Understanding Program Initiatives

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:

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:

System Data

Initiative Eligibility Criteria are based on the system data: