Cloud Pak for Data

Customer Offer Affinity 

18 days ago

Identify the right financial products and investment opportunities for new and existing clients.

What's included?

  • A structured business glossary of more than 190 business terms.
  • Sample data science assets

How does it work?

The glossary provides the information architecture that you need to identify which investment opportunities or financial products will be the most attractive options for customers. And your data scientists can use the sample notebooks, predictive models, and dashboards to accelerate data preparation, machine learning modeling, and data reporting.

Understand your financial clients so that you can:

  • Be prepared for customer meetings with timely offers and customized services.
  • Develop more targeted and effective marketing campaigns.
  • Redesign your financial products to address real customer needs.
  • Generate ideas for new services.

When you import the accelerator:

  • The terms are added to your business glossary under the Customer Offer Affinity 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

Some of the features in the industry accelerator require additional software. Before you import the accelerator, decide whether you want to use the following features:

Feature Prerequisite
R Shiny apps If you want to use the included R Shiny apps, you must install the RStudio add-on. For details, see Enable additional development environments.

Importing the accelerator

To use this accelerator, complete the following steps:

  1. Download the customer-offer-affinity-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 sucessfully:

        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.

    Additional information

    This accelerator has been verified on Cloud Pak for Data v2.1.0.2

    About the developer:

    IBM

    Licensing

    This project contains Sample Materials, provided under license.
    Licensed Materials - Property of IBM.
    © Copyright IBM Corp. 2019. All Rights Reserved.
    US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

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