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Example of Creating a Fixed Date Based Tier Assessment Model

You can create a fixed date based tier assessment model. In this model, the qualifying period starts on a fixed date each year for all loyalty program members. The tier end dates are also fixed for all members. The balance of all the members in the loyalty program is reset to zero at the end of the qualifying period.

When you are creating a fixed date based tier assessment model, consider the following:

• Upgrade rules are based on current qualifying period balances, while other rules are based on the last qualifying period balances.
• While a tier is valid, a member can be either upgraded or assessed. After the tier has expired, the member can either remain in the existing tier or be downgraded to a different tier.
• Current qualifying period balances are derived from the member's current active tier, while the last qualifying period balance is derived from the qualifying period balance history.
• The Stamp Future Tier flags future tier details if it is likely that a member will be downgraded based on the Tier Effective Period End Date.
• The New Tier End Date is always aligned with the Fixed Date attribute specified at the Tier Class level and considers the minimum tier period that is defined. New Tier Start Date is always the Tier Change Date.
• The Qual Period End Date is updated at the member's tier level in order to identify which qualifying period the member belongs to. This date is a fixed date that is calculated based on attributes defined at the Tier Class level.
• A member's balance for this tier class is reset in the new tier record if the record has been flagged either "Requalify Tier" or "Downgrade Tier." The balance is reset on every Qual Period End date as part of the update balance process.

To create a fixed date 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 in, and click its Program Id.
3. Click the Tier Classes view tab.
4. Add a new record to the Tier Classes list, and complete the necessary fields. Some fields which are relevant for the fixed date model 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.
   Start Tier Period	Select Fixed Date.
   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.
   Qual Period Length and Qual Period UoM	Enter the length and unit of measurement for the initial qualifying period for this tier. For example, if the qualifying period is one year, then the length is 1 and UoM is Year. If the qualifying period is six months, then the length is 6 and UoM is Month.
   Start Tier Date	This field is enabled only if Start Tier Period is Fixed Date. Enter the day and month that the tier starts.
   End Tier Date	This field is enabled only if Start Tier Period is Fixed Date. Enter the day and month that the tier ends.
   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	1
      Name	Future 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	Last QP Balance < 25000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Point
      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	Assess Next Tier
      Type	Assess Next Tier
      New Tier	Enter the name of the future tier.

   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	Tier End Date - system date < 45 days
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Point
      Condition	Is Less Than
      Value	45

   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	Assess Next Tier
      Type	Assess Next Tier
      New Tier	Enter the name of the future tier.

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	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	Last 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 Tier
      Type	Requalify Tier

   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 Tier
      Type	Requalify Tier