You may want to calculate helper variables based on other data fields as part of your Workflow. A classic example would be financial ratios in a credit workflow. We can create these easily, using Formula Rules inside a Transformation blocks.

Say we had a simple credit decisioning workflow that data from a credit bureau for each customer, including:

  • total_mortgage_debt, total_car_debt, and total_credit_card_debt
  • total_income

We might want to create a helper variable of debt_to_income from these fields, and then use that ratio in subsequent rules.

All we need to do is add a Transformation block to our graph. Then create a new Formula Rule like the example below.

Note: in addition to simple math, you can also use Inline Functions for more complex operations.

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