Adding Member Selection Criteria for Portfolios

Procedure

To add selection criteria for portfolio members:

1. Select the portfolio. How?

2. In Search Results, select the link in the Name column for the portfolio.
   The Portfolio Definition screen appears.

3. From the Portfolio Definition screen, in the Member Selection criteria section, click Edit.
   The Member Selection Criteria screen appears.

4. Enter a name for the criteria in the Name field, and click Save.

5. In the Conditions section, click Add.
   The Define Condition screen appears.

6. Enter information for the condition as follows:

1. For subsequent conditions, you must select AND or OR to indicate how many conditions the portfolio member must match to be included in the portfolio.

2. 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.

3. From the Operator list, select the mathematical operator for the condition.

4. In the Value field, enter or select the value that eCredit uses when evaluating the condition.

5. 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.

7. Click Save.

8. To return to the Member Selection Criteria screen, click Cancel.

Note: You can enter as many conditions as necessary to define the criteria.

If you have completed the portfolio definition, you can now activate the portfolio. How?