Account Assignment Assistance for Predicting Attribute Values with AI

Account Assignment Assistance uses Artificial Intelligence (AI) to predict the value of a specified attribute by using Machine Learning algorithms that are trained on your historical data. To use Account Assignment Assistance, Service Administrators must create a predicted attribute and train it using the existing data. This training creates a model that can then be used, any number of times, to predict the value of the specified attribute. The model can be retrained periodically to reflect changes in data over time, thereby ensuring its effectiveness.

For each predicted value, an attribute is created for confidence percentage. A higher confidence percentage indicates that the predicted value is likely more accurate.

Business Benefit: In addition to automating the process of setting values for profile attributes, this feature provides the following benefits:

  • Reduces the manual effort involved in creating profile attributes, thereby enabling you to focus in higher-value tasks
  • Streamlines and speeds up the period-end close
  • Enhances consistency and accuracy by minimizing human errors and leveraging historical data-driven insights

Steps to enable and configure

The Enable Predictive AI configuration setting must be selected to use Account Assignment Assistance.

Key resources