Rule Set Criteria are specified to filter the data contained in a file that is imported into CitiDirect.
To add criteria:
On the Criteria and Rule Set Builder dialog box, select the data element in the Import File Structure list box (left pane) for which you want to specify criteria.
Click Add Criteria. The Add Criteria Dialog box, containing the name and type of the selected data element appears.
In the Criteria field, click the drop-down arrow to select an operator to specify how the criteria should be applied. The operators available depend upon the element type.
In the Compare Type field, click the drop-down arrow and select Value or File Element.
If you select Value, the field will be compared to your entry in the Value field. For example, if you are applying criteria to an Amount field, enter the amount to which the data element should be compared.
If you select File Element, you can compare the value of the data in the source file to another field in the file by selecting a data element from the Import File Structure list box (left pane). The name of that data element appears in the Element Value field. Note: If you select a data element of a different data type, a warning message appears. You cannot manually enter data in this field.
Click OK. The criteria appears next to the data element in the Import File Structure list box, as well as on the Criteria Log Tab.
Repeat steps 1 through 5 to add any additional criteria.
To remove criteria:
From the Import File Structure list box (left pane), select a data element with the criteria you want to remove.
Click Clear Criteria. All criteria defined for this data element are deleted.
Notes:
When the file is imported, only records containing data elements which meet the criteria are imported.
Multiple criteria defined for a single data element use the logical OR operator.
Multiple criteria added to the same Rule Set are applied with the logical AND operator.