LBMS V7.10.0 Release Notes

Key Enhancements and New Features

**Manual Points Improvements

Redemption Reversal: Now part of the "Credit" transaction type.
Expiry Date Selection for redemption reversal introduce
Redemption Reversal in Reports: The transaction is now recorded in the transaction_details_with_breakage table with transaction_type = 1 and loyalty_transaction_type = 8.

This change improves the accuracy of transaction records and ensures compliance with the program-level expiry settings.

Re-Introduction of Point Definition Fields

The Cashback Rate, Redemption Rate, and Customer Purchase Rate fields have been reintroduced in the platform configuration for program creation and updates.
Maker Checker Support: If enabled, these fields also require approval via the maker-checker process.

These changes reintroduce essential fields that were previously deprecated, giving users more flexibility in setting point-related configurations.

Merchant Name Column in Transaction Reports

A new column, Merchant Name, has been added to transaction reports. This column is populated for debit transactions and remains blank for other transaction types.

This enhancement provides more detailed insights into debit transactions by including the merchant name.

Anomaly Detection Module Configuration

Optional Configuration: Anomaly detection is now configurable upon client request and will not appear in the navigation bar unless enabled at the program level.
Once enabled, the anomaly detection module cannot be disabled.

This feature provides flexibility for clients who do not require anomaly detection and offers a cleaner UI when the feature is not in use.

Liability Report Changes

The Points Redeemed, Net Points, and Expiry Points columns have been removed from the liability report.
For existing programs created before V7.10.0, the report view must be created manually.
The liability report was tested with large datasets (100,000 records) and has been optimized for performance.

This streamlines the liability report, removing unnecessary columns while enhancing performance for larger datasets.

Manual Points in Transaction Reports

New columns have been added to transaction reports: Created By, Created Date, Approved By, and Approved Date.
These fields will be blank for transactions created without maker-checker functionality or through other means (e.g., BNS file, BNS API, Rule Engine, Tier, or Campaign).
For reports generated before this release, these columns will not appear unless a new view is created.

This enhancement provides better visibility into manually awarded points and ensures auditability of manual point transactions.

CRD File Process Improvements

Mandatory Fields: ActionType, StatusType, RelationReference, SubRelationIdentifier, LastSixDigits, Type, IssuedDate, ExpiryDate, and ProductCode are now required fields in the CRD file.
Validation Rules:
- Non-existing members cannot be added.
- Invalid records will trigger errors, and error logs can be downloaded from the Reports → Logs section or via email notifications.

These improvements ensure smoother processing of CRD files and provide users with more detailed feedback on errors.

Batch Processing for Point Expiry

Batch Expiry: Points are now expired in batches of 1,000 to optimize memory and CPU usage, rather than processing all records at once.
No change in expiry functionality, but batch processing improves resource management for larger datasets.

This change optimizes system performance, especially when handling large volumes of expiring points.

Member-Level Reports (Accrual, Redemption, Expiry)

Users can now export Accrual, Redemption, and Expiry reports for individual members directly from the member section.
- By default, the last 1 month of data is exported, with an option to export up to 1 year.
- Permissions: Users must have Member module view and Report module view permissions to export and download the data.
Exports are logged in the Audit Trail, ensuring accountability.

This improvement allows for detailed member-level reporting, providing administrators with valuable insights into a member’s point lifecycle.

Credit Transfer Reports (Miles Redemption)

A new filter, Credit Transfer, has been added to reports.
This will allow to create reports for miles redemption in the storefront.

This enhancement provides better visibility into miles redemption transactions.

Product Code UI Improvements

Bulk Upload: Users can now upload product codes in bulk, along with the Product Name, which must be unique.

This update simplifies product code management, making bulk uploads faster and more efficient.

Redemption Reversal Data in Manual Transactions

Redemption Reversal: Data now appears in the Redemption Reversal filter report.
Accrual Reversal: Data is shown in the Debit by Reversal filter report, with reversal data appearing in the Point_Accrued column.

This change ensures that both redemption and accrual reversals are accurately recorded and reported.

Rule Engine Summary Export

Users can now export a Rule Engine summary (Attributes, Rule Groups, Rules) to a local file.
- This feature is available for both new and existing programs.
- Permissions: The View Rules permission is required to export the summary.
- Exports are not logged in the Audit Trail and will not appear in the Reports section for future downloads.

This feature simplifies the rule engine management process, allowing administrators to export rule summaries for easier reference.

Custom Member Attributes in Reports

Users can now include Custom Member Attributes in member reports, with the option to "include in member search & filter."
- This setting can be enabled or disabled at any time, but only string data types are searchable.
Large member datasets (1 million members) have been successfully filtered and exported during testing.

This enhancement improves flexibility when filtering and exporting member data based on custom attributes.

Member Search by Card Number (CRD Data)

CRD Number Uniqueness: CRD numbers must be unique across programs.
- Searching with a common value (if multiple CRDs have the same value) will return only one relation reference.

This improvement makes member searches by card number more accurate and reliable.

Maker-Checker Process for Campaigns & Tiers

Campaigns: Maker-checker functionality is now available for campaign creation, edits, and enable/disable actions.
- Pending actions are emailed every Monday, Wednesday, and Friday.
Tiers: Maker-checker functionality has also been introduced for tiers.
- This applies to tier creation, edits, and deletion requests.
- Tier requests will receive the same pending email notifications as campaigns.

This expansion of the maker-checker process enhances oversight and accountability in both campaigns and tier management.

LDAP Login & Authentication

LDAP Configuration: Verified for user creation and login in QA.
- Set/Reset Password functionality is removed when LDAP is enabled.

This enhancement provides better LDAP integration, ensuring smooth user management and authentication.

Configuration Changes in LBMS V7.10.0

LDAP, Anomaly Detection, and Redis Password configurations have been added or updated for improved functionality.