4.9 OFSAA Filters
OFSAA Infrastructure supports three kinds of filtering:
- Data Element Filters
- Group Filters
- Hierarchy Filters
- Attribute Filters
Data Element Filters
Data Element Filters are used to select and focus data. For example, you may transfer price some financial instruments at their source and may therefore wish to ensure that you do not overwrite the transfer rates for any instruments that already have a non-zero transfer rate. In such a case, you could construct a Data Element Filter to isolate only those instruments having a non-zero transfer rate. As another example, you may wish to allocate a charge to demand deposit accounts having small balances. In this case, you could construct a Data Element Filter to focus on just those instrument records having balances less than your chosen threshold.
Group Filters
Group Filters are used to join together one or more Data Element Filters. For example, if you built one Data Element Filter that focused on balances less than 10,000 and a second Data Element Filter that focused on accounts whose origination date was prior to 2009, a Group Filter built on the two Data Element Filters would focus on accounts with balances less than 10,000 AND whose origination dates were prior to 2009.
Hierarchy Filters
Hierarchy Filters allow you to focus on data that rolls up to one or more points within a chosen hierarchy. You may also focus on "leaf" level data or a combination of "leaf" level and rollup levels. For example, if your organization had a Western, Northern, Southern, and Eastern division, you could construct a Hierarchy Filter that focused on data belonging to branch 1, 2, or 7 within the Eastern division plus any data belonging to the Northern division.
Attribute Filters
Attribute Filters allow you to filter on any dimension attribute values including standard, seeded attributes such as Account Type or Accrual Basis as well as on user-defined attributes.