Scoring-Training feb 2014

What is scoring and why you need it Scoring Scoring is used to rate customers according to the probability of business event or customer action, such as timely credit return, risk of default, retention or cross-sale. With scored customers you can automatically take profitable decisions, such as accept/reject credit application, increase/decrease credit limit, send/hold cross-sale offer, etc. Scoring technologies can be used as an objective risk management tool, which help ensure centralized, uniform, more consistent and reliable decision management across your organization. Quality and profitability of scoring-based operational decisions can be statistically monitored and gradually improved or adjusted to new market conditions. Scoring is the most widely used in lending for all stages of a credit life-cycle, from borrower acquisition to customer management to debt collection and recovery. Credit scoring examples will be used in these materials to display scoring techniques. Scorecard To score customers you need a scorecard. Variable Points Age 18...37 0 7 57...76 Scorecard is a mathematical model represented as a set of weights assigned to customer’s characteristics that affect his creditworthiness or any other target behavior modeled by the scorecard. 37...57 25 Cards None 0 paycard 150 credit card 102 Children To create statistically-based scorecard you need to apply statistical (predictive analytics) method to your historical data (data about your past and current customers). The most widely used statistical method for scorecard development is logistic regression. One None 60 0 no information 30 Two and more 98 Credit History None 182 positive 356 avarage 155 with negative factors 0 Cut-off odds and risk groups To make automatic decisions you need to define score cut-off (or threshold) that will divide “Good” customers that display positive behavior (such as good profit and timely re-payments) from “Bad” customers that most probably will display negative behavior (such as default). Those customers, whose score is less than the cut-off point are rejected, the automatic decision for them will be “No”. Those customers whose score is higher than the cut-off point are accepted, the automatic decision for them will be “Yes”. Based on customer score you also can segment your customers to risk groups. www.plug-n-score.com Risk group is defined by odds of being “Good” relatively to odds of being “Bad” (e.g. delinquent). For example, a borrower that belongs to group with odds 300:1 has very low risk of being delinquent. But if a borrower belongs to group with odds 5:1 he/she has unacceptable credit risk. Even the 300:1 risk group contains 1 “Bad” customer for every 300 “Good” customers, thus cut-off point approach assumes that in any case you will have a small amount of “Bad” customers in accepted segment and you will reject a certain amount of “Good” customers.