30+ years servicing top-tier loyalty and incentives programs 700+ employees

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 1 30+ years servicing top-tier loyalty and incentives programs 700+ employees 8 offices in the U.S.; 1 office in Brazil Delivered $6.7 billion in rewards experiences in the past 3 years Reach more than 100 million people each year with rewards, incentives & benefits #1 U.S. loyalty travel agency (Travel Weekly) Top 10 clients have been with Connexions an average of 10 years each

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30+ years servicing top-tier loyalty and incentives programs 700+ employees 8 offices in the U.S.; 1 office in Brazil Delivered $6.7 billion in rewards experiences in the past 3 years Reach more than 100 million people each year with rewards , incentives & benefits - PowerPoint PPT Presentation

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Page 1: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 1

• 30+ years servicing top-tier loyalty and incentives programs

• 700+ employees

• 8 offices in the U.S.; 1 office in Brazil

• Delivered $6.7 billion in rewards experiences in the past 3 years

• Reach more than 100 million people each year with rewards, incentives & benefits

• #1 U.S. loyalty travel agency (Travel Weekly)

• Top 10 clients have been with Connexions an average of 10 years each

Page 2: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2

Certifications• ISO 27001

• PCI Level II

• Cybertrust

• Safe Harbor

• SSAE16 standard

Other tech stats• High availability

• 6 physical servers

• 205 VM’s

• Peak page view / hour 268,237

Page 3: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Business Architecture

Oracle Confidential – Internal

Primary Business Segments

Connexions Loyalty Business SegmentsAffinion Membership Business Segment

Supporting Business Segments

Supply Chain Management Finance Misc Corporate Operations Contact Center Operations

Inte

grati

on

Protection Product Lines

Claims Platform SaaS

Buyers Advantage 2.0*

Legacy Buyers Advantage

Retail Services Product Lines

Genesis Platform SaaS*

preGenesis Coupon Platform*

Legacy Coupon Platform

EverSave Bank My Rewards*

WebLoyalty Programs*

Legacy Shopping*

Loyalty Product Lines

Exceed Platform SaaS*

Exceed WebStore SaaS*

Exceed Fulfillment SaaS*

MotivEngine SaaS*

Loyalty Open API

Retail Purchase Earn SaaS*

shopRaising Mall SaaS*

Flex Checking Saas

Earn More Mall

Travel Product Lines

ORXe Redemption

ORXeRetail

Travel Open API

Exclusive Access*

Hotel and Car Discounts

Online Cruise

Individual Incentive Travel

Protection Product Lines

Claims Platform Saas

Claims Portal Saas

Engagement Portal Saas*

Benefits open API

GM Product Lines

GM Card

Vehicale Purchase Programs

Private Offer Programs

GM Goodwill

Card Offer Registration Portal

GM Deli

Digital Targeted Offer

Pre-Generated Auths

Integration

* Oracle ATG Commerce

Page 4: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Implementations by Product LinePrimary Business Segments

Connexions Loyalty Business SegmentsAffinion Membership Business Segment

Additional Affinion

Segments

Oracle Confidential – Internal

Page 5: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Loyalty Conceptual Architecture

Oracle Confidential – Internal

Page 6: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Loyalty Overall Architecture

LOLA Point System

Oracle Endeca

Oracle ATG Commerce

Weblogic SOA Suite Oracle

Weblogic OSB

Client / Third party

Integration

Oracle 11g

Oracle Confidential – Internal

Page 7: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Web Tier

JSTL

JSF2/JSP

Spring MVC Configuration(Controllers)

JSP Tags

Spring Business Components

LOLA

Java Persistent API (Eclipselink)Accounts/

Customers Points/Earnings

Support PersisentCart

Account Redemption (orders)

Endeca Assembler API’sSearch Queries

Loyalty

MemberManagement

Services

ShoppingCartServices

ProductDetailsServices

SupportServices

PaymentServices

Accounts Customers Points Orders...

BCC

Assest Management API’s

Catalog Management

Cat_A

Catalogs Price List

Cat_B

Catalogs Price List

Versioned Repository

Switching Data Source

Uses

Publish

Updates

Updates

Endeca MDex

Endeca CAS

Catalog Indexed

Endeca Work Bench

Experience Manager

Page Templates

Cartridges

Diminsions

Catalog Extraction

Record Store

SearchResults

Search Request

Response(Content Item)

Product details

Affinion Commerce Platform (Loyalty Points Programs)

Oracle Confidential – Internal

Page 8: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Data Mgt Tool

• Data Config was entered by developers.

• Ability to move those tasks to the Product team.

Shopping Platform

• One shopping platform that would fit all of our websites: Shopping and Loyalty

• Ability to modify for Points Based System

Unified Product Catalog

• Multiple website applications across many platforms

• Do not share product data

Search Engine• Previously used Lucene

• Needed an application that handled dimensions well and could handle extensive data

Multiple Clients• Each client has it’s own subset

of products

• Each client has it’s own pricing

• Need all to share same product catalog

List Of Unique Issues

Oracle Confidential – Internal

Page 9: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |9

Oracle Database

Extended ATG Data Model

Extended BCC

Endeca

Multi-Client based Loyalty Websites

Finding New Products To Meet Our Needs

Oracle Confidential – Internal

Page 10: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Challenges

• Must work with shopping websites and Loyalty Points Based platform.

• Must handle Multiple Clients on points based system

• Ability to modify ATG data model without breaking future upgrades.

Solution

• Extended payment framework to fit a points based/multi-client system within the constructs of ATG

• Extended the existing ATG tables to fit our needs.• Ex. - dcs_product was extended to xtend_product

• No existing tables were modified• All new extension tables start with the same Prefix, so they are easily

identifiable.• Only pricing data is created per client. All product data stays unique.• Added new screens to the BCC to handle the new data model.

Multi-Client

ATG - Points Based System

Oracle Confidential – Internal

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |11

Multiple Clients• N to Many Clients created through the BCC• Each client has can have all or a subset of entire product catalog• Each client’s product pricing is unique.

One pipeline for all clients One pipeline per clientProgression of Solutions

• Original Solution• All clients reside on same pipeline and share

data• Crawl became slow with overwhelming data

as we added clients to Endeca.

• Optimized Solution• Multiple Feeds – Solves one to many issues

• Category, Pricing, Product, Product/Category, Brand

• Each client has it’s own pipeline.• Client index no longer with shared data

Endeca - Multiple Client Product Catalog

Oracle Confidential – Internal

Page 12: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |12

Client 1 Pipeline

Client 2 Pipeline

Client 3 Pipeline

Client 4 Pipeline

Product Feed

Category Feed

Pricing Feed

Brand Feed

Product/Category Feed

CAS

Database Feeds to CAS: Multiple Clients

Oracle Confidential – Internal

Page 13: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |13

Use Case – Overall Architecture for Connexion Loyalty’s MyCompany Rewards Web Application

Oracle Confidential – Internal

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 14

Use Case – MyCompany Rewards Web Application Integrations

Oracle SOA Suite

ProductDetailWS

TaxCalculateWS

PreAuthWS

PostAuthWS

ECertFulfillWS

OrderCreateWS

Exceed Platform

Web Application

Product DetailWebService Client

Tax CalculateWebService Client

PreAuthWebService Client

PostAuthWebService Client

ECertFulfillWebService Client

OrderCreateWebService Client

Spring Container

Controllers

Interceptors

Services

Connexion Loyalty

Oracle DB

Client / Third party Integration

Oracle Confidential – Internal

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 15

• The data for this page is configured in Endeca’s Experience Manager.

• On clicking any of the menu item (representing categories on the use catalog), takes the user to category landing page (showed in the next slide).

Use Case –MyCompany Rewards Web Application

Oracle Confidential – Internal

Page 16: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 16

• Define code-value with “Product List Type”.

• Create a code value for all the items with the same type.

• ATG Catalog tables are extended to store these information.

Use Case – ATG BCC Configuration

Oracle Confidential – Internal

Page 17: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 17

• To each of the product list created, add preferred products used across the application catalog.

• The order in which the products are added, becomes the rank of the product within the list.

Use Case – ATG BCC Configuration

Oracle Confidential – Internal

Page 18: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 18

• Attach the product list to the profile segment.

• The profile segment tables in ATG catalog is extended to allow storing the product list on the segment record.

Use Case – ATG BCC Configuration

Oracle Confidential – Internal

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 19

• For the Electronics category, location is specified and a TwoColumn page is defied.

• Rotation Spotlight cartridge is used to represent the “recommended for you” item.

• Spotlight records are configured to fetch records by query.

Use Case – Endeca Experience Manager Configuration

Oracle Confidential – Internal

Page 20: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal

• Dimension is created to be sortable by rank in the pipeline.

• Select the sort option as ascending.

• Limit records to active refinements (categories)

• Select the number of records to be returned.

Oracle Confidential – Internal

Use Case – Endeca Experience Manager Configuration

Oracle Confidential – Internal

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal 21

• The offer model (object) representing this page is constructed by querying Endeca using Assembler API and also from data obtained by calling a Oracle SOA Web Service.

• This SOA web service in turn calls a ATG Web Service to fetch details for the product and sku’s associated with the product displayed on this page.

Use Case –MyCompany Rewards Web Application – Product Detail Page

Oracle Confidential – Internal

Page 22: 30+ years servicing top-tier loyalty and incentives programs 700+ employees

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Questions?

Oracle Confidential – Internal