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Overview

The Entity Management page manages the key data records used across an agency to operate its business, and defines entities such as an agency's clients, products, and vendors. Entity record streamline data sharing and facilitate data transactions between teams and throughout an agency.


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Agency-Group-Entities
Agency-Group-Entities
Agency Group Entities

Agency Group entities define advertising agencies, their business structures, and their client relationships.

The Agency Group entity hierarchy is as follows, from highest to lowest:

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Entity

Description

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Enterprise
Enterprise
Enterprise 


A Shared Block
shared-block-keyEnterprise

The highest level entity within the OneStrata platform. 

Enterprises are configured and managed by OneStrata. If you want to modify any Enterprise-level settings, contact your OneStrata representative.


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Agency
Agency
Agency


A Shared Block
shared-block-keyAgency

The second-highest level entity within the OneStrata platform, but the highest level entity within the business structure.

An Agency contains one or more Business Units.


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Business-Unit
Business-Unit
Business Unit


A Shared Block
shared-block-keyBusiness-Unit

An office, branch, or subdivision within an Agency.


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Client-Group
Client-Group
Client Group


A Shared Block
shared-block-keyClient-Group

An optional grouping of one or more Clients.


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Client
Client
Client

Advertiser


A Shared Block
shared-block-keyClient

Who an Agency or Business Unit is planning and buying media for.


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Product-Group
Product-Group
Product Group


A Shared Block
shared-block-keyProduct-Group

An optional grouping of one or more Products.


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Product
Product
Product


A Shared Block
shared-block-keyProduct

A Client's activity or brand.






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Vendor-Group-Entities
Vendor-Group-Entities
Vendor Group Entities

Vendor Group entities define who is paid for a media activity, who runs the activity, where the activity is run, and the relationship between these three entities.

A Shared Block
shared-block-keyVendor

In OneStrata, the term "vendor" is used to refer collectively to Payee, Order Partner, and Supplier entities.

The Vendor Group entity hierarchy is as follows, from highest to lowest:

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Entity

Description

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Payee
Payee
Payee


A Shared Block
shared-block-keyPayee

The entity that an Agency pays for a media activity.


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Order-Partner
Order-Partner
Order

Partner

Partner 


A Shared Block
shared-block-keyOrder-Partner

The entity that runs a media activity.

Orders

Order requests are sent to an Order Partner entity for confirmation or rejection.

There are four types of Order Partners:

  • External Order Partners
  • In-system Order Partners
  • Internal seller Order Partners
  • Auto-confirmation Order Partners

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External-Order-Partner
External-Order-Partner
External Order Partner

A Shared Block
shared-block-keyExternal-Order-Partner

An Order Partner entity configured for External Confirmation.

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In-System-Order-Partner
In-System-Order-Partner
In-System Order Partner

A Shared Block
shared-block-keyIn-System-Order-Partner

An Order Partner entity configured for In System Vendor Confirmation.

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Internal-Seller-Order-Partner
Internal-Seller-Order-Partner
Internal Seller Order Partner 

A Shared Block
shared-block-keyInternal-Seller-Order-Partner


Info

The internal seller workflow is a gated feature and not enabled by default. If the internal seller workflow is not enabled, internal seller Order Partners cannot be created.

To enable this feature, contact your OneStrata representative.

An Order Partner entity configured for In System Vendor Confirmation and the internal seller workflow.

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Auto-Confirmation-Order-Partner
Auto-Confirmation-Order-Partner
Auto-Confirmation Order Partner

A Shared Block
shared-block-keyAuto-Confirmation Order Partner

An Order Partner entity configured for Agency Auto Confirmation.


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Supplier
Supplier
Supplier


A Shared Block
shared-block-keySupplier

Where a media activity runs. For example, a website or a self-serve platform.


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Contract
Contract
Contract


A Shared Block
shared-block-keyContract

The record that links a Payee, Order Partner, and Supplier.