Example of Creating a Rolling Period Based Tier Assessment Model

You can create a rolling period based tier assessment model. In this model, the qualifying period of a member starts when the member enrolls into the program. The member is not assigned a qualifying period length. Once a member attains a higher tier, the member’s tier is effective for a specified period from the date of attaining the new tier even if the rolling balance is not sufficient for the member to remain in the current tier. The member’s point balance is never reset to zero in this model. Rather, the balance is calculated based on the past qualifying period.

When you are creating a rolling period based tier assessment model, consider the following:

• When you are defining attributes at the Tier Class level, the Qualifying Period length, which is used to display the balance on the member user interface, is same as the Rolling Period length.

• All rules in this model are based on the running balance and member attributes.

• While a Tier is valid, a member can be upgraded. After the tier has expired, a member can either remain in the existing tier or be downgraded to another tier.

• While running balances be loaded into Siebel Loyalty, a separate API calculates and sources running balances by extracting data from Accrual Items.

• The New Tier End Date is calculated based on the Rolling period attribute defined at the Tier Class level. The New Tier Start Date is always the same as the Tier Change Date.

• The Qual Period End Date attribute is not maintained in this model.

• Balances are not maintained at the Tier Class level in this model.

To create a rolling period based tier assessment model

1. Navigate to the Loyalty Program Administration screen.

2. In the Loyalty Programs list, select the program that the tiers are used by and click its Program Id hyperlink.

3. Click the Tier Classes view tab.

4. Add a new record to the Tier Classes list and complete the necessary fields. Some fields relevant to Rolling Period Model are described in the following table.

   Field	Description
   Sequence	Enter a number indicating how high the status of this tier class is compared with other tier classes. For example, a frequent flyer program might include standard set to 1, business class set to 2, first class set to 3.
   Primary Tier Name	Select the lowest tier in this tier class, which is the tier that members are in when they first enroll. This value can only be specified after the tiers have been created for this class, and it must be specified before activating the tier class.
   Start Qual Period	Select when the qualifying period starts. The options is: Rolling. The qualifying period starts on the day the member enrolls and continues for a specified period.
   Qual Period Length and Qual Period UoM	Enter the length and unit of measurement for the initial qualifying period for this tier. For example, if the qualifying period is one year, then the length is 1 and UoM is Year. If the qualifying period is six months, then length is 6 and UoM is Month.
   Assessment Schedule Date	Enter the day and month to schedule a tier assessment for a tier class.
   Recurring Period	Select how frequently the assessment schedule is repeated. Options are: Monthly Yearly

   Note: The following steps are examples of some tier assessment rules.

5. Create a new rule for this tier.

   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	1
      Name	Upgrade Rule
      Apply To	Tiers

   2. Click the Rule Name.

   3. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Running balance of last n days > 150000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Points
      Condition	Is Greater Than
      Value	150000

   4. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Upgrade Tier
      Type	Upgrade Tier

   5. To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Is Expired
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Is Expired
      Condition	Equals
      Value	N

   6. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Upgrade Tier
      Type	Upgrade Tier
      New Tier	Enter the name of the new tier after the upgrade.

6. Create another rule for this tier.

   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Retain Rule
      Apply To	Tiers

   2. Click the Rule Name.

   3. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Running Balance of last n days > 150000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Points
      Condition	Is Greater Than
      Value	150000

   4. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Requalify
      Type	Requalify

   5. To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Is Expired
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Is Expired
      Condition	Equals
      Value	Y

   6. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Requalify
      Type	Requalify

7. Create another rule for this tier.

   1. In the Rules list, add a new record and enter the values in the following table.

      Field	Value
      Sequence	3
      Name	Downgrade Rule
      Apply To	Tiers

   2. Click the Rule Name.

   3. To create the first criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Running Balance of last n days < 150000
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Points
      Condition	Is Less Than
      Value	150000

   4. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Downgrade Tier
      Type	Downgrade Tier
      New Tier	Enter the name of the new tier after the downgrade.

   5. To create the second criterion, add a new record in the Criteria list, and complete the necessary fields in the Criteria list and the Compare to Values Details, and Values forms, as shown in the following table.

      Field	Value
      Sequence	2
      Name	Is Expired
      Type of Comparison	Compare to Values
      Object	Member Tier
      Attribute	Is Expired
      Condition	Equals
      Value	Y

   6. Click the Actions view tab and add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table.

      Field	Value
      Sequence	1
      Name	Downgrade Tier
      Type	Downgrade Tier
      New Tier	Enter the name of the new tier after the downgrade.