Financial Controls Review
This is a 60-minute working session with the Loyalty Methods finance-integrity lead and your account executive on how ReactorCX, the enterprise loyalty platform, would treat your program's financial specifics: liability modelling, sub-balance attribution by brand and partner, expiry and breakage, partner settlement, ledger exports, audit trail and period close. A written summary follows within five business days.
Request the session
What you get
- Liability modelling: prior liability plus earned minus redeemed minus expired, per brand and partner
- Sub-balance attribution and burn order for your currencies
- Expiry and breakage handling with lineage
- Partner settlement, vendor funding and escrow
- Ledger exports and what your general ledger receives at close
- A written summary of how ReactorCX would treat your specifics
- Delivered by
- Finance-integrity lead (product) with your account executive
- Turnaround
- Scheduled within 5 business days; written summary within 5 business days of the session
- Duration
- 60 minutes plus written summary
- Prerequisites
- A description of your currency structure and, if applicable, partner funding arrangements.
What happens next
- We confirm a slot within five business days.
- Send a short description of your currency structure and partner funding beforehand.
- The written summary follows within five business days of the session.
Evidence to read first
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