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Loyalty Management
Set Up Traceability

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Set Up Traceability

To link redemption transactions directly to source accrual transactions, turn on traceability for redeemable currencies. Set up Data Processing Engine definitions and invocable actions to process trace records and expire points.

Required Editions

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

Use this flowchart to navigate the key decisions and configuration steps required to set up traceability.

Steps to set up traceability for activity-based and fixed-duration currencies
  1. Enable Traceability Settings
    To link redemption transactions directly to source accrual transactions, turn on traceability for redeemable currencies with the fixed-duration expiration, activity-based expiration, or both.
  2. 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.
  3. Impact of Asynchronous Point Tracing on Loyalty Processes
    Based on the data volume and currency-type, turn on asynchronous point tracing. When you turn on asynchronous tracing, pending traceability records are created in real time and processed asynchronously. Review how pending traceability records affect various processes, such as point expiration, redemptions, and transfers.
  4. Enable Tracing and Create Currency Subtypes to Control Liability
    After you enable traceability settings, for each currency for which you want to create trace records, enable ledger tracing. If necessary, create currency subtypes to categorize points. Use these subtypes to specify which points are accrued from a transaction or a promotion, define the consumption order for redemptions, and restrict usage based on transaction types.
 
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