Cross-wallet tasks

2026-04-15 02:49

Cross-wallet tasks enable merchants across multiple wallets to distribute their content to public display spaces, including homepage feeds and banners on partner wallets. This document provides step-by-step guidance for merchants and target wallet operators on how to create, configure, and manage cross-wallet content distribution tasks.

How it works

The cross-wallet task workflow involves two major parties:

Source wallet: Merchants such as Alipay+Voyager and GOF can create, edit, initiate, or terminate cross-wallet tasks to distribute their content across multiple target wallets.
Target wallet: Wallets such as AlipayHK and GCash can review the content delivered by merchants and deactivate any content that violates their risk control policies.

Refer to the following diagram for the complete workflow:

Initiate Cross-wallet Task

Terminate Cross-wallet Task

Source wallet

View cross-wallet task

View task list

Navigate to Asset > Supply Management > Cross-wallet Tasks. Select any target wallet tab, such as alipayhk or gcash to view all cross-wallet tasks for that specific wallet.

Screenshot 2026-04-13 at 10.41.41 AM.png

For a detailed explanation of each field, see the following table:

Field name	Description
Task Name	Name of the cross-wallet task.
Created By	The account that created the cross-wallet task and submitted it for approval.
Approval Status	Status of the approval request. Valid values are: Draft: The task has been created but not submitted for approval, or the approval request has been withdrawn. Under Review: The task has been submitted for approval and is awaiting review by the source and target wallets. Rejected: The task approval has been rejected by either the source or target wallet. Approved: The task has been approved by both the source and target wallets. Termination Under Review: The request to terminate the task has been submitted and is awaiting approval from the source wallet. Termination Approved: The request to terminate the task has been approved by the source wallet. Termination Rejected: The request to terminate the task has been rejected by the source wallet.
Task Status	Status of the cross-wallet task. Valid values are: Active: The task has been approved, and the included content has been automatically selected for delivery in the target wallet. Inactive: The approval request for the task is in Draft, Under Review, or Rejected status. Activating: The task has been approved, and the system is activating the included content for the target wallet. This is a temporary state and may take about 10 minutes. Terminated: The request to terminate the task has been approved, and the included content has been automatically deactivated in the target wallet. Terminating: The request to terminate the task has been approved, and the system is deactivating the included content for the target wallet. This is a temporary state and may take about 10 minutes.

Under the Actions column, you can perform the following operations:

Ineligible Supply: View the included content missing required fields.
Edit: Modify task in Draft status.
Details: View the task details.
View Approval: View approval ticket details.
Withdraw Approval: Withdraw pending approval request when the approval status is Under Review or Termination Under Review.
Terminate: Submit a termination approval request when the task status is Active or Activating.

View ineligible supply

To view the ineligible supply, click Ineligible Supply in the Actions column. A dialog box will display the ineligible items categorized by content type, along with the specific reasons for ineligibility.

You can download this data and contact the merchant's technical team to provide the missing required fields via API passthrough. Once updated, the content can proceed with cross-wallet delivery.

View task details

To view the task details, click Details in the Actions column. The details page displays the following information:

Basic information: The cross-wallet task name and the target wallets.
Content selection rules: The specific selection criteria categorized by content type.
Eligible supply list: A list of content that meets the configured selection rules.

Note: For a deactivated Cross-wallet Content Status, there are three scenarios:
Deactivated by the tenant providing the cross-wallet content.
Automatically deactivated by the risk control system as the content violates the target wallet risk control policies.
Manually deactivated in the risk control approval process.

Create cross-wallet task

To create a cross-wallet task, take the following steps:

Navigate to Asset > Supply Management > Cross-wallet Tasks.
Select the target wallet, such as alipayhk to which you wish to distribute the content, and click Create Task in the upper-right corner.

Screenshot 2026-04-13 at 5.54.33 PM.png

On the Create Cross-wallet Task page, complete the following required information:

Field name	Description
Task Name	Enter a unique name for the cross-wallet task.
Included Content	Select one or more content types from the drop-down list on the right. For example, BENEFIT. In the Rule Group 1 section that appears, select a criterion from the options Content Property, Algorithm Tag, and Custom Tag. Content Property: Properties of the content defined when onboarded to ASAP, for example, the benefit amount. Algorithm Tag: Tags automatically generated by AI models. Custom Tag: Custom content tags defined by wallets. Configure the corresponding field as needed. Refer to the following for a detailed explanation of the criteria: Single-select/Multi-select drop-down list: Enter and select one or more values. Up to 200 matched results will be returned for each keyword. If no matched items are found in the list, manually enter a value and press Enter. Text box: Enter a keyword. Fuzzy match is supported. Date/Time picker: Select a specific date and time. Number range: Select an operator and enter a number. For example, you can filter content about hotels with more than 1,000 reviews. Currency amount range: Enter a currency symbol and an amount range. For example, enter HKD 100 to 500 to filter content about hotels within that price range. You can click + on the right to add rules to Rule Group 1 and click + Add Rule Group to add more rule groups to filter the content included in your cross-wallet task. Note: Multiple rules within a group function as an AND relationship, whereas multiple rule groups work as an OR relationship. If you configure multiple content types, the filter rule groups for the content types are in an OR relationship.
Content Collection	After configuring the selection rules, click Create and Preview to load the content collection. Note: If you modify the content selection rules, click the Create and Preview button again to preview the latest content collection and apply the new rules. In this section, you can perform the following operations: Delete: Remove specific supply items from the supply set. Deleted items will not be delivered to target wallets. Recover: Restore previously deleted supply items. Restored items become eligible for cross-wallet delivery again.

Click Next to verify the supply. This page displays two types of ineligible supply:

Items missing required fields: For the supplies that meet the selection rules but lack required fields, you can download the offline file to view the details. Once the missing fields are completed via API passthrough, it can proceed with the cross-wallet delivery.
Merchant onboarding failures: For the supply that fails delivery because the merchant has not been onboarded to the target wallet, the system will display the specific merchant details, and you can contact the ASAP operators to resolve this issue.

Click Submit to request approval. If all content that meet the selection rules are ineligible supply, the Submit button is disabled.

Edit cross-wallet task

Navigate to Asset > Supply Management > Cross-wallet Tasks, and click Edit in the Actions column.

The Edit Cross-wallet Task page displays available content that match the current content selection rule. After modifying the criteria, click Save and Preview to apply changes and view updated results.

Terminate cross-wallet task

Navigate to Asset > Supply Management > Cross-wallet Tasks, and click Terminate in the Actions column.

After clicking Terminate, it enters the termination approval workflow. After approval, the task is terminated, and the content is automatically deactivated in the target wallet.

Note: Only tasks in Active or Activating status can be terminated.

Approve cross-wallet task

An approval process is required for requests to create or terminate a cross-wallet task. Refer to the following table to identify the approver at the source wallet and the target wallet for different scenarios.

Scenario	Source-wallet approver	Target-wallet approver
Deliver cross-wallet task	Business supervisor	Platform supply operator
Terminate cross-wallet task	Business supervisor	Not required

To view the approval ticket for a cross-wallet task, use one of the following methods:

Method 1: Navigate to Asset > Supply Management Tasks > Cross-wallet Tasks, and click View Approval in the Actions column.

Method 2: Check via DingTalk or email notification.

Note: You must link your email address and employee ID in Approval Notifications in advance.

Method 3: Navigate to Approvals & Requests, select the Content Management tab, and click the specific cross-wallet task ID.

After reviewing the cross-wallet task, click Approve or Reject the request on the approval ticket based on the actual business context.

Target wallets

View the delivered content

Target wallets can view delivered content on both the Merchant Hub page and the Supply List page. The following sections use the Alipay+ merchant Voyager as an example:

Merchant hub

Navigate to Asset > Merchant Growth > Merchant Hub.
Enter Voyager Account ID 2102900000001172 and click the Search button.
Click the merchant name to view all supplies delivered by Alipay+ Voyager.

Supply list

Navigate to Asset > Supply Management > Supply List.
Select a content category from the left-side navigation tree, such as BENEFIT.
Enter Voyager Account ID 2102900000001172 and click the Search button.
The page displays all supplies delivered by Alipay+ Voyager.