Custom Attributes

Custom Attributes let your organization store external values or calculate new values from application data, enabled data services, and other attributes. Published Custom Attributes can be displayed on deals and used in Data Orchestration and Scorecards. Open Builders > Attributes in the Lendflow Dashboard to create and manage Custom Attributes.

Choose an attribute type

Select New Attribute, then choose how the value will be produced.

Type	How the value is produced	Example
Static	Your team or an integration supplies the value.	An internal customer rating received from your CRM.
Formula	Lendflow evaluates an expression using application data, data-service results, functions, or other Custom Attributes.	Monthly debt payments divided by monthly revenue.

For a Formula attribute, select New unless your team specifically needs the Legacy Attribute Builder. The New Attribute Builder supports the current formula editor and evaluation tools.

Create a Static attribute

Open Builders > Attributes.
Select New Attribute.
Select Static.
Enter a name and optional description.
Create the attribute.

Static attributes are published when they are created. Add their values through the applicable Custom Attributes block on a deal or through the API.

Create a Formula attribute

Open Builders > Attributes.
Select New Attribute.
Select Formula and New.
Enter a name and optional description.
Create the attribute to open the formula editor.
Build the expression, then select Save to keep it as a draft or Publish to make it available elsewhere in Lendflow.

Build a formula

Start typing in the formula editor to search the available functions and values.

Source	What it provides
Application Data	Information stored on the deal and its related business and individual profiles.
Data Services	Attributes returned by the data providers enabled for your organization.
Custom Attributes	Values produced by other published Static or Formula attributes.
Functions and operators	Logic, math, text, date, array, and financial operations used to transform or compare values.

You can paste a formula from Excel or Google Sheets, then replace its references and unsupported functions with values and functions available in Lendflow.

The editor identifies configuration problems as you build:

A variable with a dotted outline is not recognized. Search for and select the correct application field, data-service attribute, or Custom Attribute.
A yellow gear icon means the selected value requires more context, such as a date range or score model. Select the icon and complete the required settings.

See Attribute Functions Reference for supported functions and syntax.

Evaluate a Formula attribute

Use evaluation to test a Formula attribute against information from an existing deal before publishing it.

Open the Formula attribute in the New Attribute Builder.
Enter the deal ID or deal name in the evaluation field.
Select Evaluate Formula.
Review the returned value or error.
Correct missing references, required context, or unavailable source data before publishing.

Evaluation tests the current expression against the selected deal. It does not publish the attribute.

Save and publish attributes

Status	Behavior
Draft	The Formula attribute remains editable in the builder but is not available for use in workflows, Data Orchestration, or Scorecards.
Published	The attribute is available throughout the organization wherever Custom Attributes are supported.

Confirm the expression before publishing. A published attribute cannot be returned to Draft status.

Show Custom Attributes on a deal

In Builders > Workflow, open the applicable workflow template and add or configure a Custom Attributes block. Select the published attributes that users should see on deals using that workflow. The deal block displays each selected attribute and its current value. Users with the applicable permissions can enter or update Static attribute values.

Use Custom Attributes in Data Orchestration

Add a Custom Attributes block to a Data Orchestration template, select the published attributes to evaluate, and define the applicable outcomes. If a Formula attribute depends on a data service, place that data-service block earlier in the orchestration. The source result must be available before Lendflow evaluates the Custom Attribute. See Data Orchestration for the complete template-building workflow.

Use Custom Attributes in Scorecards

Published Custom Attributes appear as an attribute source in the Scorecard Builder. Add them to the scorecard, allocate points, and configure their ranges like other available attributes. See Creating Scorecards and Scorecard Groups for the complete process.

Manage Custom Attributes via API

Use the API Reference for the request and response schemas:

Job	API Reference
List attributes	List Attributes
Create an attribute	Create Attribute
Update or publish an attribute	Update Attribute
Test an expression against an application	Evaluate Expression
Retrieve attribute values for an application	Get Application Attributes
Set or update a Static attribute value	Update Application Attribute Value

Use the application ID when an endpoint evaluates, retrieves, or sets values for a specific deal.

FAQ

Why is my Custom Attribute unavailable in Data Orchestration or Scorecards?

Confirm that the attribute is published. Draft Formula attributes are only available in the Attribute Builder.

Why does my formula return no value?

Confirm that every referenced application field, data-service result, and dependent Custom Attribute has a value on the selected deal. In Data Orchestration, run required source blocks before the Custom Attributes block.

What does the dotted outline mean?

The formula editor does not recognize that variable. Replace it with a value available from the editor’s suggestions.

What does the yellow gear icon mean?

The selected value requires additional context. Select the icon and complete the required settings before evaluating or publishing the formula.

Can I return a published Formula attribute to Draft?

No. Test and review the expression before publishing it.

Next steps

Attribute Functions Reference

Review the functions and operators supported by the formula editor.

Data Orchestration

Use published Custom Attributes in an automated decisioning template.

Creating Scorecards and Scorecard Groups

Include a published Custom Attribute in a scoring model.