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Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Working with Loyalty Members Using the Siebel Application Interface > Working with Parent-Child Member RelationshipsSiebel Loyalty enables parent members to accrue points to their balances based on child member activity. The purpose of this feature is to allow a single parent member to act as the holding account for multiple child members. The feature takes the accrual transactions of child members and aggregates them to their parent member. For example, an account or a household can be a parent member in an airline or retail loyalty program. In this case, all child members of the account or household accrue their transactions directly to the parent. NOTE: Only an individual member can be a child member of a household member, and the individual member can be a child member of only one household. Only a household member can have individual members as child members. This feature is useful for companies that wish to receive the points for any business transactions by their employees (because the company pays for the purchases that earn the points). In this case, the child members are the company's employees, and the parent member is the company itself. Suppose an employee takes a business flight, paid for by the company. The flight earns 100 qualifying points and 100 nonqualifying points. The employee's points are set to roll up to the company. Siebel Loyalty creates the following transactions, in this sequence:
If a child member transaction is canceled, for example, because the member returns goods, then the transaction accruing points to the parent member is also canceled. The points are redeemed from the parent member and credited to the appropriate point block. Parent-child member transactions use the Admin - Point Transfer promotion. To work with parent-child member relationships, perform the following tasks:
Setting up Parent-Child Member RelationshipsYou can set up a multilevel membership in a program by enrolling all program participants as members, then associating some members as child members with a specific parent member. NOTE: Child members are only allowed for account and household members, not for individual members. To set up parent-child member relationships
Rolling Up Points from Child Members to a Parent MemberAfter adding the child member and parent member, you can roll up points using the following procedure. NOTE: The points are not double-counted, because only the child member or the parent member has them as available points at any given time. However, for purposes of placing members in a tier level, the same qualifying points count as credit for both the child member and the parent member. To roll up points from child members to a parent member
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