FAQ: Variables

How can I create a variable?

To create a variable, navigate to:

Lending Setup → Variables → Add Variable

How can I find where a variable is updated?

If you need to identify where a specific variable is populated, you can use the Change Log search.

Steps:

Navigate to Lending Setup → Change Log
Use the search bar
Enter the variable name

The results will show all records where the variable is referenced, including:

Assign Values actions
Decision Strategy updates
Formula changes
Automation edits

Why can't I paste my name into the Variable Display Name field?

The Variable Display Name field only supports standard text and does not allow special characters or symbols (such as -, $, @, etc.).

If the copied text contains unsupported symbols, the system will prevent it from being pasted. Please ensure the name contains only letters and numbers.

Which special characters can be used to create a variable with the type 'List'?

You can use any special characters in list-type variables except:

,
;
<

Are there limitations on the number of custom variables?

No. You can create as many variables as required for your implementation.

Is a custom variable tied to one loan product?

No. Variables are reusable across the entire platform, including strategies, loan products, workflows, and automations.

How do I update the names of co-borrower variables?

To update the Co-borrower variable display name, modify the corresponding Borrower variable:

Lending Setup → Variables

How do I change the currency format for my variables?

Currency settings can be configured at two levels.

For a single variable:

Lending Setup → Variables → Open Variable → Currency Format

For all variables:

Lending Setup → Variables → Edit Region Settings

How do I change the phone region format for my variables?

Phone region settings can also be configured at two levels.

For a single variable:

Lending Setup → Variables → Open Variable → Region Code

For all variables:

Lending Setup → Variables → Edit Region Settings

Can I customize regional settings for a specific product?

Regional settings such as Currency Format and Phone Region can be configured globally or per variable.

Global settings:

Lending Setup → Variables → Edit Region Settings

Some fields, such as Address, remain part of the global configuration and cannot be customized per variable.

How can I limit access to specific variables for certain users?

Variable visibility can be restricted using permission groups.

Steps:

Create or update a permission group

General Settings → Permission Groups

Open the variable and enable Variable Permissions

Lending Setup → Variables → Open Variable

Set the permission group access level (e.g., Fully Hidden)

Users with restricted access will see masked values (asterisks) in applications and strategies.

Table Variable

Can I use a 'Table' variable in email body templates?

No. Table variables cannot be used directly in email body templates.

Can I create a calculated variable of 'Table' type?

No. The Table type cannot be used as a calculated variable.

However, table functions can be used in Decision Strategies to add rows, filter tables, or process table data.