Siebel Loyalty Administration Guide > Getting Started with Siebel Loyalty > Configuring Siebel Loyalty >

Allowing Additional Fields to Control Loyalty Points Given

Without configuring Siebel Loyalty, you can use the following fields to define how many base points a member receives for an accrual transaction, or how many base points are required to redeem the same product. These fields are available in the Administration - Products screen, Points view:

• Partner
• Departure Airport
• Departure Zone
• Arrival Airport
• Arrival Zone
• Booking Class
• Roundtrip

To use different transaction fields to control base points

1. Create a list of the transaction attributes (fields) that you want to control the base points given, including the potential values for each of the new fields.
2. In Siebel Tools:
   1. Update the two business components with these new fields:
      • Transactions (LOY Transaction)
      • Administration - Product, Points (LOY Product Points)
   2. Make these new fields visible in the user interface in the following places:
      • Member, Transactions
      • Transactions
      • Statement, Transactions
      • Administration - Product, Points

        NOTE:  Use Products, Points only if you also want to add it to the read-only Products view.

      • Base Points pop-up pick list

        NOTE:  This pop-up pick list appears when you click on the Base Points field in the Transactions List. It is used to choose the specific characteristics and point value for the product you already associated with the transaction. You must modify this list by adding the new fields.

   3. Modify the query form:
      • Currently, Siebel Loyalty displays a query form, the user enters the desired characteristics of the product there, and then Siebel Loyalty displays the Base Points pop-up picklist with the applicable point values.

        NOTE:  This step is applicable only if you want to manually pick up a unique product points record in the list applet.

      • If you want it to go directly to the Base Points pick list, then clear the Auto Query value (which is currently Query).
      • If you want to keep the Query, then update the pop-up query applet (Applet Web Template mode) to include the new fields.
3. In your Siebel Business Application, in the Administration - Data screen, List of Values view, create list of values as needed for each new field.
4. Test to make sure that, when you choose a record in the Base Points pop-up pick list, the values chosen from that list are transferred to the Transaction. For example, if you currently choose a point value with a Booking Class of Y, then the Booking Class is automatically entered as Y on the Transactions List Applet if it is working correctly:
   1. Use pick maps to copy the value.
   2. The pick map must have these values:
      • Field. name of the field in the Transaction Business Component.
      • Picklist Field. name of the Booking Class field in the Product Points Business Component.
   3. Specify the values for every field that must be copied from the Product Points Business Component to the Transaction Business Component.