Oracle Gift and Loyalty Cloud Service

[Wildbar]

What is procedure to look up a customer in Oracle Icare at the POS by last name? (Example search by phone number is # number) Also is there the ability to search by first name? With thanks

 

[Martin B]

You can search for a customer with the GetCustomer request code through the Gift & Loyalty CRM API.

More information about the CRM capabilities and functionality can be found in doc id 2138811.1 (Gift and Loyalty CRM API) in MOS.

The CRMMessage goes something like below, where you can use different operators when querying for data (the like operator is not specified in the doc, but it works fine).

<?xml version="1.0"?>
<CRMMessage language="en_US" currency="USD">
	<RequestCode>GetCustomer</RequestCode>
	<QueryCriteria conditions="firstname like ?">
		<Condition name="firstname" value="%martin%"/>
	</QueryCriteria>
	<ResultSetDefinition>
		<Column>firstname</Column>
		<Column>lastname</Column>
	</ResultSetDefinition>
</CRMMessage>

To get a list of columns available to include in the result definition, you can use the GetColumnList requests.

<?xml version="1.0"?>
<CRMMessage language="en_US" currency="USD">
    <RequestCode>GetColumnList</RequestCode>
    <QueryCriteria request="Customer"/>
</CRMMessage>

When you have the customer record, you would typically use its PrimaryPosRef to look up the actual account with a GetAccount request.

 

[Wildbar]

Sorry to clarify how do we do this through the svc adapter / interface. Thanks again

 

[Martin B]

Ah, you wrote "at the POS", and since you mention svc adapter and interface, I guess you are using RES 3700.

As far as I remember, there is no built-in way to search for customers with the old svc adapter.

You can find the SVC adapter documentation here Link

These are the available inquiries, no search, though...

1: ISSUE CARD .............................................................................................................................. 46
2: ACTIVATE CARD ....................................................................................................................... 46
3: RELOAD CARD .......................................................................................................................... 46
4: CASH OUT ................................................................................................................................. 46
5: BALANCE INQUIRY .................................................................................................................... 47
6: BALANCE TRANSFER ................................................................................................................. 47
7: ISSUE POINTS ............................................................................................................................ 47
8: REDEEM POINTS ........................................................................................................................ 48
9: POINTS INQUIRY ........................................................................................................................ 48
10: REDEEM .................................................................................................................................. 48
11: REDEEM AUTHORIZE ............................................................................................................... 49
12: ACCEPT COUPON ..................................................................................................................... 50
13: ISSUE BATCH ........................................................................................................................... 50
14: ACTIVATE BATCH ................................................................................................................... 50
15: MANUAL REDEMPTION ............................................................................................................ 50
16: OFFLINE REDEMPTION ............................................................................................................. 51
18: VOID CASH OUT ...................................................................................................................... 51
75: CANCEL ORDER....................................................................................................................... 51
76: VOID CLOSED CHECK .............................................................................................................. 52

 

[Wildbar]

You can use some wild cards to search by phone number, customer number, last name.....the only one I can remember is phone number "#" Its been too long... And yes 3700

 

[myu0516]

Hi Wildbar,

Sorry to bump up this thread to ask you a question related with this thread: thread693-1802666

(cannot find how to send a private message through this website; so have to bump up this thread in hope you'll receive a notification)

Can I have a copy of the app that can edit OpsDisplayUser.cfg? richmond1491@gmail.com

Thanks!