{"text_format":"2","workbook":"xlsx","n_sheets":8,"sheets":["客群管理","活动管理","渠道管理 ","营销活动管理","权益管理 ","内容管理","用户管理","活动进度查询"],"not_rendered":{"charts":0,"images":14,"macros":0,"external_links":0,"defined_names":0,"comments":9,"pivot_tables":0},"unopened":[],"bounds":{"document_bytes":16777216,"sheet_cells":100000,"run_cost":"one","rows_first":2000,"rows_last":500,"rows_between":2000,"halvings":0,"cell_chars":16384,"cell_head_chars":4096},"cells_cut":0,"cells_raw":0,"read":"whole","date_system":"1900"}

{"sheet":"客群管理","index":0,"n_rows":38,"n_cols":12,"rows_kept":38,"cut":false,"hidden":false,"merged":[]}
[]
[null,"新建客群","需要有地方能关联报名名单，报名名单传给银行，需报名的活动报名后银行才算达标。"]
[null,"客群名称"]
[null,"选择标签","标签编号1，标签编号2,…",{"$nulls":6},"可以选择多个标签组合，标签组合按照标签配置"]
[]
[]
[]
[null,"排序","升序/降序","用于接口中传输？行内根据接口返回？"]
[null,"Sizing",null,"用于接口中传输？行内根据接口返回？",{"$nulls":5},"设置最大圈选多少个数据"]
[]
[null,"白名单/黑名单",{"$nulls":7},"黑/白名单通过CUPD系统上传，圈客后的名单需要和黑/白名单需要做交际或排除"]
[]
[{"$nulls":5},"提交"]
[null,"人群预览"]
[null,"客群名称","客户号","标签组合",{"$nulls":5},"人群名单需要显示客户号。圈选人员在确认前务必做好sample check（系统外流程），人群圈选结果不需要再审核"]
[null,null,null,"标签组合具体是啥？新建客群时配置的标签？"]
[]
[]
[{"$nulls":5},"确定"]
[]
[null,"客群列表"]
[null,"客群编号","客群名称","客群描述","创建人","最后一次更新时间","操作",null,null,"仅创建客群的人可以编辑人群，其他人都只能查看"]
[{"$nulls":6},"编辑/查看","编辑和查看具体要编辑和查看哪些内容，是包含新建客群中的所有内容么？"]
[{"$nulls":7},"正常来讲人群预览无法实时，最多准实时，可以查看里查看客群和人群预览做在一起"]
[]
[]
[]
[]
[]
[{"$nulls":10},"配置举例"]
[{"$nulls":10},"标签编号1：汇丰卓越理财新户达标礼（例如：IHG新户达标礼）"]
[{"$nulls":10},"标签1：","是否合格卓越理财客户\n是否合格卓越理财客户"]
[{"$nulls":10},"标签2：","卓越/卓越尊尚身份持续时间\n"]
[{"$nulls":10},"标签3：","完成风险问卷"]
[]
[]
[{"$nulls":10},"操作符，有等于，大于，小于包含"]
[{"$nulls":10},"规则值，有枚举值，是否，范围值等， 具体按照标签列表而定"]

{"sheet":"活动管理","index":1,"n_rows":57,"n_cols":20,"rows_kept":57,"cut":false,"hidden":false,"merged":[[16,0,17,0],[13,0,15,0]]}
[null,"客群发生变化，已参与活动客户如何处理？即原先符合客群的客户已经报名了或已发了权益了，但又不符合客群要求了；或又变成不达标了",{"$nulls":14},"活动详情页",null,null,"权益专区Banner位"]
[null,"新建活动","是否活动配置好后就需要立刻在前端展示？"]
[null,"活动标题（对内）"]
[null,"活动名称（对客）"]
[null,"活动微信分享名字","微信小程序转发时用户看到的名字",null,null,null,"微信小程序转发（名字和图片）"]
[null,"活动描述"]
[null,"活动详情"]
[null,"活动类型","具体有啥用？与前端或者后台报表等有何关联。是否实际应该配 线上/线下？",{"$nulls":4},"目前默认的有几类活动，例如卓越理财迎新礼，卓越专享礼，层层礼，1+1活动，MGM"]
[null,"活动时间-开始时间",{"$nulls":5},"可以选择开始时间和结束时间"]
[null,"活动时间-开始结束",{"$nulls":5},"可以选择开始时间和结束时间"]
[null,"活动头图",{"$nulls":5},"活动页面最顶部的图片"]
[null,"活动微信分享图片","微信小程序转发时用户看到的图片"]
[null,"展示客群","所有人/配置人群",null,"展示客户一定可参加？",null,null,"人群可以配置多个"]
["生成物料素材，如链接和太阳码","投放渠道码/链接","具体如何使用？在链接上携带后行内如何统计？需要统计什么？","选中该活动，选取该活动对应的campaign ID,channel ID,然后生成H5，小程序太阳码"]
[null,"CampaignID","具体如何使用？在链接上携带后行内如何统计？需要统计什么？","可用关键词搜索",null,null,null,"在一个活动中，同一个参与客群会匹配多个达标条件得到不同权益（例如层层礼和Q3,Q6,Q12活动）"]
[null,"ChannelID",null,"可用关键词搜索"]
[null,"投放MobileX版位","具体如何理解？需要提供外部接口？","建议单独模块配置，选点位，选活动ID，选上线时间",null,null,null,"在mobileX tab页的版位 1-3展示"]
[null,"投放权益首页版位","首页/组合页无法银行配，需要银行配置需要增加工时。我司配置收取BAU工时。","建议单独模块配置，选点位，选活动ID，选上线时间",null,null,null,"在CUPD权益首页位置上显示，8个位置，1-3横排 4-8竖排"]
[{"$nulls":6},"活动报名补充信息表"]
[null,"是否留资","是/否"]
[null,"关联留资表","需要确认如何进行关联",{"$nulls":4},"仅留资类活动需要，需要和AO留资表关联"]
[null,"是否需要补充信息","是/否","在留资表填写后需要补充信息，例如会员号"]
[null,"补充信息表","关联内容管理中的补充信息表"]
[null,"是否需要报名","是/否","报名还有需要填写报名信息的",null,null,null,"如活动不需要报名，则不显示如下报名时间等配置信息"]
[null,"跳转链接","跳转后是什么流程？和权益第三方跳转的区别是?",{"$nulls":4},"仅无需报名类活动可以设置链接跳转（在原“报名的按钮”上），链接必须是域名在白名单里的链接，否则无法访问"]
[null,"报名开始时间",{"$nulls":5},"报名时间要晚于活动开始时间"]
[null,"报名结束时间",{"$nulls":5},"报名时间要晚于活动开始时间"]
[null,"报名客群","所有人/配置人群",{"$nulls":4},"报名客群为单个"]
[null,"报名是否互斥","是/否",{"$nulls":4},"互斥是指一旦报名了一个类型的活动之外，其他同类型的活动下，无法再报名，"]
[null,"报名人数上限",{"$nulls":5},"目前业务互斥的类型只有卓越迎新礼，未来可能会有其他需要做互斥活动。互斥按照活动类型进行逻辑计算"]
[null,"活动城市","除了展示有其他用处么，是否可不配置城市，在地点里一并配置？",{"$nulls":4},"列表选择"]
[null,"活动地点",{"$nulls":5},"用户输入"]
[null,"达标客群","配置人群",{"$nulls":4},"例如层层礼活动，人群在客群管理配置，发放计划在权益管理配置"]
[null,"是否需要权益发放","是/否",{"$nulls":4},"人群1（达标50万档次），发放计划1（发送等值500积分）"]
[null,"权益发放计划","关联发放计划ID",null,null,"             ",null,"人群2（达标100万档次），发放计划1（发送等值1000积分）",{"$nulls":6},"多个达标条件，是否有可能出现层级1未达标，但是层级2达标的情况"]
[]
[null,"活动是否要通知","是/否"]
[null,"通知模板","通知是否有需要支持的参数(支持参数可能涉及增加cost），什么时候通知。",{"$nulls":4},"活动通知给展示人群，需要在预先设置的通知模板选择"]
[null,"活动owner staff ID",{"$nulls":5},"在预先设置的通知模板选择"]
[null,"是否可以转发","控制微信新小程序是否可以转发"]
[null,"报名人数上限"]
[null,"CD staff ID","仅用于后期同步到ihub"]
[null,"SCRM activity code","仅用于后期同步到ihub"]
[null,"SCRM channel code","仅用于后期同步到ihub"]
[null,"Label（可选）","可多选,待提供interest 列表"]
[]
[{"$nulls":5},"确定并提交审核",null,"业务作为审核人审核配置（运营角色）的需求，在提交审核后弹出选择审核人列表（审核人为业务角色）。"]
[{"$nulls":7},"审核人访问活动管理后，“需要审核”的活动会活动列表内置顶，点击审核成功后活动才可以发布"]
[null,"活动列表"]
[null,"活动编号"]
[null,"活动时间"]
[null,"活动状态","有效/无效"]
[{"$nulls":5},"查询"]
[]
[null,"活动ID，活动名称，活动状态，创建人，审核人，创建时间，更新时间",null,null,null,"操作",null,"点击活动预览之后，生成活动的页面，如果活动页面配置了追踪码，页面需要带追踪码进行查看"]
[{"$nulls":5},"编辑/查看/预览/审核/发布",null,"点击活动查看，查看活动详细配置"]
[{"$nulls":7},"活动发布需要运营配置权限才能进行，活动发布后会在活动列表里直接显示，如果选择了活动投放点位，则活动会在权益首页的banner上显示"]

{"sheet":"渠道管理 ","index":2,"n_rows":35,"n_cols":3,"rows_kept":35,"cut":false,"hidden":false,"merged":[]}
["Channel ID"]
["Channel type","下拉框"]
["Channel category","下拉框"]
["Channel name","下拉框"]
["Channel subname","Free text"]
["Follow-up staff"]
[]
[]
["Sample"]
["Channel type","Channel category","Channel name"]
["Human-assisted","汇丰中国客户服务号","汇丰中国客户服务号"]
["Human-assisted","MGM","MGM - Mortgage"]
["Human-assisted","MGM","MGM - Premier"]
["Human-assisted","CCSS","CCSS SMS"]
["Human-assisted","Referral","GPB Referral"]
["Human-assisted","Referral","HK referral"]
["Human-assisted","Referral","Non WPB staff Referral"]
["Human-assisted","Referral","Pinnacle Referral"]
["Human-assisted","Referral","RBB Refferal"]
["Human-assisted","New staff","New staff"]
["Human-assisted","IBC","IBC referral staff code"]
["Human-assisted","Group Acct","HTC"]
["Human-assisted","Group Acct","NIVIDA"]
["Unassisted","汇丰中国APP","Mobile X"]
["Unassisted","汇丰中国官网","PWS site"]
["Unassisted","汇丰中国小程序","汇丰中国小程序"]
["Unassisted","汇丰中国订阅号","汇丰中国订阅号"]
["Unassisted","汇丰中国订阅号","汇丰中国订阅号推文"]
["Unassisted","汇丰中国订阅号","推文尾部入口"]
["Unassisted","Chatbot","Chatbot"]
["Unassisted","SMS","SMS"]
["Unassisted","Paid Media","汇丰中国订阅号推文"]
["Unassisted","Paid Media","others"]
["Unassisted","Others","others"]
["Unassisted","Others","River APP"]

{"sheet":"营销活动管理","index":3,"n_rows":4,"n_cols":1,"rows_kept":4,"cut":false,"hidden":false,"merged":[]}
["Campaignorance ID"]
["Campaign name"]
["Campaign owner"]
["Follow-up staff（可选）"]

{"sheet":"权益管理 ","index":4,"n_rows":81,"n_cols":22,"rows_kept":81,"cut":false,"hidden":false,"merged":[[18,2,20,5]]}
[{"$nulls":15},"权益 - 跳转第三方领取",null,null,"权益 - 卡券",null,null,"权益首页位置"]
[null,"新建权益","发放计划关联权益，权益关联卡券或者关联第三方权益页面跳转"]
[null,"权益配置"]
[null,"权益名称（对客）"]
[null,"权益标题（对外）"]
[null,"分享图片"]
[null,"分享名称"]
[null,"权益介绍"]
[null,"权益有效期-开始时间","权益在架显示时间",{"$nulls":4},"可以选择开始时间和结束时间"]
[null,"权益有效期-结束时间","权益在架显示时间",{"$nulls":4},"可以选择开始时间和结束时间"]
[null,"领取开始时间","用户可领取的时间",{"$nulls":4},"报名时间要晚于活动开始时间"]
[null,"领取结束时间","用户可领取的时间",{"$nulls":4},"报名时间要晚于活动开始时间"]
[null,"领取人数","领取人数"]
[null,"有效期","与前端展示一致？前端可领取的有效期？"]
[null,"使用方法"]
[null,"使用说明"]
[null,"领取客群","配置客群"]
[null,"展示客群","可见客群？",{"$nulls":4},"客群可以选择多个"]
[null,"显示位置","首页icon无法银行配，需要银行配置需要增加工时。我司配置收取BAU工时。",{"$nulls":4},"在权益中心首页“权益”模块中的位置（不同人群的icon的数量不同，最大为一排4个，2行，如果权益没有配满，比如只配置了3个，则只显示1行）"]
[null,"权益icon图片"]
[null,"权益icon名称",{"$nulls":5},"链接跳转到外部权益领取平台，链接必须是行内白名单里的链接，否则无法访问"]
[null,"页面头部图片"]
[null,"权益类型","卡券/三方跳转",{"$nulls":4},"外部权益仅介绍权益信息，权益不会在平台里进行发放"]
[]
[null,"如果权益类型选择为三方跳转",{"$nulls":5},"卡券为领取后显示，券码需要运营配置"]
[null,"链接","第三方，无需领取"]
[{"$nulls":5},"提交"]
[]
[null,"如果权益类型选择为卡券"]
[null,"卡券类型",{"$nulls":5},"目前行内卡券有2种类型，有卡密，卡号或者只有卡密。前端页面将做不同展示"]
[null,"面值"]
[null,"上传券码"]
[null,"总数量",{"$nulls":5},"上传完之后读取卡券总数"]
[{"$nulls":5},"提交"]
[]
[null,"权益列表"]
[null,"权益名称"]
[null,"权益类型"]
[{"$nulls":5},"查询"]
[]
[null,"权益id，权益名称，权益类型，面值，总数量，剩余数量，使用数量，卡券的领取，使用状态",{"$nulls":4},"操作"]
[{"$nulls":6},"编辑/查看"]
[]
[]
[]
[]
[null,"权益发放计划"]
[null,"发放计划名称"]
[null,"发放时间","是否有有效期？即超过时间不再能领取"]
[null,"发放类型","手工/自动","对于系统和客户的感知区别是啥？"]
[null,"对应活动","用途？"]
[null,"发放客群",{"$nulls":5},"如果为手动发奖，则在客群配置里单独上传白名单，不要做圈客设置"]
[null,"礼品类型","除了用于关联商品，是否有其他实际用处？"]
[null,"礼品ID"]
[null,"总礼品数量"]
[null,"单人奖励数量"]
[null,"每日发放上限","当前系统的常规流程是用户达标会发放一个权益点数，客户使用权益点数进行兑换权益。可限制商品每日兑换数量，是否可满足？"]
[null,"会计科目","用途是啥？系统目前没有会计科目",{"$nulls":4},"目前CUPD的科目是怎样的，怎样合并到科目里？"]
[null,"是否需要通知","是/否",{"$nulls":4},"奖品发放完毕是否需要通知客户已经发放完成"]
[null,"通知模板",{"$nulls":5},"在预先设置的通知模板选择"]
[null,"库存预警-每小时发送量"]
[null,"库存剩余预警","不足XXXX剔除预警"]
[null,"发送手机号"]
[{"$nulls":5},"确定并提交审核"]
[]
[null,"发放列表"]
[null,"发放计划编号"]
[null,"发放计划名称"]
[null,"发放时间"]
[null,"发放状态"]
[{"$nulls":5},"查询"]
[]
[null,"发放计划编号","发放计划名称","发放时间","发放状态","创建人","操作"]
[{"$nulls":6},"编辑/查看"]
[]
[]
[]
[]
[]
[null,"领取时间，领取人，权益名称，数量，核销状态，核销时间",{"$nulls":6},"查询权益/卡券的使用情况"]
[{"$nulls":6},"编辑/查看"]

{"sheet":"内容管理","index":5,"n_rows":56,"n_cols":14,"rows_kept":56,"cut":false,"hidden":false,"merged":[[27,5,29,8]]}
[]
[null,"补充信息表","是否混淆了两个概念：留资和报名要填写的信息 ",null,null,null,"新建活动通知模板","可能会直接放在活动管理里"]
[null,"表单名称","活动报名收集IHG会员号",null,null,null,"名称"]
[null,"标题","报名需要您提供IHG会员号",null,null,null,"类型","SMS",{"$nulls":5},"目前只有SMS模板"]
[null,"收集字段名称1","会员号",null,null,null,"内容"]
[null,"收集字段名称2","N/A",{"$nulls":6},"提交"]
[null,null,null,"提交"]
[{"$nulls":6},"通知模板列表"]
[{"$nulls":6},"模板名称"]
[null,"补充信息表列表",{"$nulls":5},"查询"]
[null,"表单名称"]
[null,null,"查询",null,null,null,"模板编号","模板名称","类型","内容","创建人","操作"]
[{"$nulls":11},"编辑/查看"]
[null,"表单名称","创建人","操作"]
[null,null,null,"编辑/查看"]
{"$rows_empty":9}
[null,"组装页"]
[null,"活动/权益名称",null,null,null,"组装页为单个或多个活动配置多个权益的业务需求服务，同时需要生成URL，太阳码为活动分享",{"$nulls":7},"组装页例子"]
[null,"活动/权益描述"]
[null,"活动/权益图片",null,null,null,"组装页面无法银行配，需要银行配置需要增加开发工时。我司配置收取BAU工时。"]
[null,"权益icon图片"]
[null,"权益icon名称"]
[null,"选择活动","活动1","-"]
[null,null,"活动2","-",null,"显示活动名称，活动头图，活动介绍"]
[null,null,null,"+"]
[{"$nulls":5},"点击加号添加新的活动，最大不超过5个"]
[null,"选择权益","权益1","-"]
[null,null,"权益2","-",null,"显示权益名称，权益介绍，权益链接"]
[null,null,null,"+"]
[null,"显示位置（排序）",null,null,null,"点击加号添加新的权益，最大不超过5个"]
[null,"投放渠道码",null,null,null,"显示在权益的icon上，做绑定"]
[]
[null,null,null,"预览/保存/发布",null,"选择的活动/权益也会根据人群过滤"]
[]
[null,"组装页名称","创建人","操作"]
[null,null,null,"编辑/查看"]
[]
[]
[]
[]
[null,"模块1","图片","自适应"]
[null,"模块2","文字","文本框"]
[null,"模块3","活动列表","通过输入活动ID来选择活动/权益，且返现名称用于确认"]
[null,"模块4","权益列表","通过输入活动ID来选择活动/权益，且返现名称用于确认"]
[null,"是否可分享"]
[null,"专题页标题"]
[null,"分享标题"]
[null,"分享图片"]

{"sheet":"用户管理","index":6,"n_rows":17,"n_cols":9,"rows_kept":17,"cut":false,"hidden":false,"merged":[]}
[]
[null,"新建用户"]
[null,"用户描述"]
[null,"用户详情"]
[null,"用户类型"]
[null,"关联角色"]
[{"$nulls":5},"提交"]
[]
[null,"新建角色",{"$nulls":6},"角色为运营，业务，超级管理员"]
[null,"角色描述",{"$nulls":6},"超级管理员系统所有模块都有权限"]
[null,"角色详情",{"$nulls":6},"运营除了没有用户管理权限之外其他都有"]
[null,"关联模块",{"$nulls":6},"业务只有查看活动管理权限和权益管理权限"]
[{"$nulls":5},"提交"]
[{"$nulls":8},"权限由银行管理员管理，当前管理员账号在信用卡部门kevin管理"]
[null,"用户列表"]
[null,"用户ID","用户名称","用户状态","用户角色","创建人","操作"]
[{"$nulls":6},"编辑/查看"]

{"sheet":"活动进度查询","index":7,"n_rows":132,"n_cols":16,"rows_kept":132,"cut":false,"hidden":false,"merged":[]}
{"$rows_empty":103}
[null,"以下均为customer id维度的新增数据查询需求"]
[]
[null,"信用卡积分查询"]
[null,"客户号","积分科目","积分变动额","积分总额","清算时间","明细"]
[{"$nulls":6},"交易描述"]
[null,"积分商城订单"]
[null,"订单号","客户号","商品名","数量","订单类型","订单状态","支付状态","订单来源","支付积分总额","支付现金总额","支付银行积分","支付信用卡积分","下单时间","支付时间","航司会员号"]
["Y为新增字段需求",null,"Y","Y",null,"Y",null,null,"Y",null,null,null,"Y",null,null,"Y"]
[{"$nulls":5},"航空里程兑换",null,null,"手机银行"]
[null," ",null,null,null,"实体礼品订单",null,null,"微信服务号"]
[null,null,null," ",null,"虚拟礼品订单"]
[]
[null,"客户权益发放报表及查询",null,null,"用户没有登录过就发放了或者多个渠道都登录过，发放本身和渠道没关系，客户没有做操作；怎么区分来源"]
[null,"发放时间","权益名称","权益编号","客户来源渠道","Customer ID","客户账户类型(Premier/Elite/PB等)"]
[{"$nulls":4},"手机银行/微信服务号"]
[null,"客户活动报名报表及查询"]
[null,"报名时间","活动名称","活动编号","客户来源渠道","Customer ID","客户账户类型(Premier/Elite/PB等)"]
[{"$nulls":4},"手机银行/微信服务号"]
[null,"客户达标情况查询",null,"数据哪里来","数据哪里来","月份是取当前月份么"]
[null,"客户号","现MSC","升级MSC的entry date","是否首次升级","月份","已达标层级","规则/活动"]
[]
[null,"立减金发放明细",null,"立减金类型是啥？",null,"发放事由取什么？",null,"立减金商户对接无法包含在原有权益项目中，对接工时费用6万；并且商户新增会涉及每月维护费用增加"]
[null,"客户号","立减金类型","发放日期","发放金额","发放事由","使用有效期","是否领取","领取时间","是否使用","使用时间"]
[]
[null,"信用卡权益领取及使用",null,"立减金和权益计划放在一张报表里"]
[null,"客户号","卡号","客户等级","权益领取明细","商品编号、商品名称、商品数量"]
[]
[null,"信用卡权益投入/产出比分析",null,null,"无法包含在该权益项目中，每个字段需要确认口径；对接工时费用需根据具体口径评估"]
[null,"客户号","客户等级","QHP flag","revenue贡献","spending","spending-线上","spending-线下","境外spending","境外spending-线上","境外spending-线下","使用权益类别","使用权益数量","权益成本"]