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          Basic AI Template Recipes and Datasets

          Basic AI Template Recipes and Datasets

          The app created by using the Basic AI for Product Recommendation template creates four recipes. The recipes create account, account snapshot, financial account snapshot, and predicted score datasets.

          Required Editions

          Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license
          Recipes and Datasets
          Recipe Description Output
          Clustered Account Dataset Evaluates data from configured objects to create an account dataset by using the clustered transformation. Clustered Account dataset
          Account Snapshot Dataset Evaluates data from configured objects to create an account snapshot dataset. Account Snapshot dataset
          Financial Account Snapshot Dataset Evaluates account snapshot dataset and data from configured objects to create a financial account snapshot dataset. Financial Account Snapshot dataset
          Product Purchase Score & Predictors Dataset Evaluates the clustered account dataset, financial account snapshot dataset, and data from configured objects to get product recommendation score and the top predictors that encourage customers to purchase products. Purchase Score & Predictors dataset

          You can modify the recipes in these scenarios:

          • Your schema deviates from the Financial Services Cloud schema.
          • A custom field of an existing entity changes.
          • The usage of feature data changes from an existing entity to a custom entity.
          • The data doesn’t load properly.
          • The app stops working because of incorrect data values.
           
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