Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs >

About Retroactive Tier Changes

There are circumstances where member transactions are not immediately received or processed by a Loyalty program. During this period of time, a member's qualifying period may have ended and the member may have been downgraded to a lower tier or the late transaction could have upgraded the member to a higher tier. Retroactive tier changes optionally allow processing of late transactions to give points and, if needed, change a member's tier status, thereby enabling the system to accurately calculate the member's future accruals.

For more information, see Setting Up Retroactive Tier Changes.

Example of Retroactive Tier Changes

For example, say that a loyalty program requires 60,000 points for a member to retain a silver tier status. However, by the end of the qualifying period, the member only has 55,000 points officially recorded. After downgrading the member, it turns out that there was an unprocessed transaction for 10,000 points dated within the qualifying period. If it had been processed according to the transaction date, then the member would have accumulated 65,000 points by the end of the qualifying period. This would have been sufficient to maintain the silver tier. Instead, the points would have been processed too late, and so the member would be credited with having 10,000 points in the base tier.

Now, a late transaction can be processed in the same way as if it where processed during the qualifying period. In this example, this late transaction increased the qualifying points for the member to 65,000 and entitles the member to remain in silver tier for another year. The member's points, however, are still reset to 0 after the retroactive tier change.