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How to activate and adjust decision rules, which are involved in the process of automated loan decision making.



Step-by-step guide

How to work with Decision rules


  1. Go to the System workplace . Select and select the Decision Rules page in the menu tab on the left.

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  2. Select the necessary decision rules by ticking the boxes next to the rule names. Choose the rules you'd like to apply and the decisions you'd like them to trigger. 

     
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    Info

    By default, all decision rules are enabled.


    3. For enabled rules, select one of the three possible

    system behaviors

    decisions. When the loan matches some decision rule,

    Turnkey

    TurnKey Lender can:

    • Reject  - the loan
    . The loan
    • will be rejected automatically and moved to archive.
    • Refer
    . The
    • - the Underwriter receives a warning that this loan may require additional checks before
    being approved
    • approval.
    • Do nothing
    . The
    •  - the rule will not affect the final decision, but the Underwriter will still
    will
    • see the fact of the rule match.

4. Some rules have their own parameters, such as Max age or Max active loans. You can edit them, if necessary.

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5. Click Save Changes.

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Video Tutorial

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urlhttps://www.youtube.com/watch?v=2y2uiIEOlqY&list=PLMgxvfRngaLXp4SDXp3TlY4DBr1DKfIta&index=18

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