A Calculation Rule with a Characteristic Lookup and Consumption Comparison

Imagine a calculation rule that is eligible for customers who have signed up for a consumption reduction program and have low consumption. This would require the following criteria:

Check that the customer has signed up for the reduction program.
Check to see that the customer’s consumption is lower than the threshold.

These rules will look as follows:


Seq	Field to Compare	Comparison Method	If TRUE	If FALSE	If Insufficient Data
10	Check if the customer has signed up for the reduction program	= Y	Check next condition	Do Not Apply Rule	Do Not Apply Rule
20	Check if consumption is less than the threshold	< = 100 Kilowatt	Apply Rule	Do Not Apply Rule	Do Not Apply Rule

The criteria are similar - they retrieve a value and compare it to something:

The first criterion works as follows:

Field to Compare. We indicate the value of the reduction program characteristic type (CI_CLMSM) is found on the service agreement. We assumed that this characteristic type has values of Y and N.
Comparison Method and Results. Comparison Method and Results. We indicate that if the service agreement has a characteristic value of Y, then we should check the next condition. If the condition is false or insufficient data, the calculation rule is skipped.

The second criterion works as follows:

Field to Compare. We indicate the service quantity (SQ) that holds the total amount of KW that should be retrieved.
Comparison Method and Results. We indicate that we want to compare the service quantity to the threshold (100 kW). If the service agreement’s bill segment has a service quantity that is less than or equal to 100 kW, it is True and the calculation rule is applied. If the condition is false or insufficient data, the calculation rule is skipped.