Release Notes - 201730 - Scorecard ability to use AND OR

Release Notes - 201730 - Scorecard ability to use AND OR


Release

201730 - Scorecard ability to use AND OR

 

 

Release Date

June 2018

 

 

 

 

1          Summary

Scorecard Changes - Ability to use AND / OR. Change the Scorecard to include;

AND

OR

This will add layers to the scoring, like the decision tree login, to allow for more complicated scorecard decisioning.
In addition, some fixes were performed, and improvements made, see the details list below.

 
 

2          Take Note Of

  • No new portal content blocks that have been added that require personalisation.
  • No new custom content blocks have been added. 
  • New security permissions that have been added that need to be assigned to user groups to allow access.
  • No new display variables have been added.
  • New decision tree variables have been added. See details below.

 
 

3          Release Details













ClearMatch Fusion – Scorecard



 


The scorecard currently has one layer, where a user enters questions. It will be modified to have three layers the same as the decision tree and the document decision tree. This will allow for AND, OR relationship checks which gives flexibility to add many different combinations.

Criteria will allow for different scores to be applied for different business decisions. These decisions will be reached by applying:

·         OR relationships between all Paths. i.e. at least one path must pass for the criteria to be valid and the associated documents to be requested

·         AND relationship between questions. All question need to pass for the Path to pass. Questions will allow business to set the business decisions.





ClearMatch Fusion – 347415 - New Decision Tree Variables


 


Request for two new application variables “Marital Status” AND “Number of dependents”. As per all decision tree variables they will be accessible within “decision trees”, “scorecards” and “document decision trees





ClearMatch Fusion –Portal content, help messages and validation messages


 


Some filter options were not bringing back any data.



 
ClearMatch Fusion – Quick Links


 


Some quick links could not be viewed due to length of the text and size of the text box.



 
ClearMatch Fusion – Listing Workflow Notification


 


The following filter problems were rectified

1. When searching the originator group & product become blank
2. Search with “is active” unchecked, make one active - filter again with same filter the one you have made active still displays with the others



 
Portal – Application page




Page not scrolling up to the top when an error or message is displayed.

Example: While creating an application from portal go on to step 4. There are two check boxes, select checkbox 1 and do not select checkbox 2. Click on Continue. An error message appears at the top of the page to inform the user that they have not selected the checkbox, but the page does not scroll up. As a result, the user is unaware of the error message. 



 
ClearMatch Fusion –Documents to be supplied by borrowers



Filter on document to be supplied by borrowers had the following fixed

- originator group filter missing
- applies to trading category drop down has no details in it, so cannot use
- document name filter does not work
- filter on name and description does not work



 

 
ClearMatch Fusion – Originator groups


 

  1. originator group filter missing
  2. workflow documents tab missing from originator groups



 
ClearMatch Fusion – Investor Mandates



Mandate options details were not being correctly prompted for when creating investor mandates, Example

I added an investment category 
I added a mandate option and only selected asset class 
I added the investment category to a new investor
When I tried to create product mandate for the investor it did not display only the options as per the mandate option. Each of the options displayed should only appear on the page if they have been selected in the mandate options against the investment category of the investor



 
ClearMatch Fusion – Customer


 

  1. Update username on customer not working.
  2. When change customer first name or surname, search name on fund not updated automatically.
  3. Business customer filter finance company not defaulting to user’s finance company
  4. The default pane details on the display page is not displaying anything




ClearMatch Fusion – 253717 - Change the D&B product called in the D&B qualification call from ASC2 to ASI2


 


 



 
API – Application


 

  1. The vehicle year was not being returned in the API



 
ClearMatch Fusion – Application


 



Add a joint borrower or any relationship to an application. Drill into the relationship from the relationship tab and you are taken directly into the customer record. You should be navigated into the relationship.The “perform credit check” checkbox on edit application was not appearing on the page as per the rules i.e.

If the borrower is a business customer and the related party is a business relationship customer i.e. director, trustee, partner etc. and the setting “Credit Check Business Related Parties on Evaluation” on the “Listings and Application” business rule on originator group product is set to TRUE, then default the checkbox to true and do not allow the user to change. If the setting is FALSE, then default the checkbox to true and allow the user to change.

If the related party is the borrower and the setting “Credit Check Borrower on Evaluation” on the “Listings and Application” business rule on originator group product is set to TRUE, then default the checkbox to true and do not allow the user to change. If the setting is FALSE, then default the checkbox to true and allow the user to change.


 

4          Data Warehouse


 

 

 

 

 

 




5          Portal Content (Content Blocks, Validation Messages, Help Messages)

The following content, help and validation messages have been added and need to be personalised.

TypeName

Content

Key Name

Page Name

None

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


6          Security Settings Added

The following new security permissions are available and need to be assigned to the correct user groups to enable access.

REMEMBER DO NOT ASSIGN ANY DELETE PERMISSIONS TO ANY USER GROUPS

Class Access

Permission Type

Class Name

Can Create

Can Delete

Can Read

Can Update

Class Access

ScorecardCriteria

Yes

Yes

Yes

Yes

Class Access

ScorecardCriteriaEvaluation

Yes

Yes

Yes

Yes

Class Access

ScorecardPath

Yes

Yes

Yes

Yes

Class Access

ScorecardPathEvaluation

Yes

Yes

Yes

Yes

 

 

 

 

 

 

 

Method Access

Permission Type

Class Name

Method Name

Method Access

ScorecardCriteriaEvaluation

AddAlert

Method Access

ScorecardCriteriaEvaluation

RemoveAlert

Method Access

ScorecardCriteriaEvaluation

RemoveAnAlert

Method Access

ScorecardCriteriaEvaluation

AddNote

Method Access

ScorecardCriteria

ScorecardCriteria.CreatePath

Method Access

ScorecardCriteria

MovePropertyUp

Method Access

ScorecardCriteria

MovePropertyDown

Method Access

ScorecardCriteria

ChangeSequence

Method Access

ScorecardCriteria

GetMandatoryParameters

Method Access

ScorecardCriteria

AddAlert

Method Access

ScorecardCriteria

RemoveAlert

Method Access

ScorecardCriteria

RemoveAnAlert

Method Access

ScorecardCriteria

AddNote

Method Access

ScorecardCriteriaEvaluation

DefaultView

Method Access

ScorecardPath

CreateNewStringQuestion

Method Access

ScorecardPath

CreateNewNumericQuestion

Method Access

ScorecardPath

CreateNewBooleanQuestion

Method Access

ScorecardPath

GetMandatoryParameters

Method Access

ScorecardPath

GetNextSequenceNumber

Method Access

ScorecardPath

GetMaxSequenceNumber

Method Access

ScorecardPath

ChangeSequence

Method Access

ScorecardPath

AddAlert

Method Access

ScorecardPath

RemoveAlert

Method Access

ScorecardPath

RemoveAnAlert

Method Access

ScorecardPath

AddNote

Method Access

ScorecardPathEvaluation

DefaultView

Method Access

ScorecardPathEvaluation

AddAlert

Method Access

ScorecardPathEvaluation

RemoveAnAlert

Method Access

ScorecardPathEvaluation

RemoveAlert

Method Access

ScorecardPathEvaluation

AddNote

Method Access

FinanceCompany

ChangeFinanceCompanyTemplateLogo

Method Access

FinanceCompany

GetDefaultFinanceCompanyType

Method Access

FinanceCompany

UpdateApplicationFlow

Method Access

FinanceCompany

GetAssetSecurityTypes

Method Access

TaskWorkflowChangingTo

GetTaskWorkflowChangingToFromAppliesToString

Method Access

Task

CreateNewLetter

Method Access

Task

CreateDisplayNewLetter

Method Access

Task

DisplayLetterVariables

Method Access

Task

UploadDocument

 Method Access

 FinanceCompanyScorecard

 CreateCriteria

 

 

7          Documents To Reference

Title

201730 - Scorecard ability to use AND OR