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Automating Decisions with Decision tables

2 Tasks

10 mins

 Visible to: All users
Beginner
Pega Platform 8.8
Case Management
English
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Scenario

An organization is launching an application that facilitates loan requests. Customers initiate a loan request and enter their credit score and loan amount. Configure a decision table and declare expression, so that the loan rate is determined automatically based on the credit score and loan amount the customer enters. 

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@loans pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Configure the Borrower risk adjustment decision table

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@loans.
    2. In the Password field, enter pega123!.
  2. From the navigation pane of Dev Studio, click App.
  3. Right-click LoanRequest and click Create > Decision > Decision Table.
  4. In the Label field, enter Borrower risk adjustment table.
  5. Click Create and open to create the decision table.
  6. Click the first heading cell to specify a condition. The Select a Property window is displayed.
    First header in the Borrower risk adjustment decision table
    1. In the Property field, enter or select .CreditScore.
    2. Confirm the Label field is Credit Score.
    3. Click the Use Operator drop-down and select >.
      Select a property for decision table header
    4. Click Save.
  7. In the Credit score column, click the empty cell to enable the decision table menu options.
  8. Click Insert Column After to add a column after Credit score.
    Insert column after button
  9. Click the new heading cell to specify a condition.
    1. In the Property field, enter or select .LoanAmount.
    2. Confirm the Label field is Loan Amount.
    3. Click the Use Operator drop-down and select >.
    4. Click Save.
  10. In the if row, click an empty cell, and then click Insert Row After five times to add five else if rows.
    Insert row after button
  11. Click each cell in the decision table and enter the following values:
      Credit score > Loan amount > Return
    if 800 50000 .0225
    else if 800 0 .0200
    else if 700 50000 .0325
    else if 700 0 .0275
    else if 200 50000 .045
    else if 200 0 .0425
    otherwise     .07
    Borrower risk adjustment decision table
  12. Click Save to save the decision table.

 

2 Configure the Loan rate declare expression

  1. From the App Explorer, right-click LoanRequest and click Create > Decision > Declare Expression.
  2. In the Target Property field, enter or select .LoanRate.
    Declare expression for Loan rate property
  3. Click Create and open.
  4. In the Build Expressions area, in the Value of drop-down, select Result of Decision Table.
  5. In the empty field to the right, enter or select BorrowerRiskAdjustmentTable.
    Configured declare expression for Offered rate property based on result of decision table
  6. Click Save.

Confirm your work

  1. In the header of Dev Studio, click Create > New > Loan Request to create a new Loan Request case instance.
  2. In the Loan amount field, enter 10000.
  3. In the Credit score field, enter 750.
  4. Click Submit.
  5. Verify that the Loan rate is 2.75%.
    Review offer of loan rate 2.75%
  6. Optional: Create additional case instances and enter different Credit score and Loan amount values. Verify that the Loan rate is consistent with the values specified in the Borrower risk adjustment decision table.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

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