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Customer Personality Change & Reasons

Report type key: personality_customer_change_markdown
Configuration type: Personality
Group: Personality

Pseudonymous customer-level personality changes with reason codes, score movers, and history paths.

How to get it

  1. Create and save a Personality configuration.
  2. Enable: Personality family customers / customer change.
  3. Run the job and wait until completed.
  4. Open Reports (/reports), select that job, and choose this type.

Markdown viewer: /markdown/JOB_ID/personality_customer_change_markdown
API: GET /reports/JOB_ID/personality_customer_change_markdown

The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.

How to read

Reason codes explain why a label moved. Magnitudes are in the notebook and JSON.

Companion artifacts

KeyArtifact
personality_customer_change_markdownMarkdown report
personality_customer_change_notebookJupyter notebook

Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.

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