FreeBalance Accountability Suite
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EspañolInvestment filter
Overview
This feature keeps information regarding the accountability parameter of the investment.
A screenshot of the Investment filter feature is available here<. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Investment filter from within the menu through this navigation path: Social Security Management ► Investment Management ► Support Entities And Functions ► Investment filter
Visible Fields
The following table lists and describes all visible fields for the Investment filter, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Fields | Description |
|---|---|
| Id | Stores the unique identifier for the Investment filter. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Variable | It is a closed domain and allows users to select variable from dropdown list. |
Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Investment filter.
| Button Image | Description |
|---|---|
 | The New button allows users to switch to insert mode. This action button allows users to manually create Investment filter. |
 | The Search button allows users to switch to search mode. |
 | Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
 | Once a record has been created or searched for, users can return to the results screen when necessary. |
 | The Update button allows users to update all changes made to a record. |
 | The Delete button allows users to remove the record. A window is displayed confirming the item is deleted. |
 | The Audit button allows users to view the audit history for the current record. |
 | The Save button allows user to save the information inputted. |