1. Loyalty Administration Guide
  2. Configuring Event Based Rewards in Siebel Loyalty

Configuring Event Based Rewards in Siebel Loyalty

This topic explains how to set up and configure Event Based Rewards in Siebel Loyalty through an intuitive UI that guides administrators step-by-step in setting up milestones and reward criteria.

Creating a New Event UI Flow

Event Reward is specific to a loyalty program and should be configured as part of meta data setup.

Note: Attributes referenced in the Event Reward setup should be pre-configured and set to Active.

Configuration Steps:

  1. Navigate to the program where the Event Reward needs to be set up.

  2. Drill down on the program name to access the "LOY Program Promotions View - Admin" view.

  3. Search for "Event Rewards" from the L3 menu.

  4. Create a new event record by providing:

    • Event Name: Required, free text

    • Member Attribute: Required, pick list (must be a date-type member attribute)

    • Subtracted Days: Default 0, number field (days to subtract from system date for start date range)

    • Added Days: Default 0, number field (days to add to system date for end date range)

    • Cooling Off Period in Weeks: Optional, number field. Prevents duplicate rewards within the period.

    • Ignore Year: Boolean (default N)

    • Active: Boolean (default N)

  5. Set up transaction attributes for the event as needed.

    • Transaction Attribute:

      • Attribute: Pick list field based on Transaction Attribute

      • Member Attribute: Pick List based on Member Attribute (Data type level mapping between Transaction and Member Attribute – like String data type of Transaction Attribute is mapped with String data type of Member Attribute etc.)

      • Static Value: Free text field

      Transaction Attribute is the placeholder for admin to get the event transaction created as per required data. Here, admin is setting transaction comment with the required information of the Event Transaction.

Setting Up EDR Product Association as Service Product

  1. Navigate to the program in which Service Product for EDR Product Association has to be setup
  2. Drill down on the program name to get the "LOY Program Promotions View - Admin" view
  3. Search for the Service Product Association from L3 Menu
  4. Click on the '+' sign to select the Product Name which is 'Gift - Points' in our case.
  5. Add Service Type as 'Event Rewards' to complete the Service Product Association.

EDR Simulation for Particular Events

Steps:

  1. Once you are on the LOY Program Event Rewards View, you can simulate transactions for members for a particular event.
  2. Add a new entry by clicking the + sign in the simulate applet, then select a member and click on Simulate to run it.

Simulation Cases:

  • Case 1: No value is found for the member field. For example, if the selected member's attribute is "Member DOB" and it is empty, an error will occur.
  • Case 2: If "Joined Date" is selected as the Member Attribute and a value is present (e.g., 17/10/2025), but the member is not within the range of added or subtracted days, the member is not eligible for rewards and an error is shown.
  • Case 3: If you adjust the subtracted days so that the member falls within an eligible range, the transaction is created and the Transaction Status is set to "In Progress."
  • Case 4: If you try to simulate the same member again for whom a transaction has already been created, the reason "Member Transaction already created" will be shown as a failure and simulation will not proceed.
  • Case 5: If you uncheck the Active flag in the program applet, the simulation will fail and the corresponding error will be displayed.

Setting Up the Batch Component

  1. Create a new Batch Component under the existing Loyalty Engine Component group with the following details:
    • Name: eLoyalty Processing Engine - Event
    • Alias/Short Name: LoyEngineEventReward
    • Component Group: LoyaltyEngine
  2. Enable this new batch component on siebel server for this feature to work and set the component to online.

Creating Jobs to Provide Event Based Rewards to Members

  1. Go to Administration - Server > Jobs screen.

  2. Click the + icon to create a new Job.

    Enter your component name, such as "eLoyalty Processing Engine - Event," and specify your machine name as the Requested Server. Then, click on Submit Job.

  3. After submission, the status will change from "Creating" to "Queued." Note the Job ID for tracking purposes.

  4. Check the status by querying the Job ID. Once the status changes to "Success," you will be able to view the "Queued" transactions for eligible members of all active events in the LOY Transaction screen.

Note: As an admin, if you want to run the job for only one event, make sure only that event is set to Active in the event setup view. The job will process all active events across the program.

Creating Component for an Upgrade

In case of an upgrade, EventRewards component needs to be created manually.

  1. Go to Administration - Server Configuration > Enterprises > Component Definition > .

  2. Query on alias name "LoyEngineBatch."

  3. Copy record and update the following fields:

    Field Value
    Component Name eLoyalty Processing Engine - Event
    Alias LoyEngineEventReward
    Component Type Business Service Manager
    State Active
    Component Group Siebel Loyalty Engine
    Run Mode Batch
    Description Event Rewards Batch Component

  4. Update component parameters as follows:

    Name Value
    Use Unique Routing Keys FALSE
    Method Name ProcessEventReward
    Maximum Tasks 20
    Key Based Enabled FALSE
    Business Service Name LOY Processing Engine

  5. Click Synchronize and Activate.

  6. Restart services to bring the new component online.

Creating Jobs for Event Based Rewards Using Siebel Server Manager Commands

Administrators can use Siebel Server Manager commands to initiate the event-based rewards job:

  1. Connect to Siebel Server Manager.
  2. Verify that the Event Rewards batch component is online by running:
    • list comps for compgrp LoyaltyEngine
  3. Once the component is online, start the job with the following command:
    • start task for comp LoyEngineEventReward
  4. Monitor the task status by running the following command:
    • list task for comp LoyEngineEventReward
  5. When the task status is "Success," event rewards transactions for all eligible members will be available.