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5. Configuring Workflows to Calculate Credit Score
Watch this tutorial and learn how configure workflows and automate them to calculate credit scores.
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  • Lesson Overview

Explore this master class on configuring workflows and understand how it will help you in calculating credit scores.


By configuring these workflows you can easily -:

  •  Automate the system to take inputs from different fields 
  •  Select a particular scoring strategy to calculate the credit score.

By the end of the course, you will be able to trigger the workflows to automate the inputs from different fields. This will help the analyst to increase their efficiency by saving time.


Key Learning Objectives:

  1. How to trigger workflows
  2. How to do review type workflow mapping
  3. How to trigger a review

Course Essentials:

This course aims at delivering high-value content on the Credit Application setup through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 30 minutes in completing this course, and includes an assignment that is a requirement for achieving your Credit Administrator Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Software

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Course 4: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

CURRICULUM

5. Configuring Workflows to Calculate Credit Score

Watch this tutorial and learn how configure workflows and automate them to calculate credit scores.

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About this Course

`promoImage
description
lessonOverview

Explore this master class on configuring workflows and understand how it will help you in calculating credit scores.


By configuring these workflows you can easily -:

  •  Automate the system to take inputs from different fields 
  •  Select a particular scoring strategy to calculate the credit score.

By the end of the course, you will be able to trigger the workflows to automate the inputs from different fields. This will help the analyst to increase their efficiency by saving time.


Key Learning Objectives:

  1. How to trigger workflows
  2. How to do review type workflow mapping
  3. How to trigger a review

Course Essentials:

This course aims at delivering high-value content on the Credit Application setup through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 30 minutes in completing this course, and includes an assignment that is a requirement for achieving your Credit Administrator Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Software

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Course 4: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

Curriculum60 Mins

  • Understanding Scoring Strategies (~5 Mins )
  • How to Assign Particular Scoring Strategies
  • How to Automate Workflows (~23 Mins )
  • Why do We Need Workflows
  • How to Manage Workflows
  • How to Review Type Workflow Mapping
  • How to Configure a Rule
  • How to Trigger a Review
  • Example: How a Workflow is Triggered
  • Quiz : Configuring Workflows to Calculate Credit Score

About this Course

`promoImage
description
lessonOverview

Explore this master class on configuring workflows and understand how it will help you in calculating credit scores.


By configuring these workflows you can easily -:

  •  Automate the system to take inputs from different fields 
  •  Select a particular scoring strategy to calculate the credit score.

By the end of the course, you will be able to trigger the workflows to automate the inputs from different fields. This will help the analyst to increase their efficiency by saving time.


Key Learning Objectives:

  1. How to trigger workflows
  2. How to do review type workflow mapping
  3. How to trigger a review

Course Essentials:

This course aims at delivering high-value content on the Credit Application setup through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 30 minutes in completing this course, and includes an assignment that is a requirement for achieving your Credit Administrator Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Software

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Course 4: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

Curriculum60 Mins

  • Understanding Scoring Strategies (~5 Mins )
  • How to Assign Particular Scoring Strategies
  • How to Automate Workflows (~23 Mins )
  • Why do We Need Workflows
  • How to Manage Workflows
  • How to Review Type Workflow Mapping
  • How to Configure a Rule
  • How to Trigger a Review
  • Example: How a Workflow is Triggered
  • Quiz : Configuring Workflows to Calculate Credit Score