A Rate Component With A Time Span Comparison

A rate component that is only eligible for senior citizens has the following eligibility rule:

Birth date equates to that of a senior citizen

This rule requires only one eligibility group on the rate component. It would look as follows:

Group

No.

Group Description

If Group is True

If Group is False

Taxpayer Is A Senior Citizen

Apply rate component

Skip rate component

The following criterion is required for this group:

Group 1: Residential, Calif, Senior

Seq

Field to Compare

Comparison Method

If True

If False

If Insufficient Data

Main person characteristic: Date of Birth

Algorithm: True if senior

Group is true

Group is false

The criterion contains a time span comparison. Time span comparisons are used to compare a date to something. In our example, we have to determine the age of the taxpayer based on their birth date. If the resultant age is > 65, they are considered to be a senior citizen. To pull this off, you can take advantage of a comparison algorithm supplied with the base rate component as described below.

Field to Compare. The person characteristic in which the taxpayer's birth date is held is selected.
Comparison Method. We chose a comparison algorithm that returns a value of True if the related field value (the taxpayer's date of birth) is greater than 65 years (refer to RECC-TIMESPN for an example of this type of algorithm).

You'll notice that if a value of True is returned by the True if senior algorithm, the group is true (and we've setup the group to indicate a true group means the rate component is eligible).

Note:

The time span algorithm can be used to compare days, weeks, months, etc. Refer to RECC-TIMESPN for more information about this algorithm.