Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Working with Loyalty Members Using the Siebel Application Interface >

Restricting Transactions Based on Membership Status


A membership service representative can restrict the accrual and redemption transactions, based on a Siebel Loyalty member's membership status.

To restrict transactions based on membership status

  1. Navigate to the Loyalty Program Administration screen.
  2. Locate the program that the restrictions applies to and click its Program Id hyperlink.
  3. Clear the program form's Active check box.
  4. Click the SoM Restrictions view tab.
  5. Add a new record to the SoM Restrictions list, and complete the necessary fields. Some fields are described in the following table.
    Field
    Description

    Status

    Select the membership status that the restrictions apply to.

    Custom member statuses can also be created. For more information about defining member statuses, see Defining Loyalty Member Statuses.

    Restrict Accrual

    If Restrict Accrual is selected, then members in this given status do not accrue points for their activities.

    Restrict Redemption

    If Restrict Redemption is selected, then members in this given status are not able to redeem points.

  6. When you are finished creating all restrictions for the program, select the program form's Active check box.
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