Filters

Some tasks can be assigned to different queues automatically, based on a certain filter such as the operator skill, competence level, the application date, the requested loan amount for a loan and so on. Filters are also used when defining competence levels.

1. In FintechOS Portal, click the main menu and access Task Management > Filter. The list of available filters opens.

2. Click Insert to add a new filter.

3. Fill in the Name of the filter and pick a Filter Type. Depending on the chosen type, certain options are displayed, such as Entity View or Lookup for a filter of type lookup.

   

4. After completing the fields, click Save and close. The new filter is now available in the Filter list.