Pre-Processing Logic

What is Preprocessing Logic?

Preprocessing Logic lets you set rules on how files should be cleaned, adjusted, or transformed before the system processes them.

Example:

• Flip a transaction type from Credit to Debit.
• Create a second record from the same transaction (so both customer and merchant are rewarded).
• Hide private information like phone numbers or emails.

This means you can control data behavior without needing engineering help.

Who Should Use This?

• Business Admins – to manage client-specific rules.
• Loyalty Program Managers – to adjust data processing for their program.

No coding experience is required. The system provides a guided editor.

Where to Find It

• Go to Configuration >> Advanced Configuration.

• Select the Preprocessing Logic tab.

You’ll see a default setup. You can edit this to add your own rules.

What You Can Do

a. View Current Rules

• See the current logic applied to uploaded files.
• Default: No changes made to files.

b. Edit Rules

• Long press to make edits
• Make your changes using the guided editor.
• Save when done → your rules apply to all future file uploads.

c. Test Your Rules

• Upload a small test file (up to 100 rows) by clicking on "Test Function"

• Choose the file type (TXN, CPD).
• Click on **View Data Changes. **

• See the results side-by-side: original vs processed.

• Save the File. Fix errors if shown before saving.

d. Checking Past Activity (Execution History)

• You can see:
  • Which files were processed
  • When and how long they took
  • How many rows were processed
    • Status (Success/Failed)
  • From here, you can:
    • View Logs → Compare original vs processed files.
    • Download Logs → For your records.

e. Reset to Default

• If something goes wrong, click Reset to Default.
• This clears your rules and sets them back to the safe “no-op” (no processing) setup.