Using Scorecards

Leveraging a scorecard or multiple scorecards for statement analysis enables automated decision-making on the applicant's profile by evaluating the statement against predefined conditions within the rule engine.

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Analyzing Statements with Rules

Regular statement analysis gives a report with over 50+ variables, but using the rules engine to perform analysis gives a more focused report with an automated decision on whether or not the application passes or fails the required conditions.

Step 1: Navigate to the Statement Analysis page.

Step 2: Proceed to analyze a statement via PDF, JSON, or CSV.

Step 3: Select the scorecards and fill in other input fields as required.

Step 4: Analyze the statement.

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Using Multiple Rules

Merchants are also able to select multiple rules to run an analysis.

Scorecard Result Overview

View the results of the automated decisions.