Example of Tier Assessment Using the Anniversary Model
Let's look at an example of how a member might move in and out of various tiers over a three-year period.
In this example, events that impact a member include:
-
Accrual of tier-qualifying points to automatically upgrade a member's tier
-
Reaching the member's anniversary date
-
Tier end dates
-
Tier assessments
The example uses the following tier point requirements:
-
Base: 0 to 24,999
-
Silver: 25,000 to 49,000
-
Gold: 50,000 and up
Also, for the required attributes we use:
-
Tier period: 12 months
-
Qualifying period: 12 months
-
Minimum tier period: 4 months
The sequence of activities and events, including how Oracle Loyalty recalculates the tier end dates across this example, are described here.
Event 1. A member enrolls in the loyalty program on February 15th, 2017, automatically entering the base tier.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
2/15/2017 + 12 Months = 2/15/2018 |
2/15/2017 |
2/15/2018 |
Event 2. On 8/18/2017, the member accrues 25,000 qualifying points and upgrades to the Silver tier.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
Changes from 2/15/2018 to 8/18/2017 |
2/15/2017 |
2/15/2018 |
|
2 |
Silver |
8/18/2017 |
8/18/2017 + 4 months (minimum tier length) = 12/18/2017 However, since 12/18/2017 < 2/15/2018 (end of the tier period), the new tier end date snaps to 2/15/2018. |
2/15/2017 |
2/15/2018 |
Event 3. On 12/31/2017, the member accrues 50,000 additional qualifying points and upgrades to the Gold tier.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
8/18/2017 |
2/15/2017 |
2/15/2018 |
|
2 |
Silver |
8/18/2017 |
Changes from 2/15/2018 to 12/31/2017 |
2/15/2017 |
2/15/2018 |
|
3 |
Gold |
12/31/2017 |
12/31/2017 + 4 months (minimum tier length) = 4/31/2018 However, since 4/31/2018 > 2/15/2018, it snaps to 2/15/2019 (the next tier period end date) |
2/15/2017 |
2/15/2019 |
Event 4. On the member's first anniversary, 2/15/2018, Oracle Loyalty resets the tier qualifying point balance to zero. However, because the tier end date is in the future, there's no tier assessment and they remain in the Gold tier.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
8/18/2017 |
2/15/2017 |
2/15/2018 |
|
2 |
Silver |
8/18/2017 |
12/31/2017 |
2/15/2017 |
2/15/2018 |
|
3 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
4 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
Event 5. The member accrues 10,000 qualifying points.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
8/18/2017 |
2/15/2017 |
2/15/2018 |
|
2 |
Silver |
8/18/2017 |
12/31/2017 |
2/15/2017 |
2/15/2018 |
|
3 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
4 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
5 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
Event 6. On the member's second anniversary, 2/15/2019, Loyalty resets the member's qualifying point balance to zero. Because the tier ends, Oracle Loyalty does a tier assessment and downgrades the member to the Base tier since they have no qualifying points.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
8/18/2017 |
2/15/2017 |
2/15/2018 |
|
2 |
Silver |
8/18/2017 |
12/31/2017 |
2/15/2017 |
2/15/2018 |
|
3 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
4 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
5 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
6 |
Base |
2/15/2019 |
2/15/2020 |
2/15/2017 |
2/15/2020 |
Event 7. On the member's third anniversary, 2/15/2020, Oracle Loyalty resets the member's qualifying point balance to zero (no change). Because the tier ends, Loyalty does a tier assessment and the member remains in the Base tier.
|
Event Sequence |
Tier |
Tier Start Date |
Tier End Date Calculation (Tier Start Date + Tier Length + SnapTo) |
Qualifying Start Date |
Qualifying End Date Calculation (Aligned with the Calculated Base Tier End Date) |
|---|---|---|---|---|---|
|
1 |
Base |
2/15/2017 |
8/18/2017 |
2/15/2017 |
2/15/2018 |
|
2 |
Silver |
8/18/2017 |
12/31/2017 |
2/15/2017 |
2/15/2018 |
|
3 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
4 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
5 |
Gold |
12/31/2017 |
2/15/2019 |
2/15/2017 |
2/15/2019 |
|
6 |
Base |
2/15/2019 |
2/15/2020 |
2/15/2017 |
2/15/2020 |
|
7 |
Base |
2/15/2019 |
2/15/2020 |
2/15/2017 |
2/15/2020 |