Specification for creating a "Application Updated" event sent in to Segment by TAP/ArrayWorks.

1-identify

Analytics.Client.Identify("{UserID}", new Traits() {
  { "id", "{UserID}" },
  { "firstName", "Kevin" },
  { "lastName", "Leary" },
  { "email", "[email protected]" },
  { "age", 35 },
  { "birthday", "1986-04-22" },
  { "createdAt", "YYYY-MM-DD" }, // Date of initial "application sent"
  { "gender", "Male" },
  { "phone", "7814896630" },
  { "address", {
    { "street", "110 Main Street" },
    { "city", "Woburn" },
    { "state", "MA" },
    { "postalCode", "01801" },
    { "country", "USA" },
  } }
});

2-track

Analytics.Client.Track("{UserID}", "Application Updated", new Properties() {
  { "UserID", "{UserID}" },
  { "Address1", "15 Sherman Street, Apt. 1" },
  { "Address2", "" },
  { "ApplicationEntityID", 1328531 },
  { "ApplicationSentDate", "" },
  { "CaseStatus", "Committed" },
  { "City", "Natick" },
  { "ClientStatus", "Lead" },
  { "CoverageAmount", 350000 },
  { "CurrentStatus", "Complete" },
  { "CurrentStatusDate", "7/19/2021 3:07:57 PM" },
  { "Email", "[email protected]" },
  { "FirstName", "Stephanie" },
  { "Gender", "Female" },
  { "IndividualEntityID", 1315430 },
  { "IssueAge", 45 },
  { "LastName", "Desesa" },
  { "LeadClassification", "Unqualified" },
  { "LeadClassificationDate", "10/26/2019 00:23:01" },
  { "LeadSourceAssignment", "Prior Customer" },
  { "PaymentAmount", "411.8500" },
  { "PaymentFrequency", "Monthly" },
  { "Phone", "9783177520" },
  { "PlanCode", "NT2095" },
  { "PolicyNumber", "" },
  { "Product", "Level Term - 20/20 Years" },
  { "RateClass", 2 },
  { "ServicingAgent", "Morecroft, James " },
  { "ServicingAgentEmail", "[email protected]" },
  { "State", "MA" },
  { "TermLength", 20 },
  { "ZipCode", "01760" }
});

3-notes

Changes

1. Add a new "UserID" property to the Lead object
2. Remove the "Application Sent" event
3. Remove the "Application Completed" event
4. Add a new "Application Updated" event (spec below)
5. Add a Segment identify() call before the track() (spec below)

Important Notes

1. "{UserID}" is a reference to the new UserID Lead object property 
2. The "address" property may be invalid .NET code: I wasn't sure above the syntax for the "address" property which is a nested object in a data dictionary
3. The identify() call needs to be before the track() is called
4. The "Application Updated" event's properties are identicle to the current "Application Completed" event, with the addition of the "UserID" property.
5. .NET documentation for the identify() and track() calls can be refenced here: https://segment.com/docs/connections/sources/catalog/libraries/server/net/#identify