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Channel Revenue Management
Configure Advanced Rebate and Accrual Pre-Processing - Data Preparation DPE

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Configure Advanced Rebate and Accrual Pre-Processing - Data Preparation DPE

Map your custom dimension values through the pre-processing workflow so Data Cloud can use them during calculation. Activating an anchor in the Rule Configuration DPE tells the engine a custom dimension exists. This DPE populates that anchor with actual field values from your Transaction Journal so the engine has data to process.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
  1. Configure Transaction Journal Input Mapping
    1. Select Custom Fields in Transaction Journal Source Node.
      • Open the Transaction Journal data source node.
      • Select your custom field (e.g., Region__c), in addition to standard fields (Account, Activity Date, etc.).
    2. Pass Fields Through Join Nodes. Ensure your custom field flows through these join nodes in sequence:
      • Journal by Member ID
      • Journal by Account ID
      • Journal with Rebate Products
      • Input and Meta Verification
    3. Map to Anchor1 in Writeback Node.
      • Navigate to: Writeback to Accrual and Payout Input Ingest DLO
      • Map your custom field to the Anchor1 field.
    This writes your dimension value to the Input Ingest Data Lake Object
  2. Configure Benefit Mapping for Custom Dimension
    1. Create Custom Field in Program Rebate Type Benefit.
      • Add a custom field on the Program Rebate Type Benefit object that matches your Transaction Journal field.
      For example, if Transaction Journal has Region__c, create Region__c on Program Rebate Type Benefit
    2. Add Benefit Mapping Record:
      • Create a new record in Program Rebate Type Benefit Mappings
      • Map your custom field from Transaction Journal to the matching field on Program Rebate Type Benefit.
      This ensures benefit criteria can reference your custom dimension
    3. Select Fields in Program Rebate Type Benefit Node:
      • Open the Program Rebate Type Benefit data source node
      • Select your custom benefit field along with standard fields (Applied Benefit, Benefit Type, etc.)
    4. Pass Fields Through Join Nodes. Ensure your custom field flows through:
      • Program Configuration and Tiers
      • Rules and Accrual Periods

      After you map the custom field into the input data (step 1) and link it to your benefit criteria (step 2), update the rule and tier metadata formulas so tier qualification is tracked per custom dimension.

  3. Add Formulas for Rule and Tier Metadata
    1. Add Formula on Accrual Windows and Period ID Node:
      • Navigate to: Accrual windows and Period ID
      • Create a formula field similar to the existing BenefitProductId formula. Example formula structure: CONCAT({YourCustomField}, "_", {OtherIdentifier})
    2. Update RuleId and TierId Formulas:
      • Navigate to: Rule and Tier Metadata Stage
      • Locate the RuleId and TierId formula fields
      • Update both formulas to include anchor details by concatenating your custom dimension
      This ensures tier qualification tracking includes your custom dimension
    3. Pass Fields Through Final Join Nodes. Ensure your custom field flows through:
      • Finding Mapping fields with Accrual and Payout Rule ingest fields
      • Final Rule Meta Verification
    4. Map to Anchor1 in Rule DLO Writeback Node:
      • Navigate to: Writeback to Accrual and Payout Rule DLO
      • Map your custom field to the Anchor1 field
      • This writes your dimension value to the Rule Data Lake Object for high-performance calculation
 
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