Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Working with Loyalty Members Using the Siebel Application Interface >

Working with Parent-Child Member Relationships

Siebel Loyalty enables parent members to accrue points to their balances based on child member activity.

The purpose of this feature is to allow a single parent member to act as the holding account for multiple child members. The feature takes the accrual transactions of child members and aggregates them to their parent member. For example, an account or a household can be a parent member in an airline or retail loyalty program. In this case, all child members of the account or household accrue their transactions directly to the parent.

NOTE:  Only an individual member can be a child member of a household member, and the individual member can be a child member of only one household. Only a household member can have individual members as child members.

This feature is useful for companies that wish to receive the points for any business transactions by their employees (because the company pays for the purchases that earn the points). In this case, the child members are the company's employees, and the parent member is the company itself.

Suppose an employee takes a business flight, paid for by the company. The flight earns 100 qualifying points and 100 nonqualifying points. The employee's points are set to roll up to the company. Siebel Loyalty creates the following transactions, in this sequence:

1. Accrual to child member. The child member (the employee) accrues 100 qualifying points plus 100 nonqualifying points. The transaction credits 200 points from the appropriate point block to the child member, who then has an available balance of 200 points. In addition, the child member earns 100 qualifying points at the tier level.
2. Redemption from child member. One hundred qualifying points and 100 nonqualifying points are redeemed from the child member. However, Siebel Loyalty does not nullify the qualifying points. The child member's available points balance is 0, and the qualifying points balance is 100. The transaction has no effect on the point block.
3. Accrual to parent member. This replicates the first transaction. 100 qualifying points and 100 nonqualifying points are accrued to the parent member (the company). The parent member's available points balance is 200, and the qualifying points balance is 100. The transaction has no effect on the point block.

If a child member transaction is canceled, for example, because the member returns goods, then the transaction accruing points to the parent member is also canceled. The points are redeemed from the parent member and credited to the appropriate point block.

Parent-child member transactions use the Admin - Point Transfer promotion. To work with parent-child member relationships, perform the following tasks:

• Setting up Parent-Child Member Relationships
• Rolling Up Points from Child Members to a Parent Member

Setting up Parent-Child Member Relationships

You can set up a multilevel membership in a program by enrolling all program participants as members, then associating some members as child members with a specific parent member.

NOTE:  Child members are only allowed for account and household members, not for individual members.

To set up parent-child member relationships

1. Enroll parent members and children members separately, as described in Enrolling Members in Loyalty Programs.
2. Associate child members with their parent members as follows:
   1. Navigate to the Loyalty Members screen.
   2. In the Members list, click the Member Number (#) hyperlink for the parent member.
   3. Click the Child Members view tab.
   4. In the Child Members list, add one or more new records.
   5. In the Contact field, Account field, or Household field of each new record, select child members for this parent member.

      In the child member's record in Member screen, More Info view, the parent member is now shown in the Parent Member field.

Rolling Up Points from Child Members to a Parent Member

After adding the child member and parent member, you can roll up points using the following procedure.

NOTE:  The points are not double-counted, because only the child member or the parent member has them as available points at any given time. However, for purposes of placing members in a tier level, the same qualifying points count as credit for both the child member and the parent member.

To roll up points from child members to a parent member

1. Navigate to the Loyalty Members screen.
2. In the Members list, select the record for the parent member.
3. Click the parent member record's Member Number (#) hyperlink.
4. Click the Child Members view tab.
5. In the Child Members list, select a child member whose points you want to add to the parent member's balance.
6. Click the child member record's Member Number (#) hyperlink.
7. Click the More Info view tab, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Accrual To	Member to which the child's points are credited. Select the parent member.
   Auto Accrual Start Date	Start date for the transactions that roll up points from the child member to the parent member. Accept the default of today's date or enter a future date. NOTE:  You cannot set this field to a date in the past.

   As of the Auto Accrual Start Date, the child member's points are added to the parent member's balance. In addition, the Siebel Loyalty adds subsequent point accruals by the child member to the parent member's balance.