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Example of Creating an Anniversary Based Tier Assessment Model

You can create an anniversary based tier assessment model. In this model, the qualifying period starts on the date that a member joins the loyalty program. The member's point balance is always reset to zero every year on the membership anniversary date.

When you are creating an anniversary based tier assessment model, consider the following:

• All rules defined for this model are based on the current qualifying period balance and other member attributes.
• During the tier period, a member is allowed to upgrade to another tier. However, when the tier expires, the member can either remain in the same tier or be downgraded to another tier.
• Member's balances are reset only on a member's anniversary date.
• For member assessment purposes, point type balances are derived from the current active tier of the tier class.
• The new tier end date is always aligned with the enrollment date and takes into account the minimum tier length setup defined at the Tier Class level. The New Tier Start date is always the same as the tier change date.
• The qualifying period end date is maintained at the member's tier level in order to identify which qualifying period the current member's balance belongs to. This value is calculated based on attributes defined at the Tier Class level.

To create an anniversary based tier assessment model

1. Navigate to the Loyalty Program Administration screen.
2. In the Loyalty Programs list, select the program that the tiers are used by and click its Program Id hyperlink.
3. Click the Tier Classes view tab.
4. Add a new record to the Tier Classes list, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Sequence	Enter a number indicating how high the status of this tier class is compared with other tier classes. For example, a frequent flyer program might include standard set to 1, business class set to 2, first class set to 3.
   Primary Tier Name	Select the lowest tier in this tier class, which is the tier that members are in when they first enroll. This value can only be specified after the tiers have been created for this class, and it must be specified before activating the tier class.
   Restart Qual Period	Select when the length of time for the new qualifying period starts after a tier status change. Qualifying Period Expiration. The length of time for the new qualifying period starts at the expiration of the current qualifying period. For example, the qualifying period for a member to qualify for the Gold tier ended on December 31, 2003, the member actually qualified for the Gold tier on August 17, 2003, and the length of time to qualify for Platinum tier is one year. Then the member has from August 17, 2003 until December 31, 2004 to qualify for the Platinum tier.
   Start Tier Period	Select Enrollment/Anniversary Date for the Start Tier Period.
   Min Tier Length and Min Tier Length Period	Enter the length and unit of measurement for this tier. For example, if the qualifying period is six months, then length is 6 and Period is Month.
   Assessment Schedule Date	Enter the day and month to schedule a tier assessment for a tier class.
   Recurring Period	Select how frequently the assessment schedule is repeated. Options are: Monthly Yearly

NOTE:  The following steps are examples of some tier assessment rules.

5. Create a new rule for this Tier.
   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Upgrade Rule
      Apply To	Tiers

   2. Click the Rule Name.
   3. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Current QP Balance > 150000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Points
      Condition	Is Greater Than
      Value	150000

   4. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Upgrade Tier
      Type	Upgrade Tier
      New Tier	Enter the name of the new tier after the upgrade.

   5. To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Is Expired
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Is Expired
      Condition	Equals
      Value	N

   6. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Upgrade Tier
      Type	Upgrade Tier
      New Tier	Enter the name of the new tier after the upgrade.

6. Create another rule for this Tier.
   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	3
      Name	Retain Rule
      Apply To	Tiers

   2. Click the Rule Name.
   3. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Current QP Balance > 25000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Points
      Condition	Is Greater Than
      Value	25000

   4. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Requalify
      Type	Requalify

   5. To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Is Expired
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Is Expired
      Condition	Equals
      Value	Y

   6. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Requalify
      Type	Requalify

7. Create another rule for this Tier.
   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	3
      Name	Downgrade Rule
      Apply To	Tiers

   2. Click the Rule Name.
   3. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Current QP Balance < 25000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Points
      Condition	Is Less Than
      Value	25000

   4. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Downgrade
      Type	Downgrade
      New Tier	Enter the name of the new tier after the downgrade.

   5. To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Is Expired
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Is Expired
      Condition	Equals
      Value	Y

   6. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Downgrade
      Type	Downgrade
      New Tier	Enter the name of the new tier after the downgrade.