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Adding a default metric selection criteria is optional
when defining a portfolio.
To add a default metric selection criteria:
Select the
portfolio. How?
In Search Results,
select the link in the Name column for the portfolio.
The Portfolio Definition screen appears.
From the Portfolio
Definition screen, in the Default Metric Selection criteria section, click
Edit.
The Default Metric Selection Criteria screen appears.
Enter a name
for the criteria in the Name field, and click Save.
In the Conditions
section, click Add.
The Define Condition screen appears.
Enter information
for the condition:
For subsequent
conditions, you must select AND or OR
to indicate how many conditions the portfolio metric must match to be
included in the portfolio.
From
the Criteria Field list, select the field from the eCredit database you
want to use in the condition.
The Value field refreshes to display the appropriate data entry
field for the criteria you select. For example, if you select a date field,
the calendar selector appears in the Value field.
From
the Operator list, select the mathematical operator for the condition.
In the
Value field, enter or select the value that eCredit uses when evaluating
the condition.
Select
the nesting level for the left parenthesis and right parentheses from
the Left Parenthesis and Right Parenthesis lists.
Note:
If you
do not select parentheses, eCredit applies a single left and right parenthesis
for all conditions you define.
Click Save.
To return to
the Default Metric Selection Criteria screen, click Cancel.
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