Create a people filter

You can create a filter to define a group that contains a specific type of person and save the group record for future use.

Procedure 

1. Go to Risk Management Component of the Real-Time Analytics (RTA) Framework that provides interaction search and replay functionality, combined with integration of the Real-Time Analytics (RTA) Framework.. Under Configure, select the type of person you want to configure (Employees or Customers or Targets).

2. Click create new filter , located in the left pane.

3. From the People Filter window is, click General, and then select the primary filter criteria to use:

   • Training state: include only trained people, only untrained people, or all people.

   • Watch List: include only targets belonging to a specific watch list List that contains one of more voiceprints of people who are of particular interest to an enterprise.. Use of this option creates a filter that only works on the Targets page.

4. For customers and targets only, click Fields. Select from the Call Attributes provided to filter the list of people. Filtering by fields is not supported for employees.

   • Define a comparison operator for your search. Select a value from Contains, Starts with, Ends with, or Equals an attribute value that you specify.

   • For the attribute value used by the comparison operator, enter any sequence of alphanumeric or special characters.
     Default value: Blank
     Minimum characters: 0, Maximum characters: Unlimited

   • The list of fields is the same as those fields found under Configure, in the Fields area of Risk Management.

5. Click Save As.

6. In the Filter Name dialog box, type a unique name for the filter, and click OK.

   Enter any sequence of alphanumeric characters.

   • Default value: Blank

   • Minimum characters: 1, Maximum characters: Unlimited

   • Characters not allowed: Special characters

   You can now use the filter to access the same group of people.

Related topics 

Working with people