Auto loyalty update

(TP53764 / 2023.4005)

Purpose

Automatically update the “Benefit status” property on persons based on how long they have been a member for.

Configuration

1. Create the loyalty levels as “Benefit status” in configuration/benefit-status

2. Decide how many years the persons need to be members for to reach each level.

3. Decide how many days gap there can be between two memberships to still base the loyalty level as for a non broken membership period.

4. BRP Staff will check the “Benefit status IDs” for the Benefit status objects.

5. BRP staff will configure and enable the scheduled task “Run auto loyalty update”

Open

Configure loyalty levels as benefit levels

Functionality

If the scheduled task is enabled, the benefit status for persons will be updated every night

• If the person qualifies for one of the configured levels, the one that requires the most numbers of years will be set.

• If the person does no longer qualify for any of the specified levels the benefit status will be cleared

Parameters

allowedDaysPause

Default value (if not configured) is 30 days.

allowedDaysPause=20 will change this to 20 days.

yearsToBenefitStatusMap

Number of years-BenefitStatusID1;Number of years-BenefitStatusID2;Number of years-BenefitStatusID3

Example of parameters

To become a loyalty level 1 member the person needs be a member for 3 years minimum with end date not less then 20 days before today.

After 5 years: Level 2

After 10 years: Level 3

Higher value for number of years has priority, so after 10 years I get status 3, not 1 or 2.