Bank Approval Tool for Third-Party Content

Overview

The Bank Approval Tool is an automated platform that streamlines campaign review workflows for financial institutions. Integrated with the Cardlytics Publisher Platform, it enables banks to:

Review and approve upcoming campaigns before customer deployment
Maintain comprehensive audit trails for compliance
Enforce brand and regulatory requirements
Process all offer content through a centralized approval gateway

Access Methods

Users can access the tool via:

Email and password authentication
Single Sign-On (SSO)

Cardlytics provides setup instructions and credentials via email for both authentication methods.

Third-Party Merchant Management

Approval Structure

Third-party merchants are segmented by individual provider, allowing banks to approve or reject specific merchants rather than entire content provider networks.

Bulk Approval Options

Banks can process merchants in bulk using two methods:

Page-level approval: Approve all merchants on the current page (up to 100 entries)
Global approval: Approve all merchants across all pages under the "For Review" filter

Note: Bulk approval buttons are only visible when the "For Review" filter is active. Maximum page size is 100 entries.

Third-Party Campaign Management

Filtering System

Campaigns are organized using three filter categories:

All: Displays all campaigns awaiting approval
New: Shows campaigns never previously reviewed
Previously Approved: Shows campaigns with matching advertiser account, logo image, and hero image that received prior approval

Bulk Approval Workflow

Users can approve campaigns using:

Page-level approval: Approve all campaigns on the current page (respects active filters)
Global approval: Approve all campaigns across all pages with applied filters

Individual Campaign Control

Users retain granular control to reject individual campaigns using the minus icon, even during bulk operations.

Performance Improvements

Page size increased from 10 to 100 entries for enhanced efficiency
Streamlined scrolling interface for rapid campaign review