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Siebel Loyalty Administration Guide > Host Organization's Use of Siebel Loyalty > Lending Points to Loyalty MembersIf a member has almost enough points to qualify for a desired redemption, some companies will lend the member enough points to qualify. Then the member will have a negative point balance, until the member accrues more points. Setting Up Automatic Loan ApprovalYou can allow automatic approval of loans for a specified number of points, so a manager does not have to review the loan request. For example, you could allow loans for certain amounts depending on tier status. The procedure below shows how to enter the amount for automatic loan approval manually. However, you could also create a workflow to enter this amount automatically whenever a customer's tier changes. For more information about workflows, see Siebel Business Process Designer Administration Guide. To set up automatic loan approval
Lending Points to a MemberTo decide whether to loan a member points, the member service representative can perform these tasks: After deciding to lend a member points, the member service representative uses the Loans view to create the loan.
Approving the LoanIf you have set up automatic loan approval and if this loan is less than or equal to the number of points that can be approved automatically, the status automatically changes to approved. If it is not approved automatically, the manager must view the record and manually change the status to approved or rejected. When the loan is approved, an email is automatically sent to inform the customer. Member service managers should regularly search for accruals that need their approval. To find accruals that need manager approval
Contacting the MemberAfter looking in the Loans list to whether that a loan has been approved, the member service representative informs the member that the loan has been approved or rejected. Redeeming the LoanThe loaned points remain available to the member until the member redeems the loan. When the member redeems the loan by making a purchase, the points are temporarily debited from the member's account. The redemption is fulfilled by an external system, which must be integrated with Siebel Loyalty. After the fulfillment is complete, the points are permanently debited from the member's account. |
Siebel Loyalty Administration Guide |