Managing Suggestions

Add-on module required
You will only have access to the features described in this article if you have purchased the Classification Intelligence add-on module with your Records365 subscription.

Role required
To accept a suggestion you need to be assigned to either the Application Administrator or Records Manager role in Records365.

Introduction

Once Records365 has generated a machine learning model as part of the Training process it will begin suggesting record categories (business classifications) for new content it discovers.

Suggestions are only made for content that does not match any metadata based rules in the Rules engine.

Managing Suggestions

  1. In the left-hand navigation menu, click on the Manage section and select Intelligence.
  2. You will be taken to the Manage tab to view suggestions made by Records365
  3. The Suggested Category column displays the recommended business classification based on your current machine learning model.
  1. To accept a record category suggested by Records365, select the appropriate records and click Accept Suggested Category.
    4.1 Note: The Advanced Search control is available to help slice and dice larger data sets.
  1. Alternatively, to correct a suggestion, and apply a different category, select the appropriate records and click Reschedule.

Improving Your Predictions

The process of accepting or correcting suggestions made by Records365 acts as a continuous feedback loop. The next time a new training run is initiated these signals (i.e. accepting or correcting a suggestion) are baked into the next version of the model. This mechanism allows you to refine your model over time to get better and better suggestions.