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Understanding Access Tokens

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What does this section cover?

What are Access Tokens?

Access Tokens Glossary

TermsDescriptions
Rewards ParticipantsThe customers who have signed up for rewards or have been automatically selected to participate

Access Tokens Key Processes and Concepts

 

Processes / ConceptDescription

EXAMPLE

Allocation Process & Allocation Principles

EXAMPLE

The allocation process is used to allocate credit transactions against debit transactions to settle them.
The allocation process is an automated process triggered every time a financial transaction becomes 'Posted'.
Within CRM.COM, you have the option to select between one of 2 main allocation process principles, that will be applied to all financial transactions within the system;

  • FIFO :Where a credit is allocated against the oldest available (non-allocated) debit automatically
  • FIFO & Against Item :Where a credit is allocated first against a designated debit and any remaining amount is allocated FIFO
  

Access Tokens Network Characteristics

Network Characteristics define the level of access for each record. i.e. Whether it will be available for selection, for viewing or editing etc.

N/A

Access Tokens Related Modules 

Interaction EntityHow
Reward ParticipantsAccess tokens authorized by Reward Participants
Accounts ReceivableAccess tokens authorized by Accounts Receivable

 

Access Tokens - Business Examples

The following section provides business examples to help you understand how CRM.COM Access Tokens module is used.

Title of the Business example

Provide a title for the business example. (Keep simple and short)

Business Requirement

Company ZX .......

 

CRM.COM Solution

...........

  • Configuration
  • User Process

 

More Information on Specific modules can be found at:

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