{ "schemaVersion": "1.0", "title": "Customer Loyalty Program Management System", "lang": "en", "prd": { "oneLiner": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "goal": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "whyNow": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "category": "Business & Commerce system", "platforms": [ "Web" ], "problem": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "solution": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "alternatives": "Email, chat, spreadsheets, and manual ledgers", "differentiator": "Manage intake, processing, and operations data as one connected source of truth.", "targets": [ { "name": "Customer using points, tiers, and benefits and marketing practitioner", "role": "Requester and operational user", "needs": "Quickly register needed work and know its status.", "pain": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together." }, { "name": "CRM, loyalty, and partner-operations coordinator", "role": "Operations administrator", "needs": "Manage priority and history and review operations metrics.", "pain": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together." }, { "name": "System and policy administrator", "role": "Operations and security administrator", "needs": "Manage access, policy, and audit history.", "pain": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together." } ], "scenarios": [ { "text": "An operational user registers required work and checks its status.", "start": "P1" }, { "text": "An operator processes queued work and handles exceptions.", "start": "P5" }, { "text": "System and policy administrator reviews policy and access.", "start": "P9" }, { "text": "System and policy administrator reviews audit records and operating metrics.", "start": "P10" } ], "northStar": "Share of operations requests completed on time", "kpis": [ { "name": "On-time processing rate", "target": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "baseline": "Not measured", "method": "Monthly aggregation of state changes against target dates", "refs": [ "F6" ] }, { "name": "Operations visibility", "target": "100% of key work tracked", "baseline": "Not measured", "method": "Share of records connected to reporting", "refs": [ "F11" ] }, { "name": "Auditable operations rate", "target": "100% of key changes retained", "baseline": "Not measured", "method": "Monthly audit-log and change-history review", "refs": [ "F12" ] } ], "inScope": [ "Member, earning rule, tier, benefit, partner, and campaign registration", "Point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup", "Earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation", "Member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting", "Member, earning rule, tier, benefit, partner, and campaign registration validation and duplicate prevention", "Search, filter, and history management", "Owner, priority, and SLA management", "Approval and policy review", "Exception, rejection, and reprocessing", "Notifications and subscriptions", "External integration and data synchronization", "Role, permission, and audit management" ], "nonGoals": [ "External customer portal", "Replacing adjacent systems such as accounting or payroll" ], "assumptions": [ "User and organization data are available through company SSO.", "Operators manage policy and classification criteria." ], "risks": [ "Weak initial classification can cause incorrect processing.", "Stale source data can reduce operational trust." ], "openQuestions": [ "What defines urgent processing and approval?", "What are the post-completion verification and reopen rules?" ], "constraints": [ "State, owner, and priority changes require audit logs.", "Access is limited by role.", "Permission, policy, and state changes require audit logs." ] }, "requirements": [ { "id": "R1", "title": "Intake and data quality", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F1", "title": "Member, earning rule, tier, benefit, partner, and campaign registration", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Member, earning rule, tier, benefit, partner, and campaign registration core processing rule", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Member, earning rule, tier, benefit, partner, and campaign registration exception and audit handling", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F2", "title": "Member, earning rule, tier, benefit, partner, and campaign registration validation and duplicate prevention", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Member, earning rule, tier, benefit, partner, and campaign registration validation and duplicate prevention core processing rule", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Member, earning rule, tier, benefit, partner, and campaign registration validation and duplicate prevention exception and audit handling", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R2", "title": "Records and search", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F3", "title": "Point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup core processing rule", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup exception and audit handling", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F4", "title": "Search, filter, and history management", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Search, filter, and history management core processing rule", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Search, filter, and history management exception and audit handling", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R3", "title": "Processing and ownership", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F5", "title": "Earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation core processing rule", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation exception and audit handling", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F6", "title": "Owner, priority, and SLA management", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Owner, priority, and SLA management core processing rule", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Owner, priority, and SLA management exception and audit handling", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R4", "title": "Approval and exceptions", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F7", "title": "Approval and policy review", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Approval and policy review core processing rule", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Approval and policy review exception and audit handling", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F8", "title": "Exception, rejection, and reprocessing", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Exception, rejection, and reprocessing core processing rule", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Exception, rejection, and reprocessing exception and audit handling", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R5", "title": "Notifications and integrations", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F9", "title": "Notifications and subscriptions", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Notifications and subscriptions core processing rule", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Notifications and subscriptions exception and audit handling", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F10", "title": "External integration and data synchronization", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "External integration and data synchronization core processing rule", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "External integration and data synchronization exception and audit handling", "desc": "Connect members, earning rules, tiers, rewards, coupons, partners, redemption, expiry, settlement, and loyalty outcomes. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R6", "title": "Insights and controls", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F11", "title": "Member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting core processing rule", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting exception and audit handling", "desc": "Points, tiers, rewards, partner benefits, and settlement data live across channels and systems, making customer experience and cost control difficult to manage together. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F12", "title": "Role, permission, and audit management", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Role, permission, and audit management core processing rule", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Role, permission, and audit management exception and audit handling", "desc": "Increase active loyalty membership and reward redemption while controlling point liability, expiry, and fraudulent use. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] } ], "ia": { "sections": [ { "id": "S1", "title": "Intake and data quality", "pages": [ { "id": "P1", "title": "Operations dashboard", "type": "top", "refs": [ "F1", "F1:0", "F3", "F4:0", "F7:1", "F11" ], "children": [] }, { "id": "P2", "title": "Work list", "type": "page", "refs": [ "F3", "F3:0", "F4", "F1:0", "F4:1", "F8", "F11:0" ], "children": [] }, { "id": "P3", "title": "Create record", "type": "page", "refs": [ "F1", "F1:1", "F2", "F5", "F8:0", "F11:1" ], "children": [] } ] }, { "id": "S2", "title": "Records and search", "pages": [ { "id": "P4", "title": "Record detail", "type": "page", "refs": [ "F3:1", "F4:1", "F11", "F2", "F5:0", "F8:1", "F12" ], "children": [] }, { "id": "P5", "title": "Processing workspace", "type": "page", "refs": [ "F5", "F5:0", "F6", "F2:0", "F5:1", "F9", "F12:0" ], "children": [] } ] }, { "id": "S3", "title": "Processing and ownership", "pages": [ { "id": "P6", "title": "Approval and exception queue", "type": "page", "refs": [ "F7", "F7:0", "F8", "F2:1", "F6", "F9:0", "F12:1" ], "children": [] }, { "id": "P7", "title": "Notifications and integrations", "type": "page", "refs": [ "F9", "F9:0", "F10", "F3", "F6:0", "F9:1" ], "children": [] } ] }, { "id": "S4", "title": "Insights and controls", "pages": [ { "id": "P8", "title": "Operations reports", "type": "page", "refs": [ "F11", "F11:0", "F3:0", "F6:1", "F10" ], "children": [] }, { "id": "P9", "title": "Policy and access settings", "type": "page", "refs": [ "F10:1", "F12", "F3:1", "F7", "F10:0" ], "children": [] }, { "id": "P10", "title": "Audit log", "type": "page", "refs": [ "F8:1", "F12:0", "F12:1", "F4", "F7:0", "F10:1" ], "children": [] } ] } ] }, "flow": { "start": "P1", "transitions": [ { "from": "P1", "to": "P2", "ref": "F1" }, { "from": "P2", "to": "P3", "ref": "F2" }, { "from": "P3", "to": "P4", "ref": "F3" }, { "from": "P4", "to": "P5", "ref": "F4" }, { "from": "P5", "to": "P6", "ref": "F5" }, { "from": "P5", "to": "P6", "ref": "F7" }, { "from": "P6", "to": "P5", "ref": "F8" }, { "from": "P5", "to": "P7", "ref": "F6" }, { "from": "P7", "to": "P8", "ref": "F9" }, { "from": "P8", "to": "P9", "ref": "F10" }, { "from": "P9", "to": "P10", "ref": "F12" }, { "from": "P10", "to": "P4", "ref": "F11" }, { "from": "P4", "to": "P1", "label": "Refresh operations status" } ] } }