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applying a set of rules to each row

5 messages · KATSCHKE, ADRIAN CIV DFAS, Bert Gunter, David Winsemius

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KATSCHKE, ADRIAN CIV DFAS
# 
All,

I would like to apply a set of rules to each row of the sample data set
below. The rule sets are the guidelines for determining an individual's
date for retirement eligibility. The rules are found in this document,
http://www.opm.gov/feddata/RetirementPaperFinal_v4.pdf. I am only
interested in the top two categories for retirement eligibility, the
CSRS and FERS plans. 

The data set has four variables Date of Birth (DOB), service computation
date (srvCompDT), retirement plan (retirePlan), and the age at which the
employee entered federal service (ageFedStart). The service computation
date is used to compute the date eligible for retirement. The retirement
plan indicates what system the employee is enrolled under.

The data does contain a few other retirement plans, for now I want to
just ignore those plans. I have labeled plans as 1-CSRS and 2-FERS, and
3-Other. My first attempt at applying the rules was through a complex
nesting of ifelse statements, this was not very successful and quite
difficult to follow. I then wrote a function and tried using "apply"
unsuccessfully. The function is shown below.

I would like to put a short script or function together that would allow
for an efficient application of the rules to each of the employees. I am
trying to avoid a loop, because my data set is quite large, and I may
need to update my data set regularly and re-run the analysis and reports
that will come from this work.

Any advice or guidance on building the function or code to apply the
rules would be quite helpful.

retireHelp <-
structure(list(DOB = structure(c(-6642, -5134, -3444, -5598, 
-4356, 5737, -4894, -1951, -2950, 2467, 6945, 4908, -7930, -7236, 
-7727, -77, 4158, -7892, -6028, -7132, -5959, 2309, -2494, -3513, 
-383, -216, -3369, -5861, 3674, -10265, -8986, -5023, -4862, 
1526, -1022, 2175, -11790, -278, -7275, -5084, -1842, 430, -2220, 
-7444, 440, 4285, -7812, 3335, -7271, -6825, -1098, -1670, -10219, 
-7131, 5963, 704, -7662, 4219, -2813, 5147, -7334, -8223, -5922, 
-7497, -9276, -1291, -11640, -5631, 518, -7268, -2105, -5901, 
-690, -8146, -7059, 133, 1176, -6091, -2895, -6020, -4724, -3616, 
-5059, -8253, -2604, -12400, -4776, -3671, -9326, -7000, -5574, 
-3248, 4255, -1358, -6255, 8, -7115, -1701, -5227, 9, -517, -8674, 
-2554, -4069, -2077, -9872, -6534, 2970, -8307, -3020, -1343, 
-8897, -2304, -7424, 2078, -8274, -5559, -8888, -9262, -8473, 
-4088, -2429, -8006, -1091, 5015, 2765, 4036, 3101, -3743, 5103, 
-10018, -12095, -7646, -5966, -6208, -5784, -1325, -4288, -1665, 
-1409, 4685, -7881, -3413, 2738, -2201, 1217, -5113, 206, -1292, 
-1725, 10, -2978, -1895, -830, -105, -2395, -3496, -8244, -9956, 
-6494, -4678, -4077, 575, 2013, -3411, 3824, -4356, 4523, -5836, 
-6350, -5337, -41, -2001, -6632, -970, -6790, -2828, -4061, 476, 
5854, -9648, -4227, 850, 2619, -7747, -2672, 4069, -12618, -6898, 
-4178, -1772, -1643, -2064, -157, 4551, -8688, -6087, -2040, 
-7239, -783), format = "m/d/y", origin = structure(c(1, 1, 1970
), .Names = c("month", "day", "year")), class = c("dates", "times"
)), srvCompDT = structure(c(743, 12429, 3585, 4364, 13227, 13578, 
13591, 8585, 9587, 13913, 14753, 13247, 2246, 1439, 8845, 7018, 
12625, -552, 5688, 7080, 13255, 13549, 12709, 13969, 13997, 9532, 
13689, 1226, 13549, 4093, 13423, 13801, 3181, 14809, 13353, 9457, 
7745, 8986, 4759, 4486, 6449, 11172, 8669, 3344, 13745, 12275, 
5081, 13605, 8006, 3048, 6330, 13521, 5254, 1733, 14095, 8516, 
4848, 13521, 5970, 14697, 8291, 139, 11435, 3567, 8961, 5775, 
3602, 1409, 11577, 12163, 12258, 13156, 9472, 7963, 1362, 10332, 
9557, 3997, 7509, 4691, 3133, 5877, 6782, 11449, 13283, 8040, 
11565, 3425, 7860, 1790, 10778, 13199, 12625, 5889, 3317, 9831, 
1068, 8040, 7123, 9104, 12836, 7928, 12764, 8922, 5324, -1004, 
1806, 10263, 5635, 10310, 5625, 8861, 14613, 3896, 10316, 5725, 
12751, 6113, 2997, 112, 5707, 4987, -1018, 8055, 13885, 13073, 
14585, 14865, 14935, 14390, 9735, 7654, 4557, 661, 1638, 1112, 
14011, 3086, 7032, 13942, 13325, 6735, 13900, 12673, 10148, 14193, 
14767, 8447, 6114, 10688, 13544, 7106, 8587, 14753, 7886, 12280, 
11946, 13662, 3332, 2108, 13977, 6203, 8369, 13857, 8369, 11486, 
8306, 12466, 12639, 7270, 4325, 13843, 14026, 14039, 6147, 7676, 
5781, 7038, 9187, 14640, 6174, 11491, 13913, 13787, 13465, 8854, 
13152, 1826, 1412, 4317, 5794, 5548, 8951, 12947, 12639, 5345, 
5961, 4637, 6465, 13717), format = "m/d/y", origin = structure(c(1, 
1, 1970), .Names = c("month", "day", "year")), class = c("dates", 
"times")), retirePlan = c(1, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 
1, 3, 2, 2, 2, 1, 2, 2, 2, 2, 2, 2, 2, 2, 2, 1, 2, 1, 2, 2, 1, 
2, 2, 2, 2, 3, 1, 2, 2, 2, 2, 1, 2, 2, 2, 2, 2, 1, 2, 2, 2, 1, 
2, 2, 2, 2, 2, 2, 2, 1, 2, 2, 3, 2, 1, 1, 2, 2, 2, 2, 2, 2, 1, 
3, 2, 1, 2, 1, 1, 2, 2, 2, 2, 2, 2, 2, 2, 1, 2, 2, 2, 2, 1, 2, 
1, 2, 2, 2, 2, 2, 2, 2, 2, 1, 2, 2, 2, 2, 2, 2, 2, 1, 2, 2, 2, 
2, 1, 2, 2, 2, 1, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 1, 1, 1, 2, 2, 
2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2, 
1, 2, 2, 2, 2, 2, 3, 2, 2, 2, 2, 1, 2, 2, 2, 2, 2, 2, 2, 2, 2, 
2, 2, 2, 2, 2, 2, 2, 2, 1, 1, 2, 2, 2, 2, 2, 2, 2, 2, 2, 2), 
    ageFedStart = c(20.22, 48.08, 19.24, 27.27, 48.14, 21.47, 
    50.61, 28.85, 34.32, 31.34, 21.38, 22.83, 27.86, 23.75, 45.37, 
    19.43, 23.18, 20.1, 32.08, 38.91, 52.61, 30.77, 41.62, 47.86, 
    39.37, 26.69, 46.7, 19.4, 27.04, 39.31, 61.35, 51.54, 22.02, 
    36.37, 39.36, 19.94, 53.48, 25.36, 32.95, 26.2, 22.7, 29.41, 
    29.81, 29.54, 36.43, 21.88, 35.3, 28.12, 41.83, 27.03, 20.34, 
    41.59, 42.36, 24.27, 22.26, 21.39, 34.25, 25.47, 24.05, 26.15, 
    42.78, 22.89, 47.52, 30.29, 49.93, 19.35, 41.73, 19.27, 30.28, 
    53.2, 39.32, 52.18, 27.82, 44.1, 23.06, 27.92, 22.95, 27.62, 
    28.48, 29.33, 21.51, 25.99, 32.42, 53.94, 43.5, 55.96, 44.74, 
    19.43, 47.05, 24.07, 44.77, 45.03, 22.92, 19.84, 26.21, 26.89, 
    22.4, 26.67, 33.81, 24.9, 36.56, 45.45, 41.94, 35.57, 20.26, 
    24.28, 22.83, 19.97, 38.17, 36.5, 19.08, 48.62, 46.32, 30.99, 
    22.55, 38.33, 50.13, 41.07, 33.56, 23.5, 26.82, 20.3, 19.13, 
    25.04, 24.28, 28.22, 28.88, 32.21, 51.14, 25.43, 54.08, 54.07, 
    33.41, 18.14, 21.48, 18.88, 41.99, 20.19, 23.81, 42.03, 23.66, 
    40.02, 47.4, 27.2, 33.81, 35.53, 54.43, 22.56, 20.28, 33.98, 
    37.05, 27.61, 28.7, 42.66, 21.88, 40.18, 42.28, 59.98, 36.38, 
    23.55, 51.07, 28.15, 21.34, 32.43, 32.25, 20.98, 34.67, 21.75, 
    50.58, 37.29, 26.45, 38.01, 43.88, 56.59, 19.49, 39.61, 23.57, 
    30.39, 23.85, 24.05, 43.32, 43.03, 35.76, 30.58, 58.08, 31.56, 
    24.87, 39.55, 22.75, 23.26, 20.71, 19.69, 30.16, 35.88, 22.14, 
    38.42, 32.99, 18.28, 37.52, 39.7)), .Names = c("DOB", "srvCompDT", 
"retirePlan", "ageFedStart"), row.names = c(NA, 200L), class =
"data.frame")

rrDT <- function(retSys, ageFedStart, birthDT, serviceCompDT){
    if(retSys == "CSRS") {
        if(ageFedStart < 25) rtDT <- dates(birthDT+(365.25*55))
        else if (ageFedStart >= 25 & ageFedStart < 30) rtDT <-
dates(serviceCompDT+(365.25*30))
        else if (ageFedStart >= 30 & ageFedStart < 40) rtDT <-
dates(birthDT+(365.25*60))
        else if (ageFedStart >= 40 & ageFedStart < 45) rtDT <-
dates(serviceCompDT+(365.25*20))
        else if (ageFedStart >= 45 & ageFedStart < 60) rtDT <-
dates(birthDT+(365.25*65))
        else if (ageFedStart >= 60) rtDT <-
dates(serviceCompDT+(365.25*5))
        else rtDT <- NA
    }
    else if (retSys == "FERS") {
        if (birthDT < "01/01/53") {
            if(ageFedStart < 25) rtDT <- dates(birthDT+(365.25*55))
            else if (ageFedStart >= 25 & ageFedStart < 30) rtDT <-
dates(serviceCompDT+(365.25*30))
            else if (ageFedStart >= 30 & ageFedStart < 40) rtDT <-
dates(birthDT+(365.25*60))
            else if (ageFedStart >= 40 & ageFedStart < 42) rtDT <-
dates(serviceCompDT+(365.25*20))
            else if (ageFedStart >= 42 & ageFedStart < 57) rtDT <-
dates(birthDT+(365.25*62))
            else if (ageFedStart >= 57) rtDT <-
dates(serviceCompDT+(365.25*5))
            else rtDT <- NA
        }
        else if (birthDT >= "01/01/53" & birthDT < "01/01/70") {
            if(ageFedStart < 26) rtDT <- dates(birthDT+(365.25*56))
            else if (ageFedStart >= 27 & ageFedStart < 30) rtDT <-
dates(serviceCompDT+(365.25*30))
            else if (ageFedStart >= 30 & ageFedStart < 40) rtDT <-
dates(birthDT+(365.25*60))
            else if (ageFedStart >= 40 & ageFedStart < 42) rtDT <-
dates(serviceCompDT+(365.25*20))
            else if (ageFedStart >= 42 & ageFedStart < 57) rtDT <-
dates(birthDT+(365.25*62))
            else if (ageFedStart >= 57) rtDT <-
dates(serviceCompDT+(365.25*5))
            else rtDT <- NA
        }
        else if (birthDT >= "01/01/70"){
            if(ageFedStart < 27) rtDT <- dates(birthDT+(365.25*56))
            else if (ageFedStart >= 27 & ageFedStart < 30) rtDT <-
dates(serviceCompDT+(365.25*30))
            else if (ageFedStart >= 30 & ageFedStart < 40) rtDT <-
dates(birthDT+(365.25*60))
            else if (ageFedStart >= 40 & ageFedStart < 42) rtDT <-
dates(serviceCompDT+(365.25*20))
            else if (ageFedStart >= 42 & ageFedStart < 57) rtDT <-
dates(birthDT+(365.25*62))
            else if (ageFedStart >= 57) rtDT <-
dates(serviceCompDT+(365.25*5))
            else rtDT <- NA
        }
    }
    else rtDT <- NA
    return(rtDT)
}

Adrian R. Katschke
Data Analytics Specialist
Human Capital Program Office
Human Resources
PH: 317-212-7813 
DSN: 699-7813
Bert Gunter
# 
If I understand you correctly, you want ?ifelse, which works on the
full logical vectors of rules applied to the variables, not
if....else, which works on only a single logical.

-- Bert Gunter

On Wed, Jan 26, 2011 at 12:18 PM, KATSCHKE, ADRIAN CIV DFAS
<ADRIAN.KATSCHKE at dfas.mil> wrote:

  
    

      
      
    

  


  


      

    

    

      
      

        


  

        

      KATSCHKE, ADRIAN CIV DFAS
    

    

      
      #
    

  


  

      
Yes. That is exactly what I would like to have running. Here is the first attempt I made at using a nested ?ifelse statement for one of the retirement plans. The variables are all there but with different names. ageYOSstart is ageFedStart, SCDCivLeave is srvCompDT. I haven't gotten this working. I am not sure that it is the correct way to do what I would like.

## Regular retirement eligibility date for FERS employees
retData.All$regRetireDT2[retData.All$retireSystem == "FERS"] <- with(retData.All[retData.All$retireSystem == "FERS",],
                                 ifelse(DOB < "01/01/53", ## Born before 1953 minimum retirement age of 55
                                        ifelse(ageYOSstart < 26, dates(DOB+(365.25*55)),
                                               ifelse((ageYOSstart >= 26 & ageYOSstart < 31), dates(SCDCivLeave*(365.25*30)),
                                                      ifelse((ageYOSstart >= 31 & ageYOSstart < 41), dates(DOB+(365.25*60)),
                                                             ifelse((ageYOSstart >= 41 & ageYOSstart < 43),
                                                                    dates(SCDCivLeave+(365.25*20)),
                                                                    ifelse((ageYOSstart >= 43 & ageYOSstart < 58),
                                                                           dates(DOB+(365.25*62)),
                                                                           ifelse(ageYOSstart >= 58,
                                                                                  dates(SCDCivLeave+(365.25*5)), NA)))))),
                                         ifelse((DOB < "12/31/69" & DOB > "01/01/53"), ## Born between 1953 and 1969 MRA of 56
                                                 ifelse(ageYOSstart < 27, dates(DOB+(365.25*56)),
                                                        ifelse((ageYOSstart >= 27 & ageYOSstart < 31),
                                                                dates(SCDCivLeave+(365.25*30)),
                                                                ifelse((ageYOSstart >= 31 & ageYOSstart < 41),
                                                                       dates(DOB+(365.25*60)),
                                                                       ifelse((ageYOSstart >= 41 & ageYOSstart < 43),
                                                                              dates(SCDCivLeave+(365.25*20)),
                                                                              ifelse((ageYOSstart >= 43 & ageYOSstart < 58),
                                                                                     dates(DOB+(365.25*62)),
                                                                                     ifelse(ageYOSstart >= 58,
                                                                                            dates(SCDCivLeave+(365.25*5)),
                                                                                            NA))))))),
                                         ifelse(DOB >= "01/01/69", ## Born after 1969 Min Retire Age of 57
                                                ifelse(ageYOSstart < 28, dates(DOB+(365.25*57)),
                                                       ifelse((ageYOSstart >= 28 & ageYOSstart < 31),
                                                              dates(SCDCivLeave+(365.25*30)),
                                                              ifelse((ageYOSstart >= 31 & ageYOSstart < 41),
                                                                     dates(DOB+(365.25*20)),
                                                                     ifelse((ageYOSstart >= 41 & ageYOSstart < 43),
                                                                            dates(SCDCivLeave+(365.25*20)),
                                                                            ifelse((ageYOSstart >= 43 & ageYOSstart < 57),
                                                                                   dates(DOB+(365.25*62)),
                                                                                   ifelse(ageYOSstart >= 58,
                                                                                          dates(SCDCivLeave+(365.25*5)),
                                                                                          NA))))))), NA))

Adrian

            

      
      
      
    

        
On Wed, Jan 26, 2011 at 12:18 PM, KATSCHKE, ADRIAN CIV DFAS

        
<ADRIAN.KATSCHKE at dfas.mil> wrote:

            

      
      
      
    

        

      
      
    

        

  
    

      
      
    

  


  


      

    

    

      
      

        


  

        

      David Winsemius
    

    

      
      #
    

  


  

      
I remember something about the degree of nesting of ifelse calls being  
limited to 7 deep (???)  that makes me worry about this approach. You  
may want to look at the arules package or the data.table package or  
the sqldf package for approaches that are specifically constructed  
with this sort of processing in mind.

  
    

      
      
    

  


  


      

    

    

      
      

        


  

        

      Bert Gunter
    

    

      
      #
    

  


  

      
... or perhaps just break things up with assignments and do it in stages.

-- Bert

On Wed, Jan 26, 2011 at 12:52 PM, David Winsemius

        
<dwinsemius at comcast.net> wrote: