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Administering Bulk Actions Using Analytics Segments

It is possible to use analytics segments to perform bulk member administration actions, if you have licensed the Segment Builder view in Siebel Marketing and Oracle Business Intelligence Enterprise Edition. For more information about Siebel Marketing, see Siebel Marketing User Guide.

For more information about Oracle Business Intelligence Enterprise Edition, which was formerly known as Siebel Business Analytics, see the relevant documentation for the version of the software that you are running:

• For versions earlier than 10.1.3.2, see Oracle's Siebel Business Analytics Platform documentation.
• For versions 10.1.3.2 or later, see the Oracle Business Intelligence Enterprise Edition documentation.

This documentation is on Oracle Technology Network.

To administer bulk actions using analytics segments

1. Populate the segment data needed for bulk member administration as follows:
   1. Create Segments in the Segment Builder view based on Loyalty Member data.
   2. Populate the staging table S_LOY_OLAPSTG with the member data in a segment for a given Loyalty Program.
   3. Modify the workflow LOY Bulk Action Process so it refers to the segment ID as a Process property. Then activate and redeploy the workflow.

      This segment Id is the CALL_LST_ID in the S_LOY_OLAPSTG staging table.

2. Optionally, you can also specify the Staging table business component name as a user property in the Generic Import Business Service by enabling the Segment field in the business component and applet with the segment lookup based on the S_LOY_OLAPSTG table.

   You can do this if you want to configure some other business component on the existing S_LOY_PLAPSTG table.

3. Administer the bulk transaction, as you administer the other types bulk transactions:
   1. Navigate to Loyalty Program Administration.
   2. In the Programs list, select a program and click its Program Id hyperlink.
   3. Click the Bulk Membership Administration view tab.
   4. Click New to add one or more new records to Bulk Administration list.
   5. Complete the necessary fields in each record:
      • In the Input format field, select Analytics Segment. This option refers to the Loyalty Member data derived using Oracle Business Intelligence Enterprise Edition.
      • In the other fields, enter the appropriate information, which depends on the type of bulk transaction you are performing, as described in the procedures about different types of bulk transactions earlier in this topic.
   6. Click Process.