Symptom
After activating the Account Synopsis Generative AI scenario, the information displayed in the Account Synopsis tab is incorrect.
Environment
SAP Sales and Service Cloud V2
Cause
As the Account Synopsis scenario uses OpenAI models for its functionality, it uses available account data to generate summaries and may make assumptions or extrapolate information that is not explicitly stored in the system.
Due to this, depending on the data available in the account, it may find irrelevant information to display instead of the expected ones.
Resolution
Maintaining the Industry field in the account with the relevant industry assists the model to find more relevant data to this account. After updating this information and regenerating the results, the synopsis will display the expected information once more.
See Also
- KBA 3627320 - Understanding the Data Source for the Account Synopsis Section in the Account Object.
Keywords
Account synopsis, AI summary, generative AI, account overview, incorrect data, SAP Sales Cloud V2 , KBA , CEC-CRM-ML , Machine Learning for SAP Sales/Service Cloud , Problem
SAP Knowledge Base Article - Public