Using the Evaluator Rule Widget

The Evaluator Rule widget enables you to configure rules to create cases for each prospect type.

Create cases as per the following criteria for each prospect type:

• Risk Assessment Score is more than or equal to the configured Threshold score.

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 displays.
3. Select a Prospect Type. The criteria for case creation displays.
4. Click Edit to update the score:
   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.
5. Click Save to save the values.
   To return to the Pipeline Designer window, click Close to close the window. Finally, click Save to save the updates made.