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Partner Linking Module

Purpose of this document​

This document provides details at the business, technical, and implementation levels for specific features within the ES Loyalty feature set. This document addresses a subset of functionality centred on the financial partner module.

Financial partner module​

Ability to link financial partner payment products to accelerate program acquisition and loyalty earn and burn opportunities.

Ability to link a member's loyalty account to a partner's payment card so that the member can earn additional points for activities related to use of that payment card.

Financial partner usage: offer required behavior​

Ability to only trigger or complete an offer if a member has used their partner card in the transaction.

Ability to link a member's loyalty account to a partner's payment card so that the member can earn additional points for activities related to use of that payment card.

Audience targeting based on financial partner linking​

Ability to target promotions (offers, badges, banners) to members based on their financial partner linked status.

Ability to link a member's loyalty account to a partner's payment card so that the member can earn additional points for activities related to use of that payment card.

Financial card as unique identifier​

Ability for members to identify themselves (for example, at POS) using their partner card only (that is, without a loyalty swipe).

Ability to use a Partner LinkID as a unique loyalty identifier, including:

  1. POS, CUX, and Partner Program API suites.
  2. All feeds.
  3. List-based offer targeting in the Console.
  4. Member lookup in the Console.
  5. Search for a member in the Console for points transfer or to invite to a household.

A new config point will be added to the partner config to identify whether the partner is financial:

"IsLoyaltyIdentifier": true,
"IsFinancialPartner": true

Multiple partner linked cards​

Ability for members to link to multiple different partners and to have multiple linked cards per partner.

As a member, you can link to multiple partners (for example, RBC and HBC). As a program manager, you can configure the details of each linked partner separately.

The existing partner object is augmented with a key called LinkType:

"LinkType": "PAYCARD"

Accepted values: PAYCARD_LAST4, BIN_LAST4, PAYCARD.

A new config point supports restricting response attributes:

"AllowResponseAttributes": {"status": true, "balance": true}
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