Risk Factor Transformations

Transformations are defined and managed in the Factors module of the web UI. For a conceptual overview, expression syntax, and built-in functions, see Risk Factor Transformations. For programmatic access via the SDK, see the Transformation Object.

Creating a Transformed Factor

1. Navigate to the Factors module.

2. Select Transformed Factors from the sidebar rail. The list shows all existing transformed factors in the playpen.

   

3. Click the icon to create a new factor.

   

4. Enter a Name for the new factor.

5. Enter an optional Description.

6. Build the transformation formula in the formula editor:

   • Type the expression directly, referencing other factors with {Factor Name} syntax.
   • Drag and drop factors from the Factor Palette on the side.
   • Insert functions from the Function Reference panel.
   • The editor provides autocomplete for factor names and functions.
   • Real-time validation highlights errors as you type.

   

   The Factor Palette lists all available factors. Click or drag any factor into the editor to insert a {Factor Name} reference.

   

   The Function Reference panel provides a searchable catalogue of all built-in functions. Click a function to insert it at the cursor position.

   

   Typing { in the editor opens an autocomplete dropdown with matching factor names. Press Ctrl+Space to trigger autocomplete at any point.

   

7. Click Submit to save the factor. The system validates that:

   • All referenced factor names exist.
   • No circular dependencies are introduced.
   • The expression is syntactically valid.

   

Editing a Transformed Factor

Select any existing transformed factor from the sidebar list to open it in edit mode. The name, description, and formula are pre-filled for editing.

Click Update to save changes. The same validation rules apply as on creation.