Eligibility Rules For Package 2

Package 2 (the single-family / electric heat package) in our example campaign has the following eligibility rules:

  • Customer class = Residential
  • Division = California
  • Birth date does not equate to that of a senior citizen
  • Lives in a single-family home
  • House is heated with electricity

These rules require only one eligibility group on the package. It would looks as follows:

Group

No.

Group Description

If Group is TRUE

If Group is FALSE

1

Residential, Calif, Non Senior, Single Family, Electric Heat

Eligible

Ineligible

The following criteria will be required for this group:

Group 1: Residential, Calif, Non Senior, Single Family, Electric Heat

Seq

Field to Compare

Comparison Method

If TRUE

If FALSE

If Insufficient Data

10

Algorithm: retrieve order's customer class

= R

Check next condition

Group is false

Group is false

20

Algorithm: retrieve order's division

= CA

Check next condition

Group is false

Group is false

30

Misc Field On Order: Date of Birth

Algorithm: True if senior

Group is false

Check next condition

Group is false

40

Misc Field On Order: Type of Residence

= S (single family home)

Check next condition

Group is false

Group is false

50

Misc Field On Order: Type of Heat

= E (electric)

Group is true

Group is false

Group is false