4.9.1 Data Stratification Tier

An alternative to incremental grouping is to group according to tiers. You can use tiers on numbers, amounts, and rate fields. The main difference between using tiers versus other aggregation actions is that you can define the specific tiers that you want to stratify the data into to match business logic, reporting requirements, or both. Tiers also give you more control in terms of limiting the number of strata created for any given attribute to only ranges that are pertinent for processing or reporting purposes. For example, you could define a tier rule that groups the initial balance amounts in increments of 10,000. However, this could result in hundreds of strata if the balance amounts range anywhere from 1 to 100,000,000. A more efficient and logical way to group balance amounts may be to set up tiers so that the first tier contains records with amounts between 1 and 50,000; the second tier contains records with amounts between 50,000 and 1,000,000, and the third tier contains records with amounts between 1,000,000 and 100,000,000. Tiers are ideal for handling balance amounts

Data Stratification Tiers Summary

Figure 4-64 Data Stratification Tier


Data Stratification Tier

Search Stratification Tier

Prerequisites: Predefined Stratification Tier

To search for a Stratification Tier:

  1. You can search a Stratification Tier is through the Search drop-down option. Select Stratification Tier Name, Stratification Tier Type, Seeded Stratification Tier Flag, Last Execution Status, and Created By from Search drop-down.
  2. Enter the Stratification Tier Name, Stratification Tier Type, Seeded Stratification Tier Flag, Last Execution Status, and Created By in Search Criteria and click Go.

Rows that contain the string you are searching for are fetched and displayed in the Data Stratification Tiers Summary.

The Data Stratification Tiers Summary displays the following information:

New Stratification Tier: Click the Add button on the page header to build a new Stratification Tier.

  • Name: The Stratification Tier name.
  • Created Date: The Date and Time when the Stratification Tier was created.
  • Created By: Displays the Name of the user who created the Stratification Tier.
  • Last Modified By: Displays the Name of the user who last modified the Stratification Tier.
  • Last Modification Date: The Date and Time when the Stratification Tier was last modified.
  • Actions: Click this icon to view a list of actions that you can perform on the Stratification Tier.
    • View: View existing Stratification Tier.
    • Edit: Edit existing Stratification Tier. To edit a rule, you must have Read/Write privilege.
    • Delete: You can delete rules that you no longer require. Note that only Stratification Tier owners and those with Read/Write privileges can delete rules. A Stratification Tier that has a dependency cannot be deleted. A Stratification Tier cannot be retrieved after deletion.
    • Dependency Check: You can check dependencies for rules to know where a particular Stratification Tier has been used. This also prevents accidental deletion of rules having dependencies. Click on the Action icon against the Stratification Tier Name and select Dependency Check to generate a report on all Rules that utilize your selected Stratification Tier.