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Comment: Removed references to legacy app/view screens.

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      4. Map the entitlement criteria (LOAN_CRI) to the LOAN TYPE view column while creating the view app using App Designer in Canvas Studio.

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App Designer


For more information, refer Legacy App Configuration OR refer Designing Apps using App Designer. The Loan Summary app displays the Home Loan details for James: 

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4: Map the entitlement criteria (LOAN_CRI) to the LOAN TYPE view column while creating the view app using App Designer in Canvas Studio.Create > View > Create View Definition > Create View Item Definition screen:
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OR
App Designer:

For more information, refer Legacy App Configuration OR refer Designing Apps using App Designer. The Loan Summary app only displays Home Loan and Personal Loan details for William:

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  1. In the OD_USER_FUNCTION_MB table, provide the following details:

    • OD_USER_NO: Provide William's user number – 01206000012
    • CRITERIA_TYPE: Provide LOAN_CRI as the criteria type.
    • OD_ACC_NO: Specify the $ALL keyword.
    • Save the updates done to the table.


  2. Map the entitlement criteria (LOAN_CRI) to the LOAN TYPE view column while creating the view app using App Designer in Canvas Studio.

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App Designer:
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For more information,

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refer Designing Apps using App Designer. The Loan Summary app only displays Home Loan and Personal Loan details for William:

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Scenario 4 – Using the $ALL Keyword with the Source Type Q

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   4. Map the entitlement criteria (LOAN_CRI) to the LOAN TYPE view column while creating the view app using App Designer in Canvas Studio.Create > View > Create View Definition > Create View Item Definition screen


App Designer:

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For more information,

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refer Designing Apps using App Designer. The Loan Summary app displays details pertaining to all the loans that have been launched to William:

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Scenario 5 – Using the Predefined Entitlement Criteria

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Let us assume a scenario where you have created a view using the LOAN_SUMMARY_DATA table which consists of columns for the product and sub product.
Sample screen shot of LOAN_SUMMARY_DATA table:


At the app/view level (Create View Definition >Entitlement Configuration panel or in App Designer) you  you have provided RETAIL (product) and LOANS (sub product) as the access level entitlements and want to further filter data for the specified access level entitlements. That is, all types of loans excluding Venture Loans (the product code for it is CORPORATE) must display in the app.

Sample screen shot of the Create View Definition screen for the CT_LOAN_SUMMARY_VIEW:
Sample screen shot of the App Designer screen for the CT_LOAN_SUMMARY_VIEW:


In such scenarios, you can make the product and sub product as the entitlement criteria by using the predefined criteria – 'CT_INPUT_PRODUCT' and 'CT_INPUT_SUB_PRODUCT'.
Map the entitlement criteria (CT_INPUT_PRODUCT) to the PRODUCT view column and (CT_INPUT_SUB_PRODUCT) to the SUB PRODUCT view column, respectively while creating the view app using App Designer in Canvas Studio.
Create > View > Create View Definition > Create View Item Definition screen:
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OR

App Designer:


For more information, refer Legacy App Configuration OR refer Designing Apps using App Designer. Users who are entitled to RETAIL (product) and LOANS (Sub product) will be able to view Home Loan, Car Loan, and Personal Loan details in the Loan Summary app:

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