Designing Initiative Eligibility Criteria
The following describes guidelines for designing initiative eligibility criteria. These guidelines apply when using the base-supplied business objects and any additional business objects that the implementation defines.
There are two general types of initiative eligibility criteria business objects provided in base: specific and freeform. Your implementation decides whether to use only one of these types or a mixture of both.
Specific Criteria Business Objects
Most of the base-supplied business objects are designed to perform comparisons to a specific field. The algorithm type for retrieving/determining the value to compare with is already preset in the business object, such that the Algorithm values that the user sees on the user interface are restricted to the instances of that algorithm type.
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Communication Channel Criteria
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Conservation Program Criteria
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Contract Option Criteria
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Rate Schedule Criteria
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SP Type Criteria
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Service Type Criteria
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Is Account Current Criteria
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Account is on Autopay Criteria
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Account is on Budget Criteria
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Number of Days Since Last Lead Criteria
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Account Customer Class Criteria
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Average Service Quantity Criteria
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Premise Cities Criteria
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Identify the specific value for comparison. This could be a reference to an object or entity in the system, or a character string; such as, true/false.
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Develop the algorithm program to retrieve or determine the comparison value.
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Configure your algorithm type using the Initiative Criteria - Derive Field Value algorithm entity and reference the program you created.
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Configure your business object schema so that the Algorithm field retrieves all algorithm instances of the algorithm type you created.
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Define algorithm instances of your algorithm type.
Freeform Criteria Business Object
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Identify the specific value for comparison. It could be a reference to an object or entity in the system, a character string (such as, true/false), or a scalar value (such as, number of days or number of kwh).
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Develop the algorithm program to retrieve or determine the comparison value.
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Configure your algorithm type using the Initiative Criteria - Derive Field Value algorithm entity and reference the program you created.
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Define an algorithm instance for your algorithm type.
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Update the Freeform Criteria business object to add a Derive Value Algorithm Type business object option referencing your algorithm.
Repeat the above steps for each specific field to compare.