Recording a verdict
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At the bottom of a deal is Your call. This is where you say what you actually decided, which is not always what the score suggested.
Viewers see Your role is read-only on this screen. Analysts, admins and owners can record a verdict.
The four options
| When to use it | |
|---|---|
| Pursue — request the CIM | On a teaser. You want the full book. |
| Pursue — spend time on this book | On a CIM. Worth real work. |
| Pass | Not for you. |
| Score was too generous | The deal scored well and should not have. |
| Score was too harsh | The deal scored badly and should not have. |
The first option changes wording depending on what you are looking at, because pursuing a teaser means asking for more, while pursuing a CIM means committing time.
Selecting one shows Recorded.
Why the last two matter
The first three say what you did. The last two say the system was wrong, and they are the more valuable answer.
A verdict is stored against the exact score that produced it, including the buy box version. So over time the record shows not just which deals you pursued, but where your scoring disagreed with your judgement, and in which direction.
That is what tells you whether a weight is wrong, a hard filter is too tight, or a figure is being misread in a particular kind of document. Without it, the buy box only ever gets changed on hunches.
Use them even when you have already decided. A deal you were always going to pass on, marked Score was too generous, is more useful than silence.
What a verdict does not do
- It does not change the score.
- It does not move the deal or archive it. The list stays as it is.
- It does not notify anyone.
- It does not alter the buy box. Patterns inform changes; they do not make them.
Changing your mind
Record a different verdict and the newer one applies. Nothing is lost — the history of what was recorded is kept.