---
title: "Pool Definition"
type: OpenSpec
status: Draft
domain: Reward Campaign Management
---

# Pool Definition

## Requirement Definition
Defines Reward Pools which track stored values (Points, Cash Rebates, Lucky Draw chances, eVouchers). Pools dictate expiry policies, entity tracking levels (Customer, Account, Card), and velocity controls.

## Process Flow

### Pre-Conditions
- Users must have access rights.
- Pool Conversion Rate must be active.
- Account Type Groups (if applicable) must be active.

## Business Rules

### Data Schema

#### General Information
| Field Name | Description | Logic Type | Constraints / Rules |
|---|---|---|---|
| Pool Id | System-generated identifier. | String (10) | Required. |
| Pool Name | Name of the pool. | String (30) | Required. |
| Pool Type | Points, Cash Rebate, Lucky Draw, eVoucher. | Enum | Required. |
| Expiry Policy | Method to calculate expiry date. | Enum (Lookup) | Required (except eVoucher). |
| Policy Parameter N | Numeric parameter for Expiry Policy. | Integer | Conditional based on policy. |
| Expiry Date | Fixed expiry date. | Date | Conditional (if policy is Fixed Date). |
| Ripening Period | Days before reward is redeemable. | Integer | Conditional. Default 0. |
| Conversion Rate Code | Currency representing a unit of reward. | Enum (Lookup) | Conditional. |
| Allow Negative Balance | Allow pool to go negative on adjust/cancel. | Boolean | Conditional. Default False. |
| Precision | Number of decimal places. | Enum (Lookup) | Conditional. Default 2. |
| Account Type Group | Restricts earning to specific accounts. | Enum (Lookup) | Optional. |
| Grace Period | Months to keep expired buckets before forfeit. | Integer | Optional. |
| Entity Level | Tracks balance at Customer, Account, Card. | Enum | Required. |

#### Product Specific Policy
Overrides general expiry policy for specific Account Types.
| Field Name | Description | Logic Type | Constraints / Rules |
|---|---|---|---|
| Product Account Level | PAL. | Enum (Lookup) | Required. |
| Product Account Type | PAT. | Enum (Lookup) | Required. Unique per row. |
| Expiry Policy | Specific expiry policy. | Enum (Lookup) | Required. |

#### Velocity Control
Defines thresholds for sending alerts (Exception Alert Reports).
| Field Name | Description | Logic Type | Constraints / Rules |
|---|---|---|---|
| Maximum | Threshold limit. | Decimal | Required. |
| Transaction Type | Award, Redeem, Adjust. | Enum | Required. |
| Units | Per Pool Units or Per Transaction. | Enum | Required. |
| Per Entity 1 | Customer, Account, Card. | Enum | Optional (System-wide if null). |
| Per Entity 2 | Corporation, Chain, Store, Terminal. | Enum | Optional. |
| Per Period | Quarter, Month, Week, Day. | Enum | Required. |
| Alert Template | Message template for alert. | Enum | Required. |
| Alert Group | Recipient group (SMS/Email). | Enum | Required. |

### Execution
- Precision cannot be reduced after transactions are posted.
- Entity Level cannot be moved downwards (e.g., Customer to Card) after transactions are posted.
- Evoucher pools have No Expiry, no Precision, and no Negative Balances.

## Exception Flow
- N/A