Introduction of a 'double opt-in' procedure for obtaining advertising consent
Project duration: 3 months
Brief description
For a company in the insurance industry, the distribution system is to be adapted to enable employees to obtain confirmation of a customer's consent to an advertising declaration via a double opt-in procedure in order to ensure compliance with the German Unfair Competition Act. Since 25.05.2018, e-mail newsletters and other e-mails with advertising content may only be sent if the person's express consent has been obtained beforehand. For this reason, the 'double opt-in procedure' was introduced in addition to the existing procedures for obtaining an advertising declaration of consent.
Supplement
The project 'Introduction of a double opt-in procedure for obtaining an advertising consent form' is part of the digitization of distribution processes. The project includes the adaptation of the customer relationship management system and the connection of a service interface via which the processes for interaction with the customer are controlled. The requirements resulting from the planned implementation will be defined professionally and technically in cooperation with requirement providers, implemented in an iterative procedure and checked according to the status of the implementation. Finally, integration tests are used to ensure the interaction of the individual requirements. The administration of requirements and acceptance is carried out with HP PPM. The implemented requirements are managed within the framework of test management using HP ALM and tested in several iterations. Any errors identified in the process are documented, corrected and checked in the subsequent iteration.
Subject description
The new function implemented within the project is a 'double opt-in' procedure. In this procedure, consent must be confirmed by the person concerned in a second step. For this purpose, the person receives an e-mail, the receipt of which the person had to explicitly agree to beforehand. In this confirmation e-mail, the person can then respond to the request and thus give his/her consent to the promotional use of his/her contact data. Since the consent only becomes effective when the person confirms the request, it is possible to prevent the communication data from being used for advertising purposes without the person's consent. The aim of the project is to offer representatives and customers a simple and quick way to obtain the customer's promotional consent.