How to create a Variable

The first part of the Dynamic model is creating Variables:

  1. Select the "+ Add Variable" button:
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  1. This will generate a dummy variable called Variable_1. You may rename the Variable.
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  1. Now you must select the Variable Type:
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Here is a breakdown of the different types of Variables:

Variable Type

Detail

Description

Example

Entity / Instrument

Field from an entity or instrument

Formula that needs to narrow down an entity to a registration period, status, type...

user.type

Actions

Field from an action

Formula that needs to look for (or count) a specific part of an action like its related instrument, entity, status or id.

action.status

Transactions

Field from a transaction

Formula that needs the sum or count of items in a transaction like the amount, fee or custom data.

txn.amount

  1. At this time it is ideal to choose the Value or Aggregate Field; this is the specific field of the chosen Variable Type:
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The Value or the Aggregate Field is simply a subset of the chosen Variable Type.

Variable Type

Example Value or Aggregate Field

Entity / Instrument

entity.subtype
entity.type
instrument.status

Actions

action.status
action.instrument_id
action.id

Transactions

txn.amount
txn.custom_data.return_code
txn.internal_fee

  1. Depending on the Variable Type chosen, you must decide on the Aggregate Function and if a Transaction Variable is chosen, the Transaction Direction:
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The Transaction Direction is simply the sender or receiver of a transaction.
The Aggregate Function is the mathematical operand to apply to the Aggregate Field.

  1. Depending on the Variable Type, a time frame must be chosen on which to apply the Aggregate Function:
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  1. Review your logic:
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  1. You can then use the Event Filter Conditions to further filter this Variable. This is fully optional.
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Condition

Description

Add basic formula

Create a simple formula using simple operands

Add advanced formula

Create a complex formula using advanced mathematical operands

Matchlist

Match against a list your uploaded in Unit21

Sub-Variable

Description

Available Options

Simple operands

In this field you can apply simple logic to the filtered variable you created as well as Unit21 variables using Operators.

  • =

    • <=
    • ==
    • !=
    • <

Advanced operands

In this field you can apply mathematical logic to the filtered variable you created as well as Unit21 variables using Operators.

See Text Formula Builder

Matchlist operands

In this field you will select whether the variable is included or not in the selected Matchlist

Include OR Excludes

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Note that "Event Filter Conditions" are case-sensitive.

"Variable == ACH" is not the same as "Variable == ach"

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Matchlist is only supported for the "Object" and "Object Field" Variable type.

ONLY STRING MATCHLISTS ARE SUPPORTED!

  1. Finally click Save Variable.

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