Set Up Decision Matrices to Determine the Risk Category for a Party Profile
Set up decision matrices and then build an expression set to automate the calculation of a risk category of a party profile associated with a loan applicant.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create, update, and delete decision matrices and expression sets: | Rule Engine Designer |
| To use decision tables in Business Rules Engine: | Rules Engine Runtime |
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To determine the risk category for a party profile based on credit score, create a decision
matrix.
- Enter Credit Score Categoryas the name of the decision matrix.
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Create two columns with these settings.
Coloumn Header Header Type Data Type CreditScore Input Number Range CreditScoreCategory Output Text -
Add these sample rows and values.
You can add more rows and values to suit your business needs.
CreditScore CreditScoreCategory 0 Very Low 550 Low 700 Average 750 High 900 Very High - Save your changes and activate the decision matrix.
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To determine the risk category for a party profile based on employment industry, employment
type, credit score category, and annual income, create another decision matrix.
- EnterRisk Category as the name of the decision matrix.
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Create five columns with these settings.
Column Header Header Type Data Type EmploymentIndustry Input Text EmploymentType Input Text CreditScoreCategory Input Text AnnualIncome Input Number Range RiskCategory Output Text -
Add these sample rows and values.
EmploymentIndustry EmploymentType CreditScoreCategory AnnualIncome RiskCategoryAnnualIncome Banking Salaried Very High 1500000 Low Banking Salaried Low 0 Medum Banking Salaried Very Low 1500000 High Energy and Utilities Salaried Very High 1500000 Low Energy and Utilities Salaried Low 0 Medium Energy and Utilities Self Employed Professional Very High 1500000 Low IT Salaried Low 1500000 Low IT Salaried Very Low 1500000 High You can add more rows and values to suit your business needs.
- Save your changes and activate the decision matrix.
Note Make sure that you map the table’s output variables to the resources
from the expression set version. See Variable Mapping in Lookup Tables.
After you create the decision matrices, reference them from the Risk Category Assessment expression set. The flow with the Digital Lending–India: Assess Party Profile Risk Category label calls this expression set to determine the risk category for a party profile associated with an applicant.
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