Loyalty

This ERD (see the following figure) illustrates how programs and promotions are created for customer loyalty. Partner companies can have an association with a loyalty hosting company to create a loyalty program. A program is the highest level entity in Siebel Loyalty. Members, tiers, promotions, point values, and so on are all specific to a single program. The members of the loyalty program can be individuals, households or accounts. A loyalty member can accrue or redeem points based on their individual transactions. Pricing rule, Pricing Range, Point Subtype, Incentive Choice, and Partner Statement entities support enhancements to features such as Post-Paid and Pre-Paid Partnership Management, Promotion Registration Service and so on.

Accrual, redemption, promotion, enrollment, member administration, partner administration and other functions are described in more detail as follows:

• Accrual Processing. Allows unified partner point type for simplified billing. Accrual templates are used for configurable transaction validations. Multiple partner debits for joint promotions enable cost sharing among partners. User-defined controls and billing triggers are provided to manage partner point balance. Allows joint rewards to benefit the organization for employee’s business transactions.

• Promotion. Supports range-based points calculation as well as issuing vouchers as an accrual reward. Promotion criteria now includes product and partner attributes and leverages target lists of members linked to marketing campaigns or generated using analytics.

• Redemption. Supports distance-based zones to support air redemption pricing used by some airlines and carriers. Multiple currency and multiple modes of payment are allowed. Automated point loans can be assigned to members with an insufficient balance for redemption, based on their tier status. Variable redemption pricing enables member differentiation. OOTB business services support end-to-end redemptions from third-party interfaces. A voucher-based redemption model supports service awards.

• Member Administration. Automated tier upgrades recognize member relationships. Tier assessment enhancements support additional models like anniversary-based, fixed-date and rolling-period models. Tier change approvals prevent key members from automatic downgrade of their membership status. Bulk member administration facilitates effective service recovery through dynamic targeted rewards. User-defined membership statuses manage the membership life cycle.

• Enrollment. The member data model has been enhanced for enriched analytics and segmentation. Batch enrollment processing has been enabled for bulk member creation and pre- created memberships enable instant member acquisition.

• Outbound Communication. Outbound communication will be triggered when certain events occur. Content is now generated in XML format for compatibility with third-party fulfillment applications.

• Post-Paid and Pre-Paid Partnership Management. Supports both post-paid and pre-paid partnerships. Post-paid partners are billed based on a pay-as-you-go basis. The bill frequency can be based on time or a threshold value. Credit limits can be set for pre-paid partners; the partners cannot reward points to the members beyond the limit. After the limit is reached, they have to reorder for points. Partner statements can be generated.

• Point sub-type related data-model enhancements. Point subtype information is captured to aid points administration.

• Points Reactivation: Enables reactivation of points. Loyalty members’ point balances expire if not used for a given expiration period. Upon request by a loyalty member, these points can be reactivated with some charges applied to the member’s account.

• Gift Miles Service. Loyalty members are allowed to gift accrued points to other members.

• Promotion Registration Service. Incentive choices are available at the promotion level.

• Airport-Zone Map for Coterminal Identification. Tracks zone details of airports. Loyalty programs can use zone details to allow members to accrue points based on zone travel.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Account	S_ORG_EXT
Accrual Item	S_LOY_ACRL_ITM
Accrual Item Detail	S_LOY_ACRL_DTL
Accrual Template	S_LOY_ACRL_RULE,S_ACRL_RULE_ITM
Activity	S_EVT_ACT_LOYX
Attribute Definition	S_LOY_ATTRDEFN
Bucket	S_LOY_BUCKET
Hosting Company	S_ORG_EXT
Household	S_ORG_GROUP
Incentive Choice	S_LOYPR_ICHOICE
Individual	S_CONTACT
Loan	S_LOY_LOAN
Loyalty Program	S_LOY_PROGRAM
Loyalty Program Member	S_LOY_MEMBER
Loyalty Promotion	S_LOY_PROMO
Loyalty Transaction	S_LOY_TXN
Loyalty Transaction Log	S_LOY_TXN_LOG, S_LOY_TXNEN_LOG
Membership Card	S_LOY_CARD
Package Product	S_LOY_TXN_ITEM
Partner Product Offering	S_PGM_ORG_PROD
Partner Statement	S_PROGORG_STMT
Partner Transaction	S_LOY_PRT_TXN
Point Type	S_LOY_ATTRDEFN
Point Subtype	S_LOY_PTSUBTYP
Pricing Options	S_LOY_PROD_PT
Pricing Rule	S_LOY_PRI_RULE
Pricing Range	S_LOY_PRI_RANGE
Product	S_PROD_INT
Program Partner	S_ORG_EXT, S_LOY_PROG_ORG
Purchase Transfer Limits	S_LOY_PURTRN_LM
Redemption Activity	S_LOY_RDM_ACT
Redemption Item	S_LOY_RDM_ITM
Service Product Association	S_LOY_SRV_PROD
Statement	S_LOY_STMT
Status Restriction	S_LOY_MSTAT_PRF
Tier	S_LOY_TIER
Tier Class	S_LOY_TIER_CLS
Tier Reward	S_LOY_REWARD
Travel Information	S_LOY_TRVL_INFO
Voucher	S_LOY_MEM_VCHR