Incentives and Fees Rules

Incentives and fees rules are used to calculate incentives and fees related to a program. Incentives include sign-up incentives for enrollments, referral rebates, and incentives for remaining enrolled during the peak season. Penalties or fees are applied in certain circumstance, for instance if they terminate their enrollments before the contracted period, or when the utility incurs charges related to device repairs, or device upgrades. Incentives and Fees rules should define parameters for all of the incentives and/or fees applicable for the program.

These use the following parameters:

• Common Program Rule Parameters: See Understanding Program Rules.
• Rule Parameters, including:

  • Sequence: The sequence of the rule.

  • Category: The category for the incentive and fee such as Fixed Rebate, Enrollment Signup, Early Termination Fee and others. Category values are defined using the Incentive and Fee Type Category (X1-IncentiveFeeTypeCatLookup) extendable lookup.

  • Calculation Group: The program settlement calculation groups that contains the program settlement calculation rules for the incentive and fee.

  • Calculation Frequency: The frequency of an incentive and fee category. Cyclical fixed rebates may be set as Monthly, Quarterly or Annual. Enrollment Signup and Installation Rebate may be set as One Time . Service Charge and Early Termination Fee may be set as Ad hoc. Frequency values are defined using the Incentive and Fee Calculation Frequency (X1-IncentiveFeeCalcFreqLookup) extendable lookup.

  • Settlement Frequency: This parameter is currently not used.

  • Line External Id: An identifier or code that can be used by the external system that receives the calculated incentive and fee line amount. These values can be mapped to the distribution code of general ledger entry for the line amount. Values are defined using the Line Identifiers (X1-LineIdentifiersLookup) extendable lookup.

  • Seasonal: Flag that indicates if the incentive or fee will be calculated only for a particular season.

  • Season Start/ Season End: The start and end date of the season. This applies only if the Seasonal parameter is set to "Yes". Entered as MM-DD (for month and day), displayed as MMDD .

  • Eligibility Algorithm: An algorithm used to determine if the program subscription is eligible for the incentive and fee. See Incentive and Fee Eligibility below for more information.

  • Minimum Days: A number of days added to the transaction end date of the latest calculated incentive and fee type to determine if next transaction for the same category may be calculated. applies to cyclical calculation.

Incentive and Fee Eligibility

The rules and conditions under which a program subscription is considered eligible for a given incentive or fee are implementation-specific, and can be based on information on a wide variety of records, such as the program subscription, a related device location or controllable asset or device, or the existence of work order activities for customer. The base package does not include algorithms for determining eligibility of incentives and fees. Implementations must configure their own algorithms based on their business requirements and specify those algorithms on the appropriate Rule Parameter.