Setting up the scoring card

To create a new scorecard:

1. Go to the [Scoring cards] section and click [Add].

2. Fill in the fields on the opened page:

   • Name: the name of the scoring card.
   • Check object: the object to be checked.
   • Responsible: responsible for the scoring card.

3. Set up the rules for calculating points for the parameters of the object on the [Checks] tab.

   

4. Set the rules using one of the variants:

   • Standard filters.
   • SQL-query. Setting up scoring rules using a SQL query.
   • Business process. Set up scoring rules using a business process.
   • C# method. Set up scoring rules using C.

Setting up using a filter

1. Click on the [+] button on the [Scoring rules] detail.

2. Specify a title for the group of validation rules.

   <aside> 💡 Example: Age, Marital status, Work experience, etc.

   </aside>

3. Click [Save]

   

4. Click on the [+] button to the right of the rule group name.

   

5. In the block that appears, click on the [Filter] button.

   

6. After that click on the [+ Add condition] button.

   

7. In the window that opens, select a field to be checked from the selected object (specified object in the [Checked object] field) or from a related object.

   

8. Select the type of condition opposite the added column

   

9. Click the link menu [<?>] select [Compare with value].

10. Specify value.

    

<aside> 💡 Note: To add an additional condition in the created block, you must repeat steps 6 - 10 and set a logical operator for the group of filter conditions.

</aside>