A scorecard creates segmentation based on one or more conditions and a combining method. The output of a scorecard is a score and a segment defined by the results.
You can map the score-based segmentation to results by defining cutoff values to map a given score range to a result.
Scorecard rules are referenced:
- In strategies, through the scorecard component.
- In flows, through the decision shape
by selecting the scorecard model type.
- In expressions, to calculate the segments through the scorecard rule by using the
Lib(Pega-DecisionEngine:Scorecard).ObtainValue(this, myStepPage, "scorecardrulename")syntax.
Scorecard rules are part of the Decision category. A scorecard rule is an instance of the Rule-Decision-Scorecard rule type.
- Creating a Scorecard rule
In order to use scorecards to derive decision results from a number of factors, for example, for credit risk assessments, create Scorecard-specific rules.
- Defining predictors for scorecards
You can define predictor values to calculate customer score. By using factors such as age and income, you can, for example, assess credit risk.
- Completing the Configuration tab
Complete the fields on this tab to guide your inputs on the Matrix tab and define the possible values returned by this map value.
- 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.
- Declare Trigger form - Completing the Pages & Classes tab
Use this tab to list the clipboard pages referenced by name in the Triggers tab. See How to Complete a Pages & Classes tab for basic instructions.