Defining Logical Eligibility Criteria

When you setup an eligibility criterion, you must define three things:

  • The field to be compared

  • The comparison method

  • The comparison results

Criteria Comparison

You have the following choices in respect of identifying the Criteria Field Type:

  • Algorithm. You can execute an algorithm to retrieve a field value from someplace else in the system. This is a very powerful feature, but it's not terribly intuitive. We'll present an example later in this section to illustrate the power of this approach.

  • Bill Factor. You can retrieve a bill factor value to use as a field value in the comparison.

  • Calc Line. You can retrieve a calculation line amount to use as a field value. The value is derived by summing calculation lines defined as members of a target category.

  • Characteristic. You can retrieve a characteristic value linked to any of the following:

    • The service agreement being billed

    • The service agreement's account

    • The main person linked to the service agreement's account

    • The characteristic premise linked to the service agreement

    • One of the service points linked to the service agreement

    • In addition, you can retrieve a characteristic value from the Characteristic Collection where values are derived while the rate is being calculated (characteristic values can be created by calculation rules)

  • Contract Quantity. You can retrieve a contract quantity for the service agreement.

  • Service Quantity. You can retrieve the value of a given service quantity from the SQ collection based on a specified UOM / TOU / SQI.

  • Historical Quantity. You can derive a value based on the service agreement’s historical bill segment service quantities for the specified UOM / TOU / SQI.

You have the following choices in respect of identifying the Comparison Method:

  • You can choose an operator (e.g., >, <, =, BETWEEN, IN, etc.) and a comparison value

Comparison Results

Once you have this information and have applied your comparison, you must define what action should be taken. You must specify what to do if the results are True, False, or Insufficient Data.

  • If True or False. You have the option to apply the rule or not, or check the next condition.

  • If Insufficient Data. You have the option apply the rule or not, check the next condition, or generate an error.

See Examples of Calculation Rule Eligibility Rules for illustrations of these rules.