Examples of Initiative Criteria
The following is an example of how to set up initiative criteria.
Initiative: Smart Rate Program For Residential Customers
The program targets summertime pricing for residential customers. Customers are required to reduce energy use between 2 PM and 7 PM for no more than 15 summer days, which are referred to as smart days. A higher rate is charged during this time period. A discounted rate is applied for all other times during the season.
Initiative Eligibility Criteria
To be eligible for this initiative, the account must be a residential
account with an average daily usage that is more than 10 kWh, not
currently on a smart rate program, and is on either the ERES1 or ERES2
rate schedule. The account must also not have any active credit and
collection process.
| Sequence | Description | Criteria Field Algorithm | Operator | Comparison Value | If True | If False | If Insufficient Data | Criteria Execution Point |
|---|---|---|---|---|---|---|---|---|
| 10 | Residential customers | Retrieve Customer Class (Define an algorithm instance for base algorithm type C1-ICGETACEL, Retrieve account attribute) | = | R | Check next condition | Not Eligible | Not Eligible | Both (lead generation and enrollment) |
| 20 | Average daily usage > 10 kWh | Retrieve average daily kWh usage (Define an algorithm for base algorithm type C1-ICGETAVSQ, Retrieve average service quantity) | > | 10 | Check next condition | Not Eligible | Not Eligible | Both (lead generation and enrollment) |
| 30 | Not on a smart rate program | Retrieve all contract options (Use base algorithm C1-ICGETCOPT) | = | 295076574659 (Contract option for smart day events) | Not Eligible | Check next condition | Not Eligible | Both (lead generation and enrollment) |
| 40 | Account is current | Check if Account Is Current (Use base algorithm C1-ICCHKACCU) | = | true | Check next condition | Not Eligible | Not Eligible | Both (lead generation and enrollment) |
| 50 | Active service on eligible rate | Retrieve all active rates (Use base algorithm C1-GETACTVRT) | IN | ERES1, ERES2 | Eligible | Not Eligible | Not Eligible | Both (lead generation and enrollment) |
Related Object Criteria
If the account is eligible, the premise(s) associated with the account’s active and pending start service agreement’s service points of type E-RES will be linked to the lead as related object(s).
| Sequence | Description | Criteria Field Algorithm | Operator | Comparison Value | If True | If False | If Insufficient Data |
|---|---|---|---|---|---|---|---|
| 10 | Premises with E-RES (electric residential) service points | Retrieve Premise SP Types (Base algorithm C1-ICPRMSPTY) | = | E-RES | Eligible | Not Eligible | Not Eligible |