Creating Scorecards and Scorecard Groups

​

Creating Scorecards and Scorecard Groups

Scorecards turn existing deal and data-service information into points, statuses, and risk tiers. A scorecard group combines one or more scorecards into a weighted result so your team can evaluate a deal using several scoring models. Open Builders > Scorecards > Builder in the Lendflow Dashboard to create and manage scorecards.

​

Choose a scorecard type

Select New Template, then choose the type that matches how your team calculates scores.

​

Create a Submit Score template

1. Open Builders > Scorecards > Builder > Scorecards.
2. Select New Template, then select Submit Score.
3. Enter the scorecard name and any applicable details, including its total points, status, and risk tier.
4. If the scorecard applies to a specific funder, select the funder and its related offer or workflow template.
5. Select Finish to make the scorecard available for use. Select Save as Draft if you need to complete it later.

​

Create a Scorecard Builder template

1. Open Builders > Scorecards > Builder > Scorecards.
2. Select New Template, then select Scorecard Builder.
3. Complete Set Scorecard Details. Enter the scorecard name, total points, and the statuses and risk tiers that the result can produce.
4. In Choose Attributes, select the deal, custom, or data-service attributes that contribute to the score. Assign the points and distribution for each attribute.
5. In Set Attributes Ranges, define how each possible attribute value translates into points. Use automatic distribution or assign ranges manually.
6. In Add Backups, select a fallback attribute when the primary attribute may be unavailable.
7. In Set Backups Ranges, configure the scoring ranges for each backup. When applicable, configure a knockout rule to identify a result that should override the calculated total.
8. Select Finish to make the scorecard available for use, or select Save as Draft to continue editing later.

​

Choose attributes for a scorecard

In Choose Attributes, use the left-side panel to search or browse the information that can contribute to the score. The available attributes are organized by source. Only attributes shown in the picker can be added. The exact list depends on your organization’s enabled data services, available application fields, and published Custom Attributes.

​

Add and configure an attribute

1. Search for the attribute or expand its source in the left-side panel.
2. Select or drag the attribute into the scorecard.
3. Configure the applicable condition or value selection. The available options depend on the attribute’s data type.
4. Assign the number of points the attribute can contribute.
5. Repeat these steps for the other attributes required by the scoring model.
6. Continue to Set Attributes Ranges to map possible values to points.

The scorecard reads these values when it runs. If a required application field is empty, a data service has not produced a result, or a Custom Attribute cannot be calculated, that attribute may not contribute points. Configure a backup attribute when the scoring model should use an alternative value.

​

Link a scorecard to a funder

In Set Scorecard Details, you can associate a scorecard with a funder from your Lender Network and select its related offer or workflow template. When the configuration matches a placement, the Placement stage can display the scorecard result, knockout indicator, status, and risk tier for that funder.

​

Create a scorecard group

A scorecard group combines the results of one or more finished scorecards.

1. Open Builders > Scorecards > Builder > Scorecard Groups.
2. Select New Scorecard Group.
3. In Choose Scorecards, select at least one finished scorecard.
4. In Set Order, arrange the scorecards in the order in which they should appear.
5. In Set Details, enter the group name, total points, statuses, and risk tiers.
6. In Set Weight, assign each scorecard’s contribution to the group. Use equal distribution when each scorecard should contribute the same weight.
7. In Scorecards, map each individual scorecard’s result ranges to group points.
8. In Add Rules, define whether an individual scorecard’s status or risk tier should set the group result.
9. Select Finish to make the group available for use, or select Save as Draft to continue editing later.

​

Make scorecards available in a workflow

A finished scorecard is not automatically shown in every deal. In Builders > Workflow, open the applicable workflow template and configure its Scorecards stage. Select the scorecards and scorecard groups that should be available when a deal uses that workflow.

​

FAQ

​

Next steps