Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Loyalty Administration Guide, Siebel CRM 20.1 Update
  • Whats New in Siebel Loyalty Administration Guide, Siebel CRM 19.1 Update
• 2 Overview of Siebel Loyalty
  • Overview of Siebel Loyalty
  • About Siebel Loyalty
    • Siebel Loyalty Members
    • Siebel Loyalty Users
  • Roadmap to Working with Siebel Loyalty
    • Designing a Loyalty Program
    • Implementing a Loyalty Program
    • Measuring a Loyalty Program’s Results
• 3 Getting Started with Siebel Loyalty
  • Getting Started with Siebel Loyalty
  • About Getting Started with Siebel Loyalty
  • About Implementing Siebel Open UI
  • Configuring Siebel Loyalty
    • Creating Point Types for Loyalty Programs
    • Allowing Additional Fields to Control Loyalty Points Given
    • About Changing the Fields Used in Loyalty Attributes
    • Allowing Manual Processing of Queued Transactions
    • Allowing Transactions to Be Processed Both Manually and Automatically
    • Setting Up Points Loan Repayment Workflow
    • Setting Up Member Merge
    • Allowing Users to Change Values of Member Attributes
    • Requiring Approval for Status Changes of Loyalty Transactions
    • Setting Up Custom Transaction Types for Siebel Loyalty
      • Defining Custom Transaction Subtypes
      • Example of Creating a Custom Transaction
    • Rounding the Decimal Values of Points
    • Configuring the Rounding of Decimal Values of Points
    • Examples of How the Decimal Values for Points are Rounded
  • Setting Parameters for the Siebel Loyalty Engine
    • Specifying Objects Processed by the Siebel Loyalty Engine
    • Specifying How Often the Siebel Loyalty Objects Run
  • Setting Up Server Components for Siebel Loyalty
    • Setting Up the Real-Time Server Component
      • Setting Parameters of the Real-Time Component
      • Configuring the Processing Mode of the Real-Time Component
    • Setting Up the Batch Server Component
      • Configuring Parameters of the Batch Server Component
      • About Starting the Batch Server Component
      • Starting the Batch Server Component Manually
      • Starting the Batch Server Component Using a Workflow
    • Setting Up the Interactive Server Component
  • Performance Optimization for Siebel Loyalty
    • Setting Up Server Keys for Siebel Loyalty
      • Using Server Keys for Load Balancing
      • Setting Up the Server Keys
      • Balancing Server Loads
    • About Assigning Server Keys to Members
    • Optimizing Point Block Updates
      • Example of Optimizing Point Block Updates
      • Server Process Termination and Recovery with Optimization
      • Types of Point Blocks
  • Defining Loyalty Products, Price Lists, and Catalogs
    • Defining Loyalty Features of Products
    • Defining Loyalty Points Earned for Purchasing Products
    • Setting Up Products for Redemption by Siebel Loyalty
  • Activating Workflows for Siebel Loyalty
  • Activating Task Flows for Siebel Loyalty
  • Creating Membership Schemes for Siebel Loyalty
  • Defining Lists of Values for Siebel Loyalty
    • Defining Loyalty Membership Card Types
    • Defining Loyalty Member Groups
    • Defining Loyalty Member Classes
    • Defining Loyalty Member Phases
    • Defining Loyalty Member Statuses
    • Defining Loyalty Member Hobbies and Preferences
      • Defining Member Hobbies
      • Defining Member Travel Preferences
    • Defining Loyalty Lounges
    • Defining Loyalty Airport and City Codes
      • Defining Airport Codes
      • Defining City Codes
    • Defining the Distance Between Two Airports
    • Defining Loyalty Reason Codes
    • Defining Loyalty Social Media Channels
  • Adding Employees as Loyalty Users
  • Creating the Loyalty Host Company as a Partner
  • Process of Setting Up Partner Access to Siebel Loyalty
    • Setting Up Loyalty Partner Point Conversion
    • Mapping Loyalty External Partner Tiers to Loyalty Program Tiers
    • Selling Loyalty Points to New Partners
  • Setting Up Customer Access to Siebel eLoyalty
    • Setting Up Member Access
    • Setting Up Self-Service Redemption
  • Viewing Processing Information for Siebel Loyalty Transactions
    • Troubleshooting Siebel Loyalty Using Processing Information
  • About Siebel Loyalty and Social Media
    • About Social Rewards Promotions
    • Configuring Membership Schemes for Social Media Members
• 4 Setting Up Siebel Loyalty Programs
  • Setting Up Siebel Loyalty Programs
  • About Siebel Loyalty Programs
  • About Loyalty Program Points, Tiers, and Rewards
    • Redeeming Points for Rewards
    • Qualifying for Tier Status
    • Using Points to Pay for Some Member Services
    • Expiration of Points
  • About Admin Promotions and Tier Promotions
  • About Promotion Calculation Rules for Loyalty Programs
    • Example of Promotion Calculation Rules
  • Process of Setting Up Loyalty Programs
    • Creating Loyalty Programs
    • Defining Program Level Attributes for Loyalty
    • Defining Point Types and Subtypes for Loyalty Programs
      • Defining Point Types
      • Defining Point Subtypes
    • Creating Point Blocks for Loyalty Programs
      • Creating Point Blocks
      • Approving Point Blocks
      • Checking the Points Remaining in a Block
    • Setting Up Auto-Creation of Point Blocks
      • Defining Partner Pricing Rules
      • Entering Loyalty Terms for Auto-Creation of Point Blocks
      • Approving and Billing for Auto-Created Point Blocks
    • Defining Tier Classes and Tiers
    • Creating Tier Promotions
    • Creating Vouchers for Loyalty Members
    • Defining Vouchers as Tier Rewards
    • Configuring Loyalty Vouchers
      • Making Vouchers Expire in Days Rather than Months or Years
      • Giving Members a Voucher for Registering
      • Giving Members a Voucher for a Tier Upgrade
    • Defining Loyalty Product Offerings
    • Integrating Siebel Loyalty with Business Intelligence Publisher
    • Defining Loan Setup
    • Defining Point Transfer Setup
    • Defining Point Purchase Setup
    • Defining Point Gift Setup
    • Setting Prices for Member Services
      • Creating the Product for the Member Service
      • Creating the Price for the Member Service Product
      • Associating the Product with the Member Service
    • Restricting the Redemption Period to Prevent Fraud
    • Creating Base Loyalty Promotions
      • Distance Table
      • Custom Calculation
    • Creating Admin Promotions
      • Creating the Transfer Member Id Transaction Attribute
      • Creating the Admin - Accruals Promotion
      • Creating the Admin - Cancellation Promotion
      • Creating the Admin - Gift Promotion
      • Creating the Admin - Loan Promotion
      • Creating the Admin - Point Transfer Promotion
      • Creating the Admin - Redemptions Promotion
      • Creating the Admin - Voucher Promotion
      • Creating the Admin - Points Purchase Promotion
      • Creating the Admin - Transfer Points Promotion
      • Creating the Admin - Gift Points Promotion
      • Creating the Admin - Availment Promotion
      • Creating the Admin - Voucher Reissue Promotion
      • Creating the Admin - Bonus Promotion
      • Creating the Admin - Lounge Purchase Promotion
      • Creating the Admin - Membership Renewal Promotion
      • Creating the Admin - Member Enrollment Promotion
      • Creating the Admin - Manual Credit Promotion
      • Creating the Admin - Manual Debit Promotion
      • Creating the Admin - Promotion Enrollment Promotion
      • Creating the Admin - Points Reactivation Promotion
      • Activating the Admin Promotions
  • Modifying Loyalty Programs
  • About Tier Promotions
    • About Tier Assessment Processes and Models
    • Example of Creating an Anniversary Based Tier Assessment Model
    • Example of Creating a Fixed Date Based Tier Assessment Model
    • Example of Creating a Rolling Period Based Tier Assessment Model
    • Example of Creating Tier Promotions without Tier Assessment Models
      • Creating Two Types of Points
      • Creating a Rule for the Base Tier for One Type of Point
      • Creating a Rule for the Base Tier for the Second Type of Point
      • Creating Additional Rules for the Base Tiers
      • Creating Additional Rules for the Other Tiers
      • Creating a Relationship Assessment Rule
  • About Retroactive Tier Changes
  • Example of Setting Up Retroactive Tier Changes
    • Creating Retroactive Tier Member Attributes
    • Creating Retroactive Tier Member Tier Attributes
    • Creating Retroactive Tier Transaction Attributes
    • Setting Up Retroactive Tier Rules
    • Creating the Admin - Retro Accruals Base Promotion
  • Siebel Loyalty Batch Engine Parameters
    • Configuring Batch Engine Parameters for Statements for Use with LDAP Authentication
    • Setting Batch Engine Parameters
    • Deleting Batch Engine Parameters
    • Example of Setting a Batch Engine Parameter
  • Troubleshooting Disappearing Loyalty Members
  • Importing and Exporting Loyalty Programs and Promotions
    • Exporting Loyalty Programs and Promotions
    • Importing Loyalty Programs
    • Importing Loyalty Promotions
• 5 Setting Up Siebel Loyalty Promotions
  • Setting Up Siebel Loyalty Promotions
  • Types of Loyalty Promotions
    • Common Types of Reward Promotions
    • About Base Promotions
  • About Creating Loyalty Promotions
  • Process of Creating Loyalty Promotions
    • Creating Attributes for Loyalty Programs
      • Creating Member Attributes
      • Creating Member Field, Member Tier, or Transaction Attributes
      • Creating Point Totals Attributes
      • Creating Promotion Specific Attributes
      • Displaying Promotion-Specific Attributes to Members
      • Creating Custom Attributes
      • Example of Custom Method for Custom Attributes
    • Creating a Loyalty Promotion Record
    • Specifying Products Included in a Loyalty Promotion
    • Providing Point Blocks for Loyalty Promotions
      • Checking Point Blocks Available for a Loyalty Promotion
      • Creating Point Blocks for a Loyalty Promotion
    • Creating Rules for Loyalty Promotions
      • Creating Criteria for Loyalty Promotion Rules
      • Creating Criteria That Compare Attributes to Values
      • Creating Criteria That Compare Attributes with Attributes
    • Creating Criteria that Evaluate Roundtrips
      • Creating Actions for Loyalty Promotion Rules
      • Creating an Assign Points Action
      • Creating an Update Attributes Action
      • Creating an Assign Voucher Action
      • Using Invoke Custom Action
      • Using Redeem Points
      • Using Cancel Transactions
    • Using Promotion Designer
      • The Promotion Designer Screen
      • Creating a Promotion Design
      • Validating and Activating the Promotion Design
  • Transient Variables
    • Overview of Transient Variables
    • Viewing Transient Variables
    • Defining Transient Variables for Existing Point Types
    • Defining Transient Variables for User-Defined Attributes
    • Examples of Using Transient Variables
      • Example of Using Transient Variables with Actions of Type Track and Assign Points
      • Example of Using Transient Variables with Action of Type Assign Points
      • Example of Using Transient Variables with Actions of Type Discount Points and Discount Points plus (+) Pay
  • About Hierarchical Rules for Loyalty Promotions
    • Benefits of Hierarchical Rules
  • Creating Eligibility Promotions
    • Return Values of Eligibility Promotions
    • Procedure for Creating Eligibility Promotions
  • Specifying the Tiers Applicable to Loyalty Promotions
  • Creating Incentives to Enroll in Promotions
  • About Rules Libraries for Loyalty Promotions
    • Managing Criteria Library Sets
      • Creating Criteria Library Sets
      • Saving Criteria Library Sets
      • Importing Criteria Library Sets
    • Managing Action Library Sets
      • Creating Action Library Sets
      • Saving Action Library Sets
      • Importing Action Library Sets
    • Advanced Options for Library Sets
      • Searching Through Existing Criteria
      • Searching Through Existing Actions
  • Formulas in Siebel Loyalty
    • Overview of Formulas
    • About the Formula Builder
    • About Formula Validation
    • Building Formulas
    • Associating a Formula with a Promotion
  • About Simulating Loyalty Transactions
    • Overview of Transaction Simulation
    • Simulating a Single New Transaction
    • Simulating a Set of Transactions Imported from an External Source
    • Viewing Bulk Transaction Simulation History
    • Simulating Existing Processed Transactions
    • Configuring Summary XML File Destinations for Simulations
      • Modifying the XML Output File Destination for Bulk Transaction Simulations
      • Modifying the XML Output File Destination for Single Transaction Simulations
  • About Adding Marketing Information to Loyalty Promotions
    • Evaluating and Segmenting Members of Loyalty Programs
      • Calculating Member Value
      • Assigning Members to Groups, Classes, and Phases
    • Creating Goals and Assumptions for Loyalty Promotions
      • Creating Goals for a Loyalty Promotion
      • Creating Assumptions for a Loyalty Promotion Goal
    • Adding Expenses and Line Items to Loyalty Promotions
      • Adding Expenses to a Loyalty Promotion
      • Adding Line items to a Loyalty Promotion Expense
    • Adding Purchase Requests to Loyalty Promotions
    • Adding Market Development Fund Requests to Loyalty Promotions
    • Associating Loyalty Members with Marketing Campaigns
    • Integrating Promotions with External Target Lists
  • Process of Approving Loyalty Promotions
    • Displaying Promotions in a Calendar Format
    • Submitting Promotions for Approval
    • Approving or Rejecting Promotions
    • Viewing the Approvals for a Promotion
  • Activating, Modifying, and Deactivating Loyalty Promotions
    • Activating Loyalty Promotions
    • Modifying Loyalty Promotions
    • Deactivating Loyalty Promotions
  • Allowing Existing Member Fields to Be Used in Loyalty Promotion Criteria
  • Allowing Added Member Fields to Be Used in Loyalty Promotion Criteria
  • Configuring Common Promotions
    • Creating a Promotion That Applies on the Member’s Anniversary
    • Creating Reward Promotions That Apply to the First Transaction on the Day the Member Enrolls
  • Loyalty Promotion Examples
    • Example of Creating a Simple Frequency Promotion
      • Creating the Promotion Record for the Simple Frequency Promotion
      • Specifying the Product for the Promotion
      • Creating the Attribute to Track Number of Flights
      • Creating an Attribute to Track Whether a Member Received This Bonus
      • Creating a Rule That Updates the Number of Flights Attribute
      • Creating a Rule That Gives the Member a Bonus
      • Creating an Action That Resets an Attribute Value
      • Activating the Promotion
    • Example of Creating a Complex Frequency Promotion
      • Creating the Promotion Record for the Complex Frequency Promotion
      • Specifying the Product for the Promotion
      • Creating the Attribute for the Promotion
      • Creating a Rule That Updates the Attribute
      • Creating Rules That Give the Members Bonuses
      • Creating a Rule To Gives Members a 1000-Point Bonus
      • Creating a Rule To Gives Members a 3000-Point Bonus
      • Creating a Rule To Gives Members a 5000-Point Bonus
      • Activating the Promotion
    • Example of Creating an Action-Based Bonus
      • Creating the Promotion Record
      • Specifying the Product for the Promotion
      • Creating a Rule for the Action-Based Bonus
      • Activating the Promotion
    • Example of Creating a Roundtrip Promotion
      • Creating the Promotion Record
      • Specifying the Products for the Promotion
      • Creating the Promotion-Specific Attribute
      • Creating a Rule to Give the Member a Bonus
      • Creating a Rule to Update the Roundtrip Attribute
      • Activating the Promotion
    • Example of Creating a Partner Promotion
    • Example of Creating a Joint Promotion
      • Creating the Promotion Record
      • Specifying the Products for the Promotion
      • Creating Promotion-Specific Attributes
      • Creating Rules to Update the Promotion-Specific Attributes
      • Creating a Rule to Give the Member a Bonus
      • Activating the Promotion
    • Example of Creating a Joint Accrual Promotion
      • Creating the Promotion Record
      • Creating Rules to Reward Individual and Corporate Members
      • Activating the Promotion
    • Example of Creating an Order-Level Accrual Promotion
      • Creating the Promotion Record
      • Creating Promotion-Specific Attributes
      • Creating Rules to Check the Number of Jeans and Shirts Purchased
      • Activating the Promotion
    • Example of Creating an Accrual Package Promotion
      • Creating a Promotion Record for an Accrual Package Promotion
      • Creating Attributes for the Promotion
      • Creating Rules to Update Accrual Package Promotion Attributes
      • Creating a Rule to Give a Bonus
      • Activating the Promotion
    • Example of Creating a Reward-Referrals Promotion
      • Creating the Promotion Record
      • Specifying the Product for the Promotion
      • Creating the Attribute to Record if a Referral Member Number Exists
      • Creating Rules to Reward Members for Referrals
      • Activating the Promotion
    • Example of Creating a Social Rewards Promotion
      • Creating the Promotion Record
      • Specifying the Product for the Promotion
      • Creating the Promotion-Specific Attribute
      • Creating a Rule for the Social Rewards Promotion
      • Activating the Promotion
  • Troubleshooting Action-Based Bonuses
  • Promotions Based on Day or Time of Purchase
    • About Calendar Attributes
    • Creating Calendar Attributes
    • Creating Promotions Based on Day or Time of Purchase
  • Theme-Based Promotions
    • Scenarios for Theme-Based Promotions
    • Creating Theme-Based Promotions
• 6 Working with Siebel Loyalty Program Members
  • Working with Siebel Loyalty Program Members
  • About Working with Siebel Loyalty Program Members
  • Integrating Loyalty with Cybersource and Taxware
  • About Using Loyalty Member Services
    • Enrolling Members in Loyalty Programs
      • Selecting a Member Type and Membership Scheme
      • Entering Member Information for an Individual Member
      • Entering Member Information for an Account Member
      • Entering Member Information for a Household Member
      • Assigning a Member a User Name and Password
    • Enrolling Members in Loyalty Promotions
    • Reissuing Redemption Vouchers
    • Cancelling Redemption Vouchers
    • Renewing Loyalty Memberships
    • Cancelling Loyalty Memberships
    • Purchasing Lounge Services
    • Purchasing Loyalty Points
    • Transferring Points Between Loyalty Members
    • Giving Gift Points from One Loyalty Member to Another Member of the Same Program
    • Entering Accrual Disputes
      • Creating a Missing Accrual Dispute
      • Creating an Incorrect Accrual Dispute
      • Partner Review of Accrual Disputes
    • Reactivating Loyalty Points
  • About Working with Loyalty Members Using the Siebel Application Interface
    • Entering Loyalty Members’ Transactions
    • Viewing Transaction Details
    • Using Transactions with Consolidated Accrual Items
      • Consolidating Accrual Items for Retail Transactions
      • Viewing Accrual Line Items for Transactions with Consolidated Accrual Items
      • Viewing Total Accrued Points for Transactions with Consolidated Accrual Items
      • Cancelling Transactions with Consolidated Accrual Items
    • Viewing Loyalty Member Details
      • Viewing Loyalty Members’ Point Balances
      • Viewing Loyalty Members’ Point Items
      • Viewing Loyalty Members’ Transaction Histories
      • Viewing Loyalty Members’ Activities
      • Viewing Loyalty Members’ Attributes
      • Viewing Loyalty Members’ Promotion Attributes
    • Working with Parent-Child Member Relationships
      • Setting up Parent-Child Member Relationships
      • Rolling Up Points from Child Members to a Parent Member
    • Entering Loyalty Member Referrals
    • Entering Loyalty Members’ Profiles and Preferences
      • Entering Loyalty Members’ Travel Profiles
      • Entering Members’ Hobbies
      • Entering Members’ Favorite Travel Destinations
      • Entering Members’ Frequently Travelled Routes
    • Viewing Loyalty Members’ Promotions
      • Viewing the Promotions a Member Has Enrolled In
      • Viewing the Promotions that Apply to a Member
    • Entering Loyalty Members’ Orders
      • Entering an Order Payment in Points and Currency
    • Approving Loyalty Members’ Transactions
      • Submitting Transactions for Approval
      • Approving or Rejecting Transactions
      • Viewing the Approvals for a Transaction
    • Cancelling Loyalty Members’ Transactions
      • Setting a Cancel Action for Member Attributes
      • Setting a Cancel Action for Promotion Attributes
      • To Cancel a Transaction
    • Restricting Transactions Based on Membership Status
    • Entering and Modifying Loyalty Members’ Service Requests
    • Managing Loyalty Members’ Vouchers
      • Giving Vouchers to Members
      • Viewing Information About Members’ Vouchers
      • Using Vouchers
    • Changing Loyalty Members’ Tier Status Manually
      • Entering and Submitting the Special Tier Status
      • Approving or Rejecting the Manual Tier Change
    • Creating a Loyalty Membership Card Manually
    • Lending Points to Loyalty Members
      • Setting the Maximum Loan That a Member Can Receive
      • Lending Points to a Member
      • Repaying the Loan
      • Redeeming the Loan
    • Restricting Loyalty Point Transfers
    • Restricting Loyalty Point Purchases
    • Merging Loyalty Program Members
      • Results of the Member Merge
      • Performing the Member Merge
    • Generating, Viewing, and Printing Loyalty Members’ Statements
      • Generating a Statement
      • Viewing Statement Information
      • Printing a Statement
  • Bulk Loyalty Membership Administration
    • About Bulk Loyalty Membership Administration
      • Enabling Bulk Loyalty Membership Administration
      • Controlling the Size of Work Units
      • Configuring a Log Directory for Work Unit Processing
    • Administering Bulk Promotion Enrollment
    • Administering Bulk Tier Changes
    • Administering Bulk Point Updates
      • Administering Bulk Point Updates
    • Administering Bulk Status of Membership Changes
    • Administering Bulk Actions Using Analytics Segments
    • Viewing Bulk Action History
    • Administering Bulk Accruals
    • About Importing Loyalty Members and Transactions Using Siebel EIM
      • About Assigning Loyalty Server Keys
  • Administering Batch Enrollment
• 7 Setting Up Siebel Loyalty Redemptions
  • Setting Up Siebel Loyalty Redemptions
  • About Siebel Loyalty Redemptions
    • Real-Time Processing of Redemptions
  • About Redemption Pricing
    • About Pricing Using Redemption Rules
    • About Pricing Using Base Redemption Promotions
  • Process of Setting Up Airline Flight Redemptions
    • Creating Zones Mapped to Airports
      • Creating Zones
      • Mapping Airports to Zones
    • Creating the Flight Redemption Product
    • Associating the Flight Redemption Product with a Program Partner
    • Defining the Static Redemption Price for Flight Products
    • Setting Up the Flight Redemption Promotion
      • Example of a Flight Redemption Promotion
    • Using Electronic Vouchers for Redemptions
  • About Nonflight Redemptions
  • Process of Setting Up Nonflight Redemptions
    • Creating a Nonflight Redemption Product
    • Associating the Nonflight Redemption Product with a Program Partner
    • Defining the Static Redemption Price for Nonflight Products
    • Setting Up the Nonflight Redemption Promotion
      • Example of a Nonflight Redemption Promotion
    • Setting Up Order Management for the Product
    • Using Electronic Vouchers for Redemptions
  • Sequence for Redeeming a Tangible Product Through a Web Store
  • About Electronic Vouchers
    • When Are Vouchers Issued?
    • Difference Between Vouchers for Flight and Nonflight Redemptions
    • Partner Payment for Redemption Vouchers
    • Voucher Status Validation
    • Redemption Voucher Status
    • Voucher Revenue Recognition
  • Sequence for Redeeming Electronic Vouchers
  • Example of Setting Up Redemption Pricing Using Base Redemption Promotions
  • Example of Creating Promotions to Assign Values to Vouchers
  • Partner Pricing for Loyalty Redemptions
  • Redemption Packages
    • About Setting Up Redemption Packages as Promotions
      • Example of Setting Up a Redemption Product and Base Price List for a Redemption Package
      • Example of Setting Up a Redemption Promotion for a Redemption Package
    • Setting Up Redemption Packages as Bundled Products
  • Redemption Loans
    • Setting Loan Limits for Tiers
    • Sequence for Loyalty Credit Check
  • Points-To-Pay Conversion
    • About Points-To-Pay Conversion
    • Setting Up Points-To-Pay Conversion
    • About Redemption with Conversion Pricing
      • About Converting Points to Pay
  • Bidding for a Redemption Product
    • Redemption Scenario for a Bid
  • Batch Redemption Process
    • Setting Up Batch Redemption
    • Specifying the Threshold for Batch Redemption
  • Addressing Concurrent Redemption Transactions
  • Methods to Calculate Loyalty Redemption Price
• 8 Using Siebel Loyalty with Partners
  • Using Siebel Loyalty with Partners
  • About Partner Use of Siebel Loyalty
  • Overview of Partner Use of Siebel Loyalty
  • Scenario for Partner Use of Siebel Loyalty
    • The Partner Enrolls a New Member
    • The Partner Gives Points to a Member Manually
    • The Partner Logs a Service Request
    • The Partner Approves Disputed Transactions
  • Entering the Loyalty Partner Program Profile
    • Adding Programs to the Partner Program Profile
    • Viewing the Partner Program Profile
  • Creating Joint Promotions with Partners
  • Mapping Zones and Cities to Airports
  • About Selling Loyalty Points to Partners
    • Selling Points to Prepaid Partners
      • Making the Points Available to Purchase
      • Activating the Point Block for Prepaid Partners
    • Selling Points to Post-Paid Partners
      • Setting Up Partner Billing Rates
      • Generating Bills
      • Viewing Generated Bills
  • About Using Redemption Vouchers
  • Sending Transactions to Partners for Review
  • Sending Accrual Disputes to Partners for Review
  • Managing Loyalty Partners’ Rejected Transactions
    • Identifying and Commenting on Rejected Transactions
    • Resubmitting Rejected Transactions (Partner)
  • Exposing Additional Views to Partners
  • Managing Partner Fees and Point Balances
    • Adjusting a Partner’s Point Balance
    • Debiting a Partner’s Point Balance
    • Crediting a Partner’s Point Balance
    • Charging Partner Fees in Points
    • Charging Partner Fees in Currency
    • Refunding Partner Fees in Points
  • Generating Partner Statements
  • Setting Up Loyalty Terms for Precalculated Accruals
    • Setting Up Loyalty Partner Product Offerings
      • Setting Up Accrual Templates
      • Setting Up a Loyalty Product Offering
    • Setting Up Precalculated Accruals
    • Setting Up Unified Point Type for Partner Account Debit
• 9 Member Self-Service with Siebel eLoyalty
  • Member Self-Service with Siebel eLoyalty
  • About Siebel eLoyalty
  • Overview of How Members Use Siebel eLoyalty
  • Scenario for a Member Using Siebel eLoyalty
    • The Member Enrolls and Enters Profile Information
    • The Member Views Account Information
    • The Member Signs Up for a Promotion
    • The Member Buys Products
    • The Member Checks Promotion Attribute Status
    • The Member Redeems Points for Rewards
    • The Member Transfers Points to Another Member
    • The Member Refers a New Member
  • Troubleshooting the Display of the Catalog and Products to Loyalty Members
    • Displaying the Catalog
    • Displaying Products
• 10 Siebel Loyalty Workflow, Task Flow, and Methods Reference
  • Siebel Loyalty Workflow, Task Flow, and Methods Reference
  • Siebel Loyalty Workflows
    • LOY ABB New Member Process Workflow
    • LOY ABB Web Update Process Workflow
    • LOY ABB Web Update Shell Process Workflow
    • LOY Action Based Bonus Referral SubProcess Workflow
    • LOY Action Based Bonus Subprocess Workflow
    • LOY Activate Promotion Process Workflow
    • LOY Approval Process Workflow
    • LOY Batch Redemption Process Workflow
    • LOY Bulk Action Process Workflow
    • LOY Bulk Import Accrual Process Workflow
    • LOY Bulk Member Admin Process Workflow
    • LOY Bulk Simulation Process Workflow
    • LOY Cancel Transaction Process Workflow
    • LOY Cannot Copy Promotion Process Workflow
    • LOY Change Member Tier Workflow
    • LOY Deactivate Promotion Process Workflow
    • LOY EAI Export Program Workflow
    • LOY EAI Export Promotions Workflow
    • LOY EAI Export Transactions Workflow
    • LOY EAI Import Program Workflow
    • LOY EAI Import Promotion Workflow
    • LOY eMember - Checkout Process Workflow
    • LOY Engine - Process Batch Workflow
    • LOY Engine - Process Expired Accruals Workflow
    • LOY Engine - Process Object Workflow
    • LOY Engine - Process Promotion Bucket Workflow
    • LOY Engine - Process Tier Workflow
    • LOY Engine - Process Transaction Workflow
    • LOY Engine - Simulate Object Workflow
    • LOY Engine - Start Engine Workflow
    • LOY Engine - Update Cache Workflow
    • LOY Engine - Update Program Cache Workflow
    • LOY Get Txn Enhanced Log New Workflow
    • LOY Loan Repayment Workflow
    • LOY Member Enrollment Process Workflow
    • LOY Modify Promotion Process Workflow
    • LOY Optin Promotion Process Workflow
    • LOY Optin Promotion Sub Process Workflow
    • LOY Point Transfer Process Workflow
    • LOY PreAlloted Membership Generation Workflow
    • LOY Return Points to Parent Point Block Workflow
    • LOY Update Parent Point Block Reserved Points Workflow
    • LOY Update Program Process Workflow
    • LOY User Registration Member Process Workflow
  • Siebel Loyalty Task Flows
  • LOY Processing Engine Business Service
    • ProcessBatch Method
    • ProcessObject Method
    • SubmitObjectForProcessing Method
    • UpdateCache Method
  • LOY Interactive Processing Engine Business Service
    • ProcessInteractiveObject Method
    • InteractiveProcess Method
• 11 Siebel Loyalty Engine Reference
  • Siebel Loyalty Engine Reference
  • Siebel Loyalty Server High-Level Architecture
  • Siebel Loyalty Engine Object Processing
  • Siebel Loyalty and Siebel Remote
• 12 German GAAP Statutory Compliance for Siebel Loyalty
  • German GAAP Statutory Compliance for Siebel Loyalty
  • Process of Reconciling Siebel Loyalty with a General Ledger
  • Activating the Audit Trail for the LOY Member Business Components
    • Enabling the Audit Trail for the LOY Member Business Component
    • Enabling the Audit Trail for the LOY Tier Business Component
    • Enabling the Audit Trail for the Channel Partner Business Component
    • Enabling the Audit Trail for the Personal Payment Profile Business Component
  • Prohibiting Deleting Members in Siebel Loyalty
  • Enabling Sequential Numbering of Transactions
  • Merging Loyalty Members