Siebel Loyalty Administration Guide

What's New in This Release

Back to top

Overview of Siebel Loyalty

About Siebel Loyalty

Roadmap to Working with Siebel Loyalty

Back to top

Getting Started with Siebel Loyalty

About Getting Started with Siebel Loyalty

About Implementing Siebel Open UI

Configuring Siebel Loyalty

Creating Point Types for Loyalty Programs

Allowing Additional Fields to Control Loyalty Points Given

About Changing the Fields Used in Loyalty Attributes

Allowing Manual Processing of Queued Transactions

Allowing Transactions to Be Processed Both Manually and Automatically

Setting Up Points Loan Repayment Workflow

Setting Up Member Merge

Allowing Users to Change Values of Member Attributes

Requiring Approval for Status Changes of Loyalty Transactions

Setting Up Custom Transaction Types for Siebel Loyalty

Configuring the Rounding of Decimal Values of Points

Setting Parameters for the Siebel Loyalty Engine

Setting Up Server Components for Siebel Loyalty

Setting Up the Real-Time Server Component

Setting Up the Batch Server Component

Setting Up the Interactive Server Component

Performance Optimization for Siebel Loyalty

Setting Up Server Keys for Siebel Loyalty

About Assigning Server Keys to Members

Optimizing Point Block Updates

Defining Loyalty Products, Price Lists, and Catalogs

Defining Loyalty Points Earned for Purchasing Products

Setting Up Products for Redemption by Siebel Loyalty

Activating Workflows for Siebel Loyalty

Activating Task Flows for Siebel Loyalty

Creating Membership Schemes for Siebel Loyalty

Defining Lists of Values for Siebel Loyalty

Defining Loyalty Membership Card Types

Defining Loyalty Member Groups

Defining Loyalty Member Classes

Defining Loyalty Member Phases

Defining Loyalty Member Statuses

Defining Loyalty Member Hobbies and Preferences

Defining Loyalty Lounges

Defining Loyalty Airport and City Codes

Defining the Distance Between Two Airports

Defining Loyalty Reason Codes

Defining Loyalty Social Media Channels

Adding Employees as Loyalty Users

Creating the Loyalty Host Company as a Partner

Process of Setting Up Partner Access to Siebel Loyalty

Setting Up Loyalty Partner Point Conversion

Mapping Loyalty External Partner Tiers to Loyalty Program Tiers

Selling Loyalty Points to New Partners

Setting Up Customer Access to Siebel eLoyalty

Viewing Processing Information for Siebel Loyalty Transactions

About Siebel Loyalty and Social Media

About Social Rewards Promotions

Configuring Membership Schemes for Social Media Members

Back to top

Setting Up Siebel Loyalty Programs

About Siebel Loyalty Programs

About Loyalty Program Points, Tiers, and Rewards

About Admin Promotions and Tier Promotions

About Promotion Calculation Rules for Loyalty Programs

Process of Setting Up Loyalty Programs

Creating Loyalty Programs

Defining Program Level Attributes for Loyalty

Defining Point Types and Subtypes for Loyalty Programs

Creating Point Blocks for Loyalty Programs

Setting Up Auto-Creation of Point Blocks

Defining Tier Classes and Tiers

Creating Tier Promotions

Creating Vouchers for Loyalty Members

Defining Vouchers as Tier Rewards

Configuring Loyalty Vouchers

Defining Loyalty Product Offerings

Integrating Siebel Loyalty with Business Intelligence Publisher

Defining Loan Setup

Defining Point Transfer Setup

Defining Point Purchase Setup

Defining Point Gift Setup

Setting Prices for Member Services

Restricting the Redemption Period to Prevent Fraud

Creating Base Loyalty Promotions

Creating Admin Promotions

Modifying Loyalty Programs

About Tier Promotions

About Tier Assessment Processes and Models

Example of Creating an Anniversary Based Tier Assessment Model

Example of Creating a Fixed Date Based Tier Assessment Model

Example of Creating a Rolling Period Based Tier Assessment Model

Example of Creating Tier Promotions without Tier Assessment Models

About Retroactive Tier Changes

Example of Setting Up Retroactive Tier Changes

Siebel Loyalty Batch Engine Parameters

Configuring Batch Engine Parameters for Statements for Use with LDAP Authentication

Setting Batch Engine Parameters

Deleting Batch Engine Parameters

Example of Setting a Batch Engine Parameter

Troubleshooting Disappearing Loyalty Members

Importing and Exporting Loyalty Programs and Promotions

Back to top

Setting Up Siebel Loyalty Promotions

Types of Loyalty Promotions

Common Types of Reward Promotions

About Base Promotions

About Creating Loyalty Promotions

Process of Creating Loyalty Promotions

Creating Attributes for Loyalty Programs

Creating a Loyalty Promotion Record

Specifying Products Included in a Loyalty Promotion

Providing Point Blocks for Loyalty Promotions

Creating Rules for Loyalty Promotions

Creating Criteria for Loyalty Promotion Rules

Creating Actions for Loyalty Promotion Rules

Using Promotion Designer

Transient Variables

Overview of Transient Variables

Viewing Transient Variables

Defining Transient Variables for Existing Point Types

Defining Transient Variables for User-Defined Attributes

Examples of Using Transient Variables

About Hierarchical Rules for Loyalty Promotions

Creating Eligibility Promotions

Specifying the Tiers Applicable to Loyalty Promotions

Creating Incentives to Enroll in Promotions

About Rules Libraries for Loyalty Promotions

Managing Criteria Library Sets

Managing Action Library Sets

Advanced Options for Library Sets

Formulas in Siebel Loyalty

Overview of Formulas

About the Formula Builder

About Formula Validation

Building Formulas

Associating a Formula with a Promotion

About Simulating Loyalty Transactions

Overview of Transaction Simulation

Simulating a Single New Transaction

Simulating a Set of Transactions Imported from an External Source

Viewing Bulk Transaction Simulation History

Simulating Existing Processed Transactions

Configuring Summary XML File Destinations for Simulations

About Adding Marketing Information to Loyalty Promotions

Evaluating and Segmenting Members of Loyalty Programs

Creating Goals and Assumptions for Loyalty Promotions

Adding Expenses and Line Items to Loyalty Promotions

Adding Purchase Requests to Loyalty Promotions

Adding Market Development Fund Requests to Loyalty Promotions

Associating Loyalty Members with Marketing Campaigns

Integrating Promotions with External Target Lists

Process of Approving Loyalty Promotions

Displaying Promotions in a Calendar Format

Submitting Promotions for Approval

Approving or Rejecting Promotions

Viewing the Approvals for a Promotion

Activating, Modifying, and Deactivating Loyalty Promotions

Allowing Existing Member Fields to Be Used in Loyalty Promotion Criteria

Allowing Added Member Fields to Be Used in Loyalty Promotion Criteria

Configuring Common Promotions

Creating a Promotion That Applies on the Member's Anniversary

Creating Reward Promotions That Apply to the First Transaction on the Day the Member Enrolls

Loyalty Promotion Examples

Example of Creating a Simple Frequency Promotion

Example of Creating a Complex Frequency Promotion

Example of Creating an Action-Based Bonus

Example of Creating a Roundtrip Promotion

Example of Creating a Partner Promotion

Example of Creating a Joint Promotion

Example of Creating a Joint Accrual Promotion

Example of Creating an Order-Level Accrual Promotion

Example of Creating an Accrual Package Promotion

Example of Creating a Reward-Referrals Promotion

Example of Creating a Social Rewards Promotion

Troubleshooting Action-Based Bonuses

Promotions Based on Day or Time of Purchase

About Calendar Attributes

Creating Calendar Attributes

Creating Promotions Based on Day or Time of Purchase

Theme-Based Promotions

Back to top

Working with Siebel Loyalty Program Members

About Working with Siebel Loyalty Program Members

Integrating Loyalty with Cybersource and Taxware

About Using Loyalty Member Services

Enrolling Members in Loyalty Programs

Enrolling Members in Loyalty Promotions

Reissuing Redemption Vouchers

Cancelling Redemption Vouchers

Renewing Loyalty Memberships

Cancelling Loyalty Memberships

Purchasing Lounge Services

Purchasing Loyalty Points

Transferring Points Between Loyalty Members

Giving Gift Points from One Loyalty Member to Another Member of the Same Program

Entering Accrual Disputes

Reactivating Loyalty Points

About Working with Loyalty Members Using the Siebel Application Interface

Entering Loyalty Members' Transactions

Viewing Transaction Details

Using Transactions with Consolidated Accrual Items

Viewing Loyalty Member Details

Working with Parent-Child Member Relationships

Entering Loyalty Member Referrals

Entering Loyalty Members' Profiles and Preferences

Viewing Loyalty Members' Promotions

Entering Loyalty Members' Orders

Approving Loyalty Members' Transactions

Cancelling Loyalty Members' Transactions

Restricting Transactions Based on Membership Status

Entering and Modifying Loyalty Members' Service Requests

Managing Loyalty Members' Vouchers

Changing Loyalty Members' Tier Status Manually

Creating a Loyalty Membership Card Manually

Lending Points to Loyalty Members

Restricting Loyalty Point Transfers

Restricting Loyalty Point Purchases

Merging Loyalty Program Members

Generating, Viewing, and Printing Loyalty Members' Statements

Bulk Loyalty Membership Administration

About Bulk Loyalty Membership Administration

Administering Bulk Promotion Enrollment

Administering Bulk Tier Changes

Administering Bulk Point Updates

Administering Bulk Status of Membership Changes

Administering Bulk Actions Using Analytics Segments

Viewing Bulk Action History

Administering Bulk Accruals

About Importing Loyalty Members and Transactions Using Siebel EIM

Administering Batch Enrollment

Back to top

Setting Up Siebel Loyalty Redemptions

About Siebel Loyalty Redemptions

About Redemption Pricing

Process of Setting Up Airline Flight Redemptions

Creating Zones Mapped to Airports

Creating the Flight Redemption Product

Associating the Flight Redemption Product with a Program Partner

Defining the Static Redemption Price for Flight Products

Setting Up the Flight Redemption Promotion

Using Electronic Vouchers for Redemptions

About Nonflight Redemptions

Process of Setting Up Nonflight Redemptions

Creating a Nonflight Redemption Product

Associating the Nonflight Redemption Product with a Program Partner

Defining the Static Redemption Price for Nonflight Products

Setting Up the Nonflight Redemption Promotion

Setting Up Order Management for the Product

Using Electronic Vouchers for Redemptions

Sequence for Redeeming a Tangible Product Through a Web Store

About Electronic Vouchers

Sequence for Redeeming Electronic Vouchers

Example of Setting Up Redemption Pricing Using Base Redemption Promotions

Example of Creating Promotions to Assign Values to Vouchers

Partner Pricing for Loyalty Redemptions

Redemption Packages

About Setting Up Redemption Packages as Promotions

Setting Up Redemption Packages as Bundled Products

Redemption Loans

Points-To-Pay Conversion

About Points-To-Pay Conversion

Setting Up Points-To-Pay Conversion

About Redemption with Conversion Pricing

Bidding for a Redemption Product

Batch Redemption Process

Setting Up Batch Redemption

Specifying the Threshold for Batch Redemption

Addressing Concurrent Redemption Transactions

Methods to Calculate Loyalty Redemption Price

Back to top

Using Siebel Loyalty with Partners

About Partner Use of Siebel Loyalty

Overview of Partner Use of Siebel Loyalty

Scenario for Partner Use of Siebel Loyalty

Entering the Loyalty Partner Program Profile

Creating Joint Promotions with Partners

Mapping Zones and Cities to Airports

About Selling Loyalty Points to Partners

Selling Points to Prepaid Partners

Selling Points to Post-Paid Partners

About Using Redemption Vouchers

Sending Transactions to Partners for Review

Sending Accrual Disputes to Partners for Review

Managing Loyalty Partners' Rejected Transactions

Exposing Additional Views to Partners

Managing Partner Fees and Point Balances

Generating Partner Statements

Setting Up Loyalty Terms for Precalculated Accruals

Setting Up Loyalty Partner Product Offerings

Setting Up Precalculated Accruals

Setting Up Unified Point Type for Partner Account Debit

Back to top

Member Self-Service with Siebel eLoyalty

About Siebel eLoyalty

Overview of How Members Use Siebel eLoyalty

Scenario for a Member Using Siebel eLoyalty

Troubleshooting the Display of the Catalog and Products to Loyalty Members

Back to top

Siebel Loyalty Workflow, Task Flow, and Methods Reference

Siebel Loyalty Workflows

LOY ABB New Member Process Workflow

LOY ABB Web Update Process Workflow

LOY ABB Web Update Shell Process Workflow

LOY Action Based Bonus Referral SubProcess Workflow

LOY Action Based Bonus Subprocess Workflow

LOY Activate Promotion Process Workflow

LOY Approval Process Workflow

LOY Batch Redemption Process Workflow

LOY Bulk Action Process Workflow

LOY Bulk Import Accrual Process Workflow

LOY Bulk Member Admin Process Workflow

LOY Bulk Simulation Process Workflow

LOY Cancel Transaction Process Workflow

LOY Cannot Copy Promotion Process Workflow

LOY Change Member Tier Workflow

LOY Deactivate Promotion Process Workflow

LOY EAI Export Program Workflow

LOY EAI Export Promotions Workflow

LOY EAI Export Transactions Workflow

LOY EAI Import Program Workflow

LOY EAI Import Promotion Workflow

LOY eMember - Checkout Process Workflow

LOY Engine - Process Batch Workflow

LOY Engine - Process Expired Accruals Workflow

LOY Engine - Process Object Workflow

LOY Engine - Process Promotion Bucket Workflow

LOY Engine - Process Tier Workflow

LOY Engine - Process Transaction Workflow

LOY Engine - Simulate Object Workflow

LOY Engine - Start Engine Workflow

LOY Engine - Update Cache Workflow

LOY Engine - Update Program Cache Workflow

LOY Get Txn Enhanced Log New Workflow

LOY Loan Repayment Workflow

LOY Member Enrollment Process Workflow

LOY Modify Promotion Process Workflow

LOY Optin Promotion Process Workflow

LOY Optin Promotion Sub Process Workflow

LOY Point Transfer Process Workflow

LOY PreAlloted Membership Generation Workflow

LOY Return Points to Parent Point Block Workflow

LOY Update Parent Point Block Reserved Points Workflow

LOY Update Program Process Workflow

LOY User Registration Member Process Workflow

Siebel Loyalty Task Flows

LOY Processing Engine Business Service

ProcessBatch Method

ProcessObject Method

SubmitObjectForProcessing Method

UpdateCache Method

LOY Interactive Processing Engine Business Service

ProcessInteractiveObject Method

InteractiveProcess Method

Back to top

Siebel Loyalty Engine Reference

Siebel Loyalty Server High-Level Architecture

Siebel Loyalty Engine Object Processing

Siebel Loyalty and Siebel Remote

Back to top

German GAAP Statutory Compliance for Siebel Loyalty

Process of Reconciling Siebel Loyalty with a General Ledger

Activating the Audit Trail for the LOY Member Business Components

Prohibiting Deleting Members in Siebel Loyalty

Enabling Sequential Numbering of Transactions

Merging Loyalty Members

Back to top

Siebel Loyalty Administration Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.