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Empowering Customers to
Self Solve - A Findability
Journey
Manikandan Sivanesan
Senior Software Engineer, Red Hat
@manisnesan
#Activate18 #ActivateSearch
Agenda
What is Self-Solve?
Why self-solve matters?
How we are doing?
What is Self-Solve?
Self Solve
• Bullet text
• Secondary bullet
• Tertiary bullet
• Second secondary bullet
• More bulleted content
I want my
server
fixed
now
Self Solve - Ideal Scenario
I want my
server fixed
now
• Search
• Relevant Content
• SELF-SOLVE!!!
Why self-solve matters
Why self-solve matters for Customer?
Why self-solve matters for Business?
“Self-service offers companies a tantalizing opportunity to reduce
spending, often drastically. The cost of a do-it-yourself
transaction is measured in pennies, while the average cost of a
live service interaction (phone, e-mail, or webchat) is more
than $7 for a B2C company and more than $13 for a B2B
company.”
- HBR Business Review 2017
Why self-solve matters for Business?
How we are doing?
About Red Hat
• Open Source Company
• Communities
• Product Offering
• Subscription Business Model
Product Portfolio
Red Hat Customer Portal
• Value of Red Hat Subscription
• FAQ, Docs, Knowledge Base
• Certifications
• Product Security
• Award Winning Support 24x7
• Onsite Search and Apps
Top Tasks
Delivering Self-Solve
• Functional & Relevant Search
• Portal Search
• TroubleShooting
• Tool Automation - Faster Resolution
• User Experience
• Support (Knowledge Centered)
• Content
• Lucidworks Fusion & Apache Solr
• JBoss EAP for client application
Customer Portal Search
Categories of queries
• Low intent High Frequency
• rhel, ansible, openshift - Product based
• sosreport, openjdk - technology/component specific
• High intent Low Frequency
• open files hard limit
• multipath configuration
• Error messages
• org.jboss.ejb3.annotation.TransactionTimeout
• NFS: nfs4_discover_server_trunking unhandled error -22. Exiting
with error EIO
Product Entity Recognition
• Customer Product Vocabulary vs Official
• rhel 7, red hat linux , linux, red hat enterprise linux
• SynonymGraphFilterFactory
• Build our own synonyms list
• Manually Maintained
• Acronyms
• Hard to identify components or technology specific words
Word2Vec for Product Inference
• Query Preprocessing
• Word2Vec - Learning representation
• “relatedness” between words
• q = kubernetes
• "bq": “boostProduct:openshift^4"
• q = karaf
• “bq”: "boostProduct:fuse^4"
• Source the Product Detector Synonyms
• neutron, packstack, director => OpenStack
Tier Model Approach
• Fields from Content mapped to Tiers
• Search across multiple tiers
• Different boosts for different tiers
• Common parlance with Content Writers
• qf = tierA^10.0 tierB^5.5 tierc^4.5 tierD^3.5
Content/Tier Tier A Tier B Tier C Tier D
Knowledge Base title issue resolution resolution_stripPunc
Documentation chapterTitle sectionTitles content content_stripPunc
Vulnerability title content content_stripPunc
Handling error messages
Troubleshoot an issue/error
Problem Query
● Product, Version
● Summary
● Description
Challenges
• Vague
• Important tokens
• Diagnostics Info
Don’t Force the customer
Only the important tokens
• edismax query parser
○ stopword removal in phrase query
•Missing bigram/trigram with leading/following stopword
• Stopwords handling before sending to Solr
• Improved phrase matching
((capsule does not have installation media)^5.0) => (title:"instal
media 5.0"~2 | body:"instal media 5.0"~2)~0.1
(title:"media 5.0 instal"~2 | body:"media 5.0 instal"~2)~0.1
Relevance Signals
• Customer Feedback
• User Clicks
• Fusion - Signals and Aggregation
• Associate Feedback
• Case resolution
• Popularity based on linked knowledge content
• Linked Solutions from similar cases
"boost": "if(exists(caseCount_365),sum(1,div(log(map(caseCount_365,0,0,1)),log(8.0))),1)"
Evaluation framework
• Leverages past closed cases & linked knowledge content
• Exact answer to a particular problem
• Search effectiveness
• % of linked content in Top 1, 3, 6 ranks of results
• Tuning
• Best parameters value chosen based on maximized score
• Hard to tune in practice
Product Specific Tuning
• Boost factors determined by Major Products
• Link Popularity not relevant for emerging products
• Individual Tuning for Top products
Journey Ahead - Product Specific LTR
• RankNet
• Training Dataset
• Neural Network Model
• Available in Solr 7.3
Results
• Self-Solve based Home Page
• Increased traffic
• Customers are motivated to self-solve
• A/B testing
• 7% decrease in case creation rate for experiment group
Faster Case Resolution
• Speciality Case Routing
• Rule Engine -> Mahout Classifier -> Deep Learning
• Accuracy ~ 85%
• Language Detection
• Case Routing based on Customer Locale
• Case text in multiple languages
• FastText based Language Classifier
• Accuracy ~ 99%
Credits
• Charles Sanders
• Tom Butt
• Michael Alcorn
• Scot Floess
• Diego Fernandez
• JP Sherman
• Search Team
• AIR Team
Q&A
Thank you!
Manikandan Sivanesan
Senior Software Engineer, Red Hat
@manisnesan
#Activate18 #ActivateSearch

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Empowering Customers to Self Solve - A Findability Journey - Manikandan Sivanesan & Rutvij Vyas, Red Hat

  • 1. Empowering Customers to Self Solve - A Findability Journey Manikandan Sivanesan Senior Software Engineer, Red Hat @manisnesan #Activate18 #ActivateSearch
  • 2. Agenda What is Self-Solve? Why self-solve matters? How we are doing?
  • 4. Self Solve • Bullet text • Secondary bullet • Tertiary bullet • Second secondary bullet • More bulleted content I want my server fixed now
  • 5. Self Solve - Ideal Scenario I want my server fixed now • Search • Relevant Content • SELF-SOLVE!!!
  • 6.
  • 8. Why self-solve matters for Customer?
  • 9. Why self-solve matters for Business? “Self-service offers companies a tantalizing opportunity to reduce spending, often drastically. The cost of a do-it-yourself transaction is measured in pennies, while the average cost of a live service interaction (phone, e-mail, or webchat) is more than $7 for a B2C company and more than $13 for a B2B company.” - HBR Business Review 2017
  • 10. Why self-solve matters for Business?
  • 11. How we are doing?
  • 12. About Red Hat • Open Source Company • Communities • Product Offering • Subscription Business Model
  • 14. Red Hat Customer Portal • Value of Red Hat Subscription • FAQ, Docs, Knowledge Base • Certifications • Product Security • Award Winning Support 24x7 • Onsite Search and Apps
  • 16. Delivering Self-Solve • Functional & Relevant Search • Portal Search • TroubleShooting • Tool Automation - Faster Resolution • User Experience • Support (Knowledge Centered) • Content • Lucidworks Fusion & Apache Solr • JBoss EAP for client application
  • 18. Categories of queries • Low intent High Frequency • rhel, ansible, openshift - Product based • sosreport, openjdk - technology/component specific • High intent Low Frequency • open files hard limit • multipath configuration • Error messages • org.jboss.ejb3.annotation.TransactionTimeout • NFS: nfs4_discover_server_trunking unhandled error -22. Exiting with error EIO
  • 19. Product Entity Recognition • Customer Product Vocabulary vs Official • rhel 7, red hat linux , linux, red hat enterprise linux • SynonymGraphFilterFactory • Build our own synonyms list • Manually Maintained • Acronyms • Hard to identify components or technology specific words
  • 20. Word2Vec for Product Inference • Query Preprocessing • Word2Vec - Learning representation • “relatedness” between words • q = kubernetes • "bq": “boostProduct:openshift^4" • q = karaf • “bq”: "boostProduct:fuse^4" • Source the Product Detector Synonyms • neutron, packstack, director => OpenStack
  • 21. Tier Model Approach • Fields from Content mapped to Tiers • Search across multiple tiers • Different boosts for different tiers • Common parlance with Content Writers • qf = tierA^10.0 tierB^5.5 tierc^4.5 tierD^3.5 Content/Tier Tier A Tier B Tier C Tier D Knowledge Base title issue resolution resolution_stripPunc Documentation chapterTitle sectionTitles content content_stripPunc Vulnerability title content content_stripPunc
  • 24. Problem Query ● Product, Version ● Summary ● Description Challenges • Vague • Important tokens • Diagnostics Info Don’t Force the customer
  • 25. Only the important tokens • edismax query parser ○ stopword removal in phrase query •Missing bigram/trigram with leading/following stopword • Stopwords handling before sending to Solr • Improved phrase matching ((capsule does not have installation media)^5.0) => (title:"instal media 5.0"~2 | body:"instal media 5.0"~2)~0.1 (title:"media 5.0 instal"~2 | body:"media 5.0 instal"~2)~0.1
  • 26. Relevance Signals • Customer Feedback • User Clicks • Fusion - Signals and Aggregation • Associate Feedback • Case resolution • Popularity based on linked knowledge content • Linked Solutions from similar cases "boost": "if(exists(caseCount_365),sum(1,div(log(map(caseCount_365,0,0,1)),log(8.0))),1)"
  • 27. Evaluation framework • Leverages past closed cases & linked knowledge content • Exact answer to a particular problem • Search effectiveness • % of linked content in Top 1, 3, 6 ranks of results • Tuning • Best parameters value chosen based on maximized score • Hard to tune in practice
  • 28. Product Specific Tuning • Boost factors determined by Major Products • Link Popularity not relevant for emerging products • Individual Tuning for Top products
  • 29. Journey Ahead - Product Specific LTR • RankNet • Training Dataset • Neural Network Model • Available in Solr 7.3
  • 30. Results • Self-Solve based Home Page • Increased traffic • Customers are motivated to self-solve • A/B testing • 7% decrease in case creation rate for experiment group
  • 31. Faster Case Resolution • Speciality Case Routing • Rule Engine -> Mahout Classifier -> Deep Learning • Accuracy ~ 85% • Language Detection • Case Routing based on Customer Locale • Case text in multiple languages • FastText based Language Classifier • Accuracy ~ 99%
  • 32. Credits • Charles Sanders • Tom Butt • Michael Alcorn • Scot Floess • Diego Fernandez • JP Sherman • Search Team • AIR Team
  • 33. Q&A
  • 34. Thank you! Manikandan Sivanesan Senior Software Engineer, Red Hat @manisnesan #Activate18 #ActivateSearch