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Customer lookup, No, Yes - Coggle Diagram

- - - - As per latest update from Merkle: Closed account will show 'Paused' status with 0 points
  - - - Member id
        
        Prefix
        
        Length
        
        ??
        
        Mod-check/check digit
    - - Alphanumeric and special charachter validation
  - - - Transaction cannot continue as an exchange
        transaction (current functionality)
        Transaction will be considered as a non-loyalty transaction
    - - POS will disallow multiple returns combined in a single transaction
      - POS will automatically make Loyalty Lookup call to Loyalty service with Loyalty ID from RM
        
        If Customer is found then Display
        Customer first and last name, Loyalty ID, tier, phone and email
        
        If Loyalty account is in ‘paused’ status, the transaction to be considered as a non loyalty transaction 
    - - Merkle Loyalty system, they will subtract the points for the item(s) being returned and add the points for the item(s) being purchased.
        
        Loyalty ID from Return Management (RM) will override a previously captured Loyalty Id , so we will never have 2 loyalty numbers in an exchange transaction.
        
        POS will make 2 separate calls with the same Loyalty ID regarding return and purchase part of the transaction.
        
        Exchange txn types
        
        'Return + Purchase' order
        
        Case 1:
        Receipted return, Loyalty ID fetched from RM
        
        Purchase:No Lookup at the beginning
        
        Case2: Receipted return, no Loyalty from RM,
        
        If there is Loyalty ID from Loyalty Lookup then
        Consider Loyalty ID from Loyalty lookup.
        
        Purchase:No Lookup at the beginning
        
        Customer not found’, then
        Consider the transaction is a non-Loyalty transaction.
        
        'Purchase + Return'
        Loyalty lookup completed at the beginning of the purchase part
        
        Purchase
        Loyalty lookup - Loyalty ID from Loyalty lookup
        
        Return
        
        Case1: Receipted return, there is Loyalty ID from RM
        
        1 more item...
        
        Case2: Receipted return, no Loyalty from RC, Loyalty ID from Lookup from Purchase
        
        'Purchase + Return'
        Loyalty lookup has been canceled at the beginning of the purchase part
        
        Purchase
        Loyalty lookup - canceled
        
        Return
        
        Case1: Receipted return, there is Loyalty ID from RM
        
        Case2: Receipted return, no Loyalty from RM,
        
        1 more item...
        
        Case3: Receipted return, no Loyalty from RM, Initiate Lookup process, Customer not found in Loyalty or no search data provided - no Loyalty transaction
- - - - if account is in ‘active’ status retain Loyalty ID and Rewards(s) if applicable.
    - - Display a popup screen with message LOYALTY ACCOUNT IS IN PAUSED STATUS, ADVISE CUSTOMER TO CALL CUSTOMER SERVICE FOR MORE INFO and ‘Cancel’ and ‘Search again’ buttons
        
        If ‘Cancel’: Proceed to Item Entry - not a loyalty transaction: Transaction to be considered as a non loyalty transaction
        
        If ‘Search again’
        Display Loyalty Search screen