Credit Categories in Calculation Processing

The calculation process consists of multiple phases.

• The Eligibility phase uses the credit category hierarchy to match classified credit transactions with valid performance measures.

  If multiple performance measures match a credit transaction, then the calculation process creates a duplicate of the transaction for each of the matched performance measures.

• The Calculation phase uses eligible transactions to calculate attainment and earnings.

The calculation process typically derives the credit category hierarchy dynamically from the classification rule hierarchy, but you can create an independent credit category hierarchy.