Create a Balance Spendable Normalizer

This normalizer determines whether any amount of a balance (or set of balances of the same class) is available for usage charging.

Before you begin

My MATRIXX must contain the normalizer template that you want to use for this normalizer that implements the Balance Spendable normalization algorithm.

About this task

Note: When the normalizer compares the available balance amount, the available amount calculation includes all valid rollover balances. Filters are also not applied during balance normalizations and do not affect the results.

Procedure

  1. In Normalizers, click New Normalizer.
  2. In Create New Normalizer:
    1. In Name, enter a unique name.
    2. (Optional) In Description, enter descriptive information about the item.
    3. (Optional) In External ID, enter any alphanumeric character to serve as a unique ID on this pricing object. The external ID can be used for any reason that is meaningful to your implementation of MATRIXX Engine. External IDs are saved to the pricing configuration file and loaded into the Pricing database.
    4. From the Normalizer Template list, select the name of the normalizer template that implements the normalization algorithm you want to use for this normalizer.
    5. Click Create.
  3. In Start Date/Time, use the date picker to select the date on which the object becomes active in the Pricing database and is first available for use, or enter the date in the format YYYY-MM-DD. Optionally, enter a time for when the object becomes active. The default start date/time is 2000–01–01 00:00:00. If applicable, the range in which the start date/time must fall is listed. For example:
    • Select a date on or before 2021–12–01.
    • Select a date on or after 2020–01–27.
    • Select a date between 2000–01–02 and 2021–10–04.
    Note: If you are creating a new revision of this object, the start date/time must be after the start date/time of the preceding revision and before the start date/time of the next revision. If you are making a copy of this object, the start date/time is not copied. The new object is the first revision, so it has the default start date/time of 2000–01–01 00:00:00.
  4. In Balance to Normalize, click Select Balance.
  5. In Select Balance:
    1. In Balance Class, select the balance class to use.
      Note: At least one meter must be defined in the system to select Meter as the Balance Class.
    2. Configure the balance options for normalization. To perform normalizations on:
      • The sum of all balances for the selected balance class, unselect both balance options.
      • A specified balance, select Use Balance, and in Balance select the required balance.
      • A specified balance tag, select Use Balance Tag, and in Balance Tag, select the required balance tag.
    3. Click Select.
  6. If any metadata fields were defined in the normalizer template, they are listed under Default Metadata. For each piece of metadata, enter the fixed value to be associated with a result. The value entered must correspond to the configured data type. This value is used in the following ways:
    • No default value is defined in the normalizer template and --default-- is used to define the metadata value in the normalizer instance using the Edit Normalizer Values dialog.
    • The default value is defined in the normalizer template under the Values table as --default--.
  7. Click Save.
  8. (Optional) Click or hover over the Rows menu icon and select Validate to check the normalizer values for errors.
    Validation checks for errors caused by duplicate rows, gaps in ranges, overlapping ranges, and any other missing or invalid configurations. To perform the validation, My MATRIXX sorts the rows in the rate table according to the first parameter value.