Product Filter

To aid in the creation, analysis and categorization of banking products, Innovation Studio has a dedicated functionality for product filtering. Its purpose is to aid users navigate through the list of products based on a filtering scope.

The following sections in each Availability tab of a banking or insurance product page assist you in filtering through the attributes: Product Availability Item Filters, Interest & Commissions Item Filters and Insurance Item Filters.

Adding Product Filters

1. Log into Innovation Studio in Developer mode.
2. In the main menu, expand Product Factory.
3. Click Banking Product Filter to open the Banking Product Filters List page.
   Here you can add a new filter by clicking the Insert button, or delete an existing filter by clicking the Delete button on the right.
4. Click Insert and fill in the following fields:
   

Field	Required	Data type	Description
Name	No	Text	Insert a name for the filter you are building.
Filter Scope	Yes	Option set	Choose one of the attributes for filtering: Availability InterestCommissions Insurance All
Filter Type	Yes	Option set	Choose one of the dedicated types: Text Value Numeric Value Numeric Interval Date Value Date Interval OptionSet LookUp

For OptionSet and LookUp attributes, you can add multiple values.

If you select LookUp attribute, two new fields are displayed: Entity and Entity View. For more details, see Views.



5. Click the Save and Reload button at the top right corner of the page.
6. Fill in the following fields in the Product Availability Item Filter section:

   

   Filter	Required	Data type	Description
   Filter	Yes	Option set	This is the name inserted earlier.
   Value	Yes	Text	This is the starting value for the attribute.
   Until value	Yes	Text	This is the ending value of the interval.
   Description	No	Text area	Insert the proper description for the availability filter.

7. Click the Save and Close button at the top right corner of the page.
   HINT  
   The data inserted here is shown in tab 3. Availability in the Product Availability Item Filter section of the Banking Product page.

   

Deleting Product Filters

To delete a Product Filter:

1. Open the Product Filter menu. Click on the filter to be deleted.
2. Click the Delete button on the right-side of the corner. Confirm the deletion.