Overview of the Strategy

The Strategy Module is the core of the Scorport Platform, designed to create, test, and generate executable decision engines. It provides a visual workflow interface where users can construct, optimize, and deploy their strategies, enabling seamless automation of decision-making processes.

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Main Sections of the Strategy Module

The Strategy Module is divided into three key sections:

1. Design Strategy

• The Design Section is the heart of the Strategy Module, allowing users to construct process diagrams.
• This section provides a drag-and-drop interface to define the flow of actions, starting from Input and ending with Output.
• Users can add, configure, and combine key elements to build the strategy logic.

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2. Test the Strategy

• After constructing the strategy, the Test Section allows users to simulate workflows with sample data.
• It validates logic, mappings, and calculations to ensure the strategy performs as expected.
• Provides error logs, debugging options, and outputs for testing purposes.

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3. Generate Executable Decision Engines

• Once the strategy is designed and tested, the Generate Section creates a Ready Executable Decision Engine.
• This engine can be integrated into external applications via APIs or used in other Scorport strategies.
• Provides options to download or deploy the engine directly.

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Design Strategy: Key Elements

The Design Section enables users to visually construct workflows by integrating the following key elements:

1. Input:

   • The start point of the strategy, representing the request body for the process.
   • Defines the structure of incoming data for the workflow.

2. Data Wizard:

   • Converts input data into other formats.
   • Applies rules to validate data types and handle missing data.
   • Enables rejection of invalid data based on user-defined rules.

3. Calculations:

   • The most complex element of the strategy, supporting hundreds of formulas.
   • Allows users to calculate new variables, derive insights, and prepare data for further processing.
   • Example: Calculate Debt-to-Income Ratio or aggregate multiple variables.

4. Conditions:

   • Handles IF CASE formulas, enabling conditional workflows.
   • Defines decision logic based on specific criteria, such as "If income > $50,000, proceed."

5. Code and Message:

   • Used to define custom error codes or messages when conditions are not met.
   • Example: "Error 101: Missing Credit Score."

6. Scorecards:

   • Integrates ready scorecards into the strategy.
   • Measures multiple variables and assigns scores to enhance decision-making.
   • Example: Use a Credit Scoring Model to evaluate applicant risk.

7. Decision:

   • Adds pre-built decision models to the workflow.
   • Examples:
     • Range Decision: Approve or deny based on numerical thresholds.
     • Matrix Decision: Cross-analyze two variables for a decision.
     • Decision Tree: Apply complex conditional logic.

8. Product:

   • Links ready product models to the strategy to offer customized options to clients.
   • Example: Map Loan Products to different customer segments based on scores.

9. Connection:

   • Enables integration with external APIs or internal engines.
   • Fetches or sends data dynamically during the strategy execution.
   • Example: Use a Credit Bureau API to fetch real-time credit scores.

10. Output:

    • The end point of the strategy, defining the final product or data structure of the process.
    • Determines the format, structure, and content of the decision engine's output.
    • Example: Provide loan approval decisions along with interest rates and terms.

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Benefits of the Strategy Module

1. Visual Workflow Design:
   • Simplifies the creation of complex decision-making processes with a drag-and-drop interface.
2. Dynamic Integration:
   • Combines external APIs, scorecards, products, and decision models into one cohesive workflow.
3. Flexibility:
   • Supports custom formulas, conditions, and error handling to tailor strategies to specific business needs.
4. Scalability:
   • Allows orchestration of multiple engines and workflows for larger, interconnected strategies.
5. Efficiency:
   • Automates decision-making processes, reducing manual intervention and errors.

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The Strategy Module in Scorport is a comprehensive, flexible, and powerful tool that enables businesses to design, test, and deploy intelligent workflows.