Planning your data filter criteria: manual generation

For example, you might want to restrict access to customer data based on the geographical sales territory to which the HCL® Marketing Software user is assigned. If the Region field in your customer database relates to your sales territories, you might choose to base a group of data filters on this field.

You should be aware of the concept of field constraints, which you need to understand when you plan how to create data filters using manual specification. A field constraint is a field/value pair used to specify a data filter. This value is used in a WHERE clause when customer records are queried. Because the clause tests for equality, field constraints must be defined against fields that support a finite set of distinct values.

In the example, the Region field might contain the following values: Asia, Europe, Middle East, North America, and South America. You use these values when you specify field constraints for your data filters. You would set up a different data filter for each of your sales territories, using the values in the Region field in your customer tables as field constraints.

A HCL Marketing Software user assigned to one or more data filters would be able to view and work with only the data belonging to the customers who fall within the sales territory or territories represented by the assigned data filter(s).

The data filters you create using the manual method can be assigned to users though the user interface of by making the assignments in the XML.