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LMS Sync & Call Logic

iClear

iClear

The iClear feature allows you to set and configure lead processing and filtering rules to prevent fraudulent activity.

You can enable the services on the Product level or set rules for specific channels to filter out leads that do not meet set requirements. Advanced rules can be used in conjunction with Global Rules to further optimize lead filter parameters.

To access the configuration, go to the Fraud and Anomaly > iClear section and select a Product from the drop-down list.

Once you select the Product, you’ll be automatically redirected to the Lead Processing Rules (iClear) sub-tab. You may also navigate here by selecting the System Management > Products section on the left-hand menu and clicking on the “Settings” button for the corresponding product (Lead Processing Rules (iClear) sub-tab).

Global Rules

The Global Rules section allows you to enable/configure available third-party services and decide what percentage of incoming leads to apply the selected global rule. You will also be able to set a cap on the number of leads processed per global rule to manage associated costs. When setting up Global Rules, you must select the Execution Type (Synchronous, Asynchronous, On-Demand).

The Synchronous Run services are executed concurrently with lead processing and can impact the flow.

The Asynchronous Run services do not impact the lead processing flow. Instead, they help evaluate lead quality after processing has taken place for analysis purposes. The lead will go through regular processing, but depending on the result of the lookup status, it may be included in the DNPL. Please note that this can only happen if the DNPL has been set up. You can learn more about Present and Do Not Present Lists by referring to this article.

The On-Demand Run enables leads filtration when the “% of lead to lookup” is set as 0 (null)

All three lists contain the following information:

Status: The rule status (Active/Paused).
Subscription Status: The subscription status of a third-party service (Enabled, Disabled).

Service: The name of a third-party service.
Cost: The cost of the service per lookup.
Actions: Configure the service using the provided tools.
- Click the “Pause” button to change the service status to Paused.
- Click the “Activate” button to change the service status to Active.
- Use the arrow buttons to set service priority in the lead processing flow. The arrangement determines the order in which services are executed. If one of the services rejects a lead, then the lead will not be processed further down. Once the order of services has been configured, click the “Save Order” button to confirm changes.
- Click the “Settings” button to configure the service.
- Click the “Delete” button to remove the rule from the list and disable the service.

To add additional services to the Global Rules, click the “Add Service” button. Once you have selected the preferred service from the drop-down list, fill in the configuration-specific fields and click the “Add” button.

Advanced Rules

The Advanced Rules section allows you to create a set of conditions and actions to filter leads further and specify how they are processed. Using the Advanced Rules, you can target leads per Publisher, Publisher Channels, and Publisher Sources. The list of actions includes the option to stop processing a lead, run additional third-party service verification, or route a lead to a different ping tree.

The list of rules contains the following information:

ID: The unique identification number of the rule.
Rule Name: The name of the rule.

Publisher: The Publisher the rule applies to.
Channel: The Publisher Channel the rule applies to.
Source: The Publisher Source the rule applies to.
Status: The rule status (Active/Paused).
Actions: Configure the advanced rule using the provided tools.
- Click the “Pause” button to change the rule status to Paused.
- Click the “Activate” button to change the rule status to Active.
- Use the arrow buttons to set rule priority in the lead processing flow. The arrangement determines the order in which rules are executed. If one of the rules rejects a lead, then the lead will not be processed further down. Once the order has been configured, click the “Save Order” button to confirm changes.
- Click the “Edit” button to configure rule parameters.
- Click the “Delete” button to remove the rule from the list.

To sort the list of rules into groups by categories, click the “Add Category” button. Enter the name of the category in the pop-up window and click the “Save” button.

To set rule priority and move the rules across the categories, use the arrow buttons in the “Actions” column. The arrangement determines the order in which rules are executed. Once the order has been configured, click the “Save Order” button to confirm the changes.

Create a Rule

To set a new rule, click the “Create Rule” button and fill in the following fields:

Rule Name: Enter the name of a new rule.
Publisher: Select the Publisher you want to set this rule for. Leave blank to apply for all the Publishers.
Publisher Channel: Select the Publisher Channel you want to set this rule for. Leave blank to apply for all the Publisher Channels.
Publisher Source: Select the Publisher Source you want to set this rule for. Leave blank to apply for all the Publisher Sources.

Click the “Add” button to confirm.

Once a new rule is added, you can click “Configure” on the pop-up window to define rule parameters or click “Refresh” to see the updated list of Advanced Rules. The rule parameters can also be configured by clicking the “Edit” button in the Actions column and filling in the relevant fields in the General, Conditions, and Action tabs.

General tab

The General tab allows you to reconfigure the general information of the rule as well as change its status:

Rule Name: Update the rule name.
Publisher: Select the Publisher you want to set this rule for. Leave blank to apply for all the Publishers.
Publisher Channel: Select the Publisher Channel you want to set this rule for. Leave blank to apply for all the Publisher Channels.
Publisher Source: Select the Publisher Source you want to set this rule for. Leave blank to apply for all the Publisher Sources.
Status: Select the preferred status for the rule (Active/Paused).

Click the “+ Advanced Settings” button to expand the set of additional configurations.

The “Advanced settings” block allows you to include and exclude specific Publishers, Channels, and Sources for the created rule. Fill in the system ID numbers into the following fields using commas if needed:

Publisher IDs, comma separated
Exclude Publisher IDs, comma separated
Channel IDs, coma separated
Exclude Channel IDs, comma separated
Source IDs, comma separated
Exclude Source IDs, comma separated

The “Additional caps” block allows you to set the maximum number of times the selected service can be processed within the rule.

To enable the daily limit, switch on the “Daily Caps” button and fill in the limit number in the “Daily Limit” field.
To enable the monthly limit, switch on the “Monthly Caps” button and fill in the limit number in the “Monthly Limit” field.

Click the “Save” button to confirm the changes.

Conditions tab

The Conditions tab allows you to add a single condition or multiple conditions that must be met for this rule to trigger the action (set on the Action tab).

To add a new condition for the rule, click the “Add Condition” button and fill in the following fields:

Category: Select the preferable category according to your needs (Lead Body/ Lead Parameters/Third Party Services).
Parameter: Select one of the available parameters.
Condition: Select one of the available conditions to apply.

Value: Fill in the corresponding value.
Show available placeholders: You can use the list of preset placeholders from the General and Lead Fields blocks. Tap the “+” icon to open the list and click on the placeholder to copy it to the clipboard.

Click the “Add” button to confirm.

Logical Operator

When adding multiple conditions, the Logical Operator will appear above the list of conditions allowing you to toggle between options AND and OR.

To set the Logical Operator for the list of conditions, click on the gear icon. Select the preferred option from the list:

Selecting the AND logical operator will require that all conditions in the list are met to trigger the Action.
Selecting the OR logical operator will require that at least one condition is met from the list to trigger the Action.

Click the “Save” button to confirm.

Once the list of conditions is created, the following columns will be displayed:

Category: The conditions category.
Parameter: The name of the selected parameter.
Condition: The required condition to trigger the action.
Value: The value that should meet the set condition.
Actions: Configure the condition using the provided tools.
- Click the “Edit” button to configure the condition.
- Click the “Delete” button to remove the condition from the list.

Action tab

After completing the Conditions tab setup, proceed to the Action tab, where you can set how leads are processed.

To add a new action to the list, click the “Add Action” button. Select the preferred Action from the drop-down list, followed by any additional required fields.

You can use the list of preset placeholders from the “Show available placeholders” block. Tap the “+” icon to open the list of the General and/or Lead Fields blocks and click on the placeholder to copy it to the clipboard.

Click the “Add” button to confirm.

After the Action has been set, it will appear on the Actions list and will contain the following information:

Action: The name of the selected action.
Configuration: The detailed configuration of the selected action.
Status: The status of the action (Active/Paused).
Actions: Configure the action using the provided tools.
- Click the “Pause” button to change the action status to Paused.
- Click the “Activate” button to change the action status to Active.
- Click the “Edit” button to configure the action.
- Click the “Delete” button to remove the action from the list.

Global Rules Caps

The Global Rules Caps block allows you to set the system-wide caps on the selected service processing. You may set daily or monthly caps to limit the number of times the service can run in a day or a month.

The list of configured caps contains the following information:

Service: The name of the service.
Status: The status of the service.
Period type: The selected period (daily/monthly).
Start day: The start day of the monthly cap. E.g., if 15 is entered, the cap will reset every 15th day of each month.
Limit: The maximum number of times the service can be run within the selected period.
Current Value: The current number of times the service has already been run within the selected period.
Actions: The following actions are available:
- Click the “Edit” button to update the cap configuration.
- Click the “Delete” button to delete the service cap.

To create a cap for a service globally, click the “Add New Cap” button. Fill in the following information in the pop-up window:

Service: Select a service from the drop-down list.
Period Type: Select the period for the cap to be applied to the service.
Limit: Enter the maximum number of times the service can be run.
Start Day: Enter the start day of the monthly cap. E.g., if 15 is entered, the cap will reset every 15th day of each month.

Click the “Add” button to confirm.

Available Services

The following services are available for iClear configuration: