Assess a Member's Tier

You can perform tier assessment on a loyalty program member to determine whether the member's tier qualifying balance is sufficient to re-qualify the present tier, upgrade the tier, or downgrade the member's tier (often for development or demonstration purposes). Tier assessment displays details about

Typically, tier assessment and upgrades occur automatically at runtime when a member acquires enough qualifying points. The Oracle Loyalty engine checks the member's qualifying point balance and the promotion rules, and upgrades the member with a tier promotion action if the point balance is sufficient. Similarly, the Oracle Loyalty engine can downgrade or requalify a member's tier at the tier end date.

You can cancel transactions that qualify members to upgrade to higher tiers without affecting a member's tier status. For example, a member upgrades to a higher tier by earning sufficient qualifying points through transactions, but those transactions are later canceled. The member's qualifying point balance is deducted; however the member isn't downgraded to their original or previous tier.

To assess a member's tier:

1. Open Loyalty Members.

2. Open the Edit Member page for your member.

3. Click the Tier icon.

4. Click Assess Tier.

5. Review the member's tier assessment details.

For details about manually changing a member's tier, see the Change Members' Tiers Manually topic.