In compliance or due diligence checks, contract risk assessors or in very long modules, authors often need to calculate percentages to indicate
- completion rates
- risk score
- compliance percentage
- confidence scores,
- or similar.
Calculating percentages based on answers and selections provided by end-users or based on extracted terms, will require a mix of number value nodes and calculate action nodes combined with conditions on transitions.
Step-by-step editor guide
In this example, we want to triage or review the compliance score of an uploaded NDA. Several questions help assess the risk level, e.g. the risk score rises if certain definitions are missing or the term has not been specified. This risk score is continuously updated and then compared against the maximum score. The risk percentage is then calculated with the formula (max score - risk score)/max score *100 and all decimals are omitted.
- Introduce two number values at the top of your graph called risk score (set to 0) and max score (sum of all risk scores added up).
- Input nodes - or when using an document extraction integration, action nodes and conditions - are used to assess the risk score.
- Using the braiding technique, the risk score is updated based on the option selected by an end-user in an input node, e.g. if a definition is missing and the user has selected "No", you want to add +10 to the initial risk score.
a) Add a calculate action
b) Type in the same name as used for the introduced risk score value node, e.g. risk score - this will link the nodes together as indicated by the arrow symbol and update the defined value in the initial value node
c) @-reference the value node inside the CALCULATOR field and add + 10 - by referencing the value, you ensure that ten will be added to any value added in the first introduced value node
d) Add "+10" in the Notes field to provide a visual indication of the calculation performed in this calculate action node
- Copy this updated calculate action and paste it after another input node used to assess the risk level or onto an existing transition. When copy-pasting a node that is updated, the update is retained and will be displayed with the circular arrows on the node.
- Add the condition that needs to be met to add up to the risk score. In the above example, we want to add + 10 to the risk score whenever a definition is missing or not clearly defined. If the definition exists, no risk should be added to the updated score, so another transition that circumvents the action node, needs to be added (very similar to the so-called 'braiding technique' used for multiple-select inputs).
- Continue adding the updated calculation action to the graph whenever the risk increases based on the users' inputs.
- In case, some questions need to be skipped entirely, you might need to adjust the maximum score. To account for these scenarios, consider the following steps:
a) Initialize a number value called max score at the very top of your graph
b) Update this number value wherever conditional inputs that have an effect on the risk score need to be accounted for and add the relevant additional sum to the max score
- To calculate the score percentage to determine the level of risk, add a calculation action on a transition that combines the various pathways with risk score and max score action nodes.
a) If there are several pathways, add an empty action node. Consider using the add node directly above keyboard shortcut to add a new node without changing or adding transitions.
b) After all pathways have been combined with this empty action, the percentage can be calculated with an additional calculation action called, for example, score percentage. Using the ROUND function allows authors to define how many decimals are added after the separator.
As a best practice, add the formula to the Notes, so it's clear which calculation is performed in this action node.
c) Use @-referencing to reference the risk score and max score in your formula.
- Based on the result of this calculation define conditions and consider adding colors or risk statements through text block value nodes to your documents or the content fields in subsequent nodes.
Continue with next step here: Publish your module to your clients
Keywords: percent; per cent; percentage; %