4Set Up Oracle Loyalty Attributes and Custom Fields

This chapter contains the following:

• Create an Oracle Loyalty Attribute or Custom Field

Create an Oracle Loyalty Attribute or Custom Field

Attributes represent properties of objects which are used by criteria. Criteria can compare an attribute to a value or compare an attribute to another attribute. Attributes generally represent fields in records, such as the Program record, Transaction record, or the Member record. For example, to create a promotion that only applies to Platinum members, you must create an attribute representing the Tier field of the Member record. Then, as one of the criteria for this promotion, you create a criterion saying that this tier attribute equals Platinum. For more information on attributes in Oracle Loyalty, see Administering Loyalty available from Oracle Help Center at: http://docs.oracle.com.

You can extend pickers for the Account, Contact, and Household objects in Oracle Loyalty. These extensions allow your sales users to search and associate records using data pertinent to their business. They can search using custom fields and view custom fields in the search results, allowing them to locate and use the correct record easily. Administrators can create dynamic role-based picker layouts, enable hidden standard fields for searching within pickers, re-arrange fields in the search and result sections, define default values for search fields, and mark certain fields as read-only, or required, based on their business need. For more information on extensible pickers, see the Extend Application Pages chapter in Oracle Applications Cloud Configuring Applications Using Applications Composer.

To create a custom field or attribute for the Loyalty or Transaction object in Oracle Loyalty:

1. Confirm that you're in a sandbox session.

2. In Application Composer, select the Standard Objects Node.

3. Select either the Loyalty Member or Loyalty Transaction object, then select the Fields node.

4. On the Custom Fields tab, click Actions, then Create.

   Application Composer provides a set of field types that you can choose from when creating custom fields:

   • Check box

   • Currency

   • Date

   • Datetime

   • Choice List (Dynamic)

   • Choice List (Fixed)

   • Formula

   • Long Text

   • Number

   • Percentage

   • Record Type

   • Text

5. Select the type of field you want to create, and then specify the required field attributes to create the custom field.

   The following attributes can be added to a Member object:

Data Type	Attribute	Notes	Use Case
Number	Number of Children	Refers to the number of children in a loyalty's member's family.	10 % bonus on baby products for members with children.
Number	Number of Services	Refers to the number of services to which a loyalty member subscribes. This is used particularly in the utilities and retail sectors where a loyalty member is signed up to several services.	30% bonus points for customers with more than 5 services.
Text	Billing Status	Derived from external billing systems.	10% bonus if billing status is clear.
Date	Date of Birth	Refers to the loyalty member's date of birth.	100% bonus for transactions within 1 week before or within one week after member's date of birth.
Date	Anniversary Date	Refers to the loyalty member's anniversary date.	Free dinner coupon when the member spends more than $100 within the month of his anniversary.

The following attributes can be added to a Transaction object:

Data Type	Attribute	Notes	Use Case
Number	Number of Nights	Refers to the number of nights a loyalty member stays at a hotel.	100 points per night if member stays for less than 5 nights. 150 points per night if the member stays for 5 nights or greater.
Date	Payment Date	Used in a billing scenario where a payment is deferred. For example, in the telecommunications or retail sectors where billing can be aggregated.	If the payment date is within 7 days from the billing date then the member is awarded a 100 points bonus.
Text	External Product Type	Defines an external product type or category, which then can be used in promotions.	If the external product type is an electronic product, then the member is awarded a voucher worth 5% of the value.

After you create custom fields, you must expose those fields on the user interface pages, before your end users can see them. Highlight the object's Pages node to add custom fields to one or more page layouts for the object.

You can't delete either standard or custom fields from objects. If you no longer need a field, then optionally enter a note in the field description that the field is no longer used.