CX Insights (Customer Experience Insights) is a powerful tool for managing data and supporting business processes. To help our team process your intake case quickly and accurately, please follow the steps below:

1. Add the Correct Team

  • Verify Team Name: Ensure the team name is spelled correctly. You can check past submitted requests for reference.
  • FTE Leader Confirmation: Under the “Customer” field, list the correct Full-Time Employee (FTE) leader — this is the person responsible for approving access on behalf of the team.
  • Team Name Updates: If the team name has changed, let us know.
  • Team Profile Updates: If there are new members on the team, please submit an updated Team Profile file with all required details.

2. Create and Attach the Team Profile Intake

  • Use the Team Profile Intake template - CXI Team Profile Template.xlsx  
  • Add all relevant team members.
  • Attach the completed file to your intake case submission.

3. Process Access Requests

  • List Required Datasets: Use the “Pick Your Project” field to match your request to the appropriate datasets.
  • Specify Data Type: Indicate whether you need Raw data, Conditioned data, or both.
  • Include Additional Resources (if needed): List any Databricks workspaces, containers, or storage container related to your request.


By submitting complete and accurate information, you’ll help us review and process your request efficiently. 



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