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Generate scorecard score explanations (8.2)

Updated on May 3, 2021

Facilitate scorecard monitoring for regulatory purposes by generating scorecard explanations. You can view scorecard explanations during scorecard and strategy design to get insight into how scores are calculated. You can also record a detailed score breakdown for every scorecard calculation by enabling scorecard explanations in data flows.

Design scorecard logic more efficiently

Improve your understanding of the scorecard logic through more informative test runs. You can test the scorecard against sample input and view detailed score explanations in the Run window that you can access from the Actions menu on the Scorecard rule form, as shown in the following figure.

How to generate scorecard explanations through the Scorecard rule form

For more information, see Testing the scorecard logic.

Evaluate scorecards more easily while testing strategies

You can evaluate whether the scorecard logic produces the expected results in relation to other strategy components from the Test run panel of the Strategy rule form. Through that panel, you can view the score explanations for all the scorecards that were used on each level of the Next-Best-Action hierarchy.

The following example shows how to generate scorecard explanations in a sample Strategy rule that determines whether customers are eligible to receive certain types of insurance propositions. Proposition eligibility is based on customer age, citizenship, credit score, and whether the customer is self-employed.

Generating scorecards explanations in a strategy

Generate score explanations through data flows

Simplify scorecard auditing by using data flows. When you generate scorecard explanations through a data flow, the strategy results include a score breakdown for each strategy that contains the Scorecard shape.

For more information, see Recording scorecard explanations through data flows.

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