Automated factor

Munny1
Tera Expert

‎04-24-2025 12:14 AM

Hi,

 

I am working on the automated factor to collect the data likelihood data automatically.

1.As per our requirement Based on surveys result of particular field it needs to calculate automatically.

So I have created a Survey with some string fields and created a Database view as well.

In survey were we have field insider if it is greater than 20 likelihood set as high.

2.Created a Automated factor  on the survey table.

And filtered based on entity and assigned to company.(I have achieved this as well)

Supporting data field I have given as insider .

Qualitative rating criteria as I have defined .

But this is not working 

It is showing count 1.Because Record for Europe there is survey results in database view there is one only it shows as in Europe entity risk likelihood as 1.

 

3.But need to achieve based on insider field input value by the user .if user provides a 20 then likelihood need to set as high.

 

Can someone tell me how to achieve this.

 

 

 

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ShafrazMubarak
Giga Guru

‎05-07-2025 06:33 AM

Your requirement is: "If the 'insider' field value in this specific survey result record is > 20, set the likelihood to High."

An Automated Factor cannot do this directly using its standard configuration fields. It can only do something like:

  • "Count how many survey results for this entity have an 'insider' value > 20. If the count of such surveys is > 0, set likelihood to High." (This would set it to High even if only one survey had a value of 21).
  • "Sum the 'insider' values from all survey results for this entity. If the sum is > 100, set likelihood to High."

It cannot say, "Look at the 'insider' field in the one survey result linked to this entity/factor, read its value, and use that specific value with the qualitative criteria."

 

in short, they are designed to operate on counts or aggregations of multiple records, not to read a specific value from a single field in one source record and use that value directly against the qualitative thresholds.

I would suggest to try an approach of Business Rule, you need code to explicitly:

  1. Identify the specific survey result record.
  2. Read the actual value from the 'insider' field in that single record.
  3. Compare that value against your thresholds (e.g., > 20).
  4. Update the target (Risk/Factor) record's likelihood based on that comparison
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