Defining Calculation Rule Eligibility Criteria

Use this procedure to define eligibility criteria for a calculation rule.

Prerequisites: You must create a calculation rule before you can define eligibility criteria.

• Click the Add link in the Eligibility Criteria List zone title bar.
• Enter a Sequence number, Description, and Detailed Description for the criteria.
• Complete the Criteria Comparison section as follows:
  • Criteria Field: the means used to retrieve the value of the criteria field (algorithm, bill factor, calculation line, characteristic, contract quantity, service quantity, or historic service quantity)
  • Comparison Operator: the operator used in the comparison
  • Value: a user-specified value to which the retrieved value is compared (using the comparison operator)
• Complete the Comparison Results section as follows:
  • If True: the action to take if the comparison is true
  • If False: the action to take if the comparison is false
  • If Insufficient Data: the action to take if there is insufficient data to perform the comparison
• Click Save.

See The Big Picture of Calculation Rule Eligibility Rules for more information.