Secure, On-Demand Export of Campaign and Reward Data

Quick Overview

Portfolio managers can now export eligible user bases and winner files of executed campaigns directly from the Smart Benefits dashboard. Files are delivered securely via email or configured SFTP — with no direct dashboard downloads for PII protection.

What Does It Solve

Bank teams often need the exact eligible basewinners list for offer campaigns for reporting, reconciliation, audits, and campaign ops. Previously, this required engineering dependency or scheduled reports. Now, exports are available instantly and on demand.

What You’ll Love

• Instant eligibility and outcome exports
• No engineering or cron-based report dependency
• Secure, compliance-first data handling

Use Cases

• Campaign Ops: Eligibility validation and winner tracking
• Finance / Reconciliation: Export winners and posted outcomes for reward payout verification
• Campaign Analytics: Campaign success – Eligibility vs winner tracking

Key Features

• Key files: User Base and Winner File
• Two export methods: Secure delivery via registered email or SFTP
• No direct downloads for sensitive data
• Accessible from both offer listing and offer detail views
• Smart export validations based on offer status
• Configurable file formats and SFTP paths