Context
policyengine-us-data PR 618 adds a bronze-vs-benchmark marketplace plan selection proxy during calibration and publish. To make those published inputs usable in rules-side analysis, policyengine-us needs tax-unit variables for the selected-plan ratio and derived used/unused APTC amounts.
Needed inputs
selected_marketplace_plan_benchmark_ratio on TaxUnit (float, annual input)- optional debug-only inputs if useful:
selects_bronze_marketplace_plan, state_marketplace_bronze_probability, state_marketplace_bronze_to_benchmark_ratio
Needed derived variables
selected_marketplace_plan_premium_proxy = slcsp * selected_marketplace_plan_benchmark_ratio, but zero when aca_ptc <= 0used_aca_ptc = min(aca_ptc, selected_marketplace_plan_premium_proxy)unused_aca_ptc = max(aca_ptc - used_aca_ptc, 0)
Important
- Do not change the meaning of
aca_ptc; it should remain the maximum available benchmark-based credit, not the used credit.
- Add tests showing
used_aca_ptc + unused_aca_ptc == aca_ptc and that a bronze ratio below 1 leaves some credit unused.
This should stay separate from any later decision about whether calibration actually targets these new proxy variables.
Context
policyengine-us-data PR 618 adds a bronze-vs-benchmark marketplace plan selection proxy during calibration and publish. To make those published inputs usable in rules-side analysis, policyengine-us needs tax-unit variables for the selected-plan ratio and derived used/unused APTC amounts.
Needed inputs
selected_marketplace_plan_benchmark_ratioonTaxUnit(float, annual input)selects_bronze_marketplace_plan,state_marketplace_bronze_probability,state_marketplace_bronze_to_benchmark_ratioNeeded derived variables
selected_marketplace_plan_premium_proxy=slcsp * selected_marketplace_plan_benchmark_ratio, but zero whenaca_ptc <= 0used_aca_ptc=min(aca_ptc, selected_marketplace_plan_premium_proxy)unused_aca_ptc=max(aca_ptc - used_aca_ptc, 0)Important
aca_ptc; it should remain the maximum available benchmark-based credit, not the used credit.used_aca_ptc + unused_aca_ptc == aca_ptcand that a bronze ratio below 1 leaves some credit unused.This should stay separate from any later decision about whether calibration actually targets these new proxy variables.