Overview

Background

Content providers such as CSA, PCI, and GRI need a ….

Objective

Provide additional context and explain how this product fits into UC’s strategic goals and initiatives and why we are building it.

Personas

Link to UC’s personas for the user, buyer, influencer.

Success Metrics

List project goals and the metrics we’ll use to judge success

Goal	Metric
Recommended AD list provided to UC 4.0 end-users based on account industry information.	Percentage of users who view recommended ADs list.
Recommended AD list provided to UC 4.0 end-users based on account affiliation information.	Percentage of users who view recommended ADs list.
Recommended AD list provided to UC 4.0 end-users based on account state-agency information.	Percentage of users who view recommended ADs list.

Current Challenges / Limitations

Describe the challenges that users face using the current product, alternative solutions, or performing tasks manually.

Benefits

Highlight the main benefits the customer/user will gain by this product

Subscription / Pricing / Billing Impacts

Describe any financial impact this product will introduce (if any)

Beta and Early Access

Describe if beta customers and/or early access is essential for success. If betas are required, there could be a substantial recruitment process required which needs to be anticipated and planned for.

Risks and Assumptions

List any risk or assumptions you have about the users, technical constraints, business goals …

Milestones and Phases

List the project milestones along with how that milestone can be successfully measured.

Number	Description	Success Measurement
1	Create report of recommended ADs based on account industry information.	Generate report of recommended ADs based on account industry information.
2	Create report of recommended ADs based on account affiliation information.	Generate report of recommended ADs based on account affiliation information.
3	Create report of recommended ADs based on account state-agency information.	Generate report of recommended ADs based on account state-agency information.
4	Deliver industry-based recommended AD list to end-users.	Percentage of users who view recommended AD list.
5	Deliver assoication-based recommended AD list to end-users.	Percentage of users who view recommended AD list.
6	Deliver state-agency-based recommended AD list to end-users.	Percentage of users who view recommended AD list.

Product Requirements

Describe the product requirements that will fulfill the underserved need(s) starting off with the use cases, then specific functionality

Use Cases

Happy Day Scenarios

This is the “happy path” that includes the beginning to end steps the customer/user takes to be successful.

Rainy Day Scenarios

Here is where you describe what to do when things go wrong (e.g., user closes the browser, API doesn’t return results …)

Requirements

Internal Reporting

Power BI available reports for internal usage.

Note that updates are required in core to track the owner (called out on the Federated Data License PRD https://unifiedcompliance.atlassian.net/l/cp/4Wb1QpYn ) the Power BI data model to report and filter on Owner/Contributor and dependent upon data owner being tracked.

Requirement	Description	Status	Comments
Following reports all pertain to shared lists which infers the organization is using the UCF APIs.
Authority Document usage per organization.	List of companies and ADs they have placed in at least one shared list.	Done	Updates to core and BI model needed to filter by Contributor.
Authority Document count per organization.	List of companies with a Cumulative count of ADs across all their shared lists.	Done	Updates to core and BI model needed to filter by Contributor.
Authority Document distinct / unique count per organization.	List of companies with a Distinct count of ADs across all their shared lists.	Done	Updates to core and BI model needed to filter by Contributor.
Authority Document usage per Industry.	Count of Authority Documents used in at least one shared list by Industry.	Done	Updates to core and BI model needed to filter by Contributor.
Authority Document revenue tracking.		Done	Updates to core and BI model needed to filter by Contributor.
Authority document per country.	Count of Authority Documents used in at least one shared list by Country.	Done	Updates to core and BI model needed to filter by Contributor.
Authority Document usage by Job Title and Job Function.	Count of Authority Documents used in at least one shared list by Job Title and Job Function.	Done	Updates to core and BI model needed to filter by Contributor.
Authority Document usage by user.	Count of Authority Documents used in at least one shared list by user.	Done	Updates to core and BI model needed to filter by Contributor.
Ability to filter all reports by data owner.	In order to periodically distribute reports to data owners, need to update the data model and reporting to filter by data owner.	New
Following reports all pertain builds.
Build usage per organization.	List of companies and ADs they have placed in at least one build.
Build usage by industry.	Count of Authority Documents used in at least one build by Industry.
Build usage by annual revenue.
Build usage by country.	Count of Authority Documents used in at least one build by Country.
Build usage by user.	Count of Authority Documents used in at least one build by user.
Compare build usage by organization.	List of companies and Compare Builds they have created.

In-product Reporting

Reporting functionality built into the UC 4.0 Platform.

Requirement	Description	Comments

Ability for content creators to view and run reports from a content reporting page.		Reports below all pertain to the contributor’s point of view.
All reports accessible through UI.
All reports accessible via the API.
Authority Document usage per organization.	List of companies and ADs (owned by the contributor) they have placed in at least one shared list.	Can we share actual company name due to GRC concerns?
Authority Document count per organization.	List of companies with a Cumulative count of ADs (owned by the contributor) across all their shared lists own
Authority Document distinct / unique count per organization.	List of companies with a Distinct count of ADs (owned by the contributor) across all their shared lists.
Authority Document usage per Industry.	Count of Authority Documents (owned by the contributor) used in at least one shared list by Industry.
Authority Document revenue tracking.
Authority document per country.	Count of Authority Documents (owned by the contributor) used in at least one shared list by Country.
Authority Document usage by Job Title and Job Function.	Count of Authority Documents (owned by the contributor) used in at least one shared list by Job Title and Job Function.
Authority Document usage by user.	Count of Authority Documents (owned by the contributor) used in at least one shared list by user.	Probably can’t distribute due to privacy policy.
UC 4.0 Required Reports following similar requirements used for the Power BI reports. Following reports all pertain to buillds.
Build usage per organization.	List of companies and ADs they have placed in at least one build.
Build usage by industry.	Count of Authority Documents used in at least one build by Industry.
Build usage by annual revenue.
Build usage by country.	Count of Authority Documents used in at least one build by Country.
Build usage by user.	Count of Authority Documents used in at least one build by user.
Compare build usage by organization.	List of companies and Compare Builds they have created.

Open Questions

List any open questions that come to mind throughout the lifecycle of this project

Question	Answer	Date Answered

Out of Scope / Future Functionality

List the known features that are out of scope for this project or might be revisited at a later time.

As is case with the assumptions, it is important to list these out so that architects and engineers can plan accordingly for these later updates.

Impacted Product Components

If this project is a component to other areas or an update to an existing product, specifically call out where this product will interact with other areas.

User Interaction and Design

Below is quick sketch of what a report dashboard might look like for a content contributor’s perspective.

The mockup is to show what is meant by a report as opposed to the proposed ADs after self-identification which is used accelerate the time-to-value of the AD selection process.

Process Flow Diagrams

Links to user journeys, process flow, or other diagrams related to the requirements.

Guides

If there are UI components to this requirement, list the main areas where interactive user guides would be needed.

Additional References

List and link to any other reference sites, documents … that might be important to the reader.

PRD - AD Reporting - Phase 2