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.

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.

The following table illustrates how to create multiple criteria groups in an eligibility group:
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
The following table illustrates the criteria defined for the first criteria group:
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
The following table illustrates the criteria defined for the second criteria group:
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.