Product Mapping

Mapping products to a strategy is the final step in creating a seamless decision-making workflow. After finalizing your strategy and defining decisions, you need to assign diversified products to match each decision outcome. Scorport’s flexibility allows you to customize and map products to meet your specific business objectives.

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Why Map Products to a Strategy?

When your strategy reaches the decision point, you need to offer diversified products to your customers based on their decision outcomes. For example:

• Yes Decision: Provide several premium product options tailored to different customer segments (e.g., high-score vs. low-score customers).
• Maybe Decision: Offer flexible or alternative options.
• No Decision: Assign follow-up services or redirect to another strategy.

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Steps to Map Products to a Strategy

Step 1: Open the Strategy

1. Navigate to the Strategy Designer module.
2. Open the strategy where you want to add products.

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Step 2: Add Products to the Endpoint

1. Locate the Endpoint:

   • Identify the endpoint of the workflow where decisions have been finalized.

2. Right-Click the Endpoint:

   • Right-click the connection point at the endpoint of the decision.
   • From the menu, select Add Products.

3. Place the Product Mapping Icon:

   • The product mapping icon will appear at the selected point in the workflow.

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Step 3: Map Products to Decisions

1. Assign Products to Decisions:

   • Use the interface to map products to each decision outcome:
     • Yes Decision:
       • Assign Group 1 for Yes High (e.g., premium loans or cards).
       • Assign Group 2 for Yes Middle (e.g., standard loan offers).
       • Assign Group 3 for Yes Low (e.g., smaller loans with additional perks).
     • Maybe Decision:
       • Map flexible options or alternative services.
     • No Decision:
       • Assign follow-up products (e.g., financial advisory services) or redirect to a new strategy for further evaluation.

2. Diversify Products:

   • If multiple products are mapped to the same decision outcome, the system will present them dynamically to the final user.

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Step 4: Save and Test

1. Review Configuration:

   • Ensure all decision outcomes are mapped to appropriate product groups.
   • Verify that products align with the decision logic.

2. Test the Strategy:

   • Use Scorport’s testing tools to simulate the strategy and validate product assignments.

3. Save and Deploy:

   • Once the mapping is complete, save the updated strategy and prepare it for deployment in the generated engine.

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Example: Loan Strategy Product Mapping

Decisions and Products:

• Yes Decision:

  • Yes High: Premium Loan with 7% interest, 36-month term, Free Premium Card.
  • Yes Middle: Standard Loan with 8% interest, 24-month term, Discounted Processing Fee.
  • Yes Low: Small Loan with 9% interest, 12-month term, No Perks.

• Maybe Decision:

  • Flexible Loan with a range of 7.5%–9% interest and 18–36 months term.

• No Decision:

  • Redirect to a new strategy offering financial advisory services.

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Benefits of Mapping Products to Strategy

1. Dynamic Product Offering:
   • Customize and diversify products based on decision outcomes.
2. Flexible Mapping:
   • Assign multiple products to the same decision for tailored customer options.
3. Scalable Workflows:
   • Create new strategies for further evaluation of “Maybe” or “No” decisions.
4. Seamless Integration:
   • Generate decision engines that dynamically align with business needs.

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Mapping products to a strategy ensures your workflows are comprehensive, dynamic, and customer-focused.