loyalty-agent-service/docs/specs/introduction/terminology.md

title, type, status, domain

title	type	status	domain
Terminology	OpenSpec	Draft	Introduction

Terminology

This document defines the terms used across the OLS (One Loyalty System) modules.

Term Definitions

Term	Definition
Amount vs Quantity	- Amount: Used in connection with monetary amounts (e.g., Dollars). For example, "Transaction Amount". - Quantity: Refers to the number of units of an entity, not monetary value. For example, "Award Quantity" or "Redeem Quantity".
Pool Balance Bucket (Bucket)	Used in the context of a Reward Pool Bucket. A bucket is determined based on the pool entity level and expiration date.
Bucket Expiry Date	- If used in the context of a Counter, refers to the Counter Expiry. - If used in the context of a Reward Pool Bucket, refers to the Pool Expiry.
Campaign Rule (Rule)	A business rule defining the conditions under which a reward will be given, including the type and quantity of the reward. It includes Rule Criteria and Rule Formula.
CEP	Counter Extract & Process. A module for setting up job requests to extract a specified counter based on criteria and using the counter value as a transaction amount to process against Campaign Rules. Includes batch processes to execute requests.
Contributor	Identifies an entity which funds the rewards given under a specific Rule. One or more Contributors can be set up. Rule Contributor Settings define the percentage billed to each Contributor (totaling 100%). Default is the transacting business entity if only one exists. Used in end-of-day settlement reports.
Counter	Used to track a customer's transaction statistics (e.g., spend frequency, spend total for specific criteria like MCC). Periodic counts (e.g., monthly) are tracked in separate Counter Buckets with a specific Counter Bucket Date.
Effective Period	Defines a Start Date and End Date range during which a parameter is effective. Generally starts at 00:00:00 and ends at 23:59:59. Time is considered a discrete quantity in seconds.
Expiry Policy	Defines how rewards expire. New policies based on Card Types will be supported.
Formula	Defines the calculation formula used for calculating the reward quantity. Comprises: - Formula Header: General parameters (e.g., max reward amount, rounding rules, Gross vs Nett amount). - Formula Detail: Specific calculations, each with an Execution Sequence number (executed in descending order).
Gross Amount	The payment amount before any reward deduction.
Pool (Reward Pool)	Tracks each type of reward (e.g., points, coupons). Associated with a Pool Expiry Policy. Rewards expiring on a given date are tracked in a Pool Bucket with a Bucket Expiry Date.
REP	Redeem, Extract and Process. A module for setting up requests to redeem a specified Pool based on criteria, and to output the redemption transaction details.
Rule Criteria	Defines the conditions to be met for a rule to apply.
Rule Pool	A Reward Pool which is updated with the results of a Rule Formula. Each Rule is associated with one Rule Pool.
Transaction Amount	Mandatory column in OLS for award processing. Used as the principal quantity for reward calculations. For payment transactions: - Gross Amount: Total payment amount. - Nett Amount: Amount remaining after offsetting with redeemed rewards. (Logged in OLS as Gross Amount).
OLS Transaction Code (TC)	The key used to locate applicable Rules for a transaction record. If no Rule is linked to a TC, no reward calculation occurs. Must be defined in the TC look-up table.

Document Structure Reference

The standard modules defined across the system include:

1. Introduction
2. OneAccess
3. Customer Management
4. Campaign Management
5. OneCatalogue
6. OneMarketing
7. OneTargeting