Occupation information risk factor
Regulations in the financial industry require that you assess the risk profile of your individual and organization customers.
The occupation information risk factor is only applicable to individual customers. It calculates the occupation score value based on the PositionCodeScore and YearsOfWork rules.
Rule name | Class | Type | Ruleset | Description |
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OccupationScore | PegaFS-Data-RiskProfile | Scorecard | PegaFS | Calculates the OccupationScore value based on the PositionCodeScore and YearsOfWork rules. |
MapPositionCodeScore | PegaFS-Data-RiskProfile | Map Value | PegaFS | Maps the value based on weight (position code). The range is 11-31, with 11 being low and 31 being extreme. |
PositionCodeScore | PegaFS-Data-RiskProfile | Declare Expression | PegaFS | Obtains weighting, based on position code. It calls the MapPositionCodeScore map value rule. |
YearsOfWork | PegaFS-Data-RiskProfile | Declare Expression | PegaFS | Determines how many years a customer has worked at the company. It is applicable to an individual customer. |
OccupationRiskValue | PegaFS-Data-RiskProfile | Declare Expression | PegaFS | Calculates the individual customer's occupation risk. The value is synchronized in the SynchronizeRiskProfile data transform. |
OccupationRiskScore | PegaFS-Data-RiskProfile | Declare Expression | PegaFS | Obtains the overall risk value for the customer's occupation. Ensures that the values for Title and YrsEmployedInThisProfession are not null and then calls the OccupationScore scorecard rule. The scorecard rule checks for two values, which have a weight of 1.
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For more details about how to extend customer risk properties, see the Implementation Guide on the Pega Client Lifecycle Management for Financial Services page.
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