Expire Fixed Non-Qualifying Points

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled

The Expire Fixed Non-Qualifying Points Data Processing Engine template includes these key nodes.

Node Value	Description	Node Type
Loyalty Member Currency Loyalty Program Currency Loyalty Program Loyalty Ledger Journal Type	Data sources used in the job for calculating non-qualifying points to expire.	Data Source
Add Loyalty Program Name to Program Currency	Adds the loyalty program name to program currency records.	Join
Add Loyalty Program Details to Ledger	Adds the loyalty program name, currency type, and expiration model to ledgers.	Join
Filter Fixed Non-Qualifying Points Accrued	Filters ledgers that have credited non-qualifying points to members with fixed expiry model.	Filter
Get Points for Ledger	Gets the current balance from Loyalty Member Currency records.	Join
Ledgers With Points To Expire	Identifies the ledgers to be considered for expiration.	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 next process run date is earlier than the updated process run date.	Formula
Filter Points To Expire	Filters the ledgers to be considered for expiration.	Filter
Total Fixed Non-Qualifying Points To Expire	Aggregates the non-qualifying points to be considered for expiration. These points are grouped by member and currency.	Group and Aggregate
Total Expirable Points	Calculates the total points that can be expired.	Formula
Total Expired Points	Calculates the total points that expired.	Formula
Current Points To Expire	Calculates the non-qualifying points, with a fixed expiry model, to be expired for the members since the last run.	Formula
Total Points To Expire Greater Than Zero	Filters members with non-zero points to expire.	Filter
Create Transaction Journal	Creates transaction journals for expiring non-qualifying points.	Writeback object
Create Loyalty Ledger	Creates loyalty ledgers for expiring non-qualifying points.	Writeback object
Update Loyalty Member Currency	Updates total expired points, expirable points, and last expiration process run date in the loyalty member currency records.	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 update the Last Expiration Process Run Date and to determine the unused points that are to be expired.

Running the Job

After the job runs, the accrued points that are eligible for expiration are expired. The Loyalty Member Currency records are updated with the latest non-qualifying points balance, which is the sum of accrued points minus redeemed and expired points.