Expire Non-Qualifying Points Using Traceability Loyalty Ledgers

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled

The Expire Non-Qualifying Points Using Traceability Loyalty Ledgers Data Processing Engine template includes these key nodes.

Node Value	Description	Node Type
Loyalty Member Currency	Uses Loyalty Member Currency records as data source for the definition.	Data Source
Traceability Loyalty Ledgers	Uses Traceability Loyalty Ledger records as data source for the definition.	Data Source
Loyalty Ledgers	Uses Loyalty Ledger records as data source for the definition.	Data Source
Find Pending Traceable Ledgers	Formula	Finds the pending traceable ledgers.
Aggregate Pending Trace Ledgers by Member and Currency	Aggregates the pending traceable ledgers that belong to the specified member and currency.	Group and Aggregate
Join Loyalty Ledgers and Pending Traceable Ledgers by Member and Currency	Joins the loyalty ledgers and the pending traceable ledgers that belong to the specified member and currency.	Join
Add Member Currency Details to Ledgers	Adds the loyalty member currency details to the ledgers.	Join
Filter with Credit Ledgers without Pending Traceable Ledgers by Member and Currency	Filters the ledgers with event type as Credit and without pending traceable ledgers that belong to the specified member and currency.	Filter
Filter Ledgers with Credit Event Type	Filters the ledgers with event type as Credit.	Filter
Update Process Run Date	Validates if the updated process run date is a future date and corrects it by setting any future date to the current date.	Formula
Find Eligible Expired Credit Ledgers	Finds the eligible Credit ledgers that expired between Last Traceability Run Date and Last Expiration Process Run Date.	Formula
Filter Valid Credit Ledgers Within Eligible Dates	Filters the valid Credit ledgers within eligible dates.	Filter
Join Expired Credit Ledgers with Total Points Traced	Joins the expired credit ledgers with the total points of the credit ledger that are used in Traceability Loyalty Ledger.	Join
Calculate Remaining Traceable Points to Expire in Credit Ledger	Calculates the remaining points to expire in the credit ledger that can be traced.	Formula
Calculate Total Non-Qualifying Traceable Points to Expire	Gets the sum of non-qualifying traceable points to expire.	Group and Aggregate
Calculate Total Points Expired and Points to Expire	Calculates the value of total expired points and the points expirable on the process run date.	Formula
Filter Non-zero Points to Expire	Filters the non-zero points to expire.	Filter
Create Loyalty Ledger	Creates loyalty ledgers for expiring traceable points.	Writeback Object
Create Transaction Journal	Creates transaction journals for expiring traceable points.	Writeback Object
Update Loyalty Member Currency	Updates total expired points in the loyalty member currency records.	Writeback Object
Sum of Credit Ledger Points Used in Traceability Loyalty Ledger	The total points of the credit ledger that are used in Traceability Loyalty Ledger.	Group and Aggregate
Filter Traceable Ledgers by Program	Filters the traceable ledgers belonging to the specified program name.	Filter

Input Variables

You can define the input parameters for the calculation job so that the input values are passed at the time of job execution.

Input Variables
Loyalty Program Name Process Run Date

The Process Run Date is used to update the Last Expiration Process Run Date and to determine the unused points that are to be expired.

Running the Job

After the job runs, it creates loyalty ledgers and transaction journals for expiring traceable points. The job updates the total expired points in the loyalty member currency records.