Filters

Filter Introduction

Filters are SQL-like expressions that are used for managing data and processing.

These filter types are available:

• Portfolio
• Model
• Framework
• Methodology

Portfolio filters can be used to subset the portfolio processed at study run time.

Model filters can be used to determine when to apply a model, such as sending portfolio exposures to the right regional model.

Framework filters can be used to determine when to apply a framework, such as
having a specific framework for each account type.

Methodology filters can be used to determine when to apply a methodology. For
example, a methodology could apply to only US portfolios.

Viewing, Building, and Editing Filters

1. Navigate to the Filters tab.
2. View a filter by selecting the filter in the Filter Builder panel to the
   left.
3. Build a new filter by clicking the icon in the Filter Builder panel to the left.
4. Enter a name for the new filter.
5. Select a filter type from the drop-down menu.
6. Select a data queue to which to apply the filter.
7. Move to the next screen by clicking the Next button on the lower right.

8. Build the filter SQL statement by selecting a column from the selected data queue, an operator, and values of the column.

   Tip

   For operators that refer to a list of values, you can build a list at the bottom of the Values panel.

9. Save the filter by clicking the icon in the upper right corner.

10. Enter a comment in the Save Filter pop-up screen and click the Save button.

    Note

    Existing filters can be edited and saved again. The platform will keep track of the version of the filter.

11. Edit a filter by selecting the filter in the Filter Builder panel and changing the filter statement at the bottom of the screen. Then save the edited filter by clicking the icon in the upper right corner as before.