An Expire Activity Based Non-Qualifying Points calculates and expires non-qualifying points based on the member’s last activity date.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled |
This model calculates and expires non-qualifying points for members based on the member’s last activity date. The Last Activity Date field in the Loyalty Program member is used to calculate the duration of inactivity. It must be stamped during the accrual or redemption processes based on what is considered an activity.
The Expire Activity Based Non-Qualifying Points Data Processing Engine template includes these key nodes.
| Node Value | Description | Node Type |
|---|---|---|
|
Loyalty Member Currency Loyalty Program Currency Loyalty Program Member Loyalty Program Journal Type |
Data sources used in the job for calculating non-qualifying points to expire. | Data Source |
| Add Loyalty Program Currency Type to Loyalty Member Currency | Adds the currency type and expiration model to the loyalty member currency records. | Join |
| Add Loyalty Program Name to Loyalty Member Currency | Adds the loyalty program name to loyalty member currency records. | Join |
| Filter Activity Non-Qualifying Points Accrued | Filters member currency records with the activity expiration model and the non-qualifying point currency type. | Filter |
| Add Last Activity Date to Loyalty Member Currency | Adds Last Activity Date from Loyalty Program Member to each of the corresponding Loyalty Member Currency records. | Join |
| Points Expiry Date | Calculates the date when points expire for members. This date is calculated for non-qualifying currencies with activity-based expiration models. | Formula |
| Update Process Run Date | Validates if the updated process run date is a future date and corrects it by setting any future date to the current date. | Formula |
| Compare Points Expiry Date With Updated Process Run Date | Validates if the points expiry date is earlier than the updated process run date. | Formula |
| Filter Points To Expire | Filters members to be considered for non-qualifying points expiration. | Filter |
| Total Points Expired Until Current Date | Calculates the total expired points up to the current date. | Formula |
| Update Loyalty Member Currency | Updates the expired loyalty points in the loyalty member currency records. | Writeback Object |
| Create Transaction Journal | Creates transaction journals for expiring non-qualifying points. | Writeback Object |
| Create Loyalty Ledger | Creates Loyalty Ledger records for debiting points. | Writeback Object |
Input Variables
You can define the input parameters for the calculation job so that the input values are passed at the time of job execution.
| Input Variables |
|---|
|
Loyalty Program Name Process Run Date |
The Process Run Date is used to determine the unused points that are to be expired.
