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Creating a Scorecard rule

Updated on March 11, 2021

In order to use scorecards to derive decision results from a number of factors, for example, for credit risk assessments, create Scorecard-specific rules.

Use the Create Scorecard form to define the parts that together determine a unique Scorecard rule record. This form also defines the context in which a record is added to your application, its position in the ruleset stack, and how it can be reused or accessed in the class hierarchy.
  1. In the Scorecard Record Configuration section of the Create Scorecard form, provide a name for your record and define its key parts:
    1. In the Label field, enter a description, 30 characters or fewer, that describes the purpose of the record.
      Pega Platform appends rule information to the rule name that you entered to create a fully qualified name.
    2. Optional: To manually set the name key part of your record to a value that is different from the default, in the Identifier field, click Edit.
      By default, this field is set to To be determined. It is automatically populated by a read-only value based on the text in the Identifier field. Spaces and special characters are removed.
      Setting the identifier manually ensures that the Identifier field will no longer be autopopulated if a new value is provided.
  2. In the Context area, specify where the record will reside in your application ruleset stack and how it can be reused in the class hierarchy:
    1. In the Apply to field, select a class to which this record applies.
      By default, this list is populated by the cases and data objects that are accessible by your chosen application layer. To select a class name that is not a case or data object, click View all.
      Generally, choose a class that is the most specific (the lowest) in the class hierarchy that serves the needs of your application.
      Choose MyCo-LoanDiv-MortgageApplication rather than MyCo-LoanDiv- as the class for a new flow or property, unless you are certain that the record is applicable to all of the objects in every class that is derived from MyCo-LoanDiv-.
    2. From the Add to ruleset field, select the name of a ruleset to contain the record.
      If the development branch is set to [No Branch] or no branches are available, specify a version for the specified ruleset name.
  3. Optional: To override the default work item that your application associates with this development change, press the Down arrow key in the Work item to associate field, and then select a work item.
    For more information about your default work item, see Setting your current work item.
  4. On the record form, click Create and open, and then click Save.

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