Chapter 2 Project Design Tutorial : Create the FraudCriteria Scorecard

Create the FraudCriteria Scorecard
In this task, you finish building the project ontology by creating a scorecard.
Learning Points
What is a scorecard?  A scorecard is a special type of concept. A scorecard serves as a static variable. You can use a scorecard resource to track key performance indicators or any other information.
The FraudCriteria scorecard will store the criteria used to determine fraud, not any specific data about customer accounts. In this example, you will use this scorecard in rules.
How are scorecards created? Unlike concepts, there is only one instance of a scorecard. You create the scorecard at design time. Its values can be viewed and updated using rules.
It is more accurate to say there is one instance of a scorecard per inference agent (rule session). This tutorial uses one inference agent. However, in the next tutorial you will deploy multiple agents in a group, and each has its own instance of the scorecard.
Task F Create the FraudCriteria Scorecard
1.
At the project level, right-click in the design panel and select Add Resource > BusinessEvents Workbench > ScoreCard. (There is only one scorecard in this project, so we don’t need a folder for it).
2.
Name the scorecard FraudCriteria and click Apply.
3.
Select the Properties tab for FraudCriteria and create the following properties:
4.
Click Apply and save the project.
Summary and Next Steps
You have now set up the channel for the project, and its ontology, that is, the definitions of all the entity types (events, concepts, and scorecards) that are needed to store information (facts) about possible fraud detection.
Next, you will configure a rule function that sets values for the scorecard and creates an instance of the Account concept.