Scorecard Mapping

The Scorecard Mapping page provides a guide for integrating a scorecard into a strategy in the Strategy Designer module. Mapping a scorecard ensures that all its variables and criteria are correctly aligned with the input data or calculated variables, enabling accurate calculations during the decision-making process.

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Steps to Map a Scorecard to a Strategy

Step 1: Add a Scorecard to the Strategy

1. Open the Strategy Designer module.
2. Locate the workflow point where you want to integrate the scorecard.
3. Right-Click on the connection point in the strategy flow and select Add Scorecard.
4. Choose the desired scorecard model from the list of available models.

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Step 2: Map Scorecard Variables to Inputs

1. Open the Mapping Panel:

   • After selecting the scorecard, a mapping panel will open, displaying the scorecard variables (e.g., Age, Employment Status, Credit History, Debt-to-Income Ratio) on the right side and available input elements on the left-top panel.

2. Drag and Drop to Map:

   • Drag input variables from the left-top panel and drop them onto the corresponding scorecard variables.
   • Example Mapping:
     • Scorecard Variable: Age → Input Variable: Applicant’s Age.
     • Scorecard Variable: Employment Status → Input Variable: Applicant’s Job Title or Employment Type.
     • Scorecard Variable: Credit History → Input Variable: Applicant’s Credit Score or Past Defaults.
     • Scorecard Variable: Debt-to-Income Ratio → Input Variable: Applicant’s Total Debt and Income Data.

3. Handle Missing Variables:

   • If a required variable (e.g., Age) is not available in the input data:
     • Navigate to the Variable Section in the left panel.
     • Create or use an existing Calculated Variable to derive the required value.
   • Examples:
     • Age = Current Date - Date of Birth.
     • Debt-to-Income Ratio = Total Debt ÷ Total Income.

4. Map Calculated Variables:

   • Drag the calculated variable to the scorecard variable to complete the mapping.

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Step 3: Verify and Finalize

1. Review the Mapping:

   • Ensure all scorecard variables are correctly mapped to input or calculated variables.
   • Double-check that the mapped items align with the scorecard model’s requirements.

2. Submit:

   • Once all mappings are complete, click Submit to save the configuration.
   • Save the updated strategy to ensure the scorecard integration is applied.

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Example: Mapping a Loan Eligibility Scorecard

Scenario:

• Scorecard Variables:
  • Age
  • Employment Status
  • Credit History
  • Debt-to-Income Ratio
• Input Variables:
  • Applicant’s Age
  • Applicant’s Employment Type
  • Applicant’s Credit Score
  • Applicant’s Debt and Income Data

Steps:

1. Add the Scorecard:
   • Add the Loan Eligibility Scorecard to the strategy workflow.
2. Map Variables:
   • Age → Map to Applicant’s Age.
   • Employment Status → Map to Applicant’s Job Title or Employment Type.
   • Credit History → Map to Applicant’s Credit Score.
   • Debt-to-Income Ratio → Calculate as Total Debt ÷ Total Income, then map to the scorecard variable.
3. Handle Missing Data:
   • If Employment Status is missing, create a calculated variable based on:
     • Job title classification or employment category (e.g., full-time, part-time, unemployed).

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Best Practices for Scorecard Mapping

1. Ensure Complete Mapping:
   • All scorecard variables must be mapped to either input or calculated variables.
2. Validate Calculations:
   • Test the strategy with sample data to ensure all mappings and calculations are correct.
3. Use Descriptive Variable Names:
   • Clearly name input and calculated variables to avoid confusion during mapping.

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Benefits of Scorecard Mapping

1. Dynamic Integration:
   • Use scorecards dynamically in strategies for accurate and automated decision-making.
2. Flexible Variable Handling:
   • Map missing variables using calculated fields, ensuring scorecard functionality is preserved.
3. Scalability:
   • Seamlessly integrate multiple scorecards into a single strategy for complex workflows.

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Mapping scorecards to strategies ensures accurate data alignment and effective decision-making within Scorport.