Defining Logical Criteria

When you set up an eligibility criterion, you must define two things:

  • The field to be compared
  • The comparison method

You have the following choices in respect of identifying the field to be compared :

  • You can execute an algorithm to retrieve a field value from somewhere else in the system.
  • Some products may support choosing a characteristic linked to an appropriate object in the system (such as an account or person).

You have the following choices in respect of identifying the comparison method:

  • You can choose an operator (e.g., >, <, =, BETWEEN, IN, etc.) and a comparison value.
  • You can execute an algorithm that performs the comparison (and returns True, False or Insufficient Data). This is also a very powerful feature, but it's not terribly intuitive. We'll present a few examples later in this section to illustrate the power of this approach.

The Examples Of Script Eligibility Rules provide examples to help you understand this design.