1. Loyalty Administration Guide
  2. Working with Parent-Child Member Relationships

Working with Parent-Child Member Relationships

Siebel Loyalty enables parent members to accrue points to their balances based on child member activity.

The purpose of this feature is to allow a single parent member to act as the holding account for multiple child members. The feature takes the accrual transactions of child members and aggregates them to their parent member. For example, an account or a household can be a parent member in an airline or retail loyalty program. In this case, all child members of the account or household accrue their transactions directly to the parent.

Note: Only an individual member can be a child member of a household member, and the individual member can be a child member of only one household. Only a household member can have individual members as child members.

This feature is useful for companies that wish to receive the points for any business transactions by their employees (because the company pays for the purchases that earn the points). In this case, the child members are the company’s employees, and the parent member is the company itself.

Suppose an employee takes a business flight, paid for by the company. The flight earns 100 qualifying points and 100 nonqualifying points. The employee’s points are set to roll up to the company. Siebel Loyalty creates the following transactions, in this sequence:

  1. Accrual to child member. The child member (the employee) accrues 100 qualifying points plus 100 nonqualifying points. The transaction credits 200 points from the appropriate point block to the child member, who then has an available balance of 200 points. In addition, the child member earns 100 qualifying points at the tier level.

  2. Redemption from child member. One hundred qualifying points and 100 nonqualifying points are redeemed from the child member. However, Siebel Loyalty does not nullify the qualifying points. The child member’s available points balance is 0, and the qualifying points balance is 100. The transaction has no effect on the point block.

  3. Accrual to parent member. This replicates the first transaction. 100 qualifying points and 100 nonqualifying points are accrued to the parent member (the company). The parent member’s available points balance is 200, and the qualifying points balance is 100. The transaction has no effect on the point block.

If a child member transaction is canceled, for example, because the member returns goods, then the transaction accruing points to the parent member is also canceled. The points are redeemed from the parent member and credited to the appropriate point block.

Parent-child member transactions use the Admin - Point Transfer promotion. To work with parent-child member relationships, perform the following tasks: