---
schema_version: "1"
id: 184561366d01fb5cc955f190c63c18b30491f437c9e9553cea2ed2af527fe012
title: Set Up Data Processing Engine Definitions for Traceability
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content_hash: 8ac30a5c32f782b158fbc41ab1d3dc70e782421eb648c70142a785ffc2d0cfa4
description: After you turn on traceability, set up invocable actions and Data Processing Engine definitions to process trace records.
products:
  - Loyalty Management
release: "264"
---
# Set Up Data Processing Engine Definitions for Traceability

After you turn on traceability, set up invocable actions and Data Processing Engine definitions to process trace records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management - Growth or Loyalty Management - Advanced.</td></tr></tbody></table>

## Fixed-Duration Currencies

Based on your enabled settings, run the set of Data Processing Engine jobs and invocable actions in the specified sequence to process trace records.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:40%">
          <col style="width:40%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24009e72">Traceability Setting</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24009e75">When Consolidate Member Points for Expiration Is On</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24009e78">When Consolidate Member Points for Expiration Is Off</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Traceability Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d24009e72 ">Only Point Tracing for Fixed Duration Currencies is Enabled</td>

            <td data-label="When Consolidate Member Points for Expiration Is On" class="slds-cell-wrap" style="vertical-align:top;" headers="d24009e75 ">
              <ul>
                <li>Clone the <strong class="uicontrol">Expire Fixed Non-Qualifying Points Using Aggregated
                    Expiration Ledgers</strong> Data Processing Engine template, and run the
                  definition.</li>

                <li>Clone the <strong class="uicontrol">Map Expiry Ledgers to Credit Ledgers for Traceable
                    Currencies</strong> Data Processing Engine template, and run the
                  definition.</li>

              </ul>
            </td>

            <td data-label="When Consolidate Member Points for Expiration Is Off" class="slds-cell-wrap" style="vertical-align:top;" headers="d24009e78 ">
              <ul>
                <li>Clone the <strong class="uicontrol">Expire Fixed Non-Qualifying Points Data Processing
                    Engine</strong> template, and customize the definition to expire only
                  non-traceable currencies. Then run the definition.</li>

                <li>Clone the <strong class="uicontrol">Expire Non-Qualifying Points Using Traceability Loyalty
                    Ledgers Data</strong> Processing Engine template, and run the definition.
                  The definition expires only traceable currencies with fixed duration
                  expiration.</li>

                <li>Clone the <strong class="uicontrol">Map Expiry Ledgers to Credit Ledgers for Traceable
                    Currencies</strong> Data Processing Engine template, and run the
                  definition.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Traceability Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d24009e72 ">Asynchronous Point Tracing for Fixed Duration Currencies is Enabled</td>

            <td data-label="When Consolidate Member Points for Expiration Is On" class="slds-cell-wrap" style="vertical-align:top;" headers="d24009e75 ">
              <ul>
                <li>Run the <strong class="uicontrol">Map Traceable Points for Redemption
                    Transactions</strong> invocable action.</li>

                <li>Clone the <strong class="uicontrol">Expire Fixed Non-Qualifying Points Using Aggregation
                    Ledgers and Traceable Ledgers</strong> Data Processing Engine template, and
                  run the definition.</li>

                <li>Clone the <strong class="uicontrol">Map Expiry Ledgers to Credit Ledgers for Traceable
                    Currencies</strong> Data Processing Engine template, and run the
                  definition.</li>

              </ul>
            </td>

            <td data-label="When Consolidate Member Points for Expiration Is Off" class="slds-cell-wrap" style="vertical-align:top;" headers="d24009e78 ">
              <ul>
                <li>Run the <strong class="uicontrol">Map Traceable Points for Redemption
                    Transactions</strong> invocable action.</li>

                <li>Clone the <strong class="uicontrol">Expire Fixed Non-Qualifying Points</strong> Data
                  Processing Engine template, and customize the definition to expire only
                  non-traceable currencies. Then run the definition.</li>

                <li>Clone the <strong class="uicontrol">Expire Non-Qualifying Points Using Traceability Loyalty
                    Ledgers</strong> Data Processing Engine template, and run the definition.
                  This definition expires only traceable currencies with fixed duration
                  expiration.</li>

                <li>Clone the <strong class="uicontrol">Map Expiry Ledgers to Credit Ledgers for Traceable
                    Currencies</strong> Data Processing Engine template, and run the
                  definition.</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## Activity-Based Currencies

When you enable Asynchronous Point Tracing for Activity-Based Currencies, run the invocable action and Data Processing Engine definitions in the specified sequence to process trace records.

- Run the **Map Traceable Points for Redemption Transactions** invocable action.
- If you’re using expiration by using grace periods, clone the **Expire Activity Non-Qualifying Points with Traceability and Grace Periods** Data Processing Engine template, and run the definition.
    
    If you’re not using expiration extensions, then clone the **Expire Activity Non-Qualifying Points with Traceability Loyalty Ledgers** Data Processing Engine template, and run the definition.
- Clone the **Map Expiry Ledgers to Credit Ledgers for Traceable Currencies** Data Processing Engine template, and run the definition.

## Examples of How to Set Up Definitions and Invocable Actions

If you’re using synchronous tracing, use the prebuilt Data Processing Engine definition templates to create the definitions for processing trace records. Then, schedule the Data Processing Engine jobs.

If you’re using asynchronous tracing, you can run the Data Processing Engine jobs and invocable actions in near real time or at regular intervals.

- To schedule the jobs and invocable actions to run at regular intervals, create and schedule batch jobs. See [Run Data Processing Engine Definitions](https://help.salesforce.com/s/articleView?id=ind.dpe_run_definitions.htm&type=5&language=en_US).
- To process trace records in near real time, publish platform events when a pending trace ledger is created. Then, create a subscriber that listens to these events and runs the invocable actions and Data Processing Engine jobs. See [Platform Events Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_intro.htm) and [Agentforce 360 Platform Events Basics](https://trailhead.salesforce.com/content/learn/modules/platform_events_basics).

After you enable traceability and set up Data Processing Engine definitions, enable ledger tracing for currencies and create currency subtypes.