When to Use a Balance or a Balance Class

In a pricing plan, in the balance to impact, the quantity definition in a rating formula, and the balance examined by a balance normalizer, you have the option to select a balance or a balance class that gets used during rating.

If you select a balance, in all cases, only that balance is examined during rating. If you select a balance class, all balances of that class are examined during rating unless filters apply. For quantity definitions and normalizer scenarios, the value used is the sum of all identified valid balances. For an impacted balance, the valid balance that expires the earliest is chosen. If multiple balances expire at the exact same time, the balance chosen from this subset is not deterministic.