Deploy Lookup Metadata

After making any of the following types of Tier Scheme changes, you must deploy metadata for the changes to take effect. This process pushes the changes to the Loyalty server, making them available for use across the platform.

  • Publishing a new Tier Scheme.

  • Editing any aspect of a Published Tier Scheme.

  • Deleting a Published Tier Scheme.

  • Archiving a Published Tier Scheme.

Note: The steps below describe how to deploy metadata directly from the Tier Schemes screen; you can also deploy metadata from the Deployments screen

View Deployed Metadata

To view the currently deployed Tier Scheme metadata:

  1. Select Rules from the top navigation bar, then select Tier Schemes from the side navigation menu. The Tier Schemes screen is displayed.

  2. From the Actions menu in the top-right corner of the Tier Schemes screen, select View Deployed Tier Rules. The View Snapshot pop-up window is displayed.

  1. Expand the message as desired to view additional details, such as the total number of deployed Tier Schemes. You can also drill in deeper, to see details of each deployed Tier Scheme (Tier Scheme name, Tiers, Rules, etc.).

Validate Tier Scheme Logic

You can deploy metadata immediately, but the best practice is to validate the Tier Scheme logic before deploying metadata to ensure no incorrect expression code gets deployed to the server that could cause issues.

To validate Tier Scheme metadata:

  1. Select Rules from the top navigation bar, then select Tier Schemes from the side navigation menu. The Tier Schemes screen is displayed.

  2. From the Actions menu in the top-right corner of the Tier Schemes screen, select Validate Tier Rules Metadata.

  1. The Validation Result pop-up window is displayed. If the validation step passes, a message is displayed reading: "Tier Rules Metadata is valid." If the validation step fails, an error message is displayed; review and correct your Tier Scheme expressions, then retry the validation step.

Deploy Tier Scheme Metadata

To deploy Tier Scheme metadata:

  1. If you validated metadata as described above, within the Validation Result pop-up window, click Deploy Tier Rules Metadata. Otherwise, from the Actions menu in the top-right corner of the Tier Schemes screen, select Deploy Tier Rules Metadata. A confirmation dialog box is displayed; click Confirm.

  1. If the deployment was successful, a message is displayed reading: "Tier Rules metadata as been deployed."