Add Filter Definition

This option allows you to add a filter. Filter can be of 4 types namely, Data Element, Hierarchy, Group, and Attribute. To create filter definition, the Write role should be mapped to your user group.

To create a new filter from the Filters Summary screen:

Select the button in the Filters toolbar. Add button is disabled if you have selected any checkbox in the grid. The New - Filter Details screen is displayed.
Enter the Filter Details section details as tabulated:

Filed	Description
Folder Name	Select the Folder Name where the Filter is to be stored from the drop down list. The Folder selector window behavior is explained in User Scope section. Click to create a new private folder. The Segment Maintenance window is displayed. For more information, see Segment Maintenance. Note: You can select Segment/Folder Type as Private and the Owner Code as your user code only.
Access Type	Select the Access Type as Read Only or Read/Write. Read-Only: Select this option to give other users the access to only view the filter definition. Note: A user with Phantom and Write role can modify or delete the filter even though the access type is selected as Read-only. Read/Write: Select this option to give all users the access to view, modify (including Access Type) and delete the filter definition.
Filter Name	Enter the filter name in the Filter Name field.
Description	Enter the description of the filter in the Description field.

In the Filter Type Selection select the Filter Type from the drop down list.

The Filter Details grid fields remain the same despite the Filter Type selected. There are four different Filter Types available in the Filter Type Selection grid as tabulated. Click on the links to navigate to the appropriate sections.

Filter	Description
Data Element	Data Element Filter is a stored rule that expresses a set of constraints. Only columns that match the data type of your Data Element selection are offered in the Data Element drop down list box. Example: Balances between 10,000 and 20,000 Accounts opened in the current month Loans with amortization terms greater than 20 years. Data Element Filters can access most instrument columns and most columns in the Management Ledger. Data Element Filters are used within other OFSAA rule types (e.g., Allocation rules, Transfer Pricing rules, Asset \| Liability Management rules, etc)
Hierarchy	Hierarchy Filter allows you to utilize rollup nodes within a Hierarchy to help you exclude (filter out) or include data within an OFSAA rule. Example: You might want to process data for a specific set of divisions or lines of business where you have a Hierarchy rule that expresses those divisions or lines of business as rollup nodes. A Hierarchy Filter could be constructed to "enable" the Commercial and Retail lines of business while NOT enabling the Wealth Management line of business. Each of these lines of business might include a handful or even thousands of cost centers. When incorporated into an OFSAA processing rule, this Hierarchy Filter would include every cost center in the Commercial and Retail lines of business.
Group	Group Filters can be used to combine multiple Data Element Filters with a logical "AND". Example: If Data Element Filter #1 filtered on mortgage balances greater than 100,000 and Data Element Filter #2 filtered on current mortgage interest rates greater than 6%, you could construct a Group Filter to utilize both Data Filters. In this case, the resulting Group Filter would constrain your data selection to mortgage balances greater than 100,000 AND current mortgage interest.
Attribute	Attribute Filters are created using defined Attributes. Attribute filters facilitates you to filter on one or more Dimension Type Attributes. For each attribute, you can select one or more values. Example: Consider a filter that selects all records where the dimension Common Chart of Account member represents an attribute value Expense account, i.e., the attribute "Account Type" = Expense. Now, using Attribute Filters, you can specify complex criteria as given below: Common Chart of Accounts where the Account Type attribute is Earning Assets or Interest-bearing Liabilities, and the Accrual Basis attribute is Actual/Actual Also, You could further refine the filter by adding another condition for: Organizational Unit where the Offset Org ID is a specific Org member The Filter then saves these criteria rather than the member codes which meet the criteria at the time the Filter is saved. During execution, the engine dynamically selects all records from your processing table (e.g. Mortgages, Ledger, etc.), which meet the specified member attribute criteria.

Once the required filter conditions are defined, save the Filter definition.

Define Data Element Filter
Define Hierarchy Filter
Define Group Filter
Define Attribute Filter

Define Data Element Filter

When you have selected the Filter Type as Data Element, define the Filter conditions by doing the following in the Data Element Selection section:

In the Data Element Selection section, click button. The Data Element Selection screen is displayed.
Select any of the following Filter Classification Type from the drop down list:

- Classified - This is the default selection and displays all the classified EPM specific entities. If you are an EPM user, you need to select this option while defining Data Element Filter to list all the related entities.
- Unclassified - This option displays all the non-classified i.e. non EPM specific entities. If you are a non EPM user, you need to select this option while defining Data Element Filter to list all the related entities.
- All - This option will select all the tables available in the selected Information Domain irrespective of whether an entity has its table is classified or not.

In the Entity Name drop down list select a database table. The associated members are displayed in the Show Members section.
- Select the required member and click . The member is listed in the Selected Members panel. Click to move all Members.
- You can click to deselect a Member or click to deselect all Members. You can also search for a specific member by entering the required keyword and clicking button.
- Click OK. The selected Data Elements are displayed in the Data Element Selection field.
Select the Filter Method from the drop down list.

For each column you wish to include in your Data Filter definition, you must specify one of the following Filter Method:

Filed	Description
Specific Values	Specific Values are used to match a selected database column to a specific value or values that you provide. You may either include or exclude Specific Values. You can add additional values by clicking on the button, and reduce the number of Specific Values by clicking on the checkbox to the left of a value and then clicking on the button. If the Column Datatype is VARCHAR, provide Specific Values (alphanumeric) that are character strings. If the Column Datatype is DATE, provide Specific Values that are dates (the application displays a Calendar control). If the Column Datatype is Numeric, provide Specific Values that are numbers. If OFSA Datatype is LEAF, provide either numeric values or click to select the numeric member ids. If OFSA Datatype is CODE, provide either numeric values or click to select the numeric member ids. If OFSA Datatype is IDENTITY, provide specific numeric values. However, no validation is done during save to validate the input value for a valid identity code. You can use any of the following operators when choosing the Another Data Element Filter Method: =, <> (meaning "not equal to"), <, >, <=, or >=. Select Include Values or Exclude Values to include or exclude the selected values.
Another Data Element	Another Data Element is used to match a selected database column to another database column. When constructing an Another Data Element Filter Method, you may only compare a column to other columns that you have already selected (the Data Element drop down list box will only contain columns that you have already selected). You may use any of the following operators when choosing the Another Data Element Filter Method: =, <> (meaning "not equal to"), <, >, <=, or >=.
Expression	Expression is used to match a selected database column to the results of an OFSAAI Expression rule. You may any of the following operators when choosing the Expression Filter Method: =, <> (meaning "not equal to"), <, >, <=, or >=.

- Click Add to list the completed filter conditions in the Filter Conditions grid.
- Click Update after modifying a filter condition to update in the Filter Conditions grid.
- Click or buttons to move a selected Filter Condition up or down.
- Click button to delete selected individual Filter Conditions records.

Click Add/Update in the Filter Definition screen if you are creating a new or updating an existing Filter definition.
Click Save to validate the entries and save the filter details.

Define Hierarchy Filter

When you have selected the Filter Type as Hierarchy, define the Filter conditions by doing the following in the Hierarchy Selection section:

Select the required Dimension from the drop down list.
Select the associated Hierarchy from the drop down list. You can select More to search for a specific Hierarchy in the Hierarchy more dialog.
Select any combination of rollup points and leaf (last descendent child) values.

The Show Hierarchy tab displays the leaves in each node in ascending order of Members.

In order to sort the nodes alphabetically, HIERARCHY_IN_FILTER_SORT-$INFODOM$-$DIMENSION_ID$=$VALUE$ in the AMHMConfig.properties file present in the deployed location should be set as Y. You should add such entry for all the required Dimension IDs for the sort functionality to work for those dimensions.

For example:
HIERARCHY_IN_FILTER_SORT-OFSAAINFO-4345=Y

Note: Restart servers after making any change in AMHMConfig.properties file for the change to take effect

From this pane, you can:

Click button to search for a hierarchy member using Dimension Member Alphanumeric Code, Dimension Member Numeric Code, Dimension Member Name, or Attribute and by keying in Matching Values in the Search dialog. The search results are also displayed in the ascending order of Member Names.

- Click to collapse the members under a node.
- Click or to expand a branch or collapse a branch.
- Click or to view the member names on right or left side.
- Click or to view the code values of members on right or left side.
- Click or to show code or show name of the members.
- Click or to focus or unfocus a selected node except the root node.

You can also click button to find a member present in the nodes list using key words. For large tree (nodes>5000), this search will not return any value if the tree is not expanded.

Click Save and save the Filter definition.

Define Group Filter

When you have selected the Filter Type as Group, define the Filter conditions by doing the following in the Data Element Filters grid:

Select the checkbox(s) adjacent to the required member names in the Available Filters section and click . The selected member is displayed in the Selected Member section. Click to select all the Members.

You can click to deselect a Member or click to deselect all the Members.

You can also click button to search for a member in the Data Element Filter Search dialog using Folder Name and Filter Name.

Click Save to validate the entries and save the filter details.

Define Attribute Filter

When you have selected the Filter Type as Attribute, define the Filter conditions by doing the following in the Attribute Selection section:

Select the required Dimension from the drop down list.
Select the associated Attribute from the drop down list. The list consists of only Dimension Type attributes for selection.
Click button in the Attribute Values grid. The Attribute Values screen is displayed.

In the Attribute Values screen, the Dimension field under Dimension grid is auto populated with the Dimension name with which the selected Attribute is defined and is non-editable. In the Search grid you can search for Attribute Values depending on Alphanumeric Code, Numeric Code, or Name.

Select the checkbox(s) adjacent to the Alphanumeric Codes of the required Attribute Values in the Attribute Values grid and click OK. The Attribute Values grid displays the selected attribute values.

Select Attribute Value(s) in the Attribute Values grid and click button to delete it.

You can use the Attribute Values present in the Attribute Values grid to generate conditions.

Click Add button in the Attribute Values grid. The Filter Conditions grid is populated with the filter condition using all the Attribute values.

Note: You cannot define two conditions using the same attributes. Because conditions are joined with a logical 'AND' and this will make the query invalid.

In the Filter Conditions grid, you can select a condition to view the Attribute Values used to generate it and can update the condition.

You can also click button to view the SQL statement in View SQL screen. Click button to view a long filter condition in View Condition dialog.

Click Save. The Attribute Filter definition is saved.