.
The Evaluator window is displayed.
The Evaluator widget enables you to set the threshold scores for the case creation for a customer type. Additionally, it allows an optional configuration to mark case creation whenever there is a change in the current vs last risk category for the customer.
To create an evaluator rule, follow these steps:
1. In the Pipeline Designer page, select the pipeline you want to edit. The Pipeline Designer window appears.
2. Hover
over the Evaluator Rule widget and click Edit .
The Evaluator window is displayed.
3. Select a customer type. The criteria for case creation will be displayed.
4. Click Edit
to update the score.
a. Update the threshold risk score for case creation in the Risk Assessment Score >= field. If the Risk assessment score of the customer is equal or above the score in this field then the customer is marked for case creation.
b. Update the Create Case (if change in current vs last risk category) field accordingly with the available options on when to mark for the case creation. Not Applicable is the default option chosen.
5. Click Save
to
save the values.
6. To return
to the Pipeline Designer window, click Close
to
close the window. Finally, click Save
to
save the updates made.