Types of Tier Assessment Models

You can define different types of tier assessment models to use in combination with the tier class. When setting up a tier assessment model, you define the tier end date, and the qualifying start and end date, and other attributes for a tier

Tier assessment can be based on one of the following models:

Anniversary
Fixed Date
Rolling Period

If you assign a tier assessment model to a tier class, it creates a link on the tier name once you save and activate the tier class. Clicking on the link navigates to the Edit Promotion page for the tier.

Anniversary Tier Assessment Model

In the Anniversary tier assessment model, the qualifying period starts on the date when a member joins the loyalty program. A member's qualifying point balance is always set to zero every year on an end date determined by the member's anniversary date plus a snap-to date specified in the model's attributes.

The following attributes are required when a loyalty manager associates an Anniversary tier assessment model type with a tier class:

Minimum Tier Length in Months. The minimum length of time that the tier is assigned to the member.
Qualifying Period Length in Months. The length of the period for members to earn qualifying points to reach the tier.
Tier End Date Snapped To. The point in time Oracle Loyalty uses to calculate the tier end date. The tier end date calculation is determined as the minimum tier length, extended from that date to the point specified in this field: the first day of the next month, the first day of the next quarter, or the first day of the next year.

Note:
Monthly tier end dates mean the batch engine only needs to run twelve times a year for tier model processing.

Fixed Date Tier Assessment Model

The Fixed Date tier assessment model, the qualifying period starts on a fixed date each year for all qualifying loyalty program members. Tier end dates are also fixed for all members. The members' qualifying point balance is always set to zero at the end of the qualifying period.

The following attributes are required when a loyalty manager associates a Fixed Date tier assessment model type with a tier class:

Tier Period Start. The fixed date on which the tier period starts. All members will use the fixed date. However, for newly enrolled members, the tier period start date is the date of enrollment, and in subsequent years it will be the fixed date specified in this attribute.
Qualifying Period Start. The fixed date on which the qualification period starts.
Tier Length in Months. The number of months the tier period will last. The tier end for all the members will be on a fixed date, determined by the Tier Period Start plus the length of the tier, specified in this field.
Qualifying Period Length in Months. The length of the period for members to earn qualifying points to reach the tier.
Minimum Tier Length in Months. The minimum length of time that the tier will be assigned to the member.

Rolling Period Assessment Model

In the Rolling Tier assessment model, the qualifying period starts when a member enrolls in the program. The member isn't assigned a qualifying period. The Rolling Period model creates an incentive for customers to make frequent purchases so they can stay in a higher tier.

Once the member attains a higher tier, the member's tier is effective for a specified period from the date of attaining the new tier, even if the rolling balance isn't sufficient for the member to remain in the current tier.

In the Rolling Period model, the member's qualifying point balance is never reset to zero at the end of the qualifying period. Instead, the qualifying balance is calculated as the total number of points earned during the past qualifying period. The qualifying period moves forward one day every day. If the qualifying period is two months, for example, then the qualifying period always begins two months prior to today's date, inclusive.

The points earned today and during the prior two months count toward the tier. Every day, Oracle Loyalty subtracts from the qualifying point total the points earned on the day before the qualifying period began.

The following attributes are required when a loyalty manager associates a Rolling Tier assessment model type with a tier class:

Recurring Period. The recurring period unit, either years or months, used to measure the tier period length.
Assessment Month. The month when tier assessment occurs if the recurring period is years. The value can be a month from January to December.
Qualifying Period Length in Months. The length of the rolling period for members to earn qualifying points.
Assessment Day. The day of the month, a value from 1 to 31, when tier assessment occurs.