Configure a resource generator for providing a similar major case to the current case
Configure a resource generator of type similarity with trend that provides a similar major case to the current case.
Before you begin
- Ensure Predictive Intelligence is active and set up on your instance. See Install Predictive Intelligence.
- Ensure you have a Predictive Intelligence subscription.
- Train the Major issue detector similarity solution with the existing customer cases. For more information, see Create and train a similarity solution.
- Create a trend definition with the name Major issue trends to define how many records that have something in common constitute a trend, for example, six or more records with common field values.
Role required: sn_nb_action.next_best_action_author, sn_nb_action.resource_generator_author, admin
Procedure
- Navigate to .
- Select New from the Resource Generators list.
- In the Name field, enter Similar major case.
- In the Context field, select Case context.
- In the Generator type field, select Similarity with Trend.
- Save the record to display the generator inputs.
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On the Generator input form, fill in the fields.
Field Action Similarity definition Select the similarity solution, Major Issue Detector. Trend definition Select the trend definition, Major issue trends. - Select Update.