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Define Eligibility Conditions for a Process

Define the conditions that determine the transaction journals that are eligible for a process. The process eligibility conditions that you define filter ineligible transactions before the transactions are processed by the rules of the process. Process eligibility conditions help ensure that the conditions that are applicable for all rules of the process, are defined at the process-level and not at the rule-level. For example, you can add eligibility conditions to filter out inactive member transactions that are less than a particular amount. Or, you can set a transaction value limit beyond which transaction journals aren’t processed to ensure fraudulent activities aren’t rewarded.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
User Permissions Needed
To create a loyalty program process:

Loyalty Management permission set

AND

Edit access on Loyalty Program and other required objects

AND

View Setup and Configuration

You can add process eligibility conditions for TransactionJournal type processes.

To define your conditions, you can use:

  • Transaction journal fields
  • Member tier and currency parameters
  • Transaction journal, partner, and member aliases

Also, you can use formulas in your conditions.

  1. On a loyalty program process, click Define Process Eligibility.
  2. Select Enable process eligibility conditions.
  3. Add conditions that decide the transactions that are eligible for the process.
  4. Save your changes.

After you activate the process, transaction journals whose journal type and subtype match that of the process are filtered by the process eligibility conditions. The transaction journals that match the process eligibility conditions are then processed by the active rules of the process.

Example
Example

The loyalty program manager has set up a process to process transactions where members are rewarded for purchasing flight tickets on the member’s birthday. The program manager adds these two conditions:

Resource Operator Type Value
TransactionJournal.Partner.Name Equals Fixed Value Cloud 9 Airlines
MemberBirthday Equals Resource TransactionJournal.BookingDate

To change the process eligibility conditions, deactivate the process. On the Define process eligibility window, change the conditions, and save your changes.

If you don’t want the process eligibility conditions to filter transactions, deactivate the process. On the Define process eligibility window, deselect Enable process eligibility conditions.