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Setting Up Points Loan Repayment Workflow

Your company can, at its discretion, loan points to its members. A loan is provided automatically if a member does not have enough points for a redemption. A loan provided based on the Loan setup at the program level. For details of how a loan is set up, see Redemption Loans. To collect repayment of these loans automatically, Siebel Loyalty provides a workflow process named LOY Loan Repayment. To invoke the workflow, you must build a search specification that the workflow takes as its input.

The search specification identifies members who have outstanding points loans and have positive points accruals. The workflow, once activated, runs nightly and performs the following process:

1. Owes points? Identifies members who have outstanding points owed.
2. Accrued points? Identifies members who have accrued points.
3. Creates redemption. For each member where both are true, creates a redemption transaction that debits points from the member and pays them back to your company up to the amount of points owed.

The workflow identifies loaned points that the member owes regardless of whether the member has spent these loaned points. The workflow does not wait till the member has the full amount of points needed to redeem the loan. It can collect loaned points incrementally.

NOTE:  The loan repayment workflow is active only after the member point balance is greater than the loan outstanding balance. The amount of repayment is calculated as (member point balance - sum of remaining loan points).

To set up the search specification for points loan repayment

1. Navigate to the Administration - Server screen.
2. In the link bar, click Jobs.
3. On the Jobs list, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Component/Job	Select Workflow Process Batch Manager.

4. On the Job Parameters list at the bottom of the screen, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Name	Select Workflow Process Name.
   Value	Enter the name of the workflow the search specification applies to; in this case, LOY Loan Repayment.

5. On the Job Parameters list at the bottom of the screen, create another new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Name	Select Search Specification.
   Value	Enter the following string: [Transaction Sub Type] = LookupValue ('LOY_TXN_SUB_TYPE_CD', 'Loan') AND [Status] = LookupValue('LOY_TXN_STATUS_CD', 'Processed') AND [Current Loan Balance] > 0

6. Go back to the top of the screen and click Start.

   Each time the component runs, for each applicable member it creates a transaction where the Type is REDEMPTION, Subtype is Loan Repayment, and the value of Points is as many point as the member has available, up to the amount needed to repay the loan.