Run Scorecards on a Deal

Run a scorecard or scorecard group from a deal’s Scorecards stage to calculate points, a status, and a risk tier from information already available on the deal.

Before you begin

Confirm that:

The deal’s workflow includes a Scorecards stage.
The workflow template makes the applicable finished scorecards or scorecard groups available on that stage.
The deal contains the information required by the selected scorecard.

Running a scorecard does not run Data Orchestration or request new data from a provider. If the scorecard depends on updated information, retrieve or update that information before running the scorecard.

Run scorecards

Open the deal in the Lendflow Dashboard.
Open the Scorecards stage.
Select the Scorecards tab.
Select Run All to run every available scorecard, or select Run Specific Scorecards and choose the scorecards you want to run.
Wait for the results to appear in the scorecard list.

Run scorecard groups

From the deal’s Scorecards stage, select the Scorecard Groups tab.
Select Run All to run every available group, or select Run Specific Scorecard Groups and choose the groups you want to run.
Wait for the group results to appear.

A scorecard group runs its assigned scorecards and applies the weights, point mappings, and rules configured in the group template.

Review scorecard results

The scorecard list summarizes the latest result.

Result	Meaning
Points	Total points calculated from the scorecard configuration and available deal data.
Status	Resulting status, such as Approved, Manual Review, Declined, or a custom status.
Risk Tier	Risk classification produced by the configured point ranges.
Knockout	Indicates that an attribute matched a configured knockout rule.
Primary	Identifies the scorecard whose result is prioritized for the deal and displayed in applicable deal-list views.

Select a scorecard’s name to review the attributes, values, distributions, and points that produced the result. If a primary attribute was unavailable and a backup was configured, the detail view shows the value used from the backup attribute. When a knockout rule matches, individual attribute points can still appear in the detail view, but the scorecard’s total points are set according to the knockout behavior.

Review scorecard group results

Select a scorecard group’s name to review:

The status and risk tier produced by the group.
Each scorecard included in the group.
The scorecard points and the weighted group points.
Any group rule that applied an individual scorecard’s status or risk tier to the group result.

Select an individual scorecard within the group to inspect its attribute-level result.

Run a scorecard again

Run a scorecard or group again after:

Deal information has changed.
A required data service or Data Orchestration run has produced newer information.
The scorecard or group template has changed.

The new run recalculates the result from the information currently available on the deal.

Use scorecard results during placement

When a scorecard is linked to a funder and the placement matches its offer configuration, the deal’s Placement stage can display the scorecard result, knockout indicator, status, and risk tier for that funder.

FAQ

Why is a scorecard missing from the deal?

Confirm that the scorecard is finished and selected in the Scorecards stage of the workflow template used by the deal. Draft or unselected scorecards are not available to run.

Why did rerunning a scorecard produce the same result?

A rerun uses the information currently available on the deal. If the source attributes and template configuration have not changed, the result should remain the same.

Can I run only one scorecard from a group?

Run an individual scorecard from the Scorecards tab. Running a scorecard group evaluates the scorecards assigned to that group so it can calculate the group result.

What does Primary mean?

Primary identifies the scorecard or scorecard group whose result is prioritized for the deal and shown in applicable deal-list views.

Next steps

Scorecards via API

Run scorecards and retrieve their results through the API.