Map Expiry Ledgers to Credit Ledgers for Traceable Currencies

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

The Map Expiry Ledgers to Credit Ledgers for Traceable Currencies Data Processing Engine template includes these key nodes.

Node Value	Description	Node Type
Traceability Loyalty Ledgers	Uses Traceability Loyalty Ledger records as data source for the definition.	Data Source
Loyalty Ledgers	Uses Loyalty Ledger records as data source for the definition.	Data Source
Loyalty Member Currency	Uses Loyalty Member Currency records as data source for the definition.	Data Source
Sum of Credit Ledger Points Used in Traceability Loyalty Ledger	The total points of the credit ledger that are used in Traceability Loyalty Ledger.	Group and Aggregate
Join Expired Credit Ledgers with Total Points Traced	Joins the expired credit ledgers with the total points of the credit ledger that are used in Traceability Loyalty Ledger.	Join
Calculate Remaining Traceable Points to Expire in Credit Ledger	Calculates the remaining points to expire in the credit ledger that can be traced.	Formula
Calculate Unused Points of Credit Ledger	Calculates the unused points of the credit ledger to be traced.	Formula
Filter Credit Ledgers with Unused Points	Filters the credit ledgers with unused points.	Filter
Join Expiry Ledgers to Credit Ledgers with Unused Points	Joins the expiry ledgers with credit ledgers with the same program member ID and program currency ID.	Join
Calculate Days Between Activity and Expiry Date	Calculates the number of days between Expiry Ledger’s activity date and Credit Ledger’s expiry date.	Formula
Calculate Minimum Days Between Activity and Expiry Date	Calculates the minimum non-negative number of days between Expiry Ledger’s activity date and Credit Ledger’s expiry date.	Formula
Compare Minimum Days with Days Difference	Checks if the minimum days matches with the number of days between Expiry Ledger’s activity date and Credit Ledger’s expiry date.	Formula
Filter Correctly Mapped Records	Filters the correctly mapped records for creating traceability ledgers.	Filter
Create Traceability Loyalty Ledger	Creates a Traceability Loyalty Ledger	Writeback Object
Find Unique Currency of Member	Finds the unique loyalty member currency to update.	Group and Aggregate
Update Loyalty Member Currency	Updates the loyalty member currency till Last Expired Points Traceability Run Date.	Writeback Object
Filter Traceable Ledgers by Program	Filters the traceable ledgers belonging to the specified program name.	Filter
Add Member Currency Details to Ledgers	Adds the loyalty member currency details to the ledgers.	Join
Filter Ledgers with Expiry Event Type	Filters the ledgers with event type as Expiry.	Filter
Find Eligible Expiry Ledgers Created On Last Expiration Process Run Date	Finds the eligible Expiry ledgers that are created on the last expiration run date.	Formula
Filter Valid Expiry Ledgers Within Eligible Dates	Filters the valid Expiry ledgers within eligible dates.	Filter
Filter Ledgers with Credit Event Type	Filters the ledgers with event type as Credit.	Filter
Find Eligible Expired Credit Ledgers	Finds the eligible Credit ledgers that expired between Last Traceability Run Date and Last Expiration Process Run Date.	Formula
Filter Valid Credit Ledgers Within Eligible Dates	Filters the valid Credit ledgers within eligible dates.	Filter

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

Running the Job

After the job runs, it filters the valid Credit ledgers and Expiry ledgers within eligible dates and maps them to create traceability loyalty ledgers. The job updates the loyalty member currency until the date the process was run to trace expired points.