In order to use scorecards to derive decision results from a number of
factors, for example, for credit risk assessments, create Scorecard-specific
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.
- In the Scorecard Record Configuration section of the
Create Scorecard form, provide a name for your record
and define its key parts:
- 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.
- 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
- In the Context area, specify where the record will
reside in your application ruleset stack and how it can be reused in the class
- 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
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
- 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.
- 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.
- On the record form, click Create and open, and then