Feedback Management and Sentiment Insights Recipes and Datasets to Predict Retail Banking
Customer Churn
The app created by using the Feedback Management & Sentiment Insights Features
template runs two recipes to generate example and prediction sets.
Required Editions
Available in: Professional, Enterprise, and Unlimited editions
with the Revenue Intelligence for Financial Services license
Feedback Management features are available with the Feedback Management - Starter
license or the Feedback Management - Growth license.
Sentiment Insights features are available with the Feedback Management - Starter
license or the Feedback Management - Growth license, and the Sentiment Insights
license.
Recipes and Datasets
Recipe
Description
Generated Dataset
Example Dataset
The recipe evaluates your customers’ account and contact data, their survey responses
to customer satisfaction (CSAT) and Net Promoter Score (NPS) survey questions, and the
sentiment behind their responses to create an example set (training set) that Einstein learns
from.
Example Dataset
Prediction Dataset
The recipe evaluates your customers’ account and contact data, their survey responses
to customer satisfaction (CSAT) and Net Promoter Score (NPS) survey questions, and the
sentiment behind their responses to create a prediction set (scoring set) for which Einstein
gets predictions.
Prediction 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 use 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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