Predictive scoring

Level: beginner

Creatio provides tools to create and set up machine learning models that predict record scoring in any Creatio section. Predictive scoring estimates the probability of an event. For example, you can create a model that rates the lead conversion probability based on the budget and the history of successful hand-off to sales. Predictive lead scoring based on this prediction model is available out of the box. This model is implemented via developer queries and tools. This article demonstrates how you can configure this prediction model without coding.

Creatio calculates the predictive score using a scale from 1 to 100 points. You can display the calculated value on the record page as a numeric field or a chart. Learn more: Add analytics to a record page.

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Learn more about ML models and their business use: Artificial intelligence and machine learning in Creatio.

Important

Using predictive analysis in Creatio on-site requires additional preliminary setup. Learn more: Machine learning service.

1. Add a new recommendation prediction model

Example

Set up the lead conversion probability prediction in the Leads section based on the lead stage, budget, and the annual revenue.

To do this, set up and train a predictive scoring model.

To create a predictive scoring model:

1. Open the ML models section in the Studio workplace.

2. Click New → Predictive scoring.

3. Fill out the ML model creation mini page (Fig. 1):

   1. Name – the name of the prediction model. The name helps to identify the model in the ML models section list and select it when configuring the Predict data business process element.
   2. Type – the ML model type. For example, "Predictive scoring." Creatio populates the field automatically when you select the model in the previous step.
   3. Object – the prediction model will predict the records of this object (a section, a detail, or a lookup). For example, "Lead."

   Fig. 1 The predictive scoring model mini page

   

4. Click Next to save the mini page and open the predictive scoring model setup page.

2. Set up the model parameters

After you fill out the required model fields, specify the parameters:

1. What records to be considered as successful? – set up a filter Creatio will use to determine the most "successful" records, i. e., the records that should have the highest score. In this example, a lead is considered successful if its budget is higher than $50,000 and if it was successfully handed off to sales (Fig. 3). To do this, configure the following filters: "Budget > 50,000.00" and "Stage = Handoff to sales."

2. Which columns does the predicted value depend on? – select the "Object column" or "Linked column" to add columns that Creatio will analyze to predict the lead quality. For example, if the lead quality is based on the budget, annual revenue, and its stage in the pipeline, add the Budget, Annual revenue, and Lead stage object columns here. Creatio will analyze the historic values of these columns, compare the columns to the most successful records, and predict the score.

3. Which records should be included in the training dataset? – specify the filter Creatio will use to select the training records. Creatio will use these records to determine the correlation between the predicted lead quality and the columns used for prediction. For example, select only the records with the lead budget. To do this, configure the following filter: "Budget is filled in."

   You do not have to specify the filter conditions. Creatio will use all available records for training by default.

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   You can already save the model and start training it by clicking the Train model button at this stage. You will see the training results in the Expected accuracy field. Fill out the What column to use for saving prediction result? field to save the prediction results.

4. What column to use for saving prediction result? – specify where Creatio will store the prediction results. Usually, Creatio saves the results to the column whose value was predicted. If you would rather save the prediction result to another column, specify it in this field. For example, add a Predictive budget column to the lead page and save the results there. You can add a special column that will store the prediction result in the Section wizard. Learn more: Set up page fields.

5. Automatic model training settings – turn on the switch and set the parameters for automatic model retraining with updated historical data.

   1. Specify the interval between model training sessions in the Retrain after, days field. After the specified number of days, Creatio will retrain the model based on historical records that match the filter. The first model training starts when you click the Train model button. If you would rather not retrain the model, leave the field blank or enter "0."
   2. Specify the lowest prediction model accuracy threshold in the Quality metric lower limit field. When you train the model for the first time, this threshold will determine the minimum acceptable quality that the model needs to reach before Creatio can use it. If the model quality drops below the lower limit, the model is deemed unusable. We recommend setting the quality metric lower limit to at least 0.50. The machine learning model accuracy score ranges from 0.00 to 1.00 (higher is better). Creatio calculates the machine learning model accuracy by dividing the number of successful predictions by the total number of predictions. Learn more about how the prediction accuracy score is calculated in the Google documentation.

6. Turn on the switch in the Setting up background update of prediction results field group to enable daily prediction result updates for all records during the minimum load period (Fig. 2). If you need to update only the specific records, set up the filter conditions.

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Specify the period when the batch prediction will take place in the Maintenance periods lookup.

Fig. 2 The predictive scoring model parameters

3. Add the advanced settings

Click the Advanced settings tab if you want to specify additional prediction model parameters. Fill out the fields similarly to the lookup value prediction model settings (Fig. 3) and click Save. To start training a predictive scoring model, click Train model.

Fig. 3 The advanced settings of the predictive scoring model

Prediction results

This will add a new ML model to Creatio.

If you set up batch prediction, the model will update predictions for the selected records daily during the maintenance period without the use of business processes.

Set up a business process with the Predict data element to gain complete control over what records to predict and when. If a business process triggers the model, it will predict the score for the needed records. Learn more: Implement prediction models.

The lead score prediction model will analyze the values in the Budget, Annual revenue, and Lead stage columns of leads with the populated Budget field and compare the values to all the leads that have been handed off to sales. The more data the model analyzes, the higher the quality of the metric.

Once the quality is high enough, the section will provide the predicted lead rating based on the values in the Budget, Annual revenue, and Lead stage columns.

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See also

Train prediction models

Implement prediction models

Predictive scoring of leads