Use the Validate Member Currency Balances for Loyalty Programs Data Processing Engine
template. It checks whether the sum of the actual member and escrow balances matches the ledger
and aggregated ledger totals. If the sum of the balances doesn’t match the totals, it creates
error records in the Data Validation Errors analytics dataset.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
For each loyalty program containing imported data, perform these steps.
-
Create a Data Processing Engine definition by using the Validate Member Currency Balances
for Loyalty Programs template.
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Enter a value for the Loyalty Program Name input variable.
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If you’re importing only aggregate ledgers and not individual ledgers, set the value of the
Does Validate Loyalty Ledgers input variable to 0 to skip the ledger total validation.
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Run the Data Processing Engine definition.
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Review the datasets by using the Data Assets tab in Data Manager.
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If there are any errors listed in the dataset, adjust your records such that the balances
and the totals match. Then, rerun the definition to confirm data validity.
For each member currency with errors, the dataset contains an error record with these
fields.
- MemberCurrencyPointsBalance: The points in the Loyalty Member Currency record, excluding
escrow points.
- EffectiveMemberCurrencyBalance: The sum of points in the member currency record, including
escrow points.
- TotalLedgerPointsBalance: The sum credited points minus the debited and expired points from
all the ledgers.
- TotalAggregatedLedgerPointsBalance: The sum credited points minus the debited and expired
points from all the aggregate ledgers.
