Extract Miscellaneous Fields From The Eligibility Rules

During this step, you extract miscellaneous fields that must be captured on the order in order drive your eligibility rules.

Misc. Field

Where Stored

Why Is It Needed

Date of birth

Person characteristic

Numerous eligibility rules use this field to determine if a customer is a senior citizen

Type of Residence

Premise characteristic

Numerous eligibility rules use this field to qualify a customer for a package

Type of Heat

Premise characteristic

Numerous eligibility rules use this field to qualify a customer for a package

Note:

Fields explicitly referenced on every order. You'll notice that we didn't list those fields referenced in the eligibility rules that are explicitly referenced on every order (e.g., customer class, state, division, etc.). This is because these types of fields come "for free".