Using Intelligent Scoring in Reports (Discover)

About Using Intelligent Scoring in Reports

Now that you’ve successfully set up intelligent scoring, let’s talk about how to incorporate that data into your Studio dashboards. After you create a rubric, the objects described on this page are created based on how you defined your rubric’s scoring rules.

Intelligent Scoring Attribute

This attribute is a score ranging from 0 to 100 that each document or interaction receives automatically based on the scoring criteria defined in a rubric. The name of the attribute is [Rubric Name] Score.

You can update how the intelligent score attribute’s display name by making edits in Designer. See Editing Attributes.

Passing and Failing Filters

The following scorecard filters are created automatically for each rubric:

• [Rubric Name] Passing Score: This filter includes documents that passed the rubric’s target.
• [Rubric Name] Failing Score: This filter includes documents that failed the rubric’s target.

You can use these filters in widgets, metrics, and dashboards.

You cannot edit these filters directly. They are updated automatically based on the rubric’s definition.

See Disabling Scorecard Filters.

Passing and Failing Metrics

For each rubric, the following scorecard metrics are created:

• % Passing – [Rubric Name]: This metric shows the percentage of documents that passed the rubric’s target.
• % Passing – [Criteria Name]: This metric shows the percentage of documents that passed a specific criterion.
• % Failing – [Rubric Name]: This metric shows the percentage of documents that failed the rubric’s target.
• % Failing – [Criteria Name]: This metric shows the percentage of documents that failed a specific criterion.

You can use these metrics in widgets, dashboard filters, custom math and filtered metrics, and in metric alerts.

You cannot edit these metrics directly. They are updated automatically based on the rubric’s definition.

See Disabling Scorecard Metrics.

Scorecard Alert

For each rubric, a document-level alert is created named sc_[Rubric Name]_alert. This alert is triggered for every document that fails the rubric.

You cannot edit these alerts. You can only enable or disable them.

You do not need to disable the alert if the rubric itself is disabled, because the alert will then be disabled automatically. If you re-enable your rubric, the alert will also be automatically enabled again.

Scorecard Inbox Templates

For each rubric, an inbox template is created named [Rubric Name] Inbox Template. You can use this template to present scorecard alert information in your cases in a meaningful way.