# Use Risk Scoring in Workflows

> Score customers automatically in Workflows at onboarding or on a schedule with the Run customer risk rating step and branch on the resulting risk level.

Source: https://help.withpersona.com/articles/ffE1lLqkIjsacNu7HAFfDe/
Section: Risk Scoring > Introduction > Using Risk Scoring

⚠️

Risk Scoring is currently in beta. For more information and to request access, please reach out to your Persona account team.

Use the **Run customer risk rating** Workflow step to score customers automatically (at onboarding, on a schedule, or whenever a Workflow runs) and branch on the resulting risk level.

## Before you begin

- You need a **published** risk score template. Drafts can't be used by Workflows.
- The Workflow's trigger must involve the customer you want to score: an Account, Inquiry, Case, or Report.

## Step 1: Add the step

In the Workflow editor, add a **Run customer risk rating** step where you want scoring to happen, such as after verifications complete in an onboarding Workflow.

## Step 2: Choose your template

In the step's configuration panel, select your published risk score template from the dropdown. The panel then lists that template's fields automatically, so you never have to type field keys by hand.

## Step 3: Map your inputs

For each field the template expects, choose the value the Workflow should send: for example, map the template's `country_of_residence` field to the country collected on the Inquiry.

- **Required fields** must be mapped before the Workflow can be published. The editor blocks publishing and shows which mappings are missing.
- **Optional fields** you leave unmapped are handled by the field's missing-data policy from the template.

## Step 4: Branch on the result

The step returns these variables for use in later steps and conditions:

- **Risk level**: the customer's rating (for example, low, medium, or high).
- **Score**: the numeric score behind the rating.
- **Status**: whether the calculation succeeded.
- **Run ID**: a reference to the full calculation record in Risk Scoring.

A common pattern:

1. Add a conditional split after the step.
2. Check that **Status** is `succeeded`.
3. Branch on **Risk level**: approve low-risk customers automatically, route medium-risk to a hold or additional verification, and open a Case for high-risk customers.

## Re-rating on a schedule

For periodic reviews, use the same step in a scheduled Workflow. Each run creates a new calculation; the customer's current rating is always the most recent result (or its reviewer override).

## Where results appear

Every calculation the step runs is recorded in Risk Scoring's calculation history, with the inputs it received, the score and risk level, and the template version that produced it. Reviewers can open any run to see factor-by-factor contributions and, when justified, record an override.

## Troubleshooting

- **The step's template dropdown is empty**: make sure your template is published, not just saved as a draft.
- **Publishing the Workflow is blocked**: one or more of the template's required fields has no mapped value; the editor lists them.
- **A calculation failed**: open the run in calculation history to see why. Depending on the field's missing-data policy, failed calculations can be retried once complete data is available.