> ## Documentation Index
> Fetch the complete documentation index at: https://help-loyalife.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# v7.14 — March 2025

> Loyalife v7.14 introduces PII encryption, SFTP file uploads via the UI, a member self-service hub, conditional point release, tier retention, and 20+ functional improvements.

# v7.14 — March 2025

**Released:** March 2025

## Data Security & Privacy

### Member PII Encryption

Email addresses, mobile numbers, and all PI-tagged custom attributes are now encrypted at rest in the database:

* Encrypted data is automatically decrypted when sent to members
* Downloaded member detail files show decrypted or masked data
* Custom attributes tagged as PI are excluded from reports
* Deletion from storage is permanent and cannot be reversed
* Available and used storage information is visible on the Loyalife UI

### PII Toggle for PI Attributes

* Attributes can be marked as Personally Identifiable (PI) by admins
* **UI visibility** of PI-tagged attributes is controlled by the "Show PI Details" privilege
* Access to PI data is recorded in the audit trail

***

## File Processing

### SFTP File Upload via the UI

Transaction and CPD files can now be uploaded directly from the Loyalife application — previously only available via SFTP:

* Maximum file size: **10MB**
* All validation rules from SFTP apply (file name, length, data type constraints)
* Error logs are viewable in Reports → Logs
* Requires *"Edit platform configuration"* permission

***

## Access Control

### Role Deletion and Permission Management

* Unused roles can now be **deleted**; default roles (Program Admin, Program Manager, Customer Executive) are protected and cannot be edited or deleted
* Role permissions are viewable without requiring edit access
* If maker-checker is enabled, user management follows the same approval flow
* Existing customers require an upgrade script to apply default role permission protection

### Dual-Mode Login (Username or Email)

* Users can log in and use the "Forgot Password" flow using either their username or email address
* Applies to non-LDAP, LDAP, and Cloud authentication
* Generic error messages are shown for invalid username/email combinations

### Configurable Password Strength

* Password length is now configurable per program
* Common or easily guessable passwords are rejected
* Passwords with a strength score above 3 are accepted

***

## Member Portal (Storefront)

### Self-Service Hub

Members can now register, claim transactions, view history, and initiate redemption through the storefront:

* Registration supports: email address, first name, last name, and mobile number (optional)
* OTP verification is required upon registration
* For existing members, the relation reference must match their email address
* Points are displayed in whole numbers only — decimal points are not supported on the member portal

***

## Points

### Conditional Points Release

Programs can configure a delay between when points are awarded and when they become redeemable:

* A **Date Attribute** and **Delay Time** define when the release begins
* Points are awarded per rule engine logic but remain non-redeemable until the delay has elapsed
* Only transactions with confirmed status are eligible for redemption

### Post-Transaction Claims

Programs can require members to explicitly claim transactions before points are credited:

* Configuration sets a **Field to Validate Purchase** and a **Date Attribute**
* Once a transaction is claimed by a member, it cannot be re-claimed by anyone
* Unclaimed transactions remain in the queue indefinitely

### Campaigns Without Compulsory Points

* Campaigns can now be configured to send communications without issuing any points
* Audience targeting, delivery logs, and analytics remain fully functional

***

## Tiers

### Manual Tier Update via API

* Members can be directly mapped to any tier using a batch API (maximum 1,000 members per request)
* Tier bonus is issued after the next tier cron execution
* Deleting a higher tier automatically downgrades affected members to the base tier at the next cron run

### Tier Custom Benefits

* Non-base tiers can have up to **10 custom benefits** (welcome bonus or point multiplier)
* Default values if not set: welcome bonus = 0, point multiplier = 1×
* Sequencing of benefits is configurable but functionally irrelevant

### Tier Retention Policy

* **Rolling Year** evaluation only — retention does not apply to upgrades
* Minimum retention period: **30 days**; maximum: **365 days**
* Members remain in their higher tier even if their current points fall below the tier threshold during the retention window

***

## Reporting

### Rule ID and Rule Name in Transaction Columns

* Four new optional columns are available in all transactional reports: Rule ID, Rule Name, Rule Group ID, Rule Group Name
* These are blank for Tier Bonus, Campaign Bonus, Expiry, and Redemption transactions
* These columns do not apply to records from legacy (pre-v7.14) programs

### Claimed/Unclaimed Transaction Reporting

* A *"Pending transaction"* filter is available for `transaction_type = 5`
* Pending transactions are excluded from accrual and reversal reports
* Unclaimed transaction reports are available to users with "Create Rule Engine" permission

***

## Segments

### Extended Filter Capabilities

* The same filter can now be applied multiple times in a segment definition
* Import/export functionality is supported for segments
* Conflicting filters are allowed (e.g., "within 1 day" AND "not within 1 day")
* Decimal values are not accepted in numeric filters — integer values only

***

## Rule Engine

### Rule Preview

* Before saving a rule, users can preview the point calculation based on the last record in the transaction table
* Group and product capping, and anomaly detection are **excluded** from the preview
* If no transactions exist, a new transaction can be added for preview purposes
* Includes transaction type 5 (pending state)

***

## UI Improvements

* **Program Logo:** Images are auto-adjusted for dimensions; images larger than 500×500 require manual crop/zoom
* **Pending Transactions on Storefront:** Visible with a *"Credit Pending"* tag regardless of whether the value is positive or negative
* **Country Code Rendering:** Configurable per client; France is pre-configured as default for the self-signup registration flow
* **Multi-Language Storefront:** Language selection via Weglot configuration; French and English tested; text briefly displays in English before switching
