Defining a Data Element Filter

Data Element Filter is a stored rule that expresses a set of constraints. Only columns that match the data type of your Data Element selection are offered in the Data Element drop-down list box. For example, Balances between 10,000 and 20,000 Accounts opened in the current month Loans with amortization terms greater than 20 years.

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.

When you have selected the Filter Type as Data Element, define the Filter conditions by doing the following in the Data Element Selection Section:

Figure 14-4 Data Element Filter Type Selection

1. Select the required database table from the Entity Name drop-down list.

   The associated members are displayed in the Show Members Section.

2. Select the associated Attribute Name from the drop-down list.

   The Attribute Name is based in the selected Database Table.

3. Select the Data Element from the drop-down list.

   This is based on the selected Entity and Attribute.

4. Select the method to be implemented. You can select from the following Filter Methods:

   Table 14-3 Field Description

   Field	Description
   Specific Values	Specific Values are used to match a selected database column to a specific value or values that you provide. You may either include or exclude Specific Values. You can add additional values by clicking the Add button. To remove a row, select the Checkbox and click the Delete button. When comparing Specific Values for a character type column, you must provide Specific Values that are character strings. When comparing Specific Values for a date type column, you must provide Specific Values that are dates (the application displays a Calendar Control). When comparing Specific Values for a Numeric Column, you must provide Specific Values that are numbers. Select Include Values or Exclude Values to include or exclude the selected values.
   Ranges	Ranges are used to match a selected Database Column to a range of values or to ranges of values that you provide. You may either include or exclude Range Values. Range Type is available for datatypes Term, Frequency, Leaf, Code, Identity, Date, Numeric and Varchar. You can add additional values by clicking the Add button. To remove a row, select the checkbox and click Delete. If the column datatype is VARCHAR, provide Specific Values (Alphanumeric) that are character strings. If the column datatype is DATE, provide Specific Values that are dates (the application displays a Calendar Control). If the column datatype is Numeric, provide Specific Values that are numbers. If the column datatype is LEAF, provide either numeric values or click to select the Numeric Member IDs. If the column datatype is CODE, provide either numeric values or click to select the numeric member IDs. If the column datatype is IDENTITY, provide specific numeric values. However, no validation is done during save to validate the input value for a valid Identity Code. Select Include Values or Exclude Values to include or exclude the selected values.
   Another Element	Another Data Element is used to match a selected database column to another database column. When constructing an Another Data Element Filter Method, you may only compare a column to other columns that you have already selected (the Data Element drop-down list box will only contain columns that you have already selected). You may use any of the following operators when choosing the Another Data Element Filter Method: =, <> (meaning "not equal to"), <, >, <=, or >=.

5. Click Add ( ) list the completed filter conditions in the Filter Conditions Grid.
6. Click Save ( ) to validate the entries and save the filter details