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

Restricting Loyalty Point Transfers

In some cases, Loyalty companies might want to restrict point transfers between members.

You can enter restrictions for each:

  • Transferor or Transferee
  • Point Type
  • Membership Type
  • Tier in Dominant Tier Structure Combination
    • Minimum Transaction QTY
    • Maximum Transaction QTY
    • Annual QTY Limit

NOTE:  There cannot be more than one line with the same Limit On, Point Type, Membership Type and Dominant Tier combination for one Siebel Loyalty program.

To restrict point transfers

  1. Navigate to the Loyalty Program Administration screen.
  2. Locate the program and click its Program Id hyperlink.
  3. Click the Points Transfer Setup tab.
  4. Add a new record to the Point Transfer Setup list and complete the necessary fields. Some fields are described in the following table.

    Limits on

    Select either Transferor or Transferee.

    Point Type

    Select Point Type.

    Membership Type

    Select the Membership Type. Choices include:

    • Account
    • Household
    • Individual
    • Partner


    Enter the Tier.

    Minimum Transaction Quantity

    Enter the Minimum Transaction Quantity. This number cannot be greater than the Maximum Transaction Quantity.

    Maximum Transaction Quantity

    Enter the Maximum Transaction Quantity. This number cannot be less than the Minimum Transaction Quantity.

    Transfer Period Limit

    Enter the total number of points a user can transfer in a given calendar year. The Transfer Start Date attribute at the program level determines the time the start date for transfer in the calendar year. The Transfer Start Date, by default, is same as the program start date.

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