What does this section cover?

What are Access Tokens?

Access Tokens Glossary

Terms	Descriptions
Rewards Participants	The customers who have signed up for rewards or have been automatically selected to participate

Access Tokens Key Processes and Concepts

Processes / Concept

Description

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 Entity	How
Reward Participants	Access tokens authorized by Reward Participants
Accounts Receivable	Access 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:

Related Areas

Page:

Access Tokens - Configuration Requirements — Find out what configurations should be performed before starting to use the CRM.COM Access Tokens Module
Page:

Configuring Access Token Classifications — Learn to configure Access Token Classifications Business Definition that will dictate overall behaviour of Access Token Classifications
Page:

Configuring Access Token Definitions — Learn to configure Access Token Business Definition that will dictate the overall behaviour of Access Tokens
Page:

Understanding Access Tokens — Understand the usage of Access Tokens within CRM.COM
Page:

Managing Access Tokens — Learn to create new Access Tokens

Understanding Access Tokens