High Level Dataset Filters Update
When copying an out-of-the-box scenario pipeline in pipeline designer, mandatory high-level Dataset filters are now not editable in the UI. This prevents users from removing a filter that is mandatory for the scenario pipeline execution.
The following filters in the HLD widget in Pipeline Designer are read-only in the copied pipeline when they are defined as mandatory in the corresponding scenario pipeline:
- Number of Inactive Months
- Foreign Country Mode
- Max Days to Cover
- Historical Lookback Period
- Included Products for Corporate Actions
- Percentage of Offsetting Trade Amount Difference
- Near Term Period Options
- Near Term Period Fixed Income
- Near Term Period Corporate Action
- Maximum Policy Age
- Maximum Cancellation Period
- Include Foreign Flag
- Include Inactive Accounts
- Include Account Depreciated
- Include Excessive Withdrawals
- Include Cancelled Policy
- Exclude Surrendered Policies
- Include Anticipatory Profile
- Include Both Parties External
- Movement of Funds without Corresponding Trade
- Customers Engaging in Offsetting Trades
- Include Credit Debit
By preventing edits to required high-level Dataset filters, this enhancement reduces the risk of misconfiguration, improves operational efficiency, and helps ensure consistent and reliable scenario processing.
Steps to enable and configure
You don't need to do anything to enable this feature.