Create Query

The Filter Builder helps you create rules or queries to filter policies, coverages, or customer data based on specific criteria. It combines multiple conditions using AND or OR logic to refine your search. Here's how it applies:

Key Components of the Filter Builder

1. Conditions:

   • A condition is a single rule related to insurance data, such as coverage type, policy status, or premium amount.

   • Example: Line of Business Code = "Auto" or Full Term Premium = $500

2. Groups:

   • A group is a collection of conditions (or other groups) combined by logical operators (AND/OR).

   • Example: A group might filter:

     • Line of Business = "Home"

     • AND Renewal Term = "12"

3. Operators:

   • AND: All conditions in the group must be true. (e.g., A customer has both Auto Insurance and a Home Policy).

   • OR: At least one condition in the group must be true. (e.g., A policy is either Active or Pending Renewal).

4. Adding Conditions:

   • You can add specific conditions to filter policies or coverages.

   • Example: Branch Code = Alpha AND CSR Name = Romel

5. Adding Groups:

   • You can nest groups to apply complex filtering logic across different types of data.

   • Example:

     • Group 1: Policies with [Insurance Company name]

     • Group 2: Address with a [City name]

Adding and Managing Conditions/Groups in Filter Builder

• Add Condition: Define specific rules related to coverage or policy data.

• Add Group: Group multiple conditions together, such as finding policies with specific coverages in certain regions.

• Modify Operators: Switch between AND (all conditions must match) and OR (at least one condition must match) to broaden or narrow the filter.

• Delete Conditions/Groups: Remove irrelevant conditions to simplify the query.