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Set Up Decision Matrices to Determine the Risk Category for a Party Profile

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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
  1. To determine the risk category for a party profile based on credit score, create a decision matrix.
    1. Enter Credit Score Categoryas the name of the decision matrix.
    2. Create two columns with these settings.
      Coloumn Header Header Type Data Type
      CreditScore Input Number Range
      CreditScoreCategory Output Text
    3. 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
    4. Save your changes and activate the decision matrix.
  2. 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.
    1. EnterRisk Category as the name of the decision matrix.
    2. 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
    3. 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.

    4. Save your changes and activate the decision matrix.
Note
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.

See Also

 
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