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.
  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:
  5. 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.

  6. Click the Save and Reload button at the top right corner of the page.
  7. The Product Availability Item Filter section displays the banking products where the selected banking product filter is used.
    NOTE  The data inserted here is shown in the Availability tab in the Product Availability Item Filter section of the Banking Product pages.

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.
IMPORTANT!  
If the filter is used, the following an error message is displayed.