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  • Product: oden

Filter Setup

The Filter setup creates "filters" which can be used to limit the policy records displayed while the filter is on. This can be helpful when you want to view only policies that meet specific criteria. Activating the filter can limit your view of a policy group to a smaller subset of that group.
For example, a filter could be used to view only Michigan commercial automobile liability policies where a cancellation notice has been issued from a larger group containing all Michigan policies. Any information field contained in policy information or notice history can be used as filter criteria. Examples of policy information include user defined fields, operator login, underwriter name, branch name, producer name, etc. You can apply a filter while viewing of policies or during the Batch Print/Post Office Log generation process.
  1. Enter a unique name for the filter.
  2. To create a filter expression, select the field you wish to limit your filter to by selecting the field. (In our example:
    Policy Applicable State
    ). The field will appear in the field name.
  3. Assign an operator(see operator explanations below).
  4. Select the
    Value or State
     from the drop-down list.(Our example is for MI.)
  5. Select
    ADD
     from the logical table.(See logical explanations below). Your filter expression will display in the Filter Expression box and look like this: User_Policy.sPolicyState = 'MI'.
  6. Producer, branch and consumer reporting agency data are linked into the policy by default. Select
    Compare/link fields on notice history?
     to link these entities to the notice records. If the desired result is to filter based on producer, branch and consumer reporting agency that was present at the time of historical notice generation then select this option.
Operator Values
Operators are typically used to compare the values of a field to some fixed specified value.
Operator
Description
=
equal to
<>
not equal
>
greater than
>=
greater than or equal to
<
less than
<=
less than or equal to
IN
Determines if a given value matches any value of a subquery or a list
NOT IN
The given value does not match any value of a subquery or a list.
LIKE
Determines whether or not a given character string matches a specified pattern.
NOT LIKE
A given character string does not match a specified pattern.
Logical Values
The Logicals list provides the Boolean operators AND and OR as well as parenthesis(...) and a comma. When you select an item it is appended to the filter text.
Logical
Description
AND
Adds another field name to the filter expression to be considered. The system polls the database for records that match both criteria.
OR
Adds another field name to the filter expression to be considered. The system polls the database for records that match either criteria.
(...) AND
Adds a string
(...) OR
Adds a string
ADD
Adds the first field to the filter expression.