Criteria Groups versus Eligibility Criteria

Before we provide concrete examples of eligibility criteria, we need to explain two concepts: Criteria Groups and Eligibility Criteria. A script's criteria groups control whether a user is eligible to choose a script. At a high level, it works like this:

  • A criteria group has one or more eligibility criteria. A group's criteria control whether the group is considered true or false.
  • When you create a group, you define what should happen if the group is true or false. You have the following choices:
    • The user is eligible to choose the script.
    • The user is not eligible to choose the script.
    • The next group should be checked.

We will use the following example from Oracle Utilities Customer Care and Billing to help illustrate these points. Assume a script is only eligible if:

  • The customer has electric service and the user belongs to user group A, B or C.
  • OR, the customer has gas service and the user belongs to user group X, Y or A.

Example: Determining script eligibility criteria

This script requires two eligibility groups because it has two distinct conditions:

  • IF (Customer has electric service AND (User belongs to user group A, B or C))
  • IF (Customer has gas service AND (User belongs to user group X, Y or A))

If either condition is true, the script is eligible.

You would need to set the following criteria groups in order to support this requirement:

Group No. Group Description If Group is True If Group is False
1 Customer has electric service and the user belongs to user group A, B or C Eligible Check next group
2 Customer has gas service and the user belongs to user group X, Y or A Eligible Ineligible

The following criteria are required for each of the above groups:

Group 1: Customer has electric service and the user belongs to user group A, B or C
Seq Logical Criteria If Eligibility Criteria is True If Eligibility Criteria is False If Insufficient Data
10 Customer has electric service Check next condition Group is false Group is false
20 User belongs to user group A, B or C Group is true Group is false Group is false

Group 2: Customer has gas service and the user belongs to user group X, Y or A
Seq Logical Criteria If Eligibility Criteria is True If Eligibility Criteria is False If Insufficient Data
10 Customer has gas service Check next condition Group is false Group is false
20 User belongs to user group X, Y or A Group is true Group is false Group is false

The next section describes how you might configure the specific logical criteria in each of the groups.