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Adjust date rules to check within the ClaimYear and add exceptions to OriginalMeterInstallYear and InstallationDate

Date rule adjustments

The following rules need to be adjusted to ensure that the fields are within the ClaimYear instead of within the ClaimYearQuarter. For example, if the Measure.ClaimYearQuarter is 2024Q2. We only need to check that the field is within the year 2024.

Claim.InstallationDate is within Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is empty.
Claim.PermitIssuanceDate is within Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is populated.


Add exceptions

Additional exceptions are to be added to the requirement rules on to Claim.OriginalMeterInstallYear and Claim.InstallationDate

As is

Claim.OriginalMeterInstallYear is required when Measure.MeasImpactType ends with 'FuelSub'.
Claim.InstallationDate is within Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is empty.

To be

Claim.OriginalMeterInstallYear is required when Measure.MeasImpactType ends with 'FuelSub' and Measure.DeliveryType is not 'UpDeemed'.
Claim.InstallationDate is within Measure.ClaimYearQuarter when Claim.ClaimType equals 'Deemed' and Claim.PermitIssuanceDate is empty and PrgID does not start with 'SW_HVAC' and PrgID is not 'SW_PLA'.
Status: Completed

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