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- Credit Scoring Engine
- Data model
The tables behind Credit Scoring Engine
Credit Scoring Engine ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Identity and scope
Parties, Applicants, People and Users establish organization, applicant and staff context.
Case work
Applications, record attachments, assessment evidence and credit decisions keep the request, documents, provider events and reviewer outcome.
Obligations and receipts
Obligations and Repayments each link to Applications. Repayment allocations link to Applications and score models, so its Obligation field is a provider account reference.
Provider context
Score models, score results and reconciliation items keep account identifiers, dated balances and provider movements.
Reference
Exchange rates keeps effective currency rates.
Every table, by feature
- Applicants and organizations5
- Application intake6
- Decision review5
- Obligations and repayments6
- Provider evidence6
- Provider accounts and reconciliation6
- Shared and settings1
- Applicants
Applicants eligible to raise and be assessed for credit applications.
Linked to Parties - Parties
Parties whose credit case operations are run in this app.
- People
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Parties - Users
Sign-in accounts for the people who use the app.
- Applications
Credit applications moving through authorization, submission and confirmation.
Linked to Parties, People, Applicants
- Applications
Credit applications moving through authorization, submission and confirmation.
Linked to Parties, People, Applicants - Applicants
Applicants eligible to raise and be assessed for credit applications.
Linked to Parties - Parties
Parties whose credit case operations are run in this app.
- People
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Parties - Record attachments
Supporting documents attached to an application.
Linked to Applications, People - Credit decisions
Independent reviewer decisions recorded against a frozen application revision.
Linked to Applications, People
- Applications
Credit applications moving through authorization, submission and confirmation.
Linked to Parties, People, Applicants - Credit decisions
Independent reviewer decisions recorded against a frozen application revision.
Linked to Applications, People - People
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Parties - Record attachments
Supporting documents attached to an application.
Linked to Applications, People - Assessment evidence
Provider statements, confirmations, settlement notices and corrections for an application.
Linked to Applications
- Obligations
Credit obligations scheduled against an application.
Linked to Applications, Parties - Repayments
Confirmed repayment receipts with stable operation keys and actual effect references.
Linked to Applications - Repayment allocations
Principal allocations that apply a repayment against an obligation.
Linked to Applications, Score models - Applications
Credit applications moving through authorization, submission and confirmation.
Linked to Parties, People, Applicants - Score models
Provider-held score models owned by an applicant.
Linked to Applicants - Assessment evidence
Provider statements, confirmations, settlement notices and corrections for an application.
Linked to Applications
- Record attachments
Supporting documents attached to an application.
Linked to Applications, People - Assessment evidence
Provider statements, confirmations, settlement notices and corrections for an application.
Linked to Applications - Applications
Credit applications moving through authorization, submission and confirmation.
Linked to Parties, People, Applicants - Credit decisions
Independent reviewer decisions recorded against a frozen application revision.
Linked to Applications, People - Repayments
Confirmed repayment receipts with stable operation keys and actual effect references.
Linked to Applications - People
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Parties
- Score models
Provider-held score models owned by an applicant.
Linked to Applicants - Score results
Dated provider results recorded for a score model.
Linked to Score models - Reconciliation items
Source-identified provider movements matched against applications.
Linked to Score models, Applications - Applications
Credit applications moving through authorization, submission and confirmation.
Linked to Parties, People, Applicants - Assessment evidence
Provider statements, confirmations, settlement notices and corrections for an application.
Linked to Applications - Applicants
Applicants eligible to raise and be assessed for credit applications.
Linked to Parties
Keys and references
Applications link Applicant to Applicants, Organization to Parties and assigned to to People. Credit decisions link Application and Reviewer and carries source revision. Assessment evidence and Repayments each link to Applications. Obligations use Parent for its application link. Score results link Model to score models; reconciliation items link Account to score models and matched instruction to Applications. Repayment allocations link Repayment to Applications and Obligation to score models, despite those field labels. Keep external provider identifiers alongside these internal links when importing events.
Migration order
- Load Parties, Users and People for organization and staff scope.
- Load Applicants and provider account identifiers in score models.
- Load Applications and their record attachments.
- Load credit decisions, Obligations and assessment evidence with their application links.
- Load score results, reconciliation items, Repayments and repayment allocations, then compare provider references and amounts.
Set up Credit Scoring Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.