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Loyalty Management
How Loyalty Management Consolidates Subcurrency Point Balances

How Loyalty Management Consolidates Subcurrency Point Balances

When members transact, Loyalty Management uses Loyalty Aggregated Point Expiration Ledger records to consolidate point balances based on currency, subcurrency, and expiration date. The system performs real-time aggregation for all subtypes regardless of the settings on the Loyalty Management Settings page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Advanced

For subcurrencies with activity-based expiration, Loyalty Management assigns a distant placeholder expiration date, December 31, 2999, in aggregate ledger records. The system uses this date to consolidate point balances and standardize processing across activity-based and fixed-expiration subcurrencies.

To learn more about aggregated ledgers, see Consolidation of Fixed-Type, Non-Qualifying Points for Expiration.

 
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