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## 1.49.1 Create Qualitative Scoring Model

This topic describes the systematic instructions to configure the qualitative scoring model based on the various scoring parameters.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Core Maintenance. Under Core Maintenance, click Credit Decision.
2. Under Credit Decision, click Maintenance. Under Maintenance, click Qualitative Scoring .
3. Under Qualitative Scoring , click Create Qualitative Scoring Model.
   The Create Qualitative Scoring Model screen displays.

   Figure 1-185 Create Qualitative Scoring Model

   Description of "Figure 1-185 Create Qualitative Scoring Model"
4. On Create Qualitative Scoring Model screen, specify the fields.

   Note:

   The fields, which are marked with an asterisk, are mandatory.
   For more information on fields, refer to the field description table.

   Table 1-138 Create Qualitative Scoring Model - Field Description

   Field | Description
   --- | ---
   Scoring Model | Select the scoring model from the drop-sown list. The available options are: Application Scoring Model Applicant Scoring Model
   Qualitative Scoring Model Code | Specify the unique scoring model code.
   Qualitative Scoring Model Description | Specify a short description for the scoring model.
   Effective Date | Specify the effective date.
   Expiry Date | Specify the expiry date.
   Product Processor | Specify the product processor for which the model is being created.
   Priority | Specify the priority of the model.

5. Click the Selection Criteria to define qualitative scoring model.

   Figure 1-186 Create Qualitative Scoring Model - Selection Criteria

   Description of "Figure 1-186 Create Qualitative Scoring Model - Selection Criteria"
   For more information on fields, refer to the field description table.

   Table 1-139 Create Qualitative Scoring Model - Selection Criteria - Field Description

   Field | Description
   --- | ---
   Use Existing Rule | By default, this option is enabled. Indicates if the existing rule is linked.
   Rule Code | Select the rule code from the drop down list.
   | Click this icon to get the information about the rule.
   Rule Name | Displays the rule name of the rule code.
   Create New Rule | Select this option to create new rule.
   Code | Specify the rule code.
   Description | Specify the rule description.
   + icon | Click this icon to add new expression.
   Fact / Rules | Select the fact or rule from the drop-down list. Once the user selects the fact/rules, one more field opens adjacent to the output, update the same based on the selected output option.
   Operator | Select the comparison operator from the drop-down list. The available options are: < > + = % != - >= <= * / Contains In Matches NotMatches NotContains Notin
   Data Type | Select the data type for the fact or rule. Once the user select the data type, one more field opens adjacent to the output, update the same based on the selected output option. The available options are: Text Number Boolean Date Fact Rules The below option appears if the Data Type is selected as Boolean. True False
   Output | Select the output from the drop-down list. Once the user select the data type, one more field opens adjacent to the output, update the same based on the selected output option. The available options are: Text Number Boolean Date Fact Rules The below option appears if the Data Type is selected as Boolean. True False
   Expression | Displays the expression updated in the expression builder.

6. Click the Scoring Rule to define the rules. This tab is enabled if Application Scoring Model is selected.
   The Create Qualitative Scoring Model - Scoring Rule screen displays.

   Figure 1-187 Create Qualitative Scoring Model - Scoring Rule

   Description of "Figure 1-187 Create Qualitative Scoring Model - Scoring Rule"
   For more information on fields, refer to the field description table.

   Table 1-140 Create Qualitative Scoring Model - Scoring Rule - Field Description

   Field | Description
   --- | ---
   Rule Code | Select the rule code from the drop-down list.
   | Click this icon to get the information about the rule.
   Rule Name | Displays the rule name of the rule code.

7. Click the Questionnaire tab to define the scoring model based on the various questionnaires. This tab is enabled if Applicant Scoring Model is selected.
   The Create Qualitative Scoring Model - Questionnaire screen displays.

   Figure 1-188 Create Qualitative Scoring Model - Questionnaire

   Description of "Figure 1-188 Create Qualitative Scoring Model - Questionnaire"
   For more information on fields, refer to the field description table.

   Table 1-141 Create Qualitative Scoring Model - Questionnaire - Field Description

   Field | Description
   --- | ---
   Questionnaire Code | Select the questionnaire code from the drop-down list. It will list down all the questionnaire created as a part of create questionnaire.
   Questionnaire Name | Displays the questionnaire name of the selected questionnaire code.
   Question ID | Displays the question ID in the questionnaire.
   Question | Displays the question description linked to the question ID.
   Define Range/Value | Click the Define link to define the score for the expected response.
   Enable | By default, this option is enabled. Indicates if the question ID is enabled or not.

8. Click the define link to define a range or absolute values for questions.
   The Create Qualitative Scoring Model - Define Link screen displays.

   Figure 1-189 Create Qualitative Scoring Model - Define Link

   Description of "Figure 1-189 Create Qualitative Scoring Model - Define Link"
   For more information on fields, refer to the field description table.

   Table 1-142 Create Qualitative Scoring Model - Define Link – Numeric Feature - Field Description

   Field | Description
   --- | ---
   Value | Displays the options available for a questionnaire.
   Score | Specify the score to be assigned to each value.
   Category | Specify the category for each range or value from the drop-down list. The values are configurable based on the lookup values maintained. The available options are: Strong Medium Weak

9. Click Done to save the data and close the range panel.
10. Click Save to save the details.
    The qualitative scoring model is successfully created and can be viewed using the View Qualitative Scoring Model screen.

Parent topic: Qualitative Scoring Model