Siebel Loyalty Administration Guide > Using Siebel Loyalty with Partners > Setting Up Loyalty Terms for Precalculated Accruals >

Setting Up Unified Point Type for Partner Account Debit


Members can accrue points in more than one point type, but you can convert these multiple point types to a single, unified point type that is used to debit the partner account. For example, a member might accrue both Status Credits and Frequent Flyer Points, while the partner is only charged in Frequent Flyer Points. For each member point type, you must specify the conversion rate for converting member points to partner points.

To set up partner account debit for precalculated accruals

  1. Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Partners tab.
  2. Click the row for the partner you want to work with, then click the Partner Account Debit tab.
  3. For each point type you want to add, click New, then complete the necessary fields. Some fields are described in the following table.
    Field
    Description

    Point Type

    From the picklist, select the member point type, then click Pick.

    Conversion Rate

    Enter the rate for converting member points to partner points.

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