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Create and Share the Einstein Discovery for Insurance Analytics App
Create an app from the Einstein Discovery for Insurance Analytics template and share it with your users.
Important You can create the Einstein Discovery for Insurance Analytics App only if
the Financial Services Cloud managed package is installed in your Salesforce org.
Note \To successfully create the Einstein Discovery for Insurance Analytics app, make sure that
the Insurance Policy object meets these requirements.
- At least 25 records with a renewal date in the past, and either the Date Renewed field or the Previous Renewal Date field contains a value.
- At least 25 records with a renewal date in the past, and both Date Renewed and Previous Renewal Date fields are empty.
- Navigate to CRM Analytics Studio.
- Click Create, then select App.
- Select Einstein Discovery for Insurance Analytics, then click Continue.
- Take a quick look at the preview page, then click Continue to open the configuration wizard.
- CRM Analytics performs a compatibility check of your Salesforce org’s data. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues and try app creation again. If it completes successfully, click Looks good, next.
-
Select the fields that you want to add to your app. Select at least two fields with data
that can improve the predictions.
Note Fields such as Age Group, State, or Gender can introduce bias into the analysis. We don’t recommend selecting them.
- Click Looks good, next.
-
Name your app, then click Create.
View the status of the app creation on the next screen. The process takes a minute or two. After it’s complete, refresh the page to see your app.
Note If you see an error that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.
Share the app with your users. You can share it only with users assigned the admin or user permission sets for CRM Analytics for Financial Services.
- Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select All Items, find your app, and click it.
- Click the Share icon
at upper right. - In the next screen, use the search field under Invite others: to find other users in your org.
- Select whether you want to make the selected user a Viewer, Editor, or Manager of the
app.Important Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create, edit, and delete assets in the app.
- Click Add, then click Save.
- Apply Security Predicates to Your Datasets
If you want to restrict users’ access to data based on their hierarchical role or Manager Id, apply security predicates to the relevant datasets. - Retrain Your Predictive Model
To retrain a predictive scoring model, update and run the dataflow, refresh the story, and deploy the model.
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