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The Lifecycle Management Suite provides dynamic and flexible auto-decisioning through the use of business rules. Decision Models provide administrators with the ability to assign specific business rules to sub-products in order to automatically render application decisions based on their institution’s lendingpolicies.

The Decision Model topic includes the following attributes and instructions to assist administrators with creating, copying, and editing decision models:

• Decision Model Attributes
  • General
  • Stages
• Creating Decision Models
• Copying Decision Models
• Editing Decision Models

Decision Model Attributes

All Decision Models share common attributes that are defined when creating, copying, or editing a Decision Model.

General

The General attributes include the basic information pertaining to the decision model.

This information includes the following fields:

Fields	Description
Name	Enter the name of the decision model.
Description	Enter a brief description of the decision model.
Active	Select the check box to indicate the decision model is active. Inactive decision models are not available for selection within the Decision Model drop-down when creating a loan application type .

Stages

Each decision model contains one or more groups of rules called stages. Stages allow institutions to organize decision rules into logical groups that determine the appropriate order of execution, such as Auto Approval and Generate Cross-Sells. All rules assigned to the same stage are executed together. If a Stop Processing action is returned when the stage is executed, then the next and all subsequent stages are not executed.

Creating Decision Models

To create a new decision model:

• Click . A new decision model pop-up window appears.
• Enter the General attributes.
• Once all General attributes have been entered, navigate to the Stages tab to define stages and assign rules.
  • To add a new stage, click . A new row is added to the stage list.
  • Enter the stage name and a description.
  • Select the Business Rules that are appropriate for the decision model by clicking on the desired Rule(s) in the Available box and moving them to the Assigned box.
• After all configurations for the new decision model are complete, click .

Copying Decision Models

To copy a decision model:

• Double-click on the base decision model within the Decision Models grid or highlight the decision model and click .
• Make the desired updates to the new decision model.
• Once all updates are complete, click .

Editing Decision Models

To edit a decision model:

• Double-click on the desired decision model within the Decision Models grid or highlight the decision model and click .
• Make the desired updates to the decision model.
• While editing a decision model, existing stages may be deleted. To delete a stage:
  • Navigate to the Stages tab.
  • Highlight the desired stage within the list of stages and click .
• Once all updates are complete, click .

                

 

 

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