Cloud Pak for Data Group

Customer Life Event Prediction 

Thu July 18, 2019 09:44 AM

When you can see the future, you can plan ahead for the financial wellness of your client by reaching out with the right offer at the right time.

What's included?

  • A structured business glossary of more than 170 business terms.
  • Sample data science assets

How does it work?

The glossary provides the information architecture that you need to predict major life events, such as buying a home or relocating. And your data scientists can use the sample notebooks, predictive models, and dashboards to accelerate data preparation, machine learning modeling, and data reporting.

Set your clients on the path to financial success by engaging with them at the right time with relevant options.

When you import the accelerator:

  • The terms are added to your business glossary under the Customer Life Event Prediction category.
  • The data science assets are added to a new analytics project.
Data from the model displayed in the sample R Shiny dashboard app.

Prerequisites

Required services: To use the industry accelerators, you must install one or more of the following services on IBM® Cloud Pak for Data

Service Required for
Watson Knowledge Catalog Importing data governance artifacts, such as business terms and categories. See Installing Watson Knowledge Catalog.
Watson Studio Importing data science assets to an analytics project. See Installing Watson Studio.
Watson Machine Learning Deploying analytical models. See Installing Watson Machine Learning.
RStudio Running R Shiny apps. See Installing RStudio.

Importing the accelerator

To use this accelerator on Cloud Pak for Data v3.0.1.0, complete the following steps:

  1. Download the customer-life-event-prediction-industry-accelerator.tar.gz file, which is available on the https://github.com/IBM/Industry-Accelerators repository.
  2. Determine how you want to import the accelerator:
    • If you would like to pick which components you import, complete the following steps:
      1. Extract the contents of the package.
      2. Import the governance artifacts to Cloud Pak for Data:
        1. Log into the Cloud Pak for Data web client as a user that has the Manage categories permission and the Author governance artifacts permission.
        2. Import the CSV file that defines the categories. The file name should have the following format: accelerator-name-glossary-categories.csv.

          See Managing categories.

        3. Import the CSV file that defines the business terms. The file name should have the following format: accelerator-name-glossary-terms.csv.

          See Managing business terms for the business glossary.

      3. Import the ZIP file that defines the analytics project to Cloud Pak for Data. The file name should have the following format: accelerator-name-analytics-project.zip.

        See Importing a project.

    • If your Cloud Pak for Data user account has Admin privileges, all components can be installed by following these steps:
      1. From a command prompt, run the following command to authenticate to Cloud Pak for Data:

        curl -s --output /dev/null -w '%{http_code}' -k -X POST https://{HOSTNAME}/v1/preauth/signin -F username={USERNAME} -F password={PASSWORD} -c auth_cookie.txt

      2. Run the following command to import the TAR.GZ file to Cloud Pak for Data:

        curl -k -X POST https://{HOSTNAME}/zen-watchdog/v1/accelerator -F project_file=@{FILEPATH} -b auth_cookie.txt

        For the {FILEPATH}, use the fully qualified path of the TAR.GZ file that you downloaded.

      3. Run the following command to verify that the import completed successfully:

        curl -k -G -b auth_cookie.txt -X GET https://{HOSTNAME}/zen-watchdog/v1/accelerator/status -d project_id={PROJECT_ID} -d transaction_id={TRANSACTION_ID}

        For the {PROJECT_ID} and {TRANSACTION_ID}, use the IDs that were returned by the preceding command.


To use this accelerator on Cloud Pak for Data v2.5.0.0, complete the following steps:

  1. Download the customer-life-event-prediction-industry-accelerator.tar.gz file, which is available on the https://github.com/IBM/Industry-Accelerators repository.
  2. Complete the same steps, as described above for Cloud Pak for Data v3.0.1.0, to manually import each accelerator component.

To use this accelerator on Cloud Pak for Data v2.1.0.0, complete the following steps:

  1. Download the customer-life-event-prediction-industry-accelerator.tar.gz file, which is available on the https://github.com/IBM/Industry-Accelerators repository.
  2. Determine how you want to import the accelerator:
    • If you want to pick which components you import, complete the following steps:
      1. Extract the contents of the package.
      2. For the business glossary, use the Cloud Pak for Data web client to import the XML file. For details, see Importing a data dictionary in the Cloud Pak for Data documentation.
      3. For the data science assets, use the Cloud Pak for Data web client to import the ZIP file. For details, see Creating a project in the Cloud Pak for Data documentation.
    • If you want to install all of the components, complete the following steps:
      1. From a command prompt, run the following command to authenticate to Cloud Pak for Data:

        curl -s --output /dev/null -w '%{http_code}' -k -X POST https://{HOSTNAME}:{PORT_NUMBER}/v1/preauth/signin -F username={USERNAME} -F password={PASSWORD} -c auth_cookie.txt

      2. Run the following command to import the TAR.GZ file to Cloud Pak for Data:

        curl -k -X POST https://{HOSTNAME}:{PORT_NUMBER}/zen-watchdog/v1/accelerator -F project_file=@{FILEPATH} -b auth_cookie.txt

        For the {FILEPATH}, use the fully qualified path of the TAR.GZ file that you downloaded.

      3. Run the following command to verify that the import completed successfully:

        curl -k -b auth_cookie.txt -X GET https://{HOSTNAME}:{PORT_NUMBER}/zen-watchdog/v1/accelerator/status/{REQUEST_ID}

        For the {REQUEST_ID}, use the ID that was returned by the preceding command.

Other Industry Accelerators you may be interested in

Release Notes

This accelerator has been verified on:

  • Cloud Pak for Data v3.0.1.0
  • Cloud Pak for Data v2.5.0.0
  • Cloud Pak for Data v2.1.0.2

About the developer:

IBM

Terms and Conditions

The terms under which you are licensing IBM Cloud Pak for Data also apply to your use of the Industry Accelerators. Before you use the Industry Accelerators, you must agree on these additional terms and conditions that are set forth here. This information contains sample modules, exercises, and code samples (the code may be provided in source code form ("Source Code")) (collectively "Sample Materials").

License: Subject to the terms herein, you may copy, modify, and distribute these Sample Materials within your enterprise only, for your internal use only; provided such use is within the limits of the license rights of the IBM agreement under which you are licensing IBM Cloud Pak for Data. The Industry Accelerators might include applicable third-party licenses. Review the third-party licenses before you use any of the Industry Accelerators. You can find the third-party licenses that apply to each Sample Material in the notices.txt file that is included with each Sample Material.

Code Security: Source Code may not be disclosed to any third parties for any reason without IBM's prior written consent, and access must be limited to your employees who have a need to know. You have implemented and will maintain the technical and personnel focused security policies, procedures, and controls that are necessary to protect the Source Code against loss, alteration, unlawful forms of processing, unauthorized disclosure, and unauthorized access. You will promptly (and in no event any later than 48 hours) notify IBM after becoming aware of any breach or other security incident that you know, or should reasonably suspect, affects or will affect the Source Code or IBM, and will provide IBM with reasonably requested information about such security incident and the status of any remediation and restoration activities. You will not permit any Source Code to reside on servers located in the Russian Federation, the People's Republic of China, or any territories worldwide in which the Russian Federation or People's Republic of China claim sovereignty (collectively, "China or Russia"). Company shall not permit anyone to access or use any such Source Code from or within China or Russia, and Company will not permit any development, testing, or other work to occur in China or Russia that would require such access or use. Upon reasonable written notice, IBM may extend these restrictions to other countries that the United States government identifies as potential cyber security concerns. IBM may request that you verify compliance with these Code Security obligations, and you agree to cooperate with IBM in that regard.

General: Notwithstanding anything to the contrary, IBM PROVIDES THE SAMPLE MATERIALS ON AN "AS IS" BASIS AND IBM DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, SATISFACTORY QUALITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT. IBM SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY OR ECONOMIC CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR OPERATION OF THE SAMPLE MATERIALS. IBM SHALL NOT BE LIABLE FOR LOSS OF, OR DAMAGE TO, DATA, OR FOR LOST PROFITS, BUSINESS REVENUE, GOODWILL, OR ANTICIPATED SAVINGS. IBM HAS NO OBLIGATION TO PROVIDE MAINTENANCE, SUPPORT, UPDATES, ENHANCEMENTS OR MODIFICATIONS TO THE SAMPLE MATERIALS.


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