Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Formulas in Siebel Loyalty >

Building Formulas


This topic includes instructions about building a formula.

To build a formula

  1. Navigate to the Loyalty Promotions Administration screen, then the Formula view.
  2. Click New.
  3. Complete the necessary fields. Some fields are described in the following table.
    Field
    Description

    Name

    Name of the formula

    Program Name

    Program name with which to associate the formula

    Description

    Brief description of the formula

  4. Click the Name of the formula created in Step 3.
  5. In the Promotion Formula Builder, define the formula operators and attributes:
    1. Click New.
    2. Complete the necessary fields. Some fields are described in the following table.
      Field
      Description

      Sequence

      Sequence number of the row

      Operator

      Mathematical operator

      Object

      Select from Literal, Member, Member Tier, Promotion and Transaction

      Attribute

      Attribute name

      Value

      Numeric value for Literal-type objects

    3. Repeat Step a and Step b for each operator or attribute in the formula.
  6. Ensure that the formula is a valid mathematical equation:
    1. If the Validate button is grayed out and the Validation Status bar is green, then skip to Step 7.
    2. Click Validate.

      A information message is displayed indicating the likely cause of the invalid formula.

    3. Correct the issues specified in the information message.
    4. Repeat Step b and Step c until the Validate button is grayed out and the Status bar is green.
  7. Click Menu, and select Save Record.
Siebel Loyalty Administration Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.