Defining a Data Element Filter

6.2.6.3.2 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:

Select the required database table from the Table Name drop-down list.
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.
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
Select one of the following Filter Methods to be applied to each data element, add the filter conditions based on the selected method.
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.

Specific Values Filter
You can match a selected database column to a specified value or values, using the Specific Value filter.
Ranges Filter
You can match a selected database column to a specified range/ranges of values or to ranges of values.
Creating Another Element Filter
You can match a selected database column to another database column.
Expressions Filter
Expressions filters help to include calculated conditions in filters.

Parent topic: Creating Filter Definitions