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            Validate Member Points Balances

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            Validate Member Points Balances

            Use the Validate Member Currency Balances for Loyalty Programs Data Processing Engine template. It checks whether the sum of the actual member and escrow balances matches the ledger and aggregated ledger totals. If the sum of the balances doesn’t match the totals, it creates error records in the Data Validation Errors analytics dataset.

            Required Editions

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

            For each loyalty program containing imported data, perform these steps.

            1. Create a Data Processing Engine definition by using the Validate Member Currency Balances for Loyalty Programs template.
            2. Enter a value for the Loyalty Program Name input variable.
            3. If you’re importing only aggregate ledgers and not individual ledgers, set the value of the Does Validate Loyalty Ledgers input variable to 0 to skip the ledger total validation.
            4. Run the Data Processing Engine definition.
            5. Review the datasets by using the Data Assets tab in Data Manager.
            6. If there are any errors listed in the dataset, adjust your records such that the balances and the totals match. Then, rerun the definition to confirm data validity.

            For each member currency with errors, the dataset contains an error record with these fields.

            • MemberCurrencyPointsBalance: The points in the Loyalty Member Currency record, excluding escrow points.
            • EffectiveMemberCurrencyBalance: The sum of points in the member currency record, including escrow points.
            • TotalLedgerPointsBalance: The sum credited points minus the debited and expired points from all the ledgers.
            • TotalAggregatedLedgerPointsBalance: The sum credited points minus the debited and expired points from all the aggregate ledgers.
             
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