Defining Complex Filters

 

You can specify complex filter criteria when you create or modify an exposure view and in other areas of the application. Some filter fields do not include a list from which you can select a value—click here for a table of valid values in filter fields.

The example in this topic shows you how to create an exposure view that includes data where:

The country is the United States

AND

The state is Florida

AND

The peril is Tropical Cyclone

OR

The state is California

AND

The peril is Earthquake

AND

The contract status is Bound

Click here for a map that shows the exposure view created by following the steps below.

Process overview

To define a complex filter for a new exposure view:

1.      Open a project.

2.      On the Exposure Views tab, click New . The Create New Exposure View pane appears.

3.      Select the databases and exposure sets that you want to include in the view.

4.      Expand the Filters area (below the grid).

5.      Create the filter:

a.      In the first filter row, select "Country Code" "is contained in" "US". You can select "US" from the drop-down list or type US in the field.

b.      Click to create a new filter row. The system adds the And operator.

c.       Click again to create another blank filter row. You now have a Country Code filter row and two blank filter rows.

d.      In the third filter row, select "Status" (in the Contract section of the list) "is contained in" "Bound" ("B"). You now have a Country Code filter (US), AND one blank filter row AND a Status filter (B). This filter includes in the exposure view all contracts in the United States where the status is "Bound".

e.      In the blank filter row, click Branch Filter Row . You now have two blank filter rows, which are slightly indented beneath the Country Code filter row.

f.        In the first blank filter row, click Branch Filter Row . You now have three blank filter rows.

g.      In the third blank filter row, click Branch Filter Row . You now have an indented block with two sets of blank filter rows.

h.      In the indented block, click And to change it to Or. The Or operator tells the system to include all exposures that satisfy the criteria in the block of four filter rows.

i.        In the first blank filter row, select "Area Code (e.g. State)" "is contained in" and enter FL. In the second blank filter row, in the Location area, select "Peril" "is contained in" "Tropical Cyclone". (Clear all the other perils.) Click here to see the second and third filter rows. The filter tells the system to include all exposures in Florida insured for the Tropical Cyclone peril.

j.        In the next blank filter row, select "Area Code (e.g. State)" "is contained in" and enter CA. In the fourth blank filter row, in the Location area, select "Peril" "is contained in" "Earthquake". (Clear all the other perils.) These  filter rows tell the system to include all exposures in California insured for the Earthquake peril. Click here to see the final filter.

6.      Optionally, select the Include all locations for multi-location layered contracts that meet the filter criteria check box. This can be useful if the Florida locations, in this example, come from a variety of policies and you want to be able to back-allocate policy terms and conditions. (This field does not appear in the Apply Exposure Filter dialog box on the Exposure > Contract tab.)

7.      Depending on where you are creating the filter, name the exposure view and click Create or click Apply.

 

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Touchstone V3.0 Updated December 01, 2016