Point Account Set
A point account set stores the transaction history of the membership. For example, how many points were posted to the point account, on what date, for which activity, and by which reward rule. A point account set is a logical grouping to hold specific point accounts together.
Integration
A point account set has a direct bearing on the membership. Any activity performed by the membership could result in one or more point transactions. To achieve this, a working loyalty program must be set up. A membership to this program must exist and this membership should have performed an activity.
Prerequisites
To run report RLOY_PT_ACCT_EXPR_RUN
, you have maintained the relevant server group in entry SERVER_GROUP_BATCH
of table LOYC_BATCH_PARAM
in Customizing for Customer Relationship Management
,
under: 
Marketing
Loyalty Management
Processing Settings
Define Batch Processing Parameters
.
Features
When a member registers for a loyalty program, a membership is created. There can be multiple memberships for a loyalty program. Every membership has a point account set. Many memberships can share a point account set (shared account membership).
A point account set contains one point account for each point type in the program. Therefore, multiple point accounts can exist because we deal with multiple point types within one loyalty program/membership. For example, a loyalty program of an airline that has two point types, “miles” and “special miles”, has a separate point account assigned to each type.
A point account is the specific account where all earned, redeemed, or expired points are credited and debited, and the point balance is calculated.
A point transaction is a record that stores the information after a member activity is processed. For example, a member activity of the type “flight”, created and processed by the loyalty engine, results in transactions performed on the point account like earning or redeeming points, which affects the point balance.
Points Expiration
Points expire based on the expiration profile defined for the loyalty program. The actual expiration is based on the expiration date of the transaction or the inactivity of the membership.
You define the parameters for expiration of points in Customizing for Loyalty Management, under Customer Relationship Management
Marketing
Loyalty Management — Design
Loyalty
Programs
Define Profiles for Loyalty Program Types
The following reports are available for expiration of points:
Date-based point expiration: When a member activity is processed, the transaction has an expiration date, which is calculated based on the expiration profile of the loyalty program. For each “earn”, posted on a point account, an expiration date is calculated. On executing this report, all the redeemable points of transactions whose expiration dates are in the past and whose points are not redeemed, expire.
Report Name:
RLOY_PT_ACCT_EXPR_RUN
Point expiration based on inactivity: On executing this report, all unused points from point accounts where there has been no member activity for a specified inactivity period, expire.
Report Name:
RLOY_PT_ACCT_INA_EXPR_RUN
Redeemable points can expire after a certain time period, after which they cannot be used for redemption anymore. This expiration time period is defined in the rules for the assigned membership in the loyalty program. Qualifying points only expire with the tier expiration where the member is upgraded to a higher tier level.
Activities
A loyalty program is set up with all the parameters: rules, point types, and expiration profile. When a member activity is performed, the system processes the member activity based on the rules, and awards points to the member. These points are in turn transactions that are stored in point accounts.