To configure a Score process

Within a campaign, open a flowchart for editing.

Drag the Score process from the palette to your flowchart.

Connect a configured process as input into the Score process. For example, connect a Select process that generates a list of customer IDs, so those IDs can be scored against a data model.

Double-click the Score process in the flowchart to open the process configuration dialog.

Use the Input list to select a source cell that contains the customer IDs that you want to score. You can select just one source cell to score.

In the Number of Models field, indicate how many models you want to create.

Click in the parameters area. If you set Number of Models to more than 1, the parameters area lists as many models as you requested. The default names for models use the form Model 1, Model 2, Model 3.

For each model, double-click the Score Field Name and type the name of the field where you want the scoring results stored. The default name is scoreN_1. For example, Score1_1.

For each model, double-click the Model File field, click the down arrow, and use Browse to open a file selection window. Select the runtime model file (.rtm) that you are using to score customer IDs. Runtime model files are created by PredictiveInsight or the Model process in Campaign.

10.

Click Match Variables Names to open the Match Variable Names window.

For customers to be scored properly, you must match the variables used in the model file with corresponding fields in the data set to be scored. For example, if the model uses an average_balance variable, you must match that variable with a field that contains average balance in the data set.

Select fields in the Candidate Fields list that match fields in the data set, and move them to the Matched Variables list.

You can match identical field names automatically by clicking Match. This option overrides any manual matching.

You can also create derived fields by clicking Derived Fields.

You must match all of the variables to properly configure the Score process. Variable names do not need to match field names, but the data types (numeric or string) must match.

Click OK to return to the configuration dialog.

11.

(Optional) Click the General tab to assign a name or notes to the process.

The name appears on the process box in the flowchart. The notes appear when you hover the mouse over the process box in the flowchart.

12.

Click OK.

The process is now configured. You can save the flowchart, then test run the process to verify that it returns the results you expect.