Criteria Groups versus Eligibility Criteria
Before we provide examples of eligibility criteria, we need to explain two concepts: Criteria Groups and Eligibility Criteria. A rate component's criteria groups control whether rate application executes a rate component. 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.
- When you create a group, you define what should happen if the
group is TRUE or FALSE. You have the following choices:
- The rate component should be applied
- The rate component should be skipped
- The next group should be checked
We'll use the following example to help illustrate these points. Assume a rate component is only eligible if:
- The customer is a low income customer and has made more than 1000 transactions.
- OR, the customer isn't a low income customer and has made more than 500 transactions.
This rate component requires two eligibility groups because it has two distinct conditions:
- IF (Customer is low income AND the customer has used more than 1,000 transactions)
- IF (Customer is NOT low income AND the customer has used more than 500 transactions)
If either condition is true, then the rate component is eligible.
Group No. | Group Description | If Group is TRUE | If Group is FALSE |
---|---|---|---|
1 | Customer is a low income customer and has used more than 1,000 transactions | Eligible | Check next group |
2 | Customer is NOT a low income customer and has used more than 500 transactions | Eligible | Ineligible |
Group 1: Customer is a low income customer and has used more than 1,000 transactions | ||||
---|---|---|---|---|
Seq | Logical Criteria | If Eligibility Criteria is TRUE | If Eligibility Criteria is FALSE | If Insufficient Data |
10 | Customer is low income | Check next condition | Group is false | Group is false |
20 | Customer has used more than 1,000 transactions | Group is true | Group is false | Group is false |
Group 2: Customer is NOT a low income customer and has used more than 500 transactions | ||||
---|---|---|---|---|
Seq | Logical Criteria | If Eligibility Criteria is TRUE | If Eligibility Criteria is FALSE | If Insufficient Data |
10 | Customer is NOT low income | Check next condition | Group is false | Group is false |
20 | Customer has used more than 500 transactions | 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.