Balance End Time Calculation Examples

Balance end time is adjusted according to the settings in a selected balance state update profile. In addition to a number of time units, for example, 30 days, a balance state update profile specifies how to extend the balance end date and time.

An update profile specifies the following information:
  • The length of time to extend the balance end date and time, for example, 30 minutes, 5 hours, 2 days, or 3 months.
  • The point at which the end date and time is extended:
    • Set the end time of the balance to the current system time plus requested time units.
    • Extend from the current end time of the balance instance.
    • Extend from the current end time of the balance instance if the current end time is in the future. If the balance instance is expired, sets the end time of the balance to the current system time plus requested time units. This option optimizes the balance instance end time extension and is configured by setting the balance extension type to Optimal in the balance state update profile in My MATRIXX.
  • End time adjustment (time component of the balance end time):
    • Extend the end time to the end of the day on which the balance is set to expire. When set to the end of the day, the balance instance expires at 11:59:59 PM.
    • Extend the end time to a specified time on the day the balance is set to expire in the format hh:mm:ss, for example, 12:00:00.
    • Do not adjust the end time.
Note: If the balance state update profile calculates a date earlier than the current balance end time and the Reduction Policy in the balance state update component is set to Allow Reduction Up To Now, the current balance is adjusted to the new reduced end time (the end time cannot be set to the past). If the balance state update profile calculates a date earlier than the current balance end time and the Reduction Policy in the balance state update component is set to Deny Reduction, the current balance end time does not change.
Note: If Extension Units is set to one month and the extension amount setting exceeds the number of days in a month, the last day of the month is used as the default. For example:
  • Original EndTime = 2024-01-29
  • Purchase Event Date = 2024-01-29
  • Balance Extension Type = From Existing End Time
  • Extension Amount = 31
  • Extension Units = days
  • New EndTime = 2024-02-29

Balance State Update Profile Original EndTime = 2024-01-10

In this example, the balance state update profile has the following settings using the date format YYYY-MM-DD:
  • Original EndTime = 2024-01-10
  • Purchase Event Date = 2024-01-15
  • Extension amount/unit = 1 month
In this example:
  • If the Balance Extension Type is set to Existing End Time, then:
    • Calculate from Original EndTime = 2024-01-10
    • New EndTime = 2024-02-10
  • If the Balance Extension Type is set to Now, then:
    • Calculate from Event Date = 2024-01-15
    • New EndTime = 2024-02-15
  • If the Balance Extension Type is set to Optimal, then:
    • Calculate from Max(Original EndTime, Event Date) = 2024-01-15
    • New EndTime = 2024-02-15

Balance State Update Profile Original EndTime = 2024-01-15

In this example, the balance state update profile has the following settings using the date format YYYY-MM-DD:
  • Original EndTime = 2024-01-15
  • Event Date = 2024-01-10
  • Extension amount/unit = 1 month

In this example:

  • If the Balance Extension Type is set to Existing End Time, then:
    • Calculate from Original EndTime = 2024-01-15
    • New EndTime = 2024-02-15
  • If the Balance Extension Type is set to Now, then:
    • Calculate from Event Date = 2024-01-10
    • New EndTime = 2024-02-10
  • If the Balance Extension Type is set to Optimal, then:
    • Calculate from Max(Original EndTime, Event Date) = 2024-01-15
    • New EndTime = 2024-02-15

Balance State Update Profile Original EndTime = 2024-09-30

In this example, the balance state update profile has the following settings using the date format YYYY-MM-DD:
  • Original EndTime = 2024-09-30
  • Event Date = 2024-09-30
  • Extension amount/unit = 1 month

In this example:

  • If the Balance Extension Type is set to Existing End Time, then:
    • Calculate from Original EndTime = 2024-09-30
    • New EndTime = 2024-10-30
  • If the Balance Extension Type is set to Now, then:
    • Calculate from Event Date = 2024-09-30
    • New EndTime = 2024-10-30
  • If the Balance Extension Type is set to Optimal, then:
    • Calculate from Max(Original EndTime, Event Date) = 2024-09-30
    • New EndTime = 2024-10-30
Note: In this example, because the original end time and event time are the same, all three extension types produce the same new end time.

For more information about balance state update profile, see the discussion about creating a balance state update profile in My MATRIXX Help.