Creating Retroactive Tier Transaction Attributes

These attributes are used to identify the date of the transaction, the current date in Siebel Loyalty, the age of the transaction and determines whether or not any retroactive tier action must be taken.

To create retroactive tier transaction attributes

  1. Navigate to the Loyalty Program Administration screen.

  2. Locate the program that the attribute applies to and click its Program Id hyperlink.

  3. Clear the program form’s Active check box.

  4. Click the Program Level Attributes view tab.

  5. In the link bar of the Program Level Attributes view, click Transaction Attributes.

  6. Add a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

    Field Value

    Name

    Transaction Age

    Field

    Transaction Age

    Read Only

    Select the Read Only check box

    Data Type

    Number

  7. Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

    Field Value

    Name

    Is Qualifying

    Field

    Qualifying Flag

    Read Only

    Select the Read Only check box

    Data Type

    String

  8. Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

    Field Value

    Name

    Current Date

    Field

    Current Date

    Read Only

    Select the Read Only check box

    Data Type

    Date

  9. Add another record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

    Field Value

    Name

    Transaction Date

    Field

    Transaction Date

    Read Only

    Y

    Data Type

    Date

  10. When you are finished creating all attributes for the program, select the Active check box to activate the attributes and then select the program form’s Active check box to activate the program.