Financial 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.

Warning:

We recommend that you never modify the Intelligence Analytics recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.

Predictions

This is the prediction node in the Intelligence Analytics recipe that relates to the Financial Transactions - Intelligence dataset.

Prediction Node Related 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

This is the filter node in the Intelligence Analytics recipe that relates to the Financial Transactions - Intelligence dataset.

Filter Node Related to the Financial Transactions - Intelligence Dataset

Filter Node	Description
Filter Bank Reconciliations	Matches only bank reconciliations with the status of "Complete".

Calculated Fields

These are the fields calculated by the Intelligence Analytics recipe.

Calculated Fields Created for the Financial Transactions - Intelligence Dataset

Field Label	Field API Name	Description
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.
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.
Days to Pay after Improvement	DaysToPayAfterImprovement	Calculated as Predicted Days to Pay + Improvement Impact. Example: Predicted Days to Pay = 6 Improvement Impact = -4 Days to Pay after Improvement = 2
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.
Predicted Payment Date	PredictedPaymentDate	Calculated as Predicted Days to Pay rounded to the nearest whole number + Transaction Date. Example: Predicted Days to Pay = 2.3 Transaction Date = December 20, 2023 Predicted Payment Date = December 22, 2023