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About Protocols and Triggers in Scenario Builder

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Protocols

Protocols are utilized by Scenario Builder. When creating a scenario, identify the protocols that apply to that scenario. For a given scenario, protocols are the mechanism used to group specific assets of the same type, for the purpose of recommending activities. Protocols use a filter to define the group of assets. A single asset can qualify for more than one protocol. Each protocol has a group of triggers that define what activities can be recommended and when each activity should occur.

Triggers

Triggers are a component of Protocols, which are utilized by Scenario Builder. Each protocol contains one or more triggers. Triggers are the mechanism used to define which activities can be recommended for the group of assets defined in the parent protocol. Each trigger also states when each activity should occur, as well as the cost associated with doing the particular activity.

Trigger Types:

Estimated OCI Range

  • When an asset's estimated OCI falls within the specified range, the activity is recommended.
  • Associated Fields:
    • OCI From:  The bottom or lower value of the range, including the value specified. This field is required.
    • OCI Through:  The top or higher value of the range, including the value specified. This field is required.
    • Plan Years to Skip Before Eligible Again: The number of years to skip before this activity is eligible again to be used in a scenario. The default value is 0.
  • When using multiple triggers for Estimated OCI Range in a single Protocol, typically the ranges do not overlap.
  • Ranges typically do not include all values 0-100, or the Trigger's Activity is repeatedly suggested. 

Filter

  • When an asset meets the filter criteria, the activity may be recommended.
  • The suggested activity is recommended day one of each plan year unless optional fields are set.
  • Associated Fields:
    • Filter Text: The filter criteria for the assets that fall into this trigger. This filter will be used with the Scenario and Protocol filters to determine the included assets for this trigger. This field is required.
    • Years: Determines the frequency to repeat the suggested activity, in whole years.
    • Apply Once: Only suggest the activity once in the entire scenario for this trigger.
NOTE: Either Years or Apply Once is required.
  • The frequency of the trigger including Years and Apply Once applies only to the specific trigger. It does not take into consideration a different trigger recommending the same activity.

Time

  • When the time frequency of the trigger has elapsed, the activity may be recommended.
  • The suggested activity is recommended day one of each plan year unless optional settings are set.
  • Associated Fields:
    • Years: Determines the frequency to repeat the suggested activity, in whole years. This field is required.
  • The frequency of the trigger, including Years, applies only to the specific trigger. It does not take into consideration a different trigger recommending the same activity.
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