Understanding Service Eligibility

A service eligiblity criterion has four components:
  • The value to compare. This can be either a response to a question, or a value that is algorithm-derived.
  • The comparison method, which consists of an operator and a comparison value.
  • The instruction or action to take, based on the comparison result, which can be any of: True, False or Insuffiicent Data. For each result, the instruction can be any of: Eligible, Not Eligible for SA Type(s), Not Eligible for Start Option(s) and Check Next Condition.
  • SA Type(s) to start (or stop) and any applicable Start Options when the comparison results in an Eligible instruction.

The base product provides a CS Request Type Svc Eligibility Criteria business object (C1-CSRTSvcEligCriteria) for configuring service criteria. Refer to the business object configuration in the application for more information.

The following describe the functionality that this business object supports.

Criteria Basis and Comparison Method

The Criteria Basis on CS Request Type Service Eligibility Criteria determines the value to compare:
  • Question Response uses the response to a question that is configured on the CS Request Type.
  • Derive Value Algorithm retrieves a field or characteristic value from an existing object, such as Person, Account or Premise. The base product provides algorithms to retrieve: an attribute from Account, an attribute from Premise and a characteristic value from Person / Account / Premise / SP / SA. Refer to the algorithm types for the CS Request Type Svc Criteria - Derive Value algorithm entity, for details.

The Criteria Comparison defines the operator to use and the value to compare with either a question response or an algorithm-derived value. The base product supports the operators: =, <>, >, >=, <, <=, Between and In. The comparison value is a free-form string, which should contain comma-separate values when the operator is Between or In.

Configuring Eligible SA Types and Start Options

At least one Eligible SA Type must be configured on a service eligibility criterion. If configuring multiple SA Types, designate one of them as the default. Configure any applicable Start Option(s) and designate one as the default.
Note: If there is a need to set a default SA Type and Start Option without relying on a question response, configure a Derive Value algorithm that simply returns 'true' and plug in the algorithm in the service eligiblity criteria that defines the default SA Type and Start Option.

Applying Service Eligibility Criteria

The Apply Svc Criteria plug-in on the Customer Service Request Type BO is responsible for processing service eligibility criteria, given the following inputs: the selected SPs and SAs to start / stop, the list of question responses and the service task ID.

The Apply Service Eligibility Criteria (C1CSRTAPSEC) base algorithm reads the service eligibility criteria and performs the criteria comparisons for each.

The Apply Svc Criteria plug-in spot is invoked from the common service script for response processing, Process Question Responses (C1ProQstnRsp), which in turn, is called by the Process Services To Start and Process Services To Stop operations of the Start Stop Transfer Tasks inbound web service.

Enabling Service Eligibility Criteria

To enable service eligibility criteria:
  • Identify the CS Request Type Questions for which the responses will be used as the values to compare on service eligibility criteria.
  • Determine the 'Derive Value' processing that your implementation needs:
    • To use the base-provided CS Request Type Svc Criteria - Derive Value algorithms:
      • Configure algorithm instances for the Retrieve Account Attribute (C1SCRETACCT) algorithm type.
      • Configure algorithm instances for the Retrieve Premise Attribute (C1SCRETPREM) algorithm type.
      • Configure algorithm instances for the Retrieve Effective-Dated Characteristic Value (C1SCRETEFFCH) algorithm type.
    • Identify and develop any additional CS Request Type Svc Criteria - Derive Value algorithms.
  • Configure the Service Eligibility Criteria for your implementation's self-service New Service, Add Service, Stop Service and Transfer Service customer service request types. For each criterion, specify:
    • The criteria comparison details - criteria basis, question or algorithm (depending on the criteria basis), operator and comparison value.
    • The actions to take for comparison results True, False and Insufficient Data.
    • The eligible SA Types and any applicable start options.

    Refer to Setting Up Service Eligibility Criteria for more details.