Overview of Batch Scoring

Batch Scoring in the SentiLink Dashboard allows users to process large volumes of cases by securely uploading files containing the necessary application data. This feature is designed for users who need to score multiple applications efficiently and effectively. The process leverages the Upload tab for file submissions and the Download tab for retrieving processed results.

This guide will walk you through the steps for batch scoring, offer best practices, and answer common questions.

Step-by-Step Guide to Batch Scoring

1. Prepare Your File

• Use the provided file template from the SentiLink Dashboard or your Partner Success Manager.
• Ensure the file contains all required fields for scoring, such as:
• • Applicant Name
  • Social Security Number (SSN)
  • Date of Birth (DOB)
  • Contact Information (Phone/Email)
• Save the file in a supported format (e.g., CSV).

2. Navigate to the Upload Tab

• Log into the SentiLink Dashboard.
• Access the Upload tab from the left navigation bar.

3. Upload Your File

• Select the file type as Batch Scoring to ensure proper processing.
• Drag and drop your file into the upload area or click to browse for the file.
• Confirm the file upload.
• If errors are detected (e.g., syntax or missing fields), correct them based on the provided error messages and re-upload the file.

4. Processing Time

• Once uploaded, the file will be securely processed.
• Processing times vary depending on file size but are typically completed within 24 business hours.

5. Download Results

• Navigate to the Download tab once processing is complete.
• Retrieve your processed file, which will include SentiLink Scores and other relevant outputs.

Best Practices for Batch Scoring

• Validate Your Data: Double-check the format and accuracy of your data before uploading to minimize errors.
• Use the Template: Always start with the official file template to ensure all necessary fields are included.
• Secure Your Files: Adhere to your organization’s data security policies when handling sensitive personal information.
• Follow Up: If your results are delayed or you encounter issues, reach out to your Partner Success Manager.

Frequently Asked Questions

Q: What file formats are supported for batch uploads?

A: The system supports CSV files. Ensure your file adheres to the provided template for seamless processing.

Q: How do I resolve upload errors?

A: The system will provide detailed error messages if issues are detected. Review the messages, correct your file, and re-upload it.

Q: How long does it take to process a batch file?

A: Processing is typically completed within 24 business hours, but large files may take longer.

Q: Can I upload multiple files at once?

A: Yes, multiple files can be uploaded, but ensure each file is correctly formatted and categorized.

Q: Can I search for batch-scored applications in the dashboard?

A: Yes, batch-scored applications can be searched using the search bar in the dashboard. They can also be reviewed in the RiskOps section for detailed insights and analysis.

Q: Who do I contact if I encounter issues?

A: Reach out to your Partner Success Manager or contact SentiLink support for assistance.

Batch Scoring is a powerful tool for efficiently scoring large volumes of cases. By following this guide, you can streamline your workflow and make the most of the SentiLink Dashboard.