Rate Component - Eligibility

This page is used to define the conditions under which a rate component will be applied. If you don't specify any Eligibility Criteria Groups, the system assumes the rate component should be applied (i.e., a rate component is eligible by default).

Open this page using Main Menu > Rates > Rate Component and navigate to the Eligibility tab.

Description of Page

Rate Component contains a concatenation of basic information about the rate component. This information only appears after the rate component has been added to the database. The adjacent up and down arrows cause the rate component immediately before or after this rate component to be displayed.

TheEligibility Criteria Group scroll contains one entry for each group of eligibility criteria. The following fields may be defined for each group:

• Use Sort Sequence to control the relative order in which the group is executed when the system determines if the rate component should be applied (smaller numbers are executed before larger numbers).

• Use Description and Long Description to describe the criteria group.

• Use If Group is True to define what should happen if the eligibility criteria (defined in the following grid) return a value of True.

  • Choose Apply Rate Component if this rate component should be executed.

  • Choose Check Next Group if the next criteria group should be checked.

  • Choose Skip Rate Component if this rate component should NOT be executed.

• Use If Group is False to define what should happen if the eligibility criteria (defined in the following grid) return a value of False.

  • Choose Apply Rate Component if this rate component should be executed.

  • Choose Check Next Group if the next criteria group should be checked.

  • Choose Skip Rate Component if this rate component should NOT be executed.

The grid that follows contains the rate component's eligibility criteria. Think of each row as an "if statement" that can result in the related eligibility group being True or False. For example, you might have a row that indicates the taxpayer is eligible for the rate component if the taxpayer's birth date equates to that of a senior citizen. The following bullets provide a brief description of each field on an eligibility criterion. Please refer to Defining Logical Criteria for several examples of how this information can be used.

• Use Sequence to control the order in which the criteria are checked.

• Use Criteria Field to define the field to compare:

  • Choose Characteristic if you want to compare a characteristic value that resides on any of the following to a given value (use the adjacent fields to define the object on which the characteristic resides and the characteristic type):

    • The obligation being billed

    • The obligation's account

    • The main person linked to the obligation's account

    • The characteristic location linked to the obligation

    • The obligation's asset (not supported in this release)

    • In addition, you can also use a characteristic value that is derived while the rate is being calculated (characteristic values can be created by RQ rules and many other rate component algorithms)

  • Choose Rate Component Value if you want to compare the final value of an earlier rate component to a given value. Push the adjacent search button to select the rate component's sequence number.

  • Choose Rate Quantity if you want to compare the final value of a rate quantity to a given value. Push the adjacent search button to select the rate quantity's UOM / TOU / RQI.

  • Choose Algorithm if you want to compare anything other than the above options. Push the adjacent search button to select the algorithm that is responsible for retrieving the comparison value.

• Use Criteria Comparison to define the method of comparison:

  • Choose Algorithm if you want an algorithm to perform the comparison and return a value of True, False or Insufficient Data.

  • Choose any other option if you want to compare the Criteria Field using a logical operator. The following options are available:

    • Use >, <, =, >=, <=, <> (not equal) to compare the Criteria Field using standard logical operators. Enter the comparison value in the adjacent field.

    • Use IN to compare the Criteria Field to a list of values. Each value is separated by a comma. For example, if a field value must equal 1, 3 or 9, you would enter a comparison value of 1,3,9.

    • Use BETWEEN to compare the Criteria Field to a range of values. For example, if a field value must be between 1 and 9, you would enter a comparison value of 1,9. Note, the comparison is inclusive of the low and high values.

• The next three fields control whether the related logical criteria cause the eligibility group to be considered True or False:

  • Use If True to control what happens if the related logical criterion returns a value of True. You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, then the rate component will be Skipped or Applied based on the values defined above in If Group is False and If Group is True.

  • Use If False to control what happens if the related logical criterion returns a value of False. You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, then the rate component will be Skipped or Applied based on the values defined above in If Group is False and If Group is True.

  • Use If Insufficient Data to control what happens if the related logical criterion returns a value of "Insufficient Data". You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, then the rate component will be Skipped or Applied based on the values defined above in If Group is False and If Group is True.