List automation integrates a new automated action into Policy Management. It lets you configure policies that, when triggered, automatically extract specific data points from an order (such as a Device ID or Email address) and adds them to pre-defined lists. This decreases the need for manual data entry, ensures immediate protection across the entire customer ecosystem, and provides a programmatic audit trail with the API response.
List automation helps you:
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Create specific policies that automatically push data to your chosen lists when conditions, such as reaching a specific Omniscore threshold, are met.
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Automatically add a variety of order categories to lists, including Customer Name, Shipping and Billing Emails, and IP Address.
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View a real-time summary of exactly how many values are being added to which lists in Policy Management.
To configure auto-add order category values to lists:
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Sign in to Kount 360.
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Select Policy Management.
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In Decisioning, select an Event Type.
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Find a set and select Edit or create a new set.
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Select Policies, then find a policy and select Edit or create a new policy.
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Select List Automations.
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Find and select a Field Value.
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In the Field Value menu, search for a list or create a new list.
Note
If you select Create new List, you will be redirected to Lists in a new browser tab to create a new list. Refer to Manage Lists to learn more.
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Select Done.
Note
If this policy evaluates as true, it will add the selected values to the list.
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Select Save.
The changes are saved for the policy set and the set version is set to Pending Changes.
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Select Actions, Publish Changes, then Confirm to publish the pending changes.
For more information about set versions, go to Version Details in Policy Management.
When the conditions are met for that policy, the order values are automatically assigned to the Applicable Lists you selected.
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