Item Filters

You can define filtering criteria for your interests and commissions which you can later on call in your banking products.

To manage filtering criteria:

  1. Log into Innovation Studio.
  2. Click the main menu icon at the top left corner.
  3. In the main menu, expand Product Factory.
  4. Click Banking Product to open the Product List page. Select the product where you want to add the filter.
  5. In the Dimensions tab, insert or edit an interest or a commission.

  6. In the Interest & Commission Item Filters section, click Insert.

    Field

    Required

    Data TypeDetails
    FilterYesOption set Select a filter created earlier in the Product Filter.
    Value/ DateNoText/DateSelect the beginning value/ date for the filter.
    until Value/ until Date NoText/DateSelect the maximum value/ date for the filter.
    Description NoText areaThis field is automatically filled in after the Save and Reload button is clicked. The values/ dates inserted above are turned into an expression.
    For Lookup attributes
    FilterYesOption setSelect a filter created earlier in the Product Filter.
    Option set NoOption set Automatically filled in with the option set name created for the attribute.
    DescriptionNoText areaAdd a description if needed.
    grid of optionsNogridThis field is automatically filled in after the Save and Reload button is clicked. The values of the option set are displayed. Select the checkbox for the values you wish to include in the filter.
  7. Click the Save and Close button at the top right corner of the page.