6Implement Audit Trail

This chapter contains the following:

• Set Up Oracle Loyalty to Support Audit Trail

Set Up Oracle Loyalty to Support Audit Trail

What is audit trail? You use audit trail to identify changes to attributes of the Loyalty Member object made using the application pages, web services, or other processes. The audit history shows you how a business object obtained its current value, and lists old and new values. You can view the history, or create an audit report from the Audit History work area, using appropriate duty roles and privileges. When you want to extract a specific audit trail report, you can download the required report using the Oracle BI Cloud Connector Console. For more information, see the section Extract the Data Store for the Loyalty Offering in the Creating and Administering Analytics and Reports for Loyalty guide.

Note: This guide complements the Oracle Applications Cloud Using Common Features guide, and this topic complements specifically the chapter Audit. This guide assumes that you're familiar with Oracle CX Sales and B2B Service functionality.

Before you set up audit trail in Oracle Loyalty, it's a good idea to start with creating Loyalty Member custom attributes in Application Composer. By doing this first, these custom attributes are already available for you during your audit trail setup. For more information, see the chapter Set Up Oracle Loyalty Attributes and Custom Fields in the Oracle Loyalty Extending guide.

Here's how you set up audit trail in Oracle Loyalty:

1. Open Setup and Maintenance and select Customer Loyalty from the Setup menu.

2. In the Functional Areas list, click Loyalty Foundation and select All Tasks from the Show menu.

3. Select the Manage Audit Policies task.

4. First, in the Oracle Fusion Applications pane, do the following:

   • From the Audit Level menu, select Auditing.

   • Click Configure Business Object Attributes.

     The Configure Business Objects Attributes page opens.

5. Next in the Product menu, select Loyalty.

6. In the Loyalty Member: Audited Attributes section, click the plus sign (+) to add the attributes you want to audit for the Loyalty Member object.

   Here are the attributes you can audit for a loyalty member.

   Attribute Display Label	Attribute Name	Type
   Corporate Currency Code	CorpCurrencyCode	Text
   Currency	CurrencyCode	Menu - RatedCurrenciesVO
   Currency Conversion Rate Type	CurcyConvRateType	Text
   Date of Member's Last Tier Change	LstTierChangeDt	DateTime
   Member Class	MemberClassCode	Menu - Member Class
   Member Group	MemberGrpCode	Menu - Member Group
   Member Phase	MemberPhaseCode	Menu - Member phase
   Status	StatusCode	Menu - Member status

7. When you have selected all the attributes you want to audit, click OK, and then click Save and Close.

• Creating and Administering Analytics and Reports for Loyalty

• Using Common Features

• Extending Loyalty