Filtering is used to isolate specific records for analysis purposes, data audits and select processes/reports as well as various areas within the Compliance Data Platform. Filtering can be achieved by using a 3 Step Filter, and/or a Fast Filter.
Step 1 Log into the CDP
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click on Discovery
Step 3 Click Research
Note: Filters are accessible at the top of the page or by using the filter window. To build a three-step filter using the filter window, instead of the quick search tool, jump to Step #8.
Additionally, filters may also be created anywhere the filter bar is visible, such as within Data Entry and/or within certain reports.
Step 4 Click the Quick Search magnifying glass icon to expand the quick search bar.
Step 5 Use the Quick Search in place of a filter to easily locate records by entering in at least one or any combination of:
- ULI
- Account Number
- Name
- Address
Step 6 Click the Find button to locate and display the qualifying record(s).
Step 7 Click the Quick Search icon again to collapse the tool.
Note: In order to access any of the actions within Research, a filter must be in place. To view all records, click the Activate button within the Filter window without any filter condition boxes in place.
Step 8 The filter window should be expanded. If it isn’t, click the Filter icon to expand.
Step 9 Click on the located in the bottom left hand side of the page to add a new filter condition box.
Step 10 Click on the empty condition box and a three-step box will appear containing: Field, Operator and Value
Step 11 Select a Field
11.1 Click the drop-down arrow in the Field box
11.2 Click on a field to select it
Note: A search function can be applied by typing in the box. Simply begin typing in the box and any fields that contain the set of characters will list below in the available list.
Step 12 Select an Operator
12.1 Click the drop-down arrow in the Operator box
12.2 Click on an operator to select it
Step 13 Select the Value(s)
13.1 Type in the Value or click the drop-down arrow to select a lookup value if the field contains any lookup values available
13.2 If more than one value is desired, click the plus symbol within the Value
Note: Typing in the box will apply the search function to make it easier to locate specific values.
Step 14 Click Done once all selections are made.
Step 15 To add more filter conditions, click on the and another conditions box will appear
15.1 The default connector is AND
15.2 To switch it to “OR”, click on the connector to toggle between connector options
15.3 Follow steps 10-14 for building the filter condition
Step 16 To group 2 or more “OR” statements, place a check mark in the boxes to the left of the filter condition boxes
16.1 Click the “Group Conditions” button , located directly to the right of the plus symbol.
Step 17 To ungroup conditions, place a check mark in the boxes to the left of each filter condition box that has been grouped
17.1 Click the “Ungroup Conditions” button , located directly to the left of the trash can symbol.
Step 18 To remove a filter condition, hove over it and click the “X” in the upper right hand corner of the condition box
Step 19 Continue with this step to validate qualifying records before saving the filter. Skip to Step 20 to simply save the filter.
19.1 To apply the filter just built, click the Activate button on the bottom right hand side of the filter box.
19.2 The filter window will slide away to display those records.
19.3 If the Filter window doesn’t slide out of view, click the Filter icon to toggle it out of the way to view the qualified records.
Step 20 To save the filter, click the Save button. If the Filter window is out of view, click the Filter icon again.
Note: Saving a filter will allow for commonly built filters to be retained within a list that can be easily applied rather than needing to be continuously rebuilt. Save frequently used filters to save time and steps needed for identifying specific records.
20.1 Type a unique Filter Name.
20.2 If desired, click the drop-down arrow to select a Filter Group OR type in a new Filter Group Name.
20.3 Click Save to complete the saving process.
Note: The system will automatically activate the filter after the saving process has completed.
Step 21 To open an existing filter, within the Filter window click the drop-down arrow next to Save
21.1 Select Open
21.2 Click in the Search box to type in a name of a filter, or click on the drop-down arrow by Filter Group to isolate filters within a specific group.
21.3 Click the filter once to select it.
21.4 Once selected, the filter will automatically activate.
Step 22 To join another saved filter to the filter within the window, click the drop-down arrow next to Save
22.1 Select Join Existing Filter
22.2 Click the drop-down arrow next to Filter Group to select the group.
22.3 Click the drop-down arrow next to Filter Name to see the list of filters in the selected group.
22.4 Highlight the desired filter to be joined.
22.5 Click the Join button on the bottom left of the box.
The filter that is joined will be appended to the bottom of the filter conditions within the filter window
Step 23 To remove ALL filter condition boxes within the window, click the button at the bottom of the filter window
Note: the CDP also has short cuts to easily select and run filters. On the left-hand side of the Filter window, there are 3 Fast Filter buttons: Fast HMDA,
Fast CRA, and
Fast Fair Lending
Step 24 To utilize the Fast Filter options, click on the appropriate icon, depending on which group is desired
Fast HMDA
Fast CRA
Fast Fair Lending
24.1 Place a check mark in any box next to a desired status or field content to select it
24.2 Type in any numeric value in the From and To boxes within any desired numeric fields in order to establish a range
24.3 Type in or select any date ranges in the From and To within any desired date fields in order to establish a date range
Step 25 Once all desired selections are made, click the Add to Filter button located in the bottom right hand corner of the Fast Filter page
25.1 This will bring up the filter conditions window with all of the selected conditions in place
Step 26 Repeat the filter building options mentioned above to make changes to the connector, group conditions, or remove any conditions
Step 27 Click Activate once the filter is built as desired
Article Reference CDP402