Using Siebel Loyalty with Partners

This chapter gives you background information about how partners use Siebel Loyalty and explains the tasks that you perform at the brand owner company in order to manage partners. This chapter includes the following topics:

About Partner Use of Siebel Loyalty

Partners are other companies that work with the host company that runs the loyalty program. For example, an airline’s loyalty program might allow members to earn frequent flyer points by doing business with partners that are hotels, car rental companies, financial institutions, and retailers.

The host company usually has an agreement with the partner. Under this agreement, the host company can charge the partner fees for various transactions and services that a partner requests for a given loyalty program. Fees include monetary fees and points.

The host company uses the Loyalty Partner Portal to interact with its partners by sharing member information, jointly creating promotions, reviewing and editing transactions, and managing partner fees and point balances. The Loyalty Partner Portal enables the host company to provide a simple interface to partners without worrying about the technical requirements of the client.

Overview of Partner Use of Siebel Loyalty

The Siebel Loyalty Partner Portal has three different types of functionality:

It includes the functionality of the standard Siebel Partner Portal, as described in Siebel Partner Relationship Management Administration Guide.
It includes functionality that enables partners to work with members in many of the same ways that your own member service representatives work with members. There are some minor differences between the Siebel Loyalty Partner Portal and the screens of Siebel Loyalty that your own member service representatives use, but these screens are used in similar ways.
It includes functionality to support tasks that apply only to partners.

A few of the most common tasks performed by partners are:

Enrolling Members and Maintaining Member Information. Partners can enroll members and capture members’ profile, much as your own MSRs do. For more information about enrolling members, see Enrolling Members in Loyalty Programs.
Managing Member Transactions. Partners can manage member transactions in many of the same ways that your MSRs do. For more information about managing member transactions, see Entering Loyalty Members’ Orders.
Collaborating On Loyalty Promotions. Partners use the Partner Portal to collaborate on Loyalty Promotions. For more information, see Creating Joint Promotions with Partners.
Collaborating On Campaigns. Partners use the Partner Portal to collaborate on planning and executing marketing campaigns. For more information, see Siebel Partner Relationship Management Administration Guide and Siebel Marketing Installation and Administration Guide.

Scenario for Partner Use of Siebel Loyalty

This scenario gives one example of how partners might use Siebel Loyalty. Your partners might use Siebel Loyalty differently, depending on your business model.

The Partner Enrolls a New Member

An automobile manufacturer is running a special promotion, which allows dealers to give away 25,000 points with the purchase of any car.

A dealer sells a car to a customer who does not yet have a Loyalty account. The dealer uses the Loyalty Members screen of the Partner Portal to enroll the customer in the loyalty program.

The Partner Gives Points to a Member Manually

After enrolling the member, the dealer navigates to the Loyalty Transactions screen.

The dealer creates a new transaction record to give the member the 25,000 points. After filling in the new record, the dealer clicks Process, and receives confirmation that the transaction is complete.

This information is available to either a host company employee using the Loyalty application or the member through the eLoyalty Member Portal, in addition to being available to the partner through the Loyalty Partner Portal.

The Partner Logs a Service Request

The dealer has questions about this promotion.

The dealer navigates to the Self Service screen of the Partner Portal, creates a new service request, and enters the question.

When the dealer logs into the Partner Portal again, several hours later, the dealer navigates to the Self Service screen and sees that the OEM has entered the answer to the question.

The Partner Approves Disputed Transactions

The accrual disputes raised by the users are directed to the partner for approval of the partner, if required.

The partner can view and approve or reject these transactions before further processing.

Entering the Loyalty Partner Program Profile

In order to help you understand a partner’s loyalty program, you can enter information in the partner program profile. This only applies to partners who have their own loyalty programs.

This task is a step in Process of Setting Up Partner Access to Siebel Loyalty.

Adding Programs to the Partner Program Profile

The following procedure describes how to add programs to the partner program profile.

To add programs to the partner program profile

Navigate to the Loyalty Program Administration screen.
Identify the program to which you want to add partners, and click its Program Id hyperlink.
Click the Programs Hosted view tab.
On the Partners list, click New.
In the Add Partner dialog box, select a partner to associate with this program and click OK.

Viewing the Partner Program Profile

The following procedure describes how to view the partner program profile.

To view the partner program profile

Navigate to the Partners screen.
In the link bar, click Partner List.
Identify the partner company whose profile you want to view and click its Partner Name hyperlink.

Click the Partner of Programs view tab.

The Partner of Programs list displays a record for each of the partner’s loyalty programs. Some fields are described in the following table.

Field	Description
Name	Enter the name of the partner's loyalty program.
Hosted By	Enter the name of the host organization for this program.
Promotion Calculation Rule	Enter the method that the partner uses to calculate points.
Start Date	Enter the date the partner began offering its program.

Creating Joint Promotions with Partners

You create promotions with partners in much the same way that you create ordinary promotions:

Create a Joint Marketing Campaign. Before creating the promotion, use Siebel Marketing to create a joint campaign with the partner. For more information, see Siebel Marketing Installation and Administration Guide.
Set Up a Promotion Based on Transactions with the Partner. Create the promotion in the usual way, as described in Process of Creating Loyalty Promotions, and enter the following data:
- Promotions Based on Transactions with Only the Partner. When you create the rule for the promotion, choose the partner as one of the criteria in a promotion rule, so the promotion applies only to members’ transactions with this partner. If the promotion could apply to multiple partners, then enter in multiple partners as promotion criteria.
- Promotions Based on Transactions with the Partner or Host Company. When you create the rule for the promotion, choose both the host company and one or more partner companies as criteria, so the rule applies to the member’s transactions with either the host company or these partners.
- Promotions Based on Transactions with the Partner and Host Company. Create a promotion that gives a member a bonus based upon completing purchases from both the host company and the partner, as described in Example of Creating a Joint Promotion. This promotion is a joint promotion, defined so the member must have transactions with both the partner and the host company to get the bonus.
Partner Approves the Promotion. If the partner must approve the promotion, then they can do so by going to the Loyalty Promotions view of the Partner Portal and selecting Partner Approved in the Partner Status field. This field shows that the partner has approved the promotion, but the promotion is not active and does not apply to transactions until a host company employee activates it.
Sell Points to the Partner. You might have to sell additional points to the partner for the promotion. Do this in the same way you sell points to partners for the loyalty program, as described in About Selling Loyalty Points to Partners.
Activate the Promotion. After getting approvals and selling additional points to the partner, as needed, the host activates the Promotion by selecting it and clicking Activate in Promotion Administration view.

Mapping Zones and Cities to Airports

A promotion can have rewards for members who complete trips or round-trips between two cities, and each of these cities might have one or more airports.

A promotion can also have rewards for members who complete trips or round-trips between two zones, and each zone might include multiple cities and multiple airports.

All Loyalty implementations for airlines must create lists of values for all the airports in your loyalty program. Optionally, if you reward members for travelling between cities and zones, then you also create lists of values for cities, and you enter the zones for a given partner. You also map the airports to cities and zones for a given partner. Then that partner can give rewards for traveling between cities or zones.

For example, the airport code SFO (and the codes for other San Francisco airports) could be mapped to the city of San Francisco, if a partner has a reward for round-trips between New York and San Francisco. The airport code SFO (and the codes for other airports on the west coast) could be mapped to the zone West Coast, if a partner has a reward program for round-trips between the East Coast and the West Coast of the United States.

First, you create the lists of values for the airports and cities, as described in Defining Loyalty Airport and City Codes. Then you create codes for zones, and you map the cities and zones to the airports, as described here. This mapping applies to all programs and promotions for this partner.

When customer service representatives create transactions, as described in Entering Loyalty Members’ Transactions, after they select the origin airport and destination airport, they can see the origin city, origin zone, destination city, and destination zone in the Transaction form.

To map zones and cities to airports

Create a code for a zone as follows:

Navigate to the Partners screen, Partner List view.
In the Partners list, click the Partner Name hyperlink for the appropriate partner.
Click the Zones view tab.

Add a new record, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Zone Code	Enter the code for the zone.
Zone Name	Enter a name for the zone.

Click the Airport-Zone Map view tab.

Add a new record to the Airport-Zone Map list for each airport that you want to map, and complete the necessary fields, described in the following table.

Field	Description
Airport Code	Select the code for the airport being mapped to a city and zone.
Zone Name	Select the code for the zone being mapped to this airport.
City	Select the code for the city being mapped to this airport.

About Selling Loyalty Points to Partners

Partners must purchase points from the host company, so they can give those points to members who make purchases from them.

When a partner submits a transaction that earns points for a member, those points are deducted from the point balance for that partner (calculated by the partner account debit conversion rate), as tracked by point blocks. If the partner does not have enough points to give to the member, then the transaction is rejected.

The host company charges points to the partners in two ways:

Prepaid. The partners buy point blocks before members earn the points. A point block representing the amount of points purchased is created and activated. When a partner's prepurchased point balance is low, the host company sells additional points to the partner. If the host company wants to prevent members' transactions from being rejected if the partner mistakenly fails to purchase additional points in time, then the host company can create and activate a reserve point block that is only used if the prepurchased point block runs out of points. If the reserve point block is used, then the host company charges the partner for these points as well as for another large point block. The host company can also set up auto-creation of point blocks for prepaid members, as described in Setting Up Auto-Creation of Point Blocks, so a new point block is created automatically when the existing point block runs out of points.
Post-Paid. The partner pays for points only after the points have been given to members. The host company bills the partner after the points are used. For example if the partner is billed on a monthly basis, then the partner would be charged only for the points that it gave to members since the last billing.

For prepaid partners, the partner manager can view the information for the partner in the Point Block Purchases view of the Partners screen. The partner manager changes the status of the point block to approved in order to make the points available.

The Point Block view also lists all previous blocks of points that the partner has purchased, so the host company can also use it to view the partner’s point purchasing history.

Selling Points to Prepaid Partners

For prepaid partners, you begin by making the point block available for purchase. After the partner has purchased a point block, you activate it so the partner can use it.

Before you sell the points to prepaid partners, you must create the point blocks, as described in Creating Point Blocks for Loyalty Programs. You also have the option of setting up auto-creation of point blocks, as described in Setting Up Auto-Creation of Point Blocks.

Making the Points Available to Purchase

For prepaid partners, you begin by making the points available to purchase.

Note: You can also make points available for partners to purchase in the Loyalty Program Administration screen, Points Blocks view. Point blocks are point type independent.

To make points available for partners to purchase

Navigate to the Partners screen, Partner List view.
In the Partners list, select the partner company that you allow to purchase this point block.
Click the Partner Name field’s hyperlink.
Click the Point Blocks view tab.
Add a new record to the Point Blocks list, and complete the necessary fields.

Activating the Point Block for Prepaid Partners

After a prepaid partner has purchased the point block, you activate it so it is available for the partner to use.

To activate points so they can be used by prepaid partners

Navigate to the Partners screen, Partner List view.
In the Partners list, select the partner company whose payment for the points you have received.
Click the Partner Name field’s hyperlink.
Click the Point Blocks Purchases view tab.
If necessary, use a query to find Point Blocks with the status Submitted for Approval.
In the Status field, choose Approved.
These points can be given to members who have transactions with this partner.

Selling Points to Post-Paid Partners

Post-paid partners pay for points after they are used.

At the end of each billing period, you bill the partner based on how many points the partner gave to members during the period.

Setting Up Partner Billing Rates

For each post-paid partner, specify the rate that you charge for each type and subtype of point that the partner uses. You can also enter different rates for one type and subtype for different periods of time.

To set up a partner’s billing rates

Navigate to the Loyalty Program Administration screen.
Drill down on the name of the Program Id field of the program that the points are used in.
Click the Partners view tab.
In the Partners list, select the record for the appropriate partner.
Scroll down and click the Billing Rates view tab for that partner.

Add a record to the Billing Rates list for each type and subtype of point that the partner uses, and complete the necessary fields, described in the following table.

Field	Description
Start Date	Enter the date when this billing rate becomes effective.
End Date	Enter the date when this billing rate is no longer effective.
Point Type	Select the point type this rate is charged for.
Point Subtype	Select the point subtype this rate is charged for.
Price	Enter the price per point.
Currency	Enter the currency for the price.
Billing Percentage	Enter a billing percentage, the rate to be charged to this partner. For example, if you enter a billing percentage of 90, then the partner is only charged 90% of the price entered in the Price field.
Operating Carrier	For airline loyalty programs only, select the carrier that provides the flights that these points can be exchanged for.

Generating Bills

To generate bills for a partner, you click the Generate Billing button, which opens a dialog box where you specify the start date and end date for the bill.

After bills are generated, any future bills do not include transactions that have already been included in past bills. If you generate a new bill for the same period as an earlier bill, or for an overlapping period, then the new bill only includes transactions that were not included in earlier bills.

The bill is calculated as follows:

Partner Bill for selected Period= 
(Points for all accrual transactions of the partner processed in this period - Transactions canceled) * Price for each point type, sub type and operating carrier combination * billing percentage

To generate a bill

Navigate to the Loyalty Program Administration screen.
Drill down on the name of the Program Id field of the program that the points are used in.
Click the Partners view tab.
In the Partners list, select the record for the appropriate partner.
Click Generate Billing.
In the dialog box, enter the start date and end date of the billing period, and click Submit.

Viewing Generated Bills

You view the generated bills in the Partners screen, and you use them to bill your partners.

To view generated bills

Navigate to the Partners screen, Partner List view.
Drill down on the name of the appropriate partner.
Click the Statements view tab.
Query for Partner Billing in the Statement Type field and for the appropriate dates in the Start Date and End Date field.

About Using Redemption Vouchers

For partner redemptions, a member quotes the voucher number as a form of payment for activities such as a room booking, or a car rental. The partner validates the activity with loyalty program operations, which then manually change the voucher status to: Reserved. This status prevents the member from quoting the voucher number to another partner to obtain a redemption product. Once the member presents the voucher to avail the redemption to the partner, the partner contacts Loyalty Program Operations in real time or sends a batch of availed redemption transactions to change the status of the vouchers to Availed or Used.

Sending Transactions to Partners for Review

Some transactions need to be reviewed and approved by partners. For example, the host company might send transactions to a partner for approval if the companies are running a type of joint promotion that requires the partner’s explicit approval of transactions, or a transaction might be rejected by the Loyalty Engine so the partner must edit the transaction's information before submitting it for reprocessing.

When you create these transactions, you must select the partner employee who must review it in the Submit To field.

The partner can receive the transaction for review in two ways:

Through the Partner Portal. The partner reviews each transaction in the Transactions Approval view of the Transactions screen of the Partner Portal and selects the status Acceptable or Rejected.
Through an external application. The transactions can be sent back and forth between Loyalty and the partner’s external application. This option requires integrating Loyalty with the third party application.

To submit a transaction to a partner for review

Navigate to the Loyalty Transactions screen.
In the Transactions list, select the transaction to be reviewed by the partner.
In the Transaction form, in the Partner Name field, select the partner company that must review the transaction.
In the Status Field, select Submitted.
In the Pick Employee dialog box’s To Employee field, select the partner reviewer and click Send.

Note: Check the transaction’s Status field later to see whether the partner has approved or rejected it.

Sending Accrual Disputes to Partners for Review

The host company can enter accrual disputes, as described in Entering Accrual Disputes.

Whether or not all accrual disputes are sent to the partner for review depends on the loyalty terms you set up for that partner.

If all accrual disputes are sent to the partner for review, then the partner can receive the dispute for review in two ways:

Through the Partner Portal. When the partner reviews transactions in the Transactions Approval view of the Transactions screen of the Partner Portal, disputed transactions have the status of partner pending. The partner can select the status Acceptable or Rejected.
Through an XML File. The host company can schedule the LOY EAI Export Transactions workflow to run in the background, and this workflow exports transactions in Partner Pending Status in to eaitransactions.xml, which is sent to Partners for review. Partners modify this xml file by setting the Status of transactions to Acceptable or Partner - Rejected, and they sent it back to the host company. The host company imports these transactions back into the system.

To send all accrual disputes to a partner for review

Navigate to the Partners screen, then the Loyalty Terms view for the partner company.

Select the program, and complete the necessary fields, as described in the following table.

Field	Description
Validate Dispute	Select this check box.
Submit To	Select the partner reviewer who must approve disputed accruals.

Managing Loyalty Partners’ Rejected Transactions

Partner’s Loyalty transactions can be rejected for a number of reasons.

For example, partners purchase point blocks. When they give points to a member, these points are deducted from the partner’s point block. If a partner no longer has enough points to cover a transaction, then that transaction is rejected.

The host company must manage these rejected transactions.

Identifying and Commenting on Rejected Transactions

The host company’s loyalty administrator must query periodically to identify rejected partner transactions. The Loyalty Processing Info view gives details on why the transaction was rejected. If desired, a host company employee can also enter a note on the transaction explaining why the transaction was rejected. Then the loyalty administrator must enter a note explaining why the transaction was rejected.

To identify and comment on rejected transactions

Navigate to the Loyalty Transactions view.
Run a query with the following values:
1. Status: Rejected.
2. Partner Name: The name of a specific partner.
All rejected transactions for that partner appear.
For each rejected transaction:
1. Navigate to the Loyalty Transactions screen, Processing Info view and look at the Processing Error Info field to determine why the transaction was rejected.
2. Navigate to the Loyalty Transactions screen, Notes view and enter a note explaining why the transaction was rejected.

Resubmitting Rejected Transactions (Partner)

The partner must review pending transactions periodically in order to identify and fix rejected transactions.

To resubmit rejected transactions

In the Partner Portal, navigate to the Loyalty Transactions view.
Query to find all transactions with the status Rejected*.
For each of these transactions:
1. Change the transaction's status from Rejected* to In Progress.
2. Make any necessary changes to the transaction.
3. If desired, enter an explanation of the changes in the Loyalty Transactions screen, Notes view.
4. In the Submit To field, select the partner's designated employee.
5. Change the transaction's status to Submitted.

Exposing Additional Views to Partners

You might want to make additional views visible to your partners.

The views that are visible to any user are controlled by that user’s responsibility. Partners have the responsibility Loyalty Partner Representative (LPR). To make views visible to your partners, add the views to this responsibility. For more information, see Siebel Security Guide.

Managing Partner Fees and Point Balances

Because of an agreement with the partner, a host company can charge a partner fees for various transactions and services for a given loyalty program. Fees can include either a currency or points. Fees that have been wrongfully applied can also be refunded. Fees applied in points are refunded as a credit to the partner’s point balance.

The host company can use the Loyalty Partner Portal to adjust a partner’s point balance by debiting or crediting points to any active point blocks.

Adjusting a Partner’s Point Balance

A partner’s point balance is credited at the time points are purchased and debited when members accrue points with the partner. Numerous blocks of points having different expiration dates and sales prices are created at the time of credit. When members accrue points, these point blocks are debited based on a pricing rule, with the earliest expiration dates debited first. These point blocks require adjustment if there are errors in crediting or debiting point balances.

Debiting a Partner’s Point Balance

The following procedure describes how to debit a partner’s point balance.

To debit a partner’s point balance

Navigate to the Partners screen, Partner List view.
In the Partners list, identify the partner company whose point balance you want to adjust.
Click the Partner Name field’s hyperlink.
Click the Partner Transactions tab.

On the Partner Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Transaction Date	Enter the date of the transaction.
Program Name	Enter the name of the program.
Type	Select Adjustment from the drop down menu.
DR/CR	Select Debit.
Points	Enter the amount of points to be debited from the point block. Note: Points entered as fees cannot exceed the points available in the selected point block.
Point Block	Enter the Point Block.
Description	Enter a description of the transaction.

Note: Once an adjustment transaction has been saved, it cannot be edited or deleted.

Crediting a Partner’s Point Balance

The following procedure describes how to credit a partner’s point balance.

To credit a partner’s point balance

Navigate to the Partners screen, Partner List view.
In the Partners list, identify the partner company whose point balance that you want to adjust.
Click the Partner Name field’s hyperlink.
Click the Partner Transactions tab.

On the Partner Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Transaction Date	Enter the date of the transaction.
Program Name	Enter the name of the program.
Type	Select Adjustment from the drop down menu.
DR/CR	Select Credit.
Points	Enter the amount of points to be credited from the point block. Note: Points entered as fees cannot exceed the points available in the selected point block.
Point Block	Enter the Point Block.
Description	Enter a description of the transaction.

Note: Once an adjustment transaction has been saved, it cannot be edited or deleted.

Charging Partner Fees in Points

Because of an agreement between the partner and the host company, the host company can charge the partner fees, either in points or currency, for delayed or erroneous transactions.

Fees charged in points are recorded in the partner’s point balance while fees charged in currency are subject to payment processing.

To charge partner fees in points

Navigate to the Partners screen, Partner List view.
In the Partners list, identify the partner company whose point balance that you want to adjust.
Click the Partner Name field’s hyperlink.
Click the Partner Transactions tab.

On the Loyalty Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

Field	Description
Transaction Date	Enter the date of the transaction.
Program Name	Enter the name of the program.
Type	Select Fee from the drop down menu.
DR/CR	Select Debit.
Points	Enter the amount of points to be debited from the point block. Note: Points entered as fees cannot exceed the points available in the selected point block.
Point Block	Enter the Point Block.
Description	Enter a description of the transaction.

Note: Once an adjustment transaction has been saved, it cannot be edited or deleted.

Charging Partner Fees in Currency

Charging fees in currency is handled outside of Siebel Loyalty. To charge fees in a currency, you must create an order in Siebel Order Management. A list of fee transactions can be generated using Oracle Business Intelligence and sent as an attachment along with the order. For more information, see Siebel Order Management Guide.

Refunding Partner Fees in Points

A host company can refund point fees that might have been wrongly applied to a partner.

To refund partner fees in points

Navigate to the Partners screen, Partner List view.
In the Partners list, identify the partner company whose points you want to refund.
Click the Partner Name field’s hyperlink.
Click the Partner Transactions tab.
On the Partner Transactions list, select the fee transaction that you want to refund.
Enter the Reason code and then click Refund.

Note: Once a refund transaction has been saved, it cannot be edited or deleted.

Generating Partner Statements

The host organization communicates with its partners the details of partner activities through partner statements. A partner statement includes information about the member's transactions, beginning and closing point balance, redemption transactions, accrual transaction debits, and credits for points purchase. Marketing materials also are often sent with statements and include important messages or updates about the loyalty program.

Partners can receive statements by mail, by email, or through the partner portal, depending on their communication preference. You can also generate statements manually at the partner’s request.

To generate partner statements

Navigate to the Loyalty Statements screen, Partner Statements.
In the Partners list, select the partner and click its Partner Number (#) hyperlink.
In the Partner form, click Generate Statement.
In the dialog box, enter the start date and end date for the statement, and click Submit.
An electronic record of the statement is created.

Setting Up Loyalty Terms for Precalculated Accruals

Some partners precalculate the points to be credited to members and send them together with the accrual activity details. These precalculated accrual transactions specify the member to be credited, the point type, and the number of points. There are limits on the number and type of points that can be precalculated.

The loyalty terms indicate if a program is eligible for precalculated accrual, and define the accrual parameters.

To set up loyalty terms for precalculated accruals

Navigate to the Partners screen, then the Loyalty Terms view for the partner company.

Select the program, and complete the necessary fields, as described in the following table.

Field	Description
Precalculated Accrual	Select this check box to enable precalculated accruals for this program.
Accrual Validity Length and Accrual Validity UOM	Enter the length and unit of measure (UOM) for the accrual validity period. For example, if the period is six months, then the length is 6 and the UOM is Month.
Allow Negative and Credit Limit	If you want to allow transactions that cause the partner to have a negative point balance, then select this check box and enter the maximum credit limit, in points.
Reorder Limit	Enter the number of points to trigger reordering.
Accrual Effectivity In Days	Enter the maximum number of days, counting from the transaction date, within which the partner must notify the host of the transaction.
Skip Validations	Select this check box if validation is not required.
Validate Dispute Flag	If you want to validate disputed transactions, then select this check box.
Submit To	Select the partner reviewer who must approve this transaction.

Note: Precalculated accruals can only be credited to a specific member. Any associated parent accrual type is ignored.

Setting Up Loyalty Partner Product Offerings

You can create time-limited product offerings by associating products to partners for accrual and redemption. Each product offering has an associated accrual template, which ensures that partners send the mandatory information that is required for each transaction, to process accruals and to prevent duplicate transactions.

For example, the template for a flight transaction might require the following data elements:

Membership name and number
Date of flight
Origin and destination of flight
Flight number

Setting Up Accrual Templates

The following procedure describes how to set up accrual templates.

To set up accrual templates

Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Accrual Template tab.
To add a template, click New, then enter the name and description.
Select attributes for the template.
For each attribute, select whether you want a Mandatory Check or a Duplicate Check.

Setting Up a Loyalty Product Offering

The following procedure describes how to set up a loyalty product offering. You can specify the pricing method for each product offering: points, points by zone, or points by distance.

To set up a loyalty product offering

Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Partners tab.
Click the row for the partner you want to work with, then click the Loyalty Product Offerings tab.

For each product you want to add, click New, then complete the necessary fields. Some fields are described in the following table.

Field	Description
Product	From the picklist, select the product for accrual, then click OK.
Start Date	Enter the earliest date for this product.
End Date	Enter the last date for this product.
Offer Type	Choose from two options: Accrual or Redemption.
Accrual Template	Select a template from the picklist.
Pricing Method	Choose from three options: Points, By Zone, or By Distance.

Setting Up Precalculated Accruals

Precalculated accrual lets you set up a limit on the points that a partner can send in a single transaction in a defined time period. For example, points that can be credited directly to the member’s account, without further validation by the host organization. Loyalty terms validation skip flag enables you to prevent further validation.

You must specify a date range and point limit for each point type that can be precalculated.

To set up precalculated accruals

Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Partners tab.
Click the row for the partner you want to work with, then click the Precalculated Accrual tab.

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.
Start Date and End Date	Choose the range of dates when transactions can be processed.
Single Transaction Limit	Enter the maximum number of points that can be processed in a single transaction.

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

Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Partners tab.
Click the row for the partner you want to work with, then click the Partner Account Debit tab.

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.