Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in This Release

2 Overview of Siebel Loyalty

• Overview of Siebel Loyalty
• About Siebel Loyalty
  • Siebel Loyalty Members
  • Siebel Loyalty Users
  • Siebel REST API Support
• 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
• 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
• 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
• 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 Assign Voucher Action
    • Using Cancel Transactions
    • Using Invoke Custom Action
    • Using Redeem Points
    • Promotion Rule-Based Rejection of Loyalty Transactions
    • Creating a Reject Transaction Action
    • Creating an Update Attributes Action
  • 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
• 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
• 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

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’ Next Tier Assessment Details
    • 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 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
• 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
• 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
• 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
• 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
• LOY Accrual Service Business Service
  • ProcessAccrualTransaction Method
• LOY Redemption Web Service Business Service
  • ProcessRedemptionTransaction Method

11 Integrating CrowdTwist with Siebel Loyalty

• Integrating CrowdTwist with Siebel Loyalty
• Overview of Integration Between CrowdTwist and Siebel Loyalty
• Integration Process Flow
  • Configure Oracle Integration Cloud
  • Map Siebel Loyalty Program to CrowdTwist Loyalty Program
  • Configure Reward Redemption Products
  • Configure Promotions
  • Member Enrollment
    • Member Synchronization Flow
    • Member Synchronization Workflows
    • Field Mappings Between Siebel Loyalty and OIC
  • Engagement Activity Push
  • Reward Redemption
• Scenarios for Using CrowdTwist-to-Siebel Loyalty Integrated Solution
  • Member Enrollment in Siebel Loyalty (Part I)
  • Engagement Activity in CrowdTwist (Part II)
  • Redemption Transaction in Siebel Loyalty (Part III)

12 Siebel Loyalty Engine Reference

• Siebel Loyalty Engine Reference
• Siebel Loyalty Server High-Level Architecture
• Siebel Loyalty Engine Object Processing
• Siebel Loyalty and Siebel Remote

13 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