4.2.3.3.2 Defining a Data Element Filter

Data Element Filter is a stored rule that expresses a set of constraints.

Data Element Filters can access most instrument columns and most columns in the Management Ledger. Data Element Filters are used within other rule types such as Allocation Rules, Transfer Pricing Rules, Asset and Liability Management Rules.

Only columns that match the data type of your Data Element selection are displayed in the drop-down list. For example, Balances between 10,000 and 20,000 Accounts opened in the current month Loans with amortization terms greater than 20 years.

Refer to the following steps, to create a Data Element filter:

1. Select the required database table from the Table Name drop-down list.
2. Select one or more columns from the Column Name to be included in the filter for viewing specific values.
   The columns that are present in the selected Database table are only listed.
3. Select the Data Element from the drop-down list.
   The Data elements are listed as a combination of the selected Database table and the selected column
4. Select one of the following Filter Methods to be applied to each data element, add the filter conditions based on the selected method.
   • Specific Values Filter
   • Ranges Filter
   • Another Element Filter
   • Expressions Filter
5. After adding the required filters, click Save, to add the Filter definition to the Filter Summary page.
   The filter definition is added and a confirmation message is displayed.
   To Delete a Filter, highlight the filter and click Delete.
   To view the SQL Query for a filter, highlight the filter and click View SQL.