Glossary of Terms

Partner Client

A partner client is a Marketing Profile of a potential or existing customer. It can be an individual (sole trader) or a registered business (partnership, limited company) entity.

Revenue Claim

Information about transaction(s) within a given time-period. This can be positive or negative in nature, where positive revenue would be a sale or order and negative revenue would be a return or chargeback.

Positive and negative revenue should always be separate and can represent the same time-period.

E.g. In January 2025 a Partner Client made £30,000 revenue over 150 transactions in sales and in the same period they also lost £5,000 of revenue in 35 transactions as returns.

Revenue Claim Delta

This is the difference over time. For example, if you are sharing revenue claim delta on a daily cadence, then the delta would represent the previous day.

E.g. Daily delta: When it is 1st August, you would share a complete revenue claim delta for the whole of 31st July, positive and negative revenue claims.

Monthly delta: When it is 1st of August, you would share a complete revenue claim delta for the whole of July, from 1st -31st July, positive and negative revenue claims.

Eligibility

This is a process whereby, usually monthly, Liberis runs a collection of eligibility criteria against partner clients and their revenue claims, to understand what offer, if any, can be provided to each partner client (i.e. a partner’s merchant).

Selection file

This is a file consisting of eligible partner clients and the offer they are deemed eligible for – this is shared with you as a partner so that you can begin advertising the Liberis financial products.