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Account feed layout sample: Loyalty

The following table provides sample values for the feed layout extension definition. In this sample, a single record uses the account feed layout to load a single ecommerce account record with loyalty information listed in it. Refer to Account: Customer and loyalty sample use case data sets for more information.

In addition, you can use the attached sample file for testing and baseline configuration.

cfl_account_customer_loyalty_sample_202411.csv

Required fields are marked as (Required) in the field description column; fields not marked as required are optional.

Business name

Field name

Field Description

Field Data type/length

Sample value

System of Record Name

sor_name

(Required) Name of the system that is the authoritative data source for a record.

char(100)

ERP

Source Party Profile Id

source_party_profile_id

(Required)

This field is the natural primary key (only for customer membership).

Can be linked to the profile ID in Party Profile feed layout. Unique identifier generated by legacy program systems, enrollment forms, etc. to identify the creation of a customer (can be identifier generated by the system, email address, etc.). Uses source_party_profile_id + business_unit_code for lookup.

char(320)

1000282652

Business Unit Code

business_unit_code

This field is the natural primary key.

Business Unit identifies the structure of brands within an organizational entity. It is the way in which the brands within a company's portfolio are related to, and differentiated from, one another.

This field is used in aggregate calculations.

Values are defined as part of on-boarding, in BUSINESS_UNIT_LOOKUP; NULL values will default to enterprise. Refer to Business unit for details.

char(50)

enterprise

Source Account Id

source_customer_account_id

(Required)

This field is the natural primary key.

Uniquely identifies customer account in the legacy system.

This field is used in aggregate calculations.

char(320)

9123456

Account Description

account_desc

A short description of the account, like "eComm account", "Loyalty points membership", etc.

char(100)

eComm Account

Account Type Code

account_type_code

Any account types as defined in the reference data.

Values are defined as part of on-boarding, in ACCOUNT_TYPE_LOOKUP. Refer to Account type for details.

char(50)

loyalty

Enrollment Associate Id

enrollment_associate_id

An ID of associate that enrolled the main customer into account.

char(20)

Account Open Date

account_open_date

Account open date (YYYY-MM-DD HH:mm:ss).

datetime

2021-01-10 09:00:00

Account Close Date

account_close_date

Account close date (YYYY-MM-DD HH:mm:ss).

datetime

 

Account Close Reason

account_close_reason

Text value indicating the reason for account closure (duplicate, expired, etc.).

char(100)

 

Enrollment Location Id

enrollment_location_id

Identifies the location (store or website) where enrollment took place.

char(100)

17

Main Profile Indicator

main_profile_ind

Indicates whether this is the main member that is associated with the loyalty account.

char(1)

 

Active Membership Indicator

active_membership_ind

Indicates whether the customer is an active member.

char(1)

Y

Membership Start Date

membership_start_date

Membership start date (YYYY-MM-DD).

date

1/10/2021

Membership End Date

membership_end_date

Membership end date (YYYY-MM-DD).

date

Loyalty System Id

loyalty_system_id

Identifies a system of record for loyalty account.

char(50)

991234567

Loyalty Account Tier Code

loyalty_account_tier_code

The tier that the loyalty account had attained. For example: Base=$0-$399.99; Plus=$400-$1199.99 and 2 visits; VIP=$1200+ and 2 visits.

Values are defined as part of on-boarding, in LOYALTY_ACCOUNT_TIER_LOOKUP. Refer to Loyalty account tier for details.

char(50)

Base

Loyalty Account Tier Join Date

loyalty_account_tier_join_date

Date when the account was assigned the current tier (YYYY-MM-DD HH:mm:ss).

datetime

1/10/2021 9:00

Balance Points Quantity

balance_points_qty

Current points balance (the total rewards earned minus total rewards redeemed).

integer

100

Previous Loyalty Account Tier Code

previous_loyalty_account_tier_code

Previous tier that loyalty account had attained.

Values are defined as part of on-boarding, in LOYALTY_ACCOUNT_TIER_LOOKUP. Refer to Loyalty account tier for details.

char(50)


Next Loyalty Account Tier Code

next_loyalty_account_tier_code

Next tier that loyalty account would attain.

Values are defined as part of on-boarding, in LOYALTY_ACCOUNT_TIER_LOOKUP. Refer to Loyalty account tier for details.

char(50)

Plus

Loyalty Program Id

loyalty_program_id

Uniquely identifies a customer loyalty program in the legacy system. A structured and long-term marketing effort which provides incentives to repeat customers who demonstrate loyal buying behavior.

char(100)


Loyalty Program Description

loyalty_program_desc

Description of the customer loyalty program.

char(100)


Loyalty Program Start Date

loyalty_program_start_date

Starting date of customer loyalty program (YYYY-MM-DD HH:mm:ss).

datetime

1/10/2021 9:00

Loyalty Program End Date

loyalty_program_end_date

Ending date of customer loyalty program (YYYY-MM-DD HH:mm:ss).

datetime


Loyalty Program Status

loyalty_program_status

Current status of customer loyalty program (active).

char(100)

Active

Source Record Create Datetime

source_rec_create_datetime

The datetime when the record was created at source system (YYYY-MM-DD HH:mm:ss).

datetime

Source Record Update Datetime

source_rec_update_datetime

The datetime of the latest update of the record at source system (YYYY-MM-DD HH:mm:ss).

datetime

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