Middleware
Middleware runs at the start of every decision, before MonetizationOS applies its decision logic. Use middleware workflows to identify users, classify traffic, and enrich request data ahead of plan assignment and surface decisions.
To access middleware, navigate to the Middleware section in the left-hand navigation menu.
The Middleware page is separated into two tabs: Workflows and Request Sequence.
Workflows
The Workflows tab shows a table of your configured middleware workflows. Each row includes the name and description, when the workflow was last updated and by whom, and an Actions column. Use the search bar to find a specific workflow.
To create a new middleware workflow, click 'Add Middleware'.
A modal will open. Give your workflow a name and an optional description. If you have Brands enabled, link the workflow to one or more brands by clicking 'Link Brands'. Once done, click 'Create Workflow'.
You will be taken to the middleware workflow edit page, which has two tabs: Workflow and Manage.
Workflow
The Workflow tab allows you to enable or disable the workflow, preview it, and edit it. Clicking 'Edit Workflow' opens the workflow editor with the chat assistant.
Manage
The Manage tab allows you to update the name and description of your middleware workflow. It is also where you delete a middleware workflow. Once done, click 'Update'.
Editing a Middleware Workflow
To edit a middleware workflow, locate it in the Workflows tab and click its name. This opens the middleware workflow edit page.
Workflow tab: Toggle the workflow on or off, preview it, or click 'Edit Workflow' to modify the workflow logic.
Manage tab: Update the name and description of the workflow. Once done, click 'Update'.
Deleting a Middleware Workflow
To delete a middleware workflow, locate it in the Workflows tab and click the kebab menu (three dots) in the Actions column, then select 'Delete'.
Alternatively, click into the workflow, navigate to the Manage tab, and click 'Delete'.
You will be prompted to confirm you wish to remove the workflow. This action cannot be undone. To continue, click 'Delete'. Otherwise, click 'Cancel'.
Request Sequence
The Request Sequence tab controls the order in which your enabled middleware workflows run before MonetizationOS applies its decision logic.
The sequence begins with Request Start, which marks the point at which a request enters MonetizationOS.
Below that, you will see a table of all your enabled middleware workflows, each showing the name and description, when it was last updated and by whom, and a link to open the workflow edit page. Workflows are numbered in sequence order.
To change the order in which workflows run, click and drag them into the desired sequence. Newly created workflows are added to the bottom of the list.
Below the workflow list, the MonetizationOS Decision Logic section marks where surface decisions and plan provisioning run.
This means that when a request comes in, your middleware workflows run in the order you have set, and then the MonetizationOS surface decision runs. When ordering middleware workflows, consider the sequence of events required for each step to run successfully. For example, a workflow responsible for resolving the user's identity should run before a workflow that fetches data about a user from a third-party system.
Each brand can specify its own request sequence.