Siebel Loyalty Administration Guide > Partner Use of Siebel Loyalty >

Sending Transactions to Partners for Review

Some transactions need to be reviewed and approved by partners. The host company might send transactions to a partner for approval if:

• The original partner transaction was wrong, and the host company sends a corrected transaction for approval.
• The companies are running a type of joint promotion that requires the partner's explicit approval of transactions.

When you create these transactions, you should select the partner employee who should review it in the Submit To field.

The partner can receive the transaction for review in two ways:

• Through the Partner Portal. The partner reviews each transaction in the Transactions Approval view of the Transactions screen of the Partner Portal and selects the status Acceptable or Rejected.
• Through an external application. The transactions can be send back and forth between Siebel Loyalty and the partner's external application. This option requires integration using Siebel Universal Application Network.

To submit a transaction to a partner for review

1. Navigate to the Transactions screen.
2. In the Transactions list, select that transaction to be reviewed.
3. In the Transaction form, in the Partner Name field, select the partner company that must review the transaction.
4. In the Status Field, select Submitted.

   NOTE:  Check the Status field later to see whether the partner has approved or rejected the transaction.