Variables (Data Fields)
How to create and manage variables, which form the basis for data fields, customizable views, rules and calculations.
Overview Of Variables
DigiFi's platform lets you customize the underlying data structure to meet your exact needs.
Variables are used within DigiFi for many purposes, including to:
- Determine what to store and display for your applications, borrowers and intermediaries.
- Customize the application form that team members or borrowers fill out to start new applications.
- Set field-level user permissions to configure individual data fields as editable, read only or hidden.
- Implement automated decisioning logic for data integrations, underwriting, verification and other lending processes.
- Implement workflow status rules to block applications from entering specific statuses if rules do not pass.
- Define the structure of requests to the DigiFi API and its responses to other systems.
Variables are configurable data fields that are used across the entire DigiFi platform.
Standard vs. Custom Variables
DigiFi's platform includes both:
- Standard variables, which are automatically generated and can be modified only in limited ways.
- Custom variables, which are user-defined variables that you can create and customize.
| Type | Purpose | Limitations |
|---|---|---|
| Standard Variables | Variables that are defined by DigiFi, automatically included with the platform and used in pre-defined areas. | Standard variables can only be modified in specific ways related to display format. Standard variables cannot be removed. |
| Custom Variables | Variables that are defined by the user to customize the data structure. Custom variables are highly flexible and can be added to configurable views throughout the platform. | No limitations. |
Variable Properties
Variables contain the following properties:
| Property | Description | Example |
|---|---|---|
| Display Name | Displayed to users viewing the variable through DigiFi's user interface. | Loan Amount |
| System Name | Used to reference a variable when using the DigiFi API or formula language. | loan_amount |
| Data Type | Determines how the data will save and the formatting that will be applied when users view this variable in the platform. This is described in the variable data types section. | Monetary |
| Data Sub-Type | For certain variable data types, allows you to add additional formatting specificity. | $ |
| Variable Type | Either "Standard" or "Custom", depending whether it is a system-defined variable or user-defined variable. | Standard |
| Description | An optional variable description. | The loan amount |
| Variable Permissions | An optional toggle that, if clicked, will let you manage variable-level read and edit permissions. This is described in the variable permissions section. | Read and Edit |
Variable Data Types
Data types govern how data is stored, accessed and displayed in the system.
DigiFi's variables support international phone numbers, currency types, date formats and more!
- Number: This data type is for simple numerical data, including integers and decimals. It saves data in "Number" format in the database, and displays it as shown below in the user interface.
- Monetary: This data type is for numerical data that should be displayed in monetary format. It saves data in "Number" format in the database, and displays it as shown below in the user interface. Monetary variables also include a "Monetary Format", which allows you to select your preferred currency (e.g.
$,€, etc.).
- Percentage: This data type is for numerical data that should be displayed in percentage format. It saves data in "Number" format in the database, and displays it as shown below in the user interface. When percentages are displayed in the user interface, the underlying number (in the database) is multiplied by 100. For example, if you enter
9.99%, it will save as0.0999. This allows calculations to be accurately applied to the data, while ensuring an intuitive user experience.
- Text: This data type is for any combination of letters, numbers and special characters. It saves data in "String" format in the database, and displays it as shown below in the user interface.
- List: This data type is for a list of pre-defined options (defined by the user), from which only one option can be selected at a time. It saves data in "String" format in the database, and displays it as shown below in the user interface.
- Boolean: This data type is for data that is either true or false. It saves data in "Boolean" format in the database, and displays it as shown below in the user interface.
- Date: This data type is for data that represents a date. It saves data in "String" format in the database (i.e. "MM/DD/YYYY"), and displays it as shown below in the user interface. Date variables also include a "Date Format", which allows you to select your preferred date formatting (e.g.
MM/DD/YYYY,DD/MM/YYYY, etc.).
- Phone Number: This data type is for data that represents a phone number. It saves data in "String" format for international phone numbers (i.e.
"+19171234567") and displays is as shown below in the user interface. Phone Number variables also include a "Phone Format", which allows you to select your preferred country.
- Email Address: This data type is for data that represents an email address. It saves data in "String" format and displays as shown below in the user interface. When these fields are used, validation is automatically applied to ensure correct email address formatting.
- Identification Number: This data type is for data that represents a government identification number (e.g. passport number, social security number, etc.). It saves data in "String" format and displays as shown below in the user interface. Identification Number variables also include an "Identification Number Format", which allows you to select your preferred formatting (for example, to format U.S. SSN like 123-45-6778 or U.S. Employer Tax ID Number as 12-3456789).
- Address: This data type is for data that represents an address. It saves data as an Object with several properties:
- street_number
- street_name
- sublocality
- city
- state_or_province
- zip_or_postal_code
- country
They’re displayed as shown below in the user interface.
Typing an address automatically triggers the Google Places API to retrieve suggested autocompletions.
You can access the underlying address properties by clicking on the icon right in the field.
The underlying address properties can be edited and saved by the user. If you edit the properties, the Address variable will update as well.
Variable Permissions
DigiFi's platform allows granular, variable-level permissions so that you can determine which users can view and edit specific data items based on their permission group.
If you disable the "Variable Permissions" toggle when adding or editing a variable, all permission groups will have full access (i.e. "Read and Edit").
If you activate the "Variable Permissions" toggle when adding or editing a variable, you must select an access level for each permission group. You can choose one of the following options:
- Read and Edit: Data will be visible and editable.
- Read Only: Data will be visible but not editable.
- Partially Hidden: Only the last 4 characters will be visible (not editable).
- Fully Hidden: Data will be completely hidden (not editable).
Use variable permissions to improve data security!
How To Add Custom Variables
To add a new variable, navigate to Lending Setup > Variables and click the button. This will open a form that includes the variable properties discussed above. Complete the required fields and click "Create Variable" to finish adding it. After a variable is created, it will be available for use throughout the DigiFi platform.
How To Edit Region Settings
The Region Settings section lets you manage the following information:
- Phone Format controls the default format of variables with the data type of "Phone Number".
- Currency Format controls the default format of variables with the data type of "Currency".
- Date Format controls the default format of variables with the data type of "Date".
- Address Country controls the set of options that will be available for variables with the data type of "Address" (i.e. restricts the options to just that country).
To edit your company's region settings:
- Click the "Edit Region Settings" button. This will open a popup.
- Make any changes you would like.
- Click the "Save Changes" button.
You'll then be prompted to decide whether these changes should automatically update existing variables.
Updated 3 months ago