Overview
This enhancement allows users to erase transactions performed by loyalty members if the users meet certain eligibility criteria. The client must verify that only transactions with appropriate business rules are redeemed/erased to meet legal requirements, such as excluding redemption/erasure from gambling transactions. This enables the customer to design a new rule set that makes certain transactions eligible for erasure that would not have been eligible under the base rule.
Console for Transaction Erasure:
- Allows the client to configure the base erasure rule.
- Allows the client to define promotional campaigns for targeted deletion.
For this feature to function, the transaction erasure flag must be enabled. Once the flag is set to ON, users can define various conditions based on the requirements.
The transaction erasure functionality works by erasing qualifying orders based on the conditions set, such as AND, OR, and a combination of AND and OR.
For example, for orders to be eligible for erasure functionality, we must provide several criteria in the Eligibility Criteria section of Transaction Erasure Rules.
Admin users must be able to define base eligibility rules based on significant criteria. They are as follows:
- User Extended Attributes
- Order Extended Attributes
- Transaction Types
- Amount Spend
In eligibility conditions, we must provide the following comparison operations:
- Equals to (a single numeric value, a string with a list of comma separated values, or an upload)
- Does not equal to (a single numeric value, a string with a list of comma separated values, or an upload)
- Greater than or equal to (in the case of numerical metrics)
- Less than or equal to (in the case of numerical metrics)
As an example, choose Eligibility criterion as Amount Spend, a condition of Greater than or equal to, and a value of 100.
If you want to add more conditions, click OR and provide the necessary information. Transactions or Orders that meet the criteria outlined above will be eligible for erasure. There is the option to submit the conditions directly by uploading a file containing the criteria that we must specify. Click Select and upload the file. To save the conditions in the database, click SAVE/UPDATE.
If more conditions must be given in addition to the ones listed above, click AND and submit them.
When you click Save, a popup window appears informing you of the successful status modification of Transaction Erasure. For example,
For an Order to be eligible the amount spent on an order must be larger than 100, or the User Extended Attributes where the criteria provided is 3N1D must be equal to 1234. If either of these conditions is met, the orders are eligible for Erasure.
If any Transaction Erasure criteria are deleted, they can be reviewed by clicking the Audit logo adjacent to the Enabled Transaction Erasure toggle button.
Transaction Erasure Promotions is another column that is configured to work at specific periods, just like promotions.
The key difference between Transaction Erasure and Transaction Erasure Promotions is that Transaction Erasure functions as a Base Rule (always running if enabled), whereas Transaction Erasure Promotions allows Erasure but only for the defined time period. The base rule (Transaction Erasure) is eased during this period.
Once you click this column, you'll be permitted to Add New Promotions.
For a promotion to start off, several parameters must be specified. They are as follows:
- Promotion Name: Enter the name of the promotion.
- Start Date: Enter the promotion’s start date.
- End Date: Enter the promotion’s end date.
- Status: To proceed with the promotion, toggle the switch to ON.
The Transaction Erasure Rules are the same as those we defined earlier.
For example, choose eligibility criterion as Amount Spend, a condition of Greater than or Equal to, and a value of 100.
If you want to add more conditions, click OR and provide the necessary information. Transactions or Orders that meet the criteria outlined above will be eligible for erasure. There is the option to submit the conditions directly by uploading a file containing the criteria that we must specify. Click Select and upload the file. To save the conditions in the database, click SAVE.
Note: A scheduled activity to execute the specified or defined conditions runs every 30 minutes.