A Calculation Rule with a Service Quantity Comparison

Imagine a calculation rule that is only eligible if the customer is a low-income customer and has used more than 1,000 kWh. This calculation rule would need the following eligibility rules:
  • Customer is a low income customer

  • The customer has used more than 1,000 kWh during the bill period

These rules will look as follows:

Seq

Field to Compare

Comparison Method

If TRUE

If FALSE

If Insufficient Data

10

Main person characteristic:

Characteristic type = Low income indicator

= YES

Check next condition

Do Not Apply Rule

Do Not Apply Rule

20

SQ value:

UOM = KWH

>= 1,000

Apply Rule

Do Not Apply Rule

Error

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

The first criterion is fairly simple:
  • Field to Compare. We indicate that the value of the Low Income Indicator characteristic is kept on the main person linked to the account should be retrieved. We assumed that this characteristic type has values of YES and NO.

  • Comparison Method and Results. We indicate that if the person has a characteristic value of YES, then we should check the next condition; otherwise, we indicate if the eligibility rule is false or there is insufficient data, the calculation rule is skipped.

TThe second criterion works similarly:
  • Field to Compare. We indicate the service quantity (SQ) that holds the total amount of KWH that should be retrieved.

  • Comparison Method and Results. We simply compare the value to 1,000. If the SQ is greater than or equal to 1000, the eligibility rule is True and the calculation rule is applied. If the SQ is less than 1000, the eligibility rule is false and the calculation rule is skipped. If there is insufficient data, there is an error generated.