Document created by imk Advocate on Oct 9, 2017Last modified by Makenna.Brei on Oct 9, 2017
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Estimators show the number of customers in each branch of a specified strategy and the behavior score good-bad odds associated with the records estimated to each branch. TRIAD processes a user-defined sample of records saved from the production linkage data file for each Estimator, generating realistic assessment of the performance and profitability for a strategy.

  • Always run an Estimator prior to implementing a new or modified strategy.
  • Use the Estimator to identify nodes of a strategy that are under- or over-utilized.
  • Navigate to the Estimator through the Analysis tab of the navigation bar, this tab also contains links to Audit, Portfolio Performance Reports and Datamart pages.
  • Generate Estimator reports at any time using records stored in the TRIAD Datamart.
  • Users can specify the percentage of a SPID (Strategic Portfolio ID) to be retained for Estimator input data. By default TRIAD retains 100% of records; consider reducing the percentage for large SPIDs to shorten estimator processing time. Note that there is a distinct percentage allocation for the Authorizations decision area, all other decision areas use the assigned Estimator Sample percent.