SECTIONSFinancial Transactions - Intelligence Intermediate Processing
After importing the input fields from the different sources and joining them together, the Intelligence Analytics recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.
Each row of the Financial Transactions - Intelligence dataset represents a single source record. For your financial data that comes from Accounting directly or through Financial Analytics, the source record is a transaction line item or a bank reconciliation. For your subscription billing data that comes from Billing Central, the source record is a billing schedule.
Predictions
This is the prediction node in the Intelligence Analytics recipe that relates to the Financial Transactions - Intelligence dataset.
| Prediction Node | Description |
|---|---|
|
Generate Predictions |
It uses the prediction definition selected in the Intelligence Analytics configuration wizard to generate predictions. |
Filters
These are the filter nodes in the Intelligence Analytics recipe that relate to the Financial Transactions - Intelligence dataset.
| Filter Node | Description |
|---|---|
| Filter Bank Reconciliations |
Matches only bank reconciliations with the status of "Complete". |
| Filter Billing Contracts | Matches only billing contracts with the status of "Active". |
| Filter Billing Schedules | Matches only billing schedules that are not linked to a billing document line item. |
Calculated Fields
These are the fields calculated by the Intelligence Analytics recipe.
| Field Label | Field API Name | Description |
|---|---|---|
| Account ID | Account ID |
The ID of the account that relates to the source record. This is set to:
|
| Actionable Field Name | ActionableFieldName | The field selected as an actionable variable when you deploy your Einstein Discovery model. |
| Actionable Field Value | ActionableFieldValue | The value of the actionable field suggested to improve the outcome for Days to Pay. |
| Company ID | CompanyID |
The ID of the company record that relates to the source record. This is set to:
|
| Company Name | CompanyName |
The name of the company that relates to the source record. This is set to:
|
| Days to Pay after Improvement | DaysToPayAfterImprovement |
Calculated as Predicted Days to Pay + Improvement Impact. |
| Due Date | DueDate |
When the source record is a transaction line item, this is the date when the transaction line item is due. When the source record is a billing document, this is the date when the billing document is due to be created. This is set to:
|
| Dual Outstanding Value | ValueDualOutstanding |
The outstanding amount of the source record in the dual currency. This is set to:
|
| Improvement Impact | ImprovementImpact | Calculated using the prediction definition selected in the Intelligence Analytics configuration wizard. This field is used to calculate the Days to Pay after Improvement field. |
| Improvement Temporary Field | ImprovementTemporaryField | Calculated using the prediction definition selected in the Intelligence Analytics configuration wizard. This field is used to derive the Actionable Field Name and Actionable Field Value fields. |
| Home Currency | CurrencyHome |
The ISO code of the accounting currency related to the source record. This is set to:
|
| Home Outstanding Value | ValueHomeOutstanding |
The outstanding amount in the home currency of the source record. This is set to:
|
| Line Type | LineType |
Type of the source record. If the source record is a billing schedule, the value is "Billing Schedule". If the source record is a transaction line item the possible values are:
|
| Predicted Days to Pay |
PredictedDaysToPay |
Calculated using the prediction definition selected in the Intelligence Analytics configuration wizard. This field is used to calculate the Days to Pay after Improvement field. |
| Predicted Payment Date | PredictedPaymentDate |
Calculated as Predicted Days to Pay rounded to the nearest whole number + Transaction Date. |
| Record ID | RecordId |
The ID of the record that the dataset row relates to. This is set to:
|
| Transaction Type | TransactionType |
The type of the source record. If the source record is a billing schedule, the value is "Billing Schedule". If the source record is a transaction line item, the possible values are:
|