Custom Data
![ezgif-4-57094b01d0.gif 800](https://files.readme.io/b28c159-ezgif-4-57094b01d0.gif)
Custom data is supplemental information that is fully custom to your organization that you can use to:
- add data for models (rules) logic
- add data to entities, instruments, and events
- add data from (external) 3rd parties
- add data for verification workflows
- add unsupported third-party verification data to entities
- filter alerts from My Alerts or the Admin tab
For example:
- Entity > Subtype = vip
- Transaction > Crypto Code = ETH
- Instrument > Additional Notes = "company laptop"
- Entity > Country Code = MX
![Screen Shot 2022-04-17 at 10.37.05 PM.png 3584](https://files.readme.io/8770219-Screen_Shot_2022-04-17_at_10.37.05_PM.png)
Custom Data Configuration
You can configure custom data in your dashboard in order to make it more user readable. For example, if a transaction had custom data that was called customer_priority_rating
, you could configure it to read "Rating" in your dashboard.
In the example below, some entities have the custom data called newcustom
, we want to change this custom data name to Custom
so we can use the Custom Data Filters to find alerts with entities that have Custom
= testing
.
- First, let's go ahead and use the Custom Data Filters to find alerts with
newcustom
=testing
. In Alerts:
![Unit21-Custom-Data-4.png 1600](https://files.readme.io/0153cce-Unit21-Custom-Data-4.png)
- Click Add Custom Data Filter.
- Complete the prompt to search for
newcustom
=testing
:
![Unit21-Custom-Data-7.png 1600](https://files.readme.io/26d07f9-Unit21-Custom-Data-7.png)
- View the filtered results:
![Unit21-Custom-Data-5.png 1600](https://files.readme.io/da633da-Unit21-Custom-Data-5.png)
- Go to Settings > Custom data:
![Unit21-Custom-Data-8.png 1600](https://files.readme.io/2e3f55c-Unit21-Custom-Data-8.png)
- Add a new entry to Entity Custom Data Settings so that
newcustom
is renamed toCustom
:
![Unit21-Custom-Data-9.png 1600](https://files.readme.io/392f5fc-Unit21-Custom-Data-9.png)
- Repeat the search in item 1-4 using
Custom
instead ofnewcustom
in the search:
![Unit21-Custom-Data-6.png 1600](https://files.readme.io/cc308ba-Unit21-Custom-Data-6.png)
Updated 8 months ago