Scores and Custom Variables
Every time your Workflow runs, it will return:
- Result (Approve
, Reject
, Investigate
)
- Custom Variables (optional) such as score
, risk_tier
, etc
For more complex workflows, these Custom Variables are a crucial component.
As an example, picture a fintech company that wants to offer a line of credit to its customers during onboarding. Their Workflow will need to evaluate the relative riskiness of each customer, which will be stored as risk_score
. The Workflow will also need to return a Custom Variables, which we'll call dollar_limit
Note that we can have multiple Custom Variables, they can be adjusted as the Workflow runs, and even set based on other Custom Variables.
Example: Creating the risk_score
Variable
risk_score
VariableIn any Action or Then cell, you can start typing the name of a new variable. In this case, we'll use risk_score
. Make sure you pick something unique. No need to remember what you pick - your variable will be available under autocomplete in all subsequent rules.
In this example, we're using a simple Decision Table (learn more under Rule Types ) and in each Action cell, we're setting risk_score
using the =
sign.
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Example: Updating the risk_score
Variable
risk_score
VariableOnce you've saved your rule creating the risk_score
variable, you can access it in all your subsequent rules. In any Then or Action cell, just start typing risk_score
and pick the variable from the Autocomplete drop down.
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To alter this Custom Variable, simply set it equal to something else. For example risk_score = risk_score + 1
Example: Finding the risk_score
in Execution Results
risk_score
in Execution ResultsYou'll learn more about how to run your Workflow on the next page. But anytime a Workflow with a Custom Variable is Executed, you'll see the Custom Variables in the Results section of the Execution Record. Click on the History Tab and pick an Execution, to see an example.
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Updated almost 3 years ago