Setting initialization criteria for an analysis flow

The initialization criteria for a managed analytic determines the conditions that trigger an analysis flow. The conditions revolve around the primary business object types, such as an event, a transaction, an account, an individual, a physical object, and other types. Note that monitored analytics do not require you to set initialization criteria.

About this task

For example, you can trigger an analysis flow when a specific Party is updated.

Code tables define the reference data that is available in the IBM FCI for Insurance solution. The type code values present in these code tables are used to classify other data. Some examples of reference data include the following:
  • Lookups can be classified by lookup types
  • Lookup properties can be classified by lookup property types
  • Assessment actions can be classified by action types

Procedure

To set the initialization criteria:

  1. From the Administrator role, click Menu icon Menu > Analysis Flows.
  2. Select an existing analysis flow in the Grouping View to view its details.
  3. Click Initialization Criteria.
  4. Click Add.
  5. Select a type and a name, and enter a description.
  6. Click OK and then click Save to save your changes.