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Configuring business scorecard rules

Updated on February 16, 2021

You can use default scorecard rules to calculate risk based on customers, related products, business codes, and business relations. By editing these default rules, you can add more factors to use for calculating risk.

  1. In the navigation pane of Dev Studio, click App.

  2. In the explorer, expand the DecisionScorecard categories and search for the scorecard rule that applies to the PegaFS-Data-RiskProfile class.

  3. In the search results, click the name of the scorecard you need to configure, and then modify the list of factors.

    You can add the following factors to calculate risk:

    RelatedPartiesRisk
    Calculates the risk based on related parties.
    DurationOfRelationship
    Calculates the risk based on duration of the business relationship.
    BusinessCodeRisk
    Calculates risk based on business code.
    CountryRelatedRisk
    Calculates the risk based on countries in which business is carried out.
    ProductRelatedRisk
    Calculates the risk based on related products.
    CustomerRiskAssessmentForOrg
    Calculates the aggregated risk for a commercial banking customer based on all risk factors.
    CustomerRiskAssessmentForInd
    Calculates the aggregated risk for an individual customer based on all risk factors.
    CustomerRiskAssessmentForFund
    Calculates the aggregated risk for a fund customer based on all risk factors.
    BusinessCode
    Calculates the business score value based on the business code.
    InitialWorkUrgency
    Assesses initial urgency based on several customer- and work-related factors.
  4. Edit the rules if necessary.

  5. Click Save as.

  6. Select your context values.

  7. Save the rule to your ruleset by clicking Create and open.

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