18Common Tasks

This section tells how to perform the following common tasks:

·        Configuring_Filter

·        Creating_Runtime

·        Editing_Widget

·        Deleting_Widget

·        Using Audit History

Configuring Filters

You can configure a filter by defining various filter conditions. For more information on defining conditions, see Defining Filter Conditions.

To configure a filter, follow these steps:

1.     Navigate to the Output pane.

2.     Click Add  corresponding to the Output pane to open the filter group. The filter group opens where you can add filter conditions.

3.     Click Add  in the Output pane to create a filter condition. The filter condition is displayed.

4.     Define the filter condition. For more information, see Defining Filter Conditions.

5.     Click Include to include the filter in the widget. The filter is included and is functional in the widget.

6.     Click Save  to save the changes. The filter is created. The entire expression that is formed as part of filter creation is displayed in the Output pane.

Defining Filter Conditions

You can define the filter conditions using one of the following:

·        Expression Builder

·        Tables

·        Text

Defining Filter Condition Using Expression Builder

You can form filter conditions using all the operators given in the Expression Builder. The Expression Builder is used to define free flow text filter conditions.

To define a filter condition using the Expression Builder, follow these steps:

1.     Click Exp. The Expression Builder dialog box is displayed.

2.     Select the required Dataset, Attribute and Runtime Parameters and operators. The resulting condition is displayed in the Condition field.

3.     Click Save  to save the changes.

Defining Filter Condition Using Tables

You can define filter conditions using the various columns of tables. The columns of the two tables are compared with each other using the required operators.

To define filter condition using tables, follow these steps:

1.     Click Tables.

2.     Select the dataset or risk indicator and column on the left-hand side and right-hand side, and then select the operator.

Defining Filter Condition Using Text

You can define filter conditions using text. A particular column in a table is compared with the input text using the required operators.

To define filter conditions using text, follow these steps:

1.     Click Text.

2.     Select a dataset and column on the left-hand side, operator, and then enter the text in the field on the right-hand side.

3.     Click Save  to save the changes.

Creating Runtime Parameter

A Runtime parameter is a variable whose value can be defined and then called from within that same pipeline. When you define a runtime parameter, you enter the default value to use. When you create or edit a job that includes a pipeline with runtime parameters, you can specify another value to override the default.

To create a runtime parameter, follow these steps:

1.     Configure a filter. For more information, see Configuring Filter.

2.     Define the filter condition using Expression Builder. For more information, see Defining Filter Condition Using Expression Builder.

3.     Click Add. The New Runtime Parameter dialog box is displayed.

4.     Provide the details as described in the following table:

Fields on New Runtime Parameter and their Descriptions

5.     Click OK.

6.     The runtime parameter is created.

Editing Widget

To modify a widget, follow these steps:

1.     Navigate to the Pipeline Designer page.

2.     Select the widget that you want to modify.

3.     Hover on the widget and click . A dialog box is displayed.

4.     Modify the required details.

5.     Click  to save the changes. The widget details are modified.

Parallel Batch Execution

You can execute multiple screening batches concurrently without waiting to complete the previous batch. Parallel Execution of Customer Screening Batches supports the following batch run situations:

·        Multiple Data Origins in a parallel batch run: You can execute multiple screening batches concurrently if the screening batches have different Data Origin values. You must add $DATA_ORIGIN$ as the task parameter for the screening batch for parallel execution.

NOTE:   

In this situation, Data Origin is a mandatory field while Jurisdiction is an optional field.

·        Single Data Origin with Multiple Jurisdictions in a single batch: You can execute multiple screening batches concurrently if the screening batches have the same Data Origin but different Jurisdictions. You must add $JURISDICTION$ as the task parameter for the screening batch for parallel execution.

NOTE:   

In this situation, both Data Origin and Jurisdiction are mandatory fields.

Deleting Widget

To delete a widget, follow these steps:

1.     Navigate to the Pipeline Designer page.

2.     Select the widget that you want to delete.

3.     Hover on the widget and click .

4.     The Pipeline Delete dialog box is displayed. Click Confirm. The widget is deleted.