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Customer Offer Affinity 

Thu August 29, 2019 05:17 AM

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

What's included?

  • A structured business glossary of more than 200 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.
Offer Affinity Data 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 v2.5.0.0, 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. Extract the contents of the package.
  3. 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.

  4. 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.

  5. Import the ZIP file that defines the dashboard.
    1. Open the project that you created in the previous step.
    2. From the project action bar, click Launch IDE and select R Studio.
    3. On the Files tab, click Upload.
    4. Browse for the ZIP file. The file name should have the following format: accelerator-name-analytics-dashboard.zip.
    5. Click OK.
    A folder named IndustryAccelerator-Dashboards-master is added to the RStudio server.

    To run the dashboard, open IndustryAccelerator-Dashboards-master/accelerator-name/app.R, then click Run App.

To use this accelerator on Cloud Pak for Data v2.1.0.0, 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 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.

Release Notes

This accelerator has been verified on:

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

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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