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Recording scorecard explanations through data flows

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Store a scorecard explanation for each calculation as part of strategy results by enabling scorecard explanations in a data flow. Scorecard explanations improve the transparency of your decisions and facilitate monitoring scorecards for compliance and regulatory purposes.

Make sure that the data flow that you want to edit references a strategy that contains a Scorecard Model component.
  1. Open the Data Flow rule instance that you want to test by performing the following actions:

    1. In Dev Studio, click Records Data Model Data Flow .

    2. Click the name of a Data Flow rule.

  2. On the Data flow tab, right-click a Strategy shape, and then click Properties.

  3. In the Decision strategy configurations window, in the Explanations section, select Include model explanations.

  4. Click Submit to confirm the changes.

  5. Click Save.

  6. Optional:

    View the explanation results by right-clicking on the Strategy shape, and then clicking Preview.

    The score explanations are stored in the pxExplanations property.

  • Creating a data flow

    Create a data flow to process and move data between data sources. Customize your data flow by adding data flow shapes and by referencing other business rules to do more complex data operations. For example, a simple data flow can move data from a single data set, apply a filter, and save the results in a different data set. More complex data flows can be sourced by other data flows, can apply strategies for data processing, and open a case or trigger an activity as the final outcome of the data flow.

  • Testing the scorecard logic

    Get detailed insight into how scores are calculated by testing the scorecard logic from the Scorecard rule form. The test results show the score explanations for all the predictors that were used in the calculation, so that you can validate and refine the current scorecard design or troubleshoot potential issues.

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