction

Given a contract flagged with an anomaly, when the flagged contract is reviewed by a legal expert, then the false positive rate must not exceed 5% across detected anomalies.

Configurability of Detection Parameters

Given an admin adjusts the anomaly detection sensitivity settings, when new contracts are processed post-adjustment, then the system must apply the updated parameters accurately to all anomaly detections.

Notification on Anomaly Detection

Given a contract with detected anomalies, when the anomaly is confirmed by the system, then an automatic notification must be sent to the contract management team within 60 seconds of detection.

Rule-Based Criteria Customization

"As an admin, I want to customize the validation rules so that the system can accurately handle a range of contract types and adapt quickly to new compliance requirements."

Description

Develop an intuitive interface that allows administrators to define and customize the rule-based criteria for contract validation. This adaptability ensures that various contract templates and special conditions are effectively validated, accommodating evolving business rules and regulatory changes while maintaining high accuracy in contract reviews.

Acceptance Criteria

Admin Configuration UI

Given an administrator is logged in, when they access the rule-based criteria customization interface, then the interface should load within 3 seconds and display all configurable fields for rule definition.

Rule Definition and Validation

Given a new rule is defined by an administrator, when a contract is submitted for validation, then the system should automatically verify the contract against the customized criteria and flag any discrepancies.

Real-time Suggestions

Given an administrator is editing a rule, when they input a rule parameter or condition, then the system should provide real-time suggestions and error feedback to ensure adherence to supported criteria formats.

Rule Update Propagation

Given an administrator updates an existing rule, when the changes are saved, then the updated rule should immediately apply to all subsequent contract validations with a confirmation message displayed.

Compliance Alert Notification System

"As a digital marketer, I want to receive immediate alerts when a contract does not meet compliance standards so that I can quickly take corrective actions to keep campaigns on track."

Description

Implement a robust notification system that alerts relevant stakeholders when a contract fails any validation checks. The alerts will be delivered promptly and integrated with existing communication channels, ensuring timely intervention to correct errors and facilitate smooth contract approval processes.

Acceptance Criteria

Real-time Contract Validation Failure Alert

Given a contract fails any validation check, when the failure is detected, then an alert is immediately sent to the designated stakeholders via integrated communication channels.

Detailed Alert Information

Given a validation failure, when an alert is generated, then it includes detailed information such as the specific failed criteria, contract details, and suggested corrective actions.

Multi-Channel Alert Delivery

Given the system integrates multiple notification channels, when a contract fails validation, then the alert is dispatched simultaneously via at least two predefined channels (e.g., email and SMS).

Profile Sync

Automatically aggregates and updates influencer profiles from multiple social networks into one unified hub. This ensures that marketers always have the most current influencer data, enabling precise selection and streamlined campaign setup.

Requirements

Real-time Data Aggregation

"As a digital marketer, I want to see influencer profiles updated in real time so that I can make prompt and informed decisions for my campaigns."

Description

Automatically pull in influencer profile data from various social networks in real time to ensure that the information in the centralized hub is always current. This functionality will streamline influencer selection by providing marketers with up-to-date data, reduce manual updates, and facilitate timely decisions in campaign planning.

Acceptance Criteria

Live Profile Update

Given a new data update from a social network, when the system aggregates influencer profile data, then the updated data must appear in the unified hub within 5 seconds.

Synchronized Data Integrity

Given an influencer's profile is updated on a social network, when the real-time aggregation occurs, then the data must match exactly with the source data without discrepancies.

Seamless Error Handling

Given a failure in data retrieval from a social network, when the system detects the error, then it must log the error and notify the admin with an option to retry.

Performance Under Load

Given simultaneous updates from multiple influencers, when the aggregation process is executed, then the system must process all updates within 5 seconds without performance degradation.

User Notification of Updates

Given new profile updates are available, when a marketer accesses the Tapfluence platform, then they should receive a notification indicating that refreshed data is available for review.

Multi-Network Integration

"As a marketing manager, I want all influencer profiles from various social networks to be integrated into one system so that I can operate seamlessly across platforms."

Description

Integrate and consolidate data from multiple social platforms, standardizing diverse data formats into a unified schema. This requirement is critical for ensuring that marketers can access comprehensive and consistent influencer information across all networks in one single hub.

Acceptance Criteria

Basic Data Aggregation

Given the system connects to multiple social networks, when data is pulled, then the data must be consolidated into unified influencer profiles according to the standardized schema.

Real-Time Data Sync

Given changes occur on integrated social platforms, when an update is detected, then the system must automatically sync and reflect the latest influencer information in real-time.

Data Standardization Accuracy

Given diverse data formats from various networks, when the system processes data, then at least 99% of the fields should be correctly mapped to the unified schema.

Error Handling

Given a failure during data integration, when the system encounters an error, then it must generate a detailed error log and trigger an alert to the relevant administrator.

User-Initiated Sync

Given a user action to refresh data, when the user triggers a sync, then all influencer profiles must be updated with the latest available data from every integrated network.

Profile Data Normalization

"As a digital marketer, I want influencer data to be normalized so that I can easily compare and select the right partners for my campaigns."

Description

Implement normalization processes to standardize influencer data gathered from different sources, ensuring that names, metrics, and other key attributes are consistently formatted. This will improve data accuracy and allow for more effective comparisons between influencers.

Acceptance Criteria

Initial Data Import

Given influencer data is imported from multiple social networks, when the normalization process is executed, then names, metrics, and key attributes must be formatted consistently across all sources.

Real-time Profile Updates

Given that influencer profiles are updated periodically, when new data is aggregated, then the normalization process should standardize incoming data in real-time without causing discrepancies.

Error Handling and Data Discrepancies

Given that data sources may have formatting errors, when an anomaly is detected during normalization, then the system should log the error and trigger a fallback to default formatting rules.

Batch Processing of Historical Data

Given a batch of historical influencer data from various social networks, when the normalization script is run, then all records should be uniformly formatted and inconsistencies resolved.

Validation and Reporting

Given that data normalization has been applied, when a report is generated, then it should include metrics showing a reduction in format discrepancies and improved data uniformity.

Change Notification System

"As a marketer, I want to receive alerts for key profile updates so that I can quickly respond to changes and optimize my campaign strategies."

Description

Develop a notification mechanism to alert users when significant changes occur in influencer profiles, such as updates in follower counts or engagement rates. This enables marketers to stay informed and adjust strategies promptly, ensuring campaign relevance and success.

Acceptance Criteria

Influencer Follower Count Update Notification

Given a significant change (increase or decrease by a defined percentage) in an influencer’s follower count, when the profile sync process is executed, then a notification highlighting the specific change is generated and sent to the user.

Engagement Rate Change Alert Notification

Given that an influencer’s engagement rate changes beyond a preset threshold, when the updated profile data is processed, then a notification is triggered with details of the engagement change.

Customized Notification Threshold Alerts

Given that a user has configured custom thresholds for specific influencer metrics, when any metric meets or exceeds its defined boundary, then a notification is dispatched in accordance with the user’s settings.

Notification Aggregation and Deduplication

Given multiple significant changes occur in a short span, when notifications are generated, then similar notifications are aggregated and deduplicated to prevent overwhelming the user.

Notification Acknowledgement and History Logging

Given that a notification is sent to the user, when the user views or acknowledges the alert, then the system logs this action in the notification history for future reference.

Unified Dashboard View

"As a digital marketer, I want to view all influencer profiles on a unified dashboard so that I can manage and analyze my campaign data efficiently."

Description

Create an integrated dashboard that visually presents aggregated influencer profiles in a user-friendly manner, allowing marketers to filter, search, and analyze influencer data. This visual tool will facilitate quicker decision-making and provide comprehensive insights into influencer performance.

Acceptance Criteria

Influencer Profile Aggregation

Given the scheduled profile sync, when new influencer data is received from social networks, then the dashboard updates automatically to reflect the latest aggregated profiles.

Profile Search Functionality

Given an aggregated list of influencer profiles, when a marketer enters a search query, then the dashboard returns relevant profiles that match name, keyword, or tag criteria.

Profile Filtering Capability

Given a set of influencer profiles, when filtering options (e.g., engagement rate, follower count) are applied, then only profiles meeting the selected conditions are displayed on the dashboard.

Detailed Profile Analysis

Given the dashboard view, when a marketer selects an influencer profile, then a detailed view with comprehensive performance analytics and contract/payment status is presented.

Dashboard Performance Metrics

Given a large volume of influencer profile data, when the dashboard processes and displays aggregated profiles, then it should load within an acceptable performance threshold (e.g., under 3 seconds) and maintain responsiveness.

Audience Overlap Analyzer

Identifies and visualizes overlapping audience segments among influencers. By highlighting redundancies and opportunities for diversified reach, this feature allows marketers to optimize campaign targeting and allocate budgets more efficiently.

Requirements

Audience Data Aggregator

"As a digital marketer, I want to automatically consolidate audience data from various influencers so that I can perform accurate overlap analysis and optimize my targeting strategy."

Description

This requirement involves establishing a robust data ingestion and aggregation service that collects audience data from multiple influencer profiles across various platforms. The aggregated data will be normalized and structured to facilitate accurate overlap analysis, ensuring that the Audience Overlap Analyzer has consistent and up-to-date information. This integration with the product ensures reliable performance and scalability for future enhancements.

Acceptance Criteria

Real-Time Data Collection

Given new influencer profile updates, when the aggregator receives data, then the data ingestion must occur within 5 seconds.

Accurate Data Normalization

Given raw audience data from multiple platforms, when processed by the aggregation service, then the data must be normalized to a unified schema as defined in the specification.

Consistent Data Formatting

Given diverse data formats from various sources, when the data is aggregated, then all data fields must conform to the standard format detailed in the documentation.

Robust Error Handling

Given an error occurs during data ingestion, when the system processes the data, then error logging must capture the issue and non-critical errors should not halt the aggregation process.

Scalability Under Load

Given high-volume data ingestion scenarios, when simultaneous data requests occur, then the system must maintain consistent performance without degradation.

Interactive Overlap Visualization

"As a digital marketer, I want to visualize overlapping audience segments in a dynamic and interactive way so that I can quickly identify redundancies and uncover new targeting opportunities."

Description

This requirement focuses on creating an interactive visualization interface that displays overlapping audience segments among influencers. By incorporating dynamic charts and graphs into the Audience Overlap Analyzer feature, users can easily identify redundancies and unique segments across influencer profiles. The visual representation enhances decision-making and helps in budgeting and campaign optimization within the Tapfluence ecosystem.

Acceptance Criteria

Interactive Visualization Loads Correctly

Given a logged-in digital marketer accesses the Audience Overlap Analyzer, when they load the interactive visualization interface, then dynamic charts and graphs must render within 3 seconds accurately displaying overlapping audience segments.

Dynamic Filtering and Zoom Functionality

Given the interactive visualization interface is visible, when a user applies filters or zooms into specific segments, then the visualization should update in real-time reflecting the user’s selection with interactive accuracy.

User Data Export Capability

Given the analysis is complete in the interactive visualization, when a user selects the export option, then the system should provide a CSV download of the displayed data that matches the on-screen content and formatting.

Responsive Layout and Accessibility Compliance

Given that users may access the interface on various devices, when the interactive visualization is accessed, then the interface must automatically adjust its layout and meet WCAG 2.1 AA accessibility standards.

Custom Filter and Segmentation

"As a digital marketer, I want to apply custom filters to the audience overlap data so that I can drill down into specific segments and tailor my campaign strategies accordingly."

Description

This requirement enables the creation of customizable filtering options for audience data, allowing users to segment by age, location, interests, and engagement levels. By integrating advanced filtering and segmentation capabilities, the Audience Overlap Analyzer will deliver more precise insights, enabling marketers to tailor their campaigns based on specific demographics and audience characteristics. This functionality is key to enhancing campaign effectiveness.

Acceptance Criteria

Custom Age Segmentation Filter

Given the user is on the custom filter configuration page, when they select age range criteria, then the system must display audience segments that strictly fall within the selected age range.

Location-Based Segmentation Filter

Given the user is filtering by geographic location, when a location is chosen, then the system must only show audience segments associated with that specific location.

Interests and Engagement Combined Filter

Given the user applies filters for both interests and engagement levels simultaneously, when the filter is executed, then the system must return audience segments that meet both criteria without error.

Dynamic Filter Update on Data Change

Given the audience data is updated in real-time, when filters are applied, then the system must dynamically recalculate and update the segmented results to reflect the most current data.

Actionable Insights and Recommendations

"As a digital marketer, I want to receive data-driven recommendations based on audience overlap analysis so that I can adjust my campaign strategy and allocate resources more efficiently."

Description

This requirement focuses on generating actionable insights and practical recommendations based on the detected audience overlaps. The system will analyze patterns to suggest adjustments in influencer selection and budget allocation, optimizing campaign performance. By integrating these insights into the product, digital marketers will receive clear guidance on how to refine their strategies to maximize ROI and reach diverse audience segments.

Acceptance Criteria

Influencer Selection Insight Scenario

Given the system has analyzed audience overlaps among influencers, when a digital marketer accesses the insights dashboard, then actionable recommendations for adjusting influencer selection and refining budget allocation must be clearly displayed.

Campaign Budget Optimization Scenario

Given that multiple influencer performance metrics and audience overlaps are processed, when a digital marketer reviews the campaign analytics, then the system should suggest specific budget reallocation strategies to maximize ROI.

Social Insight Analytics Integration Scenario

Given the integration of social insight analytics data with audience overlap analysis, when a digital marketer examines campaign reports, then the system must provide practical recommendations linking influencer performance to strategic actions in a measurable format.

Engagement Optimizer

Leverages real-time social data analytics to pinpoint top-performing influencers and engagement trends. With actionable insights into audience behavior, marketers can tailor partnerships to maximize impact, boost ROI, and effectively enhance campaign performance.

Requirements

Real-Time Data Integration

"As a digital marketer, I want real-time data integration so that I can rapidly respond to emerging trends and make timely decisions for my campaigns."

Description

Incorporate live social media data feeds to ensure influencer metrics and engagement trends are continuously updated. This integration allows marketers to make fast, data-driven adjustments that align with audience behavior shifts and optimize campaign timing.

Acceptance Criteria

Live Data Feed Validation

Given the live social media data feed is active, when real-time data is received, then the platform must update influencer metrics within 5 seconds.

Data Accuracy Check

Given a live data feed, when the data is parsed, then the system must verify that influencer metrics maintain an accuracy rate of at least 98%.

Error Handling Alert

Given the data integration service, when an error occurs during data feed processing, then the system must log the error and trigger an alert to the admin dashboard within 2 minutes.

Campaign Performance Adjustment

Given actionable insights from real-time data, when early campaign indicators deviate from expected trends, then the system should enable marketers to modify campaign settings immediately.

Influencer Scoring Algorithm

"As a digital marketer, I want an influencer scoring system so that I can quickly identify the most impactful collaborators for my campaigns."

Description

Develop an algorithm that evaluates influencers based on metrics such as engagement, reach, and audience quality, ensuring the selection of top-performing partners. This feature reduces manual filtering efforts and increases campaign ROI through data-driven partner selection.

Acceptance Criteria

Real-time Influencer Evaluation

Given a set of influencer data, when the algorithm processes the data, then it should calculate an accurate score based on engagement, reach, and audience quality.

Data Accuracy Validation

Given historical performance data and benchmark values, when the algorithm computes scores, then the results must fall within a 5% margin of error compared to manual calculations.

User Interface Integration

Given the UI component receives data from the algorithm, when a marketer selects an influencer, then the UI must display a detailed score breakdown including all key metrics.

Automated Partner Selection

Given specific campaign requirements, when the algorithm filters influencers, then only those with scores above a pre-defined threshold are selected for partner consideration.

Performance and Scalability Test

Given a large dataset of influencer metrics, when the algorithm is executed, then it must deliver scoring results within 2 seconds under peak load conditions.

Campaign Engagement Analytics Dashboard

"As a digital marketer, I want a comprehensive analytics dashboard so that I can easily monitor and adjust my campaign strategies in real time."

Description

Create an interactive dashboard that displays key performance indicators, detailed trends, and real-time analytics on influencer engagements and campaign metrics. This tool will integrate seamlessly with existing platforms, providing actionable insights to help marketers fine-tune strategies and improve overall campaign performance.

Acceptance Criteria

Real-time KPI Monitoring

Given that a marketer has logged into the dashboard, when the dashboard loads, then it should display real-time campaign KPIs including engagement rates, reach, click-through rates, and influencer activity, with data updates every minute.

Trend Analysis Drilldown

Given that a user selects any trend chart on the dashboard, when the user clicks on a specific data point, then the system must provide a drilldown view showing detailed insights including historical performance, demographic breakdown, and influencer metrics.

Data Integration Consistency

Given that the dashboard is integrated with external social media data sources, when data is fetched, then all metrics should be synchronized and consistent with the source platforms, displaying discrepancies of no more than 5%.

User Engagement & Filter Functionality

Given that a marketer is using the dashboard, when filters such as date range, campaign, or influencer are applied, then the dashboard should update the KPIs and trend charts in real time to reflect the filtered data accurately.

Alert and Notification System

"As a digital marketer, I want to receive timely alerts so that I can act immediately on key performance shifts and ensure optimal campaign management."

Description

Establish a proactive alert mechanism that notifies users of significant performance changes, emerging trends, and critical thresholds. This system empowers marketers to respond promptly without the need for constant manual monitoring, enhancing campaign agility.

Acceptance Criteria

Real-Time Performance Drop Alert

Given significant changes in influencer performance metrics, when performance drops below a critical threshold set by the user, then an immediate alert is sent to the marketer.

Trend Detection Notification

Given an emerging engagement trend in the platform, when trending data crosses a specified threshold, then the system triggers a notification with clear insights and recommendations.

Critical Threshold Alert

Given the daily performance metrics, when any metric exceeds its defined critical threshold, then the system automatically alerts the designated user with details of the breach.

Inactive Influencer Alert

Given the performance history of influencers, when an influencer's engagement remains below a minimum level for a set period, then an alert is generated to notify the campaign manager to review the partnership.

Dashboard Integration Alert

Given real-time metric updates in the analytics dashboard, when significant metric changes occur, then the alert system synchronizes with the dashboard to display the alert status, ensuring immediate visibility.

Influencer Trend Insights Module

"As a digital marketer, I want a trend insights module so that I can predict engagement patterns and tailor influencer partnerships for better campaign results."

Description

Implement a module that leverages historical and current data to forecast influencer engagement trends. By providing predictive insights, this feature enables marketers to anticipate campaign outcomes and adjust strategies, thus minimizing risks and maximizing returns.

Acceptance Criteria

Real-Time Data Sync

Given the module is active, when a new influencer data point is received, then the module must update the prediction dashboard in real-time.

Historical Trend Analysis

Given a historical dataset of influencer engagements, when the module runs analysis, then it should display historical trend insights with at least 95% data accuracy.

Predictive Analytics Dashboard

Given a logged-in marketer, when they access the module, then they should see an interactive dashboard with forecast trends, influencer engagement metrics, and actionable alerts.

Forecast Accuracy Evaluation

Given predicted influencer trends, when compared with actual campaign performance data, then discrepancies should not exceed a predefined margin of error (e.g., 10%).

Data Export and Reporting

Given the module's output, when a marketer requests a report, then the system must support export of predictive insights in CSV and PDF formats with all relevant details.

Compatibility Calibrator

Evaluates how well influencer profiles align with brand values using automated sentiment and content analysis. This feature ensures that influencer selections are not only data-driven but also resonate authentically with the brand, fostering more credible and effective partnerships.

Requirements

Profile Sentiment Analysis Engine

"As a digital marketer, I want the system to automatically analyze influencer sentiments so that I can ensure that their values align with my brand's identity."

Description

The system automatically analyzes influencer profile content using sentiment analysis algorithms to determine how well each influencer's values align with the brand's values. It processes textual and visual content from profiles, identifies positive or negative sentiments, and maps those sentiments to brand alignment criteria. This ensures influencer selections are driven by authentic representation and robust data insights.

Acceptance Criteria

Text Sentiment Evaluation

Given an influencer's profile text, when the sentiment analysis engine processes the text, then it should extract sentiment scores and classify the text as positive, neutral, or negative with at least 90% accuracy.

Visual Content Sentiment Analysis

Given an influencer's profile image, when the visual analysis module processes the image, then it should accurately assess emotional cues and map these to brand alignment criteria with a confidence threshold of 80%.

Real-Time Sentiment Mapping

Given an update to an influencer's profile, when the system re-processes the content, then any changes in sentiment must be reflected on the dashboard within 60 seconds to maintain up-to-date alignment data.

Comprehensive Dashboard Reporting

Given multiple influencer profiles analyzed by the system, when the data is aggregated, then the dashboard should display detailed sentiment breakdowns, overall alignment scores, and flag profiles that do not meet brand values.

Content Relevance Scoring Module

"As a digital marketer, I want to view relevance scores for influencer content so that I can quickly assess which influencers best match my brand’s messaging strategy."

Description

This module evaluates the relevance of influencer content to the brand by comparing influencer content themes with brand communication guidelines. The module uses keyword extraction and topic modeling to assign relevance scores that help rank influencers based on how well their content resonates with the brand narrative and audience expectations.

Acceptance Criteria

Influencer Content Upload

Given an influencer uploads content, when the content is processed, then the module must extract keywords and assign a relevance score based on alignment with brand guidelines.

Automated Topic Modeling Evaluation

Given an influencer's content batch, when topic modeling is applied, then the system should accurately determine and assign relevance scores matching core content themes.

Brand Guideline Alignment

Given the influencer content and predefined brand guidelines, when the system compares them, then the relevance score must reflect at least an 85% match to brand communication themes.

Score Accuracy Verification

Given a set of test content samples with predetermined scores, when these are evaluated, then the calculated scores must deviate by less than 10% from the expected values.

Real-time Analytics Dashboard Integration

Given the completion of relevance scoring, when the score is computed, then it must be instantly displayed on the real-time dashboard for marketer review.

Brand Compatibility Dashboard

"As a digital marketer, I want an integrated dashboard that displays compatibility metrics so that I can efficiently compare influencer profiles and make data-driven selections."

Description

The compatibility dashboard provides a comprehensive view of influencer profiles, integrating sentiment analysis, content relevance scores, and engagement metrics into a single user interface. The visual dashboard offers interactive charts and data tables, enabling marketers to readily compare and select influencers that match the brand's values and campaign objectives.

Acceptance Criteria

Dashboard Data Integration

Given the user logs into the Brand Compatibility Dashboard, when the dashboard loads, then all data components (sentiment analysis, content relevance scores, and engagement metrics) must be aggregated and displayed correctly in their respective sections.

Interactive Charts View

Given the user is interacting with the dashboard, when the interactive charts render, then the user must be able to filter, zoom, and hover over data points to display detailed influencer metrics.

Real-time Data Update

Given the influencer data is updated in the system, when the user refreshes the dashboard, then the charts and tables must reflect the most recent data without manual intervention.

Responsive UI Performance

Given the dashboard is accessed via multiple devices, when a device is detected, then the UI must adjust layout and data visualization elements to maintain clarity and usability across all screen sizes.

Error Handling Mechanism

Given a failure in data retrieval occurs, when the dashboard is unable to load data, then an appropriate error message with retry option must be displayed to the user.

Automated Alerts for Low Compatibility

"As a digital marketer, I want to receive automated alerts when an influencer's compatibility score falls below the threshold so that I can reassess and adjust my influencer collaboration strategy promptly."

Description

This feature identifies and flags influencer profiles that do not meet predefined brand alignment thresholds via automated alerts. By monitoring changes in influencer sentiments and content relevance in real-time, the system proactively notifies marketers of potential mismatches, ensuring timely adjustments in collaboration strategies.

Acceptance Criteria

Real-time Alert Trigger

Given an influencer profile's sentiment and content analysis falls below predefined brand thresholds, when these metrics are detected, then an automated alert must be generated on the marketer's dashboard with complete influencer details.

Dashboard Alert Notification

Given the system has triggered a low compatibility alert, when the marketer logs into the Tapfluence dashboard, then the alert must be clearly visible along with relevant information including compatibility scores and recommended actions.

Email Notification Workflow

Given that a low compatibility alert is generated, when the influencer profile fails to meet brand alignment thresholds, then an email notification must be sent automatically to the designated marketing contacts with clear details of the mismatch.

Alert Resolution Update

Given that an influencer profile previously flagged for low compatibility has been updated to meet the brand thresholds, when the system re-evaluates the influencer's data, then the previous alert must be automatically resolved and logged with a status update.

Historical Alert Analysis

Given a historic record of low compatibility alerts, when a marketer requests alert history, then the system should display a chronological list of alerts with timestamps, actions taken, and resolution outcomes.

Fusion Insights Dashboard

Integrates a comprehensive set of metrics by combining influencer profiles with key social data. This customizable dashboard offers visual analytics and real-time updates, empowering users to make informed decisions quickly and track campaign progress effortlessly.

Requirements

Customizable Dashboard Widgets

"As a digital marketer, I want to customize my dashboard widgets so that I can focus on the most relevant metrics and insights for my campaign performance."

Description

Enable users to personalize the integration of influencer profiles and key social data, allowing them to adjust widget placements and displayed metrics. This customization enhances user experience by tailoring analytics to specific campaign goals and marketing strategies, ensuring that the dashboard provides targeted insights that directly support decision making.

Acceptance Criteria

Widget Layout Customization

Given the user is in dashboard edit mode, when they drag and drop a widget to reposition it, then the new layout should be saved and persist across sessions.

Metrics Selection Customization

Given a list of available metrics, when the user selects or deselects metrics for a widget, then only the chosen metrics are displayed on the dashboard.

Real-Time Data Update

Given a customized dashboard widget displaying selected metrics, when the data source updates, then the widget should reflect these changes in real time without manual refresh.

Widget Resize Reformatting

Given the widget customization interface, when the user adjusts the size or layout of a widget, then the new dimensions should be applied consistently with no loss of core functionality.

Real-Time Data Sync

"As a digital marketer, I want the dashboard to update in real-time so that I can react immediately to campaign performance changes."

Description

Implement a real-time update mechanism that continuously refreshes influencer metrics and social engagement data. This feature ensures that the dashboard always reflects the most current performance information, supporting timely decision-making and allowing users to quickly identify and react to emerging trends.

Acceptance Criteria

Live Metrics Update

Given the user is viewing the Fusion Insights Dashboard, when new influencer data is received, then the dashboard shall automatically refresh the displayed metrics within 5 seconds without requiring manual intervention.

Accurate Social Engagement Metrics

Given the user is monitoring social engagement data, when updated metrics are available, then the dashboard must display the new values with an accuracy tolerance of less than 1% deviation from the source data.

Real-Time Error Notification

Given a failure occurs during the data sync process, when the error is detected, then the system must notify the user with an error message and log the incident, triggering a retry mechanism within 10 seconds.

Concurrent Data Refresh Handling

Given multiple data updates are received simultaneously, when these updates occur, then the system must queue and process each update sequentially to ensure no data loss, and the updated information must be reflected on the dashboard in real-time.

Advanced Data Visualization

"As a digital marketer, I want to see interactive visualizations of campaign metrics so that I can quickly grasp performance trends and make informed decisions."

Description

Incorporate interactive visual analytics, including graphs, heatmaps, and trend charts, to deliver a clear and compelling overview of campaign performance. This feature simplifies the interpretation of complex data, enabling users to easily compare metrics and identify patterns in influencer impact and social engagement.

Acceptance Criteria

Interactive Graph Analysis

Given a user is on the Fusion Insights Dashboard, when they select the interactive graph option, then the graph displays accurate and real-time campaign performance data with appropriate tooltips.

Heatmap Data Accuracy

Given the user requests a heatmap visualization, when the data is loaded, then the heatmap correctly represents engagement metrics using a dynamic color scale and includes a clear legend.

Trend Chart Interactivity

Given the user accesses trend charts, when filters are applied, then the chart updates in real-time to reflect the selected metrics and trends.

Data Comparison Feature

Given a user is comparing influencer performance, when selecting multiple metrics, then the system displays comparative charts that highlight key performance indicators clearly.

Real-Time Updates Functionality

Given campaign data is continuously tracked, when new data is received, then all visualizations update automatically without requiring a manual refresh.

Influencer Profile Integration

"As a digital marketer, I want to view comprehensive influencer profiles alongside campaign metrics so that I can identify the most effective collaborators."

Description

Integrate detailed influencer profiles with key social metrics to provide a unified view of each influencer’s performance. This feature enables users to evaluate individual contributions and strategize more effectively by combining qualitative and quantitative insights within a single dashboard.

Acceptance Criteria

Data Aggregation

Given an influencer's profile, when the system fetches key social metrics, then all relevant data such as engagement rate, reach, and campaign performance are aggregated and displayed accurately on the dashboard.

Real-time Data Update

Given an active campaign, when new social data is received, then the influencer profile metrics are updated in real-time within 60 seconds.

Customizable View

Given the dashboard interface, when a user selects different filters or customizes the display settings, then the influencer profile integration view adapts to show only the selected data metrics.

Profile Detail Integration

Given an influencer's detailed profile, when a user accesses the profile via the dashboard, then both qualitative details and quantitative social metrics (including historical trends and current performance) are seamlessly merged into a unified view.

Error and Exception Handling

Given a disruption in data fetching from social platforms, when an error occurs, then the system displays an appropriate error message and logs the incident for further review.

Intuitive Navigation Interface

"As a digital marketer, I want an intuitive navigation interface so that I can efficiently access and analyze the data I need without unnecessary complexity."

Description

Design an intuitive and user-friendly interface that streamlines navigation through complex data sets. The feature focuses on reducing the learning curve and enhancing productivity by providing clear layouts and interactive elements that guide users to access and interpret campaign insights effortlessly.

Acceptance Criteria

Clear Layout Navigation

Given a user on the dashboard, when they access the navigation panel, then they should see a clear, organized layout with labeled sections and intuitive interactive elements.

Intuitive Interactive Elements

Given a user interacting with tabs and filters, when they click on these elements, then they should receive immediate visual feedback that guides them to the relevant campaign insights.

Optimized Data Access

Given a user selecting a particular data view, when the interface loads, then the data should display accurately within 2 seconds, ensuring smooth and efficient access to campaign metrics.

Mobile and Desktop Responsiveness

Given a user accessing the interface on multiple devices, when the dashboard is rendered, then it should maintain consistent navigational elements and clear layouts on both mobile and desktop environments.

Error-Free Navigation

Given a user navigating between different sections, when an unexpected error occurs, then the interface should handle it by logging the error and displaying a user-friendly message without interrupting the navigation.

Auto Payment Scheduler

Automates the scheduling of payments tied to influencer contract milestones, reducing manual intervention and ensuring that transactions occur precisely when due. This feature minimizes errors and streamlines cash flow management, boosting both trust and operational efficiency.

Requirements

Milestone Payment Automation

"As a digital marketer, I want payments to be automatically scheduled upon reaching contract milestones so that I can focus on campaign strategy without worrying about manual payment processing."

Description

A mechanism to automatically schedule influencer payments when contract milestones are reached, integrating with Tapfluence's contract tracking system to eliminate manual intervention, reduce errors, and ensure timely, precise transactions that streamline cash flow management.

Acceptance Criteria

Milestone Reached Trigger

Given a contract milestone is reached in Tapfluence, when the system verifies the contract status, then the payment scheduling is automatically triggered without manual intervention.

Automated Payment Transaction

Given the payment schedule has been triggered, when the scheduled time arrives, then the system processes the payment automatically, ensuring transaction precision according to the contract terms.

Accurate Payment Amount Calculation

Given the contract details and milestone data, when processing the payment, then the system calculates and displays the exact amount due as per the agreed terms.

Payment Error Handling

Given any error in payment processing or system integration, when an error occurs, then the system logs the error and sends notifications to relevant stakeholders for rapid resolution.

Payment Execution Audit Trail

Given a successful automated payment, when the transaction is completed, then the system records all transaction details, including timestamps and corresponding milestones, in an accessible audit log.

Payment Notification System

"As a digital marketer, I want to receive advance notifications about scheduled payments so that I remain informed and can manage my financial commitments effectively."

Description

A notification framework that provides alerts to both marketers and influencers before and after payments are scheduled. It ensures transparency and keeps stakeholders informed about upcoming transactions, thus enhancing trust and proactive cash flow management.

Acceptance Criteria

Pre-Payment Notification Alert

Given an upcoming payment scheduled based on a contract milestone, when the payment date is 3 days away, then both marketers and influencers receive a notification via email and SMS.

Post-Payment Confirmation

Given a completed payment transaction, when the payment is processed successfully, then a confirmation alert with transaction details is sent to marketers and influencers.

Accurate Notification Scheduling

Given that payments are scheduled automatically, when contract milestone dates are modified, then the system updates the notification alerts to reflect the new schedule accurately.

Fallback Notification Process

Given a failure in primary notification delivery, when retry attempts fail or a network error occurs, then the system triggers an alternative notification channel to ensure that critical alerts are still delivered.

Payment History and Audit Trail

"As a financial controller, I want to access a complete history of all payment transactions so that I can verify their accuracy and conduct audits efficiently."

Description

A comprehensive logging system that records all scheduled and executed payments associated with influencer contracts. This feature enables detailed audits, reconciliation, and performance tracking, supporting transparency and regulatory compliance.

Acceptance Criteria

Automated Payment Logging

Given a scheduled influencer payment, when the payment is executed, then the system should automatically record a log entry with details including timestamp, contract ID, influencer name, payment amount, and payment status.

Comprehensive Audit Trail

Given an executed payment, when an audit is initiated, then the system should display all associated log entries in chronological order with filtering options by date, contract ID, and execution status.

Error Logging and Exception Handling

Given a payment scheduling or execution anomaly, when an error occurs, then the system should log all relevant error details including error type, timestamp, contract reference, and a descriptive message.

User Access for Reconciliation

Given a user with reconciliation privileges, when accessing the payment history and audit trail, then the system should allow exporting the details in CSV and PDF formats with complete transaction data.

Integration with Financial Platform

Given a request from an external financial system, when the API for payment logs is invoked, then the system should provide a complete, validated, and accurate transaction history including both scheduled and executed payments.

Payment Adjustment Interface

"As a digital marketer, I want the ability to manually adjust scheduled payments when necessary so that I can accommodate exceptional circumstances without disrupting the automated process."

Description

An intuitive interface that permits manual adjustments or rescheduling of payments when exceptions arise. This feature provides the flexibility to handle unusual scenarios while ensuring all adjustments are properly logged and do not compromise the integrity of the overall scheduling system.

Acceptance Criteria

Manual Payment Rescheduling

Given a valid influencer contract, when an exception arises and the user opts for manual payment adjustment, then the Payment Adjustment Interface should allow the user to update the payment schedule, provide a confirmation prompt, and automatically log all changes.

Audit Log Generation

Given a manual adjustment action is confirmed, when the payment schedule is updated, then the system must generate an audit log entry that includes the user ID, original payment date, updated payment date, and a timestamp.

Input Validation and Error Handling

Given that a user is manually entering a payment date change, when the input data is invalid (e.g., past the contract deadline or incomplete), then the system must display a clear error message and prevent the adjustment from being saved.

Real-Time Payment Dashboard

Offers a dynamic, visual overview of all payment transactions—from pending to completed—in real time. Users benefit from immediate insights into payment statuses, enabling prompt resolution of issues and fostering complete transparency throughout the payment process.

Requirements

Live Transaction Overview

"As a digital marketer, I want to view all my payment transactions in real time so that I can promptly verify statuses and address issues as they arise."

Description

Provides a dynamic real-time display of all payment transactions, updating statuses instantly to enhance transparency throughout the payment process. This feature integrates with the payment processing system to present pending, processing, and completed transactions with visual cues, enabling users to quickly identify issues and manage workflows efficiently.

Acceptance Criteria

Real-Time Updates

Given a new payment transaction is initiated, when the payment status is updated by the payment processing system, then the Live Transaction Overview should update instantly without requiring a refresh.

Visual Status Indicators

Given transactions are displayed on the dashboard, when a payment status changes to pending, processing, or completed, then the corresponding visual cue must update in real time with clear, distinct colors.

Filtering and Resolution Workflow

Given the dashboard displays various transactions, when a user applies filters or selects a transaction, then detailed transaction information and resolution options should be available instantly.

Real-Time Payment Alerts

"As an influencer manager, I want to receive real-time alerts for payment events so that I can quickly react to any discrepancies or issues in the payment process."

Description

Delivers immediate notifications for significant payment-related events such as approvals, failures, or irregularities. This feature is customizable, allowing users to set up alerts via email, SMS, or in-app notifications, thereby enhancing proactive response to potential issues.

Acceptance Criteria

User Configures Custom Payment Alerts

Given a user is logged into the Real-Time Payment Dashboard, when they customize alert settings for payment events (approvals, failures, irregularities) via email, SMS, or in-app notifications, then the system must save the selected preferences and trigger alerts accordingly.

Real-Time Payment Event Notification

Given a payment event such as approval, failure, or irregularity occurs, when the event is detected by the system, then an immediate notification must be dispatched in real-time as per the user's configured settings and be visible on the dashboard.

Manage Notification Frequency and Aggregation

Given multiple payment events occur in rapid succession, when alerts are triggered within a predefined time window, then the system should aggregate these events into a single summary notification to prevent alert fatigue.

Alert History Logging

Given that a payment alert has been sent, when a user accesses the alert history on the Real-Time Payment Dashboard, then each event must be recorded with details including timestamp, event type, and notification method for auditing purposes.

User-Triggered Alert Test

Given a user is in the alert settings page, when they trigger a test alert, then the system must simulate a payment event alert and confirm the functionality of the selected notification channel (email, SMS, in-app).

Interactive Filter and Search

"As a campaign analyst, I want to filter and search transactions by different parameters so that I can efficiently analyze trends and resolve discrepancies."

Description

Enables users to filter, sort, and search through payment transactions based on various criteria such as date, status, and amount. This functionality not only improves the usability of the dashboard but also empowers users to quickly locate and analyze specific transactions.

Acceptance Criteria

Filter by Date

Given a user is on the Real-Time Payment Dashboard, when they apply a date range filter, then only transactions within that specified date range are displayed.

Search by Amount

Given a user is on the Real-Time Payment Dashboard, when they enter a specific amount or range in the search box, then only transactions matching the entered criteria are returned.

Sort by Payment Status

Given a user is on the Real-Time Payment Dashboard, when they sort transactions by payment status, then transactions are ordered correctly with pending, completed, and other statuses displayed in proper sequence.

Historical Data Analytics Integration

"As a marketing strategist, I want to view both historical and real-time payment analytics so that I can optimize budgeting decisions and forecast future financial trends."

Description

Integrates historical payment data with the real-time dashboard, allowing users to access trends, generate reports, and forecast future patterns. This addition aids in identifying recurring issues, understanding long-term trends, and making informed strategic decisions.

Acceptance Criteria

Historical Data Retrieval Scenario

Given a user accesses the Real-Time Payment Dashboard, when they click on the Historical Analytics section, then the system must display historical payment data, trends, and graphs for the selected time frame.

Trend Visualization Scenario

Given historical payment data is available, when the user selects a specific time period, then the system should generate visual trend lines and analytical insights with an accuracy of at least 98%.

Report Generation Scenario

Given that historical data is integrated into the dashboard, when a user initiates a report generation, then the system must produce a downloadable PDF report containing all relevant historical trends and detailed data points.

Forecasting Integration Scenario

Given the historical data analytics integration, when a user opts to forecast future payment patterns, then the system should provide predictive analytics along with a confidence level based on historical trends.

Data Synchronization Scenario

Given that both real-time and historical payment data require updates, when any transaction data is modified, then the system must synchronize changes between the real-time dashboard and historical records within 1 minute.

Data Security and Integrity Monitoring

"As a compliance officer, I want the payment dashboard to have strong security and monitoring features so that I can ensure data integrity and quickly identify any unauthorized access."

Description

Implements robust security protocols and monitoring features to ensure data privacy and accuracy within the payment dashboard. This requirement includes encryption, access controls, and audit trails to detect and report unauthorized activities or data anomalies.

Acceptance Criteria

Secure Data Encryption

Given that all payment data must remain confidential, when data is transmitted or stored, then it must be encrypted using industry-standard algorithms such as AES-256.

Robust Access Controls

Given a user attempts to access sensitive payment information, when the user does not have the appropriate permissions, then the system must block access and record the attempt in the audit log.

Audit Trail Monitoring

Given any modifications to transaction data, when such changes occur, then the system must generate a detailed audit log entry including timestamp, user ID, and nature of the change.

Real-Time Anomaly Detection

Given continuous monitoring of payment transactions, when an anomaly or unauthorized activity is detected, then the system must immediately alert designated security personnel with relevant incident details.

Data Integrity Verification

Given the processing of payment transactions, when data is recorded and displayed on the dashboard, then the system must validate consistency between sources using methods such as checksum matching.

Smart Reminders

Delivers automated notifications and alerts to both marketers and influencers regarding upcoming payment deadlines or pending approvals. This proactive feature helps prevent delays, supports timely payments, and reinforces accountability, enhancing overall campaign satisfaction.

Requirements

Automated Payment Deadline Alerts

"As a digital marketer, I want to receive automated alerts for upcoming payment deadlines so that I can ensure timely transactions and maintain campaign momentum."

Description

The system automatically detects upcoming payment deadlines and sends timely notifications to both marketers and influencers. This integration ensures that users are alerted well in advance, reducing delays and facilitating on-time payments, which supports smooth campaign management.

Acceptance Criteria

Marketer Upcoming Payment Notification

Given a scheduled payment deadline in 5 days, when the system detects the upcoming payment deadline, then an automated notification is sent to the marketer.

Influencer Pending Payment Alert

Given that a pending payment is due and approaching, when the system detects the payment deadline, then an automated notification is sent to the influencer.

Simultaneous Notification for Shared Deadlines

Given a payment deadline that affects both parties, when the system detects the deadline, then notifications are sent simultaneously to both the marketer and the influencer.

Automated Follow-up Reminder for Unconfirmed Payments

Given that an initial payment notification was sent, when the deadline nears and no payment confirmation is detected, then the system sends a follow-up reminder to both the marketer and the influencer.

Custom Notification Timing Based on User Preferences

Given that a user has set custom notification timing preferences, when the payment deadline is approaching, then the system sends notifications according to the user-defined schedule.

Approval Reminder Notifications

"As an influencer, I want to get reminders for pending approvals so that I can stay on schedule with campaign tasks and avoid any delays."

Description

The feature monitors pending approval tasks within the campaign workflow and dispatches reminder notifications to the responsible parties. This proactive mechanism helps to ensure that approvals are completed promptly, thereby avoiding bottlenecks in campaign execution.

Acceptance Criteria

Approval Reminder Notification Trigger

Given a pending approval task with an approaching deadline, When the system detects the pending task, Then a reminder notification should be dispatched to the responsible party.

Influencer and Marketer Notification

Given that an approval task requires both influencer and marketer confirmation, When the task remains pending for over 24 hours, Then the system must send reminder notifications to both the influencer and the marketer.

Notification Accuracy

Given a scheduled reminder notification, When the notification is sent, Then it must display accurate campaign details including the task, payment deadline, and responsible party information.

System Logging of Notifications

Given that a reminder notification is dispatched, When the notification is sent, Then the event must be logged in the system with a unique identifier, timestamp, and relevant approval task details.

Customizable Reminder Scheduling

"As a digital marketer, I want to customize my reminder schedule so that notifications are received at times that best fit my workflow and campaign planning."

Description

Provides users with the ability to adjust the timing and frequency of notifications according to their specific needs and campaign schedules. This customization ensures that reminders are aligned with individual workflows, maximizing relevance and reducing notification fatigue.

Acceptance Criteria

Adjust Reminder Frequency

Given a digital marketer is accessing the Customizable Reminder Scheduling feature, when they set a specific frequency for reminders, then the system should update the schedule and confirm the change.

Modify Notification Time

Given a user with an active campaign, when they adjust the reminder time through the scheduling interface, then the updated time should reflect immediately in all subsequent notifications.

Save Custom Settings

Given an influencer customizes their reminder preferences, when they save the new configurations, then the system must persist these settings and load them at subsequent logins.

Override Default Schedule

Given a digital marketer opts to override default reminder settings, when they apply custom timings, then the system should completely replace the defaults with the new schedule without error.

Error Notification for Invalid Input

Given a user enters an invalid time format or frequency, when trying to save the reminder settings, then the system should display an appropriate error message and prevent saving until corrected.

Consistency Across Devices

Given a user updates reminder scheduling on one device, when they log in on a different device, then the system must synchronize and apply the custom settings consistently.

Multi-Channel Notification Delivery

"As an influencer, I want to receive notifications through different channels so that I don't miss important alerts regardless of my current device or location."

Description

Enables reminder notifications to be sent via multiple channels including email, SMS, and in-app alerts, ensuring that users can receive communications in their preferred format. This versatility increases the likelihood that important updates are promptly noticed and acted upon.

Acceptance Criteria

User Preferences Selection

Given a logged-in user with Smart Reminders enabled, when the user navigates to the notification settings, then the system should display options for email, SMS, and in-app notifications and update the user's preferred notification format upon selection.

Automated Reminders Dispatch

Given a scheduled reminder for a pending task, when the deadline approaches, then the system must automatically dispatch notifications via the channels selected by the user within 30 seconds of the scheduled time.

Notification Content Validation

Given a multi-channel notification is triggered, when the notification is received by the user, then it must include accurate campaign details, due dates, and actionable links relevant for the respective channel.

Fallback Mechanism Execution

Given a failure in sending a notification via one channel, when the system detects the failure, then it must automatically retry using an alternative channel and log the incident for review.

Reminder Analytics and Reporting

"As a campaign manager, I want to review detailed analytics on reminder effectiveness so that I can optimize the notification strategy and improve campaign performance."

Description

Tracks and analyzes the performance of reminder notifications, capturing metrics such as delivery rates, user engagement, and response times. The generated reports enable continuous improvement of notification strategies, ensuring they remain effective in reducing delays and enhancing campaign satisfaction.

Acceptance Criteria

Analytics Dashboard Overview

Given a marketer logs into Tapfluence, when they navigate to the Reminder Analytics section, then the dashboard displays key metrics such as delivery rates, user engagement, and response times.

Real-time Delivery Tracking

Given a reminder notification is triggered, when the system processes the delivery, then the analytics report updates with real-time delivery status and flags any failures with relevant error messages.

Influencer Engagement Analysis

Given an influencer interacts with a reminder, when their action is captured, then the system logs engagement events such as clicks and approvals for later performance analysis.

Report Generation and Export

Given a marketer requests a reminder performance report, when the report is generated, then it is available for download in multiple formats (e.g., PDF, CSV) and includes all essential metrics.

Trend Analysis and Historical Comparison

Given a reminder campaign with data over multiple periods, when the system analyzes historical trends, then it produces comparative reports highlighting performance improvements or declines.

Payment Reconciliation Pro

Leverages advanced algorithms to cross-check payment transactions against contract details, identifying and flagging any discrepancies for review. This ensures financial accuracy, reduces manual reconciliation time, and significantly minimizes the risk of payment errors.

Requirements

Automated Cross-Verification

"As a digital marketer, I want the system to automatically verify payments against contract details so that I can ensure financial accuracy without manual checks."

Description

This requirement establishes an automated system for cross-checking payment transactions against contract details. It leverages advanced algorithms to validate each payment, quickly identifying discrepancies and ensuring financial accuracy. The feature integrates deeply with both contract tracking and payment systems, reducing manual effort and streamlining the reconciliation process.

Acceptance Criteria

Real-Time Discrepancy Detection

Given a new payment transaction that doesn't match the corresponding contract details, when the transaction is processed, then the system automatically flags and categorizes it as a discrepancy.

Automated Payment and Contract Reconciliation

Given a valid payment transaction with matching contract details, when the reconciliation process is executed, then the system automatically confirms the match and marks the transaction as reconciled.

Integrated Error Reporting Dashboard

Given one or more flagged discrepancies, when the reconciliation process concludes, then the system updates the dashboard with real-time alerts and detailed error reports.

Audit Log and Traceability

Given any processed payment transaction, when a discrepancy is detected or validation is completed, then the system records a detailed log entry including timestamps, transaction data, and status for audit purposes.

Automated Retry for Temporary Failures

Given a temporary system error during payment validation, when the error occurs, then the system automatically initiates a retry process up to three times before flagging the transaction for manual review.

Discrepancy Flag Notification

"As a digital marketer, I want to receive real-time notifications for payment discrepancies so that I can quickly address and resolve any issues."

Description

This requirement focuses on implementing a notification system that flags and alerts administrators of any discrepancies found during the reconciliation process. It ensures that any mismatches between paid amounts and contractual terms are promptly communicated, allowing for timely review and resolution. The system enhances error detection and minimizes risks associated with payment errors.

Acceptance Criteria

Discrepancy Detection Alert

Given a discrepancy is detected during payment reconciliation, when the system identifies a mismatch between paid amounts and contractual terms, then an immediate alert is generated and sent to the administrator.

Automated Notification Dispatch

Given a discrepancy is flagged, when the reconciliation process completes, then the system automatically dispatches a notification with detailed discrepancy information to the designated admin portal.

Dashboard Acknowledgement Update

Given that an administrator reviews a notification, when they acknowledge the discrepancy alert via the dashboard, then the notification's status is updated to 'Acknowledged' to reflect the review action.

Error Escalation Process

Given a critical payment discrepancy is identified, when the discrepancy qualifies as high risk based on predefined thresholds, then a secondary alert is escalated to senior management for immediate review.

Reconciliation Completion Report

Given the payment reconciliation process is finished, when all discrepancies have been flagged and reviewed, then a comprehensive summary report is automatically generated and logged for audit purposes.

Historical Reconciliation Reporting

"As a financial analyst, I want to access historical reconciliation reports so that I can analyze past discrepancies and optimize future payment processes."

Description

This requirement involves the creation of a comprehensive reporting tool that logs all past reconciliation activities. It captures detailed historical data, including discrepancies and corrections, to allow for future audits and trend analysis. The reporting feature is designed to provide actionable insights into payment processing and contract compliance over time.

Acceptance Criteria

Audit Trail Generation

Given historical reconciliation data exists, when an admin retrieves the audit trail report, then the report must include all past reconciliation activities with details such as discrepancies, corrections, and timestamps.

Discrepancy Detailing

Given a flagged payment discrepancy, when the user views the report, then the report should display the discrepancy reason, associated contract details, and any corrective actions in a chronological order.

Trend Analysis Export

Given a set of historical reconciliation reports, when the user initiates a trend analysis export, then the data must be exportable in CSV or Excel format with complete historical details for further audit analysis.

User Access Integrity

Given that historical financial data is sensitive, when an unauthorized access attempt is made, then the system should deny access to the reconciliation reports and log the attempt for security auditing.

Performance Efficiency

Given a large volume of historical data, when a report generation is requested, then the system must generate the report within 30 seconds to ensure efficiency in audit processes.

Secure Vault

Provides robust security measures—including encryption and compliance checks—for all transaction data within the system. By safeguarding financial information, this feature instills confidence among users while ensuring secure handling and storage of sensitive payment details.

Requirements

End-to-End Data Encryption

"As a digital marketer, I want all my transactional data to be encrypted so that my sensitive payment details remain secure."

Description

Implement a robust, industry-standard encryption protocol for all transaction data within Tapfluence’s Secure Vault. This ensures that sensitive payment details are protected both in transit and at rest, reducing the risk of unauthorized access and safeguarding user financial information.

Acceptance Criteria

Encrypted Data Transmission

Given transaction data is in transit, when the encryption protocol is applied, then the data must be fully encrypted using industry-standard algorithms.

Encrypted Data Storage

Given transaction data stored in the Secure Vault, when encryption is enabled, then the data must be encrypted at rest and not accessible to unauthorized users.

Compliance Validation

Given the encryption implementation, when a compliance audit is conducted, then the encryption methods must meet all applicable industry and regulatory standards.

Performance Verification

Given the encryption process is active, when processing transactions, then system performance must not degrade beyond acceptable thresholds.

Regulatory Compliance Verification

"As an administrator, I want the system to automatically verify regulatory compliance so that we can maintain trust and avoid legal risks."

Description

Integrate regular compliance checks and automatic updates to meet industry-standard security regulations (e.g., PCI-DSS, GDPR) within the Secure Vault. This ensures continued adherence to legal and security standards, providing a secure environment for transaction data.

Acceptance Criteria

Real-Time Compliance Monitoring

Given the Secure Vault is active, When a compliance regulation update is issued, Then the system shall automatically verify and update its compliance status without manual intervention.

Periodic Compliance Scans

Given the system configuration, When a scheduled compliance scan is initiated, Then the system shall perform a full compliance check against PCI-DSS and GDPR standards and return a pass/fail outcome.

Alert Generation for Non-compliance Events

Given a non-compliance event detected during automatic checks, When the event occurs, Then the system shall generate an alert and log the details for review by system administrators.

Historical Compliance Reporting Retrieval

Given a user request for compliance audits, When accessing the compliance records, Then the system shall display detailed historical compliance logs for the past 12 months.

Role-Based Access Control

"As a system administrator, I want to control and audit access to the Secure Vault so that only authorized personnel can handle sensitive financial data."

Description

Implement a robust role-based access control mechanism that restricts Secure Vault access only to authorized users. This requirement should include comprehensive authentication protocols, user management, and detailed audit logs to track all access and modifications.

Acceptance Criteria

User Authentication and Authorization Check

Given a user with valid credentials and assigned role, when the user requests access to Secure Vault, then the system validates the credentials and permits access only if the role is authorized.

Access Modification Logging

Given a modification event initiated by an authorized user, when changes are made to Secure Vault data, then the system creates an audit log entry with user ID, timestamp, resource modified, and description of action.

Unauthorized Access Attempt Handling

Given an access attempt by an unauthorized user, when the system detects the access request, then the system denies access, triggers a security alert, and logs the incident in the audit trail.

User Role Management Interface

Given an administrator modifying user roles via the management interface, when changes are submitted, then the system updates permissions immediately and records the modifications in the audit logs.

Automated Backup and Recovery

"As a digital marketer, I want a reliable backup and recovery process so that I can quickly restore access to my data in case of unforeseen issues."

Description

Develop an automated backup system with secure, encrypted backups for all transaction data stored within the Secure Vault. This system should support quick recovery in case of data loss or breach, ensuring minimal disruption to service operations.

Acceptance Criteria

Automated Scheduled Backup

Given that backups are scheduled, when the system triggers the backup process during off-peak hours, then it must create a secure, encrypted backup of all transaction data within the Secure Vault.

Real-time Backup Integrity Validation

Given the completion of a backup process, when the backup is finished, then the system must automatically verify data integrity using checksum validation and log the results.

Rapid Data Recovery Testing

Given a simulated data loss event, when a backup recovery is initiated, then the system should restore the most recent encrypted backup within the defined SLA time limit with complete data integrity.

Compliance Audit Logging

Given any backup or recovery operation, when the operation is executed, then the system must generate and store audit logs detailing the timestamp, backup location, and verification status to meet compliance requirements.

Secure API Integration

"As a developer, I want secure and seamless API integrations so that financial transactions are executed safely and efficiently."

Description

Establish secure API communication channels between the Secure Vault and external payment gateways to ensure that all data exchanges adhere to stringent security protocols. This integration will facilitate seamless transactions while protecting sensitive payment information from breaches.

Acceptance Criteria

Initial Secure Connection Setup

Given a payment gateway request, when the Secure Vault initiates API communication, then the connection must be established using TLS 1.2 or higher with mutually authenticated certificates.

Data Transmission Encryption

Given a data transmission event between the Secure Vault and an external payment gateway, when the API is invoked, then all transmitted sensitive data must be encrypted using AES-256 encryption.

Compliance Check

Given an API call for a transaction, when data is sent or received, then the system must perform a compliance validation against PCI-DSS standards and log the process for audit purposes.

Error Handling and Breach Prevention

Given an unexpected API error or detection of anomalous behavior, when a potential breach is identified, then the system must automatically terminate the connection and trigger an alert to the designated security team.

Product Details

Vision & Mission

Problem & Solution

Details & Audience

User Personas

Creative Carrie

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Analytical Andy

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Operative Olivia

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Product Features

Real-Time Monitor

Requirements

Live Data Feed

Description

Acceptance Criteria

Instant Alerts

Description

Acceptance Criteria

Customizable Dashboard

Description

Acceptance Criteria

Deadline Alerts

Requirements

Real-Time Deadline Notification

Description

Acceptance Criteria

Custom Alert Configuration

Description

Acceptance Criteria

Multi-Channel Notification Delivery

Description

Acceptance Criteria

Time Zone Aware Alerts

Description

Acceptance Criteria

Alert History and Audit Trail

Description

Acceptance Criteria

Contract Hub

Requirements

Contract Upload & Repository

Description

Acceptance Criteria

Advanced Search with Tagging

Description

Acceptance Criteria

Document Editing and Version Control

Description

Acceptance Criteria

Secure Sharing and Access Permissions

Description

Acceptance Criteria

Notification and Expiry Management

Description

Acceptance Criteria

Payment Tracker

Requirements

Comprehensive Transaction Dashboard

Description

Acceptance Criteria

Real-time Payment Status Updates

Description