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 package's criteria groups control whether a customer is eligible to choose a package. 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 for a given customer.
- When you create a group, you define what should happen if the group is TRUE or FALSE. You have the following choices:
-
- The customer is eligible to choose the package
- The customer is not eligible to choose the package
- The next group should be checked.
We'll use the following example to help illustrate these points. Assume a package exists that can only be selected if:
- The customer resides in California and their current retail supplier is company A, B or C
- OR, the customer resides in Nevada and their current retail supplier is company X, Y or A
![The figure illustrates difference between criteria group and eligibility criteria (via an appropriate example) which are used to derive packages.](../images/BP13SalesAndMarketing024.jpg)
This package requires two eligibility groups because it has two distinct conditions:
- IF (STATE = CALIFORNIA AND (SERVICE PROVIDER IN (A, B, C))
- IF (STATE = NEVADA AND (SERVICE PROVIDER IN (X, Y, A))
If either condition is true, then the customer is eligible for the package.
Group No. | Group Description | If Group is TRUE | If Group is FALSE |
---|---|---|---|
1 | Customer resides in California and their current company is A, B or C | Eligible | Check next group |
2 | Customer resides in Nevada and their current company is X, Y or A | Eligible | Ineligible |
Group 1: Customer resides in California and their current company is A, B or C | ||||
---|---|---|---|---|
Seq | Logical Criteria | If Eligibility Criteria is TRUE | If Eligibility Criteria is FALSE | If Insufficient Data |
10 | State = California | Check next condition | Group is false | Group is false |
20 | Financial service in (A, B, C) | Group is true | Group is false | Group is false |
Group 2: Customer resides in Nevada and their current company is X, Y or A | ||||
---|---|---|---|---|
Seq | Logical Criteria | If Eligibility Criteria is TRUE | If Eligibility Criteria is FALSE | If Insufficient Data |
10 | State = Nevada | Check next condition | Group is false | Group is false |
20 | Financial service in (X, Y, A) | Group is true | Group is false | Group is false |
The next section describes how you'd setup the specific logical criteria in each of the groups.