If located elsewhere in the dashboard, click on the > symbol located in the upper left to expand the menu of pages. Once the menu has been expanded, click on Evaluations:
On the Evaluations page, select Run Evaluation (upper right):
After clicking on Run Evaluation, a form titled “Run New Evaluation” will appear. Select the Application Type and Application Version that will be used to decision the evaluation:
In the fields below, input the applicant’s information. Continue down the form, filling out the fields when applicable (some fields are marked as optional):
Before running the evaluation, confirm the Evaluation Settings. To view the Evaluation Settings, click on the + symbol next to the Settings header (shown below). The Evaluation Settings allow you to refresh cache (1), run the evaluation in a sandbox (2), or sandbox specific data services for the evaluation (3).
(1): If the applicant’s data has been decisioned using Alloy workflow “X”, and another evaluation has recently been run with the same data and workflow, then Alloy can use the cached service data for the evaluation (note: cache is not available for all data sources). By selecting “Refresh Cache”, you will clear the cached service data for the evaluation you are running. It is also important to note (and consider) that cached service data is deleted after 30 days.
(2): By selecting “Sandbox”, the evaluation will run in a test environment.
(3): You may also sandbox specific data services for the evaluation. This will run the selected data services in sandbox mode.
Lastly, after adjusting any applicable settings and reviewing the applicant’s information, click “Run Evaluation”. If the evaluation has been run successfully, the message below will appear:
Running Multiple Evaluations
While running evaluations manually from the Alloy dashboard is useful in certain situations, evaluations can only be run one at a time. Automating evaluations is recommended for scalability. The returns a list of required and optional inputs for a specific workflow to allow for running evaluations via the API. The can be integrated into digital account onboarding platforms to automate evaluations.