Filters in PolyPaths Enterprise

PolyPaths Enterprise includes powerful functionality that allows user to filter portfolios or accounts based on user-defined logical criteria. Users can filter on one condition, or can combine filters to filter on multiple conditions. These filters can then be leveraged for all kinds of Enterprise jobs ranging from reporting to calculation jobs. A common use case is using filters as part of a nightly process to automate conditional error handling. Any pre-defined filters can also be applied when loading positions from the Enterprise database within AppPort. Clients can view our 20-minute webinar here for more information.