Criteria Groups versus Eligibility Criteria
Before we provide concrete examples of eligibility criteria, we need to explain two concepts: Criteria Groups and Eligibility Criteria. A package's criteria groups control whether a customer is eligible to choose a package. At a high level, it works like this:
• A criteria group has one or more eligibility criteria. A group's criteria control whether the group is considered TRUE or FALSE for a given customer.
• When you create a group, you define what should happen if the group is TRUE or FALSE. You have the following choices:
◦ The customer is eligible to choose the package
◦ The customer is not eligible to choose the package
◦ The next group should be checked.
We'll use the following example to help illustrate these points. Assume a package exists that can only be selected if:
• The customer resides in California and their current retail supplier is company A, B or C
• OR, the customer resides in Nevada and their current retail supplier is company X, Y or A
This package requires two eligibility groups because it has two distinct conditions:
• IF (STATE = CALIFORNIA AND (SERVICE PROVIDER IN (A, B, C))
• IF (STATE = NEVADA AND (SERVICE PROVIDER IN (X, Y, A))
If either condition is true, then the customer is eligible for the package.
You'd need to setup the following criteria groups in order to support this requirement:
Group
No.
Group Description
If Group is TRUE
If Group is FALSE
1
Customer resides in California and their current retail supplier is company A, B or C
Eligible
Check next group
2
Customer resides in Nevada and their current retail supplier is company X, Y or A
Eligible
Ineligible
The following criteria will be required for each of the above groups:
Group 1: Customer resides in California and their current retail supplier is company A, B or C
Seq
Logical Criteria
If Eligibility Criteria is TRUE
If Eligibility Criteria is FALSE
If Insufficient Data
10
State = California
Check next condition
Group is false
Group is false
20
Electric retail supplier in (A, B, C)
Group is true
Group is false
Group is false
Group 2: Customer resides in Nevada and their current retail supplier is company X, Y or A
Seq
Logical Criteria
If Eligibility Criteria is TRUE
If Eligibility Criteria is FALSE
If Insufficient Data
10
State = Nevada
Check next condition
Group is false
Group is false
20
Electric retail supplier in (X, Y, A)
Group is true
Group is false
Group is false
The next section describes how you'd setup the specific logical criteria in each of the groups.