Managing Suggestions

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

Feature Requirement
The Records365 Classification Intelligence add-on requires an additional subscription. If the ‘Intelligence’ menu item is not visible in the left navigation pane, then the Classification Intelligence add-on is not active for your organization. If you believe your organization is subscribed, or would like to inquire about subscribing, please contact support.


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

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. The Suggested Category column displays the recommended business classification based on your current machine learning model. In addition, this column is available for sorting to help when working with multiple categories.

  1. To accept a category suggested by the machine learning capabilities of Records365, select the appropriate records and click Accept Suggested Category. The Advanced Search control is also available here to help when working with large datasets.

  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 the Classification Intelligence add-on acts as a continuous feedback loop. The next time a new training experiment 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.

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