Real-World Example
Super Admin creates a group for all active consumers at one creditor company whose placement date falls within January 2026. That group can be selected later when scheduling a communication campaign.
Visual Flow
How It Should Work
- It should list only groups owned by the authenticated Super Admin.
- It should support All companies or one company as the Apply To scope.
- It should calculate current group size from live consumer data.
- It should block creation when the selected rules match zero consumers.
- It should allow updates even when the updated rules currently match zero consumers, matching current portal behavior.
- It should export the current matching consumers as CSV.
How It Should Not Work
- It should not expose groups owned by another Super Admin or another portal owner.
- It should not accept unknown custom rule keys.
- It should not store creditor-only subclient or upload-file filters for Super Admin groups.
- It should not include unnecessary owner fields in the API payload.
Last modified on July 30, 2026
