Skip to main content

Occupation information risk factor

Suggest edit Updated on April 2, 2021

Regulations in the financial industry require that you assess the risk profile of your individual and organization customers.

The occupation information risk factor is only applicable to individual customers. It calculates the occupation score value based on the PositionCodeScore and YearsOfWork rules.

Rule name

Class

Type

Ruleset

Description

OccupationScore

PegaFS-Data-RiskProfile

Scorecard

PegaFS

Calculates the OccupationScore value based on the PositionCodeScore and YearsOfWork rules.

MapPositionCodeScore

PegaFS-Data-RiskProfile

Map Value

PegaFS

Maps the value based on weight (position code). The range is 11-31, with 11 being low and 31 being extreme.

PositionCodeScore

PegaFS-Data-RiskProfile

Declare Expression

PegaFS

Obtains weighting, based on position code. It calls the MapPositionCodeScore map value rule.

YearsOfWork

PegaFS-Data-RiskProfile

Declare Expression

PegaFS

Determines how many years a customer has worked at the company. It is applicable to an individual customer.

OccupationRiskValue

PegaFS-Data-RiskProfile

Declare Expression

PegaFS

Calculates the individual customer's occupation risk. The value is synchronized in the SynchronizeRiskProfile data transform.

OccupationRiskScore

PegaFS-Data-RiskProfile

Declare Expression

PegaFS

Obtains the overall risk value for the customer's occupation. Ensures that the values for Title and YrsEmployedInThisProfession are not null and then calls the OccupationScore scorecard rule. The scorecard rule checks for two values, which have a weight of 1.

  • PositionCodeScore – contains the weight value returned from the map value rule MapPositionCodeScore.
  • YearsOfWork – stores how many years the customer has worked at the company.

For more details about how to extend customer risk properties, see the Implementation Guide on the Pega Client Lifecycle Management for Financial Services page.

 

Tags

Pega Foundation for Financial Services Pega Onboarding for Financial Services System Architect Lead System Architect Business Architect User Experience Designer Project Manager System Administrator Financial Services
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us