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Eligibility Rules

The Eligibility Rules section allows you to define rule sets used to determine if a household can benefit from the program.

Access​

Menu: Eligibility → Eligibility Rules

Overview​

Eligibility rules are organized into rule sets. Each set can contain multiple conditions that are evaluated together.

Statistics​

At the top of the page, cards display key indicators:

IndicatorDescription
TotalNumber of rule sets
ActiveCurrently used sets
TemplatesAvailable predefined templates
EvaluationsTotal number of evaluations performed
Average RateAverage eligibility rate

Rule Set List​

Available Filters​

FilterDescription
ProgramFilter by program
TypeStandard or Template
StatusActive or Inactive
SearchSearch by name or code

Displayed Columns​

ColumnDescription
NameRule set name
CodeUnique code
ProgramAssociated program
TypeStandard or Template
RulesNumber of rules in set
StatusActive/Inactive
ActionsEdit, Duplicate, Delete

Available Actions​

ActionIconDescription
EditPencilOpen rule editor
DuplicateDocumentsCreate a copy
SimulateFlaskTest on data
DeleteTrashDelete (if inactive)

Create a Rule Set​

From Scratch​

  1. Click New set
  2. Fill in basic information:
    • Name
    • Code (auto-generated if empty)
    • Associated program
    • Description
  3. Click Create
  4. Add rules in the editor

From a Template​

  1. Click From a template
  2. Select the desired template
  3. Customize name and program
  4. Click Create
  5. Modify rules if needed

Rule Editor​

Rule Structure​

Each rule consists of:

ElementDescriptionExample
FieldHousehold attribute to evaluatetailleMenage
OperatorCondition to apply>= (greater or equal)
ValueThreshold or reference value3

Available Operators​

OperatorDescriptionTypes
=Equal toText, Number
!=Not equal toText, Number
>Greater thanNumber
>=Greater or equal toNumber
<Less thanNumber
<=Less or equal toNumber
containsContainsText
inIn listList
betweenBetween two valuesNumber

Available Fields​

Household​

FieldDescription
tailleMenageNumber of members
nbEnfants04Children 0-4 years
nbEnfants514Children 5-14 years
nbHandicapesDisabled persons
scorePmtCalculated PMT score

Household Head​

FieldDescription
chefMenage.sexeGender (M/F)
chefMenage.ageAge
chefMenage.niveauEducationEducation level
chefMenage.statutMatrimonialMarital status

Location​

FieldDescription
region.codeRegion code
secteur.codeSector code
localite.typeLocality type

Rule Combination​

Rules can be combined with:

  • AND: All conditions must be true
  • OR: At least one condition must be true

Example:

(tailleMenage >= 3 AND nbEnfants04 >= 1)
 OR
(nbHandicapes >= 1)

Simulation​

Purpose​

Simulation allows testing a rule set on real data without modifying household eligibility status.

How to Simulate​

  1. Click the Simulate icon (flask) on a set
  2. Select the sample:
    • All households
    • A specific region
    • A random sample
  3. Click Run simulation
  4. View results:
    • Number of eligible households
    • Number of ineligible households
    • Eligibility rate
    • Distribution by criterion

Interpret Results​

IndicatorMeaning
Rate too highCriteria too broad, refine
Rate too lowCriteria too restrictive, loosen
Unequal distributionCheck geographic biases

Predefined Templates​

Templates are reusable rule models:

TemplateDescription
PMT StandardBased only on PMT score
Large familiesHouseholds with 5+ members
VulnerabilityDisability, orphans, elderly
Rural areaVillage/tabanca type localities

Create a Template​

  1. Create a standard rule set
  2. Test and validate rules
  3. Click Convert to template
  4. Template becomes available for all programs

Best Practices​

Rule Design​

  • Start with broad criteria
  • Progressively refine with simulation
  • Document each rule's logic
  • Test across different regions

Maintenance​

  • Review rules periodically
  • Archive old versions
  • Maintain modification history
  • Validate with business teams

Performance​

  • Limit number of rules (< 10 per set)
  • Use simple operators
  • Avoid redundant rules