AI Builder for Loan Application Prediction in Power Platform Apps

AI Builder

• When using AI Builder to predict loan application approval, the first step is to prepare the data.
• AI Builder requires the Common Data Service platform for storing and managing business data.
• The final step after training and publishing the model is to deploy and integrate the model into a business application.
• "Designing a user interface" is NOT a step in implementing an AI Builder solution.
• Common Data Service serves as a data storage and management platform when using AI Builder.
• Publishing an AI Builder model makes it available for use in business applications.
• The Data Integration feature should be used to link customer product purchase information from an old POS system to customer accounts and product sales in Dynamics 365 Commerce.
• To share a Power Virtual Agents chatbot with team members for testing, use the "Share" feature.

Power Apps

• The "Business logic" component is best suited for implementing logic related to customer interactions in a Power Apps app.
• When sharing a chatbot created in Power Virtual Agents, it is recommended to use the "Test in Isolation" method for initial testing.
• Building solutions using prebuilt AI models does NOT require coding expertise.
• Model-driven apps create UI components dynamically based on the data model.
• Model-driven apps start with building up the shape of core business data.
• A key feature of canvas apps is that they allow easy building of business apps by starting with user experience.
• Model-driven and canvas apps are similar in that they both support user interaction and data visualization.

Power BI

• The regional sales manager should analyze sales data and identify areas for improvement if sales are not increasing as expected.
• Power BI reports can be filtered by date, geography, and other dimensions.
• The regional sales manager can use Power BI's "Guided Learning" feature to provide guidance on using reports and dashboards to sales associates.
• For Power BI visualizations, the "Conditional Formatting" feature helps determine if a statement is true or false.
• The regional sales manager can take action to improve productivity by analyzing sales data and identifying areas for improvement.
• An important aspect of creating Power BI reports is to ensure they are accurate and up-to-date.
• To access the "Analyze in Excel" option in Power BI, a store manager should ensure that they have the necessary permissions.
• If a store manager cannot find the "Analyze in Excel" option, the district manager should advise them to check their permissions.
• Sales managers can be provided with near real-time data insights in Power BI by using Power BI's real-time data capabilities.
• A district manager should ensure that store managers make informed decisions using Power BI by providing them with accurate and up-to-date sales data.
• A store manager can track sales and daily sales targets using Power BI by creating custom dashboards and reports.
• A district manager can assist a store manager who needs to access detailed sales insights immediately by providing them with real-time sales data.

Test your knowledge on implementing an AI Builder solution for predicting loan application approvals/rejections using historical client data in Power Platform apps. Learn the steps to use AI Builder for this predictive analysis.