Query Builder

The Query Builder screens, manages, and maintains query, which will be used by Rule builder. The compliance officer can use all the elements in the transaction and see what kind of transactions need to be monitored; eg. pre-clearance transaction, broker confirm transaction, transaction with certain activity type, like Short, Sell/Close, etc.

Click the Query Builder in the left navigation menu under Detection Builder and a new Query Builder tab folder will be created in the right panel. There are 3 sub-Tab folders: Search Query Builder, Search Result Query Builder and Create New Query Builder.

Query Builder search screen

Search Query Builder

Search Criteria

Field Name Description
Query Name The unique name with the system.
Definition The definition of the query, using script syntax.
Description Short description on what is the purpose of this query.
Active Check box, if checked, it will only show active query.
Is Valid Check box, if checked, it will only show valid query.
Org Unit Code The org unit this Query Builder belongs to.
CreatedByDate Date and Time when this entry was created.
CreatedByUser User who created this entry.
ModifiedByDate Last modified date and time.
ModifiedByUser Last modified user.
AND Select AND radio box if you want those criteria added together.
OR Select OR radio box if you want to get the result if either of the criteria is met

Functional buttons

  • Find: – click the Find button to search.
  • Clear:– click the Clear button to clear all the criteria.

Search Result Query Builder

Query Builder search result screen

The top part is the table which shows the list of the Query Builder that meet the search criteria. The bottom part is the details of the selected entry.

Update/Delete Query Builder

Double Click the selected record in the table to modify this entry. A new Tab folder “Update/Delete Query Builder” will be added, as shown below.

Query Builder update/delete screen

Functional buttons

  • Update: – Make changes on the Query Builder and save and switch back to the “Search result Query Builder” Tab. Some of the fields in this form are read only, like query name, created/modified user, and date.
  • Reset:– Reset the data to its initial value and discard all the changes.
  • Cancel:– Cancel this change and switch back to the “Search result Query Builder” Tab.
  • Delete:– Delete this entry and then switch back to the “Search result Query Builder” Tab.

Create New Query Builder

Select the “Create New Query Builder” Tab to create a new entry.

Query Builder create new screen
Field Name Description
Query Name The unique name with the system.
Definition The definition of the query, using script syntax.
Description Short description on what is the purpose of this query.
Active Check box, if checked, it will be active.
Org Unit Code The org unit this Query Builder belongs to.
CreatedByDate Date and Time when this entry was created.
CreatedByUser User who created this entry.
ModifiedByDate Last modified date and time.
ModifiedByUser Last modified user.

Functional buttons

  • Create: – Click the Create button to create a new Query Builder entry and switch to the “Search result Query Builder” Tab. Portfolio Code , symbol, number of share and order date, and transaction type are mandatory fields; if any of them is empty, an error message will show.
  • Clear:– Click the Clear button to clear all the fields.
  • Cancel:– Click the Cancel button to cancel operation and switch back to the “Search result Query Builder” Tab.