Criteria Groups versus Eligibility Criteria
Before we provide examples of eligibility criteria, we need to explain two concepts: Criteria Groups and Eligibility Criteria. A rate component's criteria groups control whether rate application executes a rate component. 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.
• When you create a group, you define what should happen if the group is TRUE or FALSE. You have the following choices:
◦ The rate component should be applied
◦ The rate component should be skipped
◦ The next group should be checked
We'll use the following example to help illustrate these points. Assume a rate component is only eligible if:
• The customer is a low income customer and has used more than 1,000 kWh
• OR, the customer isn't a low income customer and has used more than 500 kWh
This rate component requires two eligibility groups because it has two distinct conditions:
• IF (Customer is low income AND the customer has used more than 1,000 kWh)
• IF (Customer is NOT low income AND the customer has used more than 500 kWh)
If either condition is true, then the rate component is eligible.
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 is a low income customer and has used more than 1,000 kWh | Eligible | Check next group |
2 | Customer is NOT a low income customer and has used more than 500 kWh | Eligible | Ineligible |
The following criteria will be required for each of the above groups:
Group 1: Customer is a low income customer and has used more than 1,000 kWh | ||||
Seq | Logical Criteria | If Eligibility Criteria is TRUE | If Eligibility Criteria is FALSE | If Insufficient Data |
10 | Customer is low income | Check next condition | Group is false | Group is false |
20 | Customer has used more than 1,000 kWh | Group is true | Group is false | Group is false |
Group 2: Customer is NOT a low income customer and has used more than 500 kWh | ||||
Seq | Logical Criteria | If Eligibility Criteria is TRUE | If Eligibility Criteria is FALSE | If Insufficient Data |
10 | Customer is NOT low income | Check next condition | Group is false | Group is false |
20 | Customer has used more than 500 kWh | 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.
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