Setting Up Custom Transaction Types for Siebel Loyalty
Custom transactions give you the ability to create new types of transactions, as subtypes of the Custom type, that are not available as standard transaction types of Siebel Loyalty.
This feature enables you to create new transaction subtypes of the transaction type Custom for services that are not available as standard Siebel Loyalty transaction types or subtypes, such as duplicate card issue, baggage loss, walk-in fee, and other services for which you can charge members monetary fees, monetary fees and points, or points alone. You can define promotions exclusively for each of these custom transaction subtypes so that the Loyalty engine evaluates only these promotions.
When member service representatives create a custom transaction, they use the following fields:
Transaction Type. The user selects Custom Transaction in the Transaction Type field.
Transaction Sub Type. You can create custom values for the Transaction Sub Type field for the user to select when the type is Custom Transaction. You cannot create custom subtypes for other transaction types.
For more information about how member service representatives create transactions, see Entering Loyalty Members’ Transactions.
Custom promotions cannot be part of a promotion design. The Assign Points, Update Attribute and Redeem Points actions are supported for Custom promotions.
To set up custom transactions, the Loyalty Administrator must do the following:
Define the product used by the custom transaction in a similar way that you would define an accrual or redemption product. You can define a single product for all custom transactions or different products for different varieties of custom transactions. The transaction type field in the Points tab for the product must be Custom. A partner product offering is not required for custom transactions. For more information about defining products, see Defining Loyalty Products, Price Lists, and Catalogs.
Create a transaction subtype to be selected by the member service representative. This is created in the Administration - Data screen, List of Values view by adding records with the Type LOY_TXN_SUB_TYPE_CD, as described in the following procedure.
Create a promotion to perform the actions needed for this custom transaction. In the Apply To field in the Promotion list, select Custom. Create rules with the criteria that check the value in the Transaction Sub Type field of the transaction and that execute the actions for this custom transaction if it is the appropriate subtype; in the Apply to field of the rules, select Transaction. For more information about creating promotions, see Setting Up Siebel Loyalty Promotions