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Claims SavingsDate Output Validation and Guidance


Clarified SavingsDate as a CEDARS-Generated Field

Claim.SavingsDate has been removed from the Specification as an input because it is a CEDARS-generated field. A description of how SavingsDate is generated has been added to the Claims User Guide.

SavingsDate Output Validation Updates

In 2026, new delivery types were added to the DEER DeliveryType value list. Validation was updated to include additional deemed values and to ensure that claims are deemed rather than custom.

  • 2026 DeliveryType values added: Down, DI, Mid-Retail, Mid-Distr, Up-Manuf.

  • All validations check that the Claim.ClaimType = ‘Deemed’.

When (Measure.DeliveryType = 'UpDeemed' & Measure.Upstream_Flag = 'true' & Claim.ClaimType = 'Deemed') or When (Measure.DeliveryType = 'Up-Manuf' & Claim.ClaimType = 'Deemed') 

- SavingsDate = ShipmentDate 
- If ShipmentDate is null, SavingsDate = ApplicationDate
When (Measure.DeliveryType = 'UpDeemed' & Measure.Upstream_Flag = 'false' & Claim.ClaimType = 'Deemed') or When (Measure.DeliveryType in {'Mid-Distr', 'Mid-Retail'} & Claim.ClaimType = 'Deemed') 

- SavingsDate = SalesDate 
- If SalesDate is null, SavingsDate = ApplicationDate

When (Measure.DeliveryType = 'DnDeemed' & Claim.ClaimType = 'Deemed') or When (Measure.DeliveryType = 'Down' & Claim.ClaimType = 'Deemed') 

- SavingsDate = PermitIssuanceDate 
- If PermitIssuanceDate is null, SavingsDate is set to the earliest date of ApplicationDate, InstallationDate, or ComplianceCertDate
When (Measure.DeliveryType = 'DnDeemDI' & Claim.ClaimType = 'Deemed') or When (Measure.DeliveryType = 'DI' & Claim.ClaimType = 'Deemed') 

- SavingsDate = PermitIssuanceDate 
- If PermitIssuanceDate is null, SavingsDate is set to the earliest date of ApplicationDate or InstallationDate
NewClaims