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Adding properties to customer risk assessment

Updated on February 16, 2021

Many factors that determine your assessment change over time and may impact the risk.

To add new or edit existing risk factors in your risk profile, complete the following tasks.

Adding a new risk factor to the risk profile class

Add the new risk factor to the risk profile class.

  1. In the navigation pane of Dev Studio, click Data types.

  2. In the explorer, click Risk profile.

  3. In the appeared window, click the Data model tab to add a new data field.

  4. Click Add field.

  5. In the appeared window, enter the name and ID for the risk factor, select the field type from the drop-down list and click Submit.

  6. Click Save.

Mapping the data to the data transform

The risk engine is associated with the master profile of the customer. The risk engine is triggered when you make changes to specific properties. If you extend the risk engine with additional properties, map the customer data to the related data transform.

  1. In the header of Dev Studio, in the search box, enter SynchronizeRiskProfile and select the data transform rule type, which applies to the PegaFS-Work class.

  2. Save the rule into your implementation layer by clicking Save as.

    For more information, see Copying rule or data instance.
  3. In the Definition tab, click Add a row.

  4. Enter the Target and Source values from the property that you created in the "Adding the new risk factor to the risk profile class" task.

  5. Click Save.

Creating a declare expression for the new risk factor

Create a declare expression for the new risk factor to trigger the calculation of the risk profile.

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

  2. Expand the Decision category, and then click Declare Expression.

  3. In the editor window, click Create.

  4. In the Label field, type a name for the new declare expression.

  5. In the Target Property field, enter values from the property that you created in the "Adding the new risk factor to the risk profile class" task.

  6. In the Page Context field, enter the value.

  7. In the Apply to field, enter the name of the class.

  8. On the Add to ruleset menu, select a ruleset.

  9. Click Create and open.

  10. Click Save.

Creating a scorecard rule for the new risk factor

Create a scorecard rule for the new risk factor to calculate, for example, customer segmentation based on age and income and then map particular score ranges to defined results.

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

  2. Expand the Decision category, and then click Scorecard.

  3. Right-click Scorecard, and then click Create.

  4. In the Label field, enter a descriptive name for the scorecard.

  5. In the Apply to field, enter the class.

  6. On the Add to ruleset menu, select a ruleset.

  7. Click Create and open.

  8. Click Save.

Including a custom property column in the scorecard results

Map the scorecard rule that you created for the new risk factor to either an individual or an organization risk scorecard.

  1. In the header of Dev Studio, in the search bar, enter either CustomerRiskAssessmentForInd or CustomerRiskAssessmentForOrg, and then select the scorecard.

  2. Save the rule into your implementation layer by clicking Save as.

    For more information, see Copying rule or data instance.
  3. In the Scorecard tab, click Add a row, and then add the necessary logic to calculate the risk.

  4. Click Save.

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