Filter Instance

Filter instance, also called filter engine is a service that scans text/message against the sanction list, gives alert or no alert result.

Filter Instance manage those filter instances/engines. Currently we only support one physical index and one filter engine at a time; which also means that at any time, there are only one filter engine running, using the index that is last build (see Build-Index below). The last build index will override the previous one.

In the near future, we will support multiple indexes and filter instances running at any time. This function is under active development.

Click the "Filter Instance" in the left navigation menu under Filter management, a new "Filter Instance" Tab folder will created in the right panel. There are 3 sub-Tab folders, Search Filter Instance, Search result Filter Instance and Create New Filter Instance.

• Search Filter Instance
• Search Result Filter Instance
• Update/Delete Filter Instance
• Create New Filter Instance

a) Search Filter Instance

Search Criteria

Functional buttons

1. Find:
   click Find button to search.
2. Clear:
   click Clear button to clear all the criteria.
3. Complex Search:
   switch to Complex search mode.

b) Search Result Filter Instance

The top part is the table, shows the list of the filter instances that meet the search criteria. The bottom part is the details of the selected entry.

c) Update/Delete Filter Instance

Double Click : the selected record in the table to modify this entry. A new Tab folder "Update/Delete Filter Instance" will be added, as show below.

Functional buttons

1. Update:
   Make changes on the Filter Instance, and save and switch back to "Search result Filter Instances" Tab. Some of the fields in this form are read only, like Instance Id, created/modified user and date. The configuration Data field is read only also, it can be modified via the Re-Configure button.
2. Reset:
   reset the data to its initial value, discard all the changes.
3. Cancel:
   Cancel this change and switch back to "Search result Filter Instances" Tab.
4. Delete:
   Delete this entry; then switch back to "Search result Filter Instance" Tab.
5. Re-Configure:
   click this button to open a configure wizard to set up the configuration data.


Click Next Button to go to wizard step 2



This is a SDN list search panel, allowing user to select the list entries to be included in this filter instance/engine. It is pre-populated with the data in the Config Data field.

Set search criteria; then click Find Button will get a list of SDN list that meet the search criteria. Those SDN will be indexed and used by this filter instance to scan text or messages



Click Next button to go to wizard step 3: Save the configuration



Click Finish will save the configuration into Configuration Data field.

Click Cancel to discard those changes

6. Build Index:
   Build search index using the SDN list set in the previous step; Search index must be re-built, in order to take affect the configuration data changes. This is a very important step. Filter Instance/engine uses search index to scan against customer data or transaction messages.

d) Create New Filter Instance:

Select the "Create New Filter Instance" Tab to create a new entry.

Functional buttons

1. Create:
   Click the Create button to create a new Filter Instance and switch to "Search result Filter Instances" Tab. Instance Name is a mandatory fields, if it is empty, an error will show. Data field must be set via Configure Button. If Data field is empty, all the SDN list will be included when index is built.
2. Clear:
   Click the Clear button to clear all the fields to empty.
3. Cancel:
   Click the Cancel button to cancel operation and switch to "Search result Filter Instance" Tab.
4. Configure:
   Click this button to open a configure wizard to set up the configuration data. (see Re-Configure in Update/Delete Filter Instance section).