Change Filters for the Loan Pipeline Report

Loan Pipeline reports are closely associated with the configured sales method values such as Retail Banking for Retail Banker or Retail Bank Manager and Commercial Loan or Equipment Finance for Commercial Banker or Commercial Bank Manager.

Details are available in the Configuring Sales Processes topic in the Getting Started with Financial Services Implementation guide. Following are the steps to add additional sales methods or make changes in existing filters:

Remove Existing Filters

Following are the steps to remove existing filters:

1. Sign into Oracle Business Intelligence server using Administrator role.

2. Navigate to the reports based on the details in the following table.

3. Create a copy of reports and infolets.

4. Edit the reports and infolets created.

5. Select Criteria tab.

6. Delete filters mentioned in the following table.

7. Click Save Analysis.

User	Detailed Report	Infolet	Filter
Retail Banker Retail Bank Manager	/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Retail Bank Manager Pipeline	/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Retail Bank Manager Pipeline Tile	Pipeline Filter
Commercial Banker Commercial Bank Manager	/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Detail Reports/Loan Pipeline Detail	/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Loan Pipeline Tile	Commercial Loans Sales Method Filter

Create New Filters

After removing filters that restrict use of commercial loans and equipment finance sales methods for commercial banker or commercial bank manager and retail banking sales method for retail banker or retail bank manager, you can create and add any filter based on your requirement.

Following are the steps to create new filters:

1. Sign into Oracle Business Intelligence server using Administrator role.

2. Navigate to the reports and infolets mentioned in the table in the Remove Existing Filters section in this topic.

3. Create a copy of the reports and infolets.

4. Edit the reports and infolets created.

5. Select Criteria tab.

6. Create Filter.

7. Click Save Analysis.

After the required filters are applied, perform the steps in topics Configuring Reports for Retail Bank Manager and Configuring Reports for Commercial Banker and Commercial Bank Manager in the Getting Started with Financial Services Implementation guide for the newly created reports and infolets.