Understanding Program Initiatives
Program initiatives define criteria used to determine if customers are eligible to participate in programs.
Program initiatives are defined by the following:
• Status: The current status of the initiative.
• Initiative Eligibility Criteria: Criteria used to determine if a customer is eligible for a program.
System Data
Program initiatives are based on the system data:
Data Type | Description |
|---|
Maintenance Object | Initiative (C1-INITIATIV) |
Business Object(s) | Digital Asset Initiative (X1-InitiativeDigitalAsset) |
Understanding Initiative Eligibility Criteria
A program initiative's eligibility criteria are used to confirm that a customer is eligible to enroll and participate in a program. An initiative may have zero, one, or many eligibility criteria. Each customer is subjected to these criteria to determine whether they are eligible to enroll in the program. Eligibility criteria can perform comparisons with scalar values (such as, a number of days, number of kwh) or with derived values (such as, attributes of a customer).
The Metered Service Criteria (X1-MeteredServiceCrit) business object can be used to define program initiative eligibility criteria. The Derive Value Algorithm Type options on this business object define a number of algorithm types that can be used in comparison operations as part of determining eligibility. Algorithms based on these algorithm types can retrieve data from a customer's metered service or metered service points.
The base package includes the following algorithm types and algorithms for eligibility criteria comparisons:
Algorithm Type | Algorithm |
|---|
Retrieve Metered Service Characteristic (X1-ICGETSCEL) | Retrieve Metered Service Characteristic - Active Service (X1-ICGETASVC) |
Retrieve Metered Service Point Attribute (X1-ICGETSPEL) | Retrieve Locations Life Support / Sensitive Load (X1-ICGETLSSL) Retrieve Locations Division (X1-ICGETDIV) |
Evaluate Rate Eligibility (X1-ICGETRATE) | Return true if rate is eligible for program (X1-ICGETRATE) |
Retrieve Metered Service Attribute (X1-ICGETMSEL) | No base package algorithms |
To set up an eligibility criterion, you must define the following:
• When the eligibility criterion should be executed, known as the Criteria Execution Point
• The field to be compared
• The comparison method
The Criteria Execution Point, for program initiative eligibility is "Enrollment", meaning this criteria is used when evaluating if a customer is eligible for enrollment in a program.
For the field to be compared, a Criteria Field Algorithm is used to:
• Retrieve a field value or values from the customer's metered service or metered service points, such as
• Derive a value based on some data from someplace else in the system (such as whether or not the customer's rates is eligible for the program)
For the comparison method, you select the Operator used to compare the retrieved value to a Comparison Value. The result from the comparison will be TRUE, FALSE, or INSUFFICIENT DATA. Each of these results should specify the next action. The valid actions include:
• Indicate that the customer is eligible
• Indicate that the customer is not eligible
• Check the next condition
• Issue an error (this option is only available for Insufficient Data )
For example, a program's enrollment eligibility criteria might include only allowing customers who are not on life support or have what is considered to be a "sensitive load" (designated by a value of "Yes" in the Life Support / Sensitive Load field on the device location), and whose rate is eligible for program. In other words, if the Life Support / Sensitive Load field on the device location is set to "Yes" or the customer's rate is not defined as eligible for the program then the customer is not eligible, Eligibility criteria for this might look like the following:
Seq. | Description | Criteria Field Algorithm | Comparison Value | If True | If False | If Insufficient Data | Criteria Execution Point |
|---|
10 | Life Support | Retrieve Locations Life Support / Sensitive Load | Y | Not Eligible | Check Next Condition | Error | Enrollment |
20 | Eligible Rate | Return true if rate is eligible for program | true | Eligible | Not Eligible | Error | Enrollment |
System Data
Initiative Eligibility Criteria are based on the system data:
Data Type | Description |
|---|
Maintenance Object | Initiative Criteria (C1-INTV-CR) |
Business Object(s) | Metered Service Criteria (X1-MeteredServiceCrit) |
Parent topic