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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