Manager Attestation Review - Filter out entitlements granted by Technical Rules

[Community_User]

Originally posted on June 24 2020 at 14:13 UTC

Is it possible to filter out all entitlements granted to a user from birthright technical rules? We don't want to see these entitlements in the manager review, just ones that users have that aren't part of their preassigned groups from the technical rules.

In the advanced config field Accounts Entitlement1 Query we used the filter: "ae1.assignedFromRule is null" based on the documentation. I am still seeing entitlements granted to users from technical rules in the review though.

Is the filter we used incorrect for this use case scenario? If so, is there a query we can use that does filter out entitlements granted from Technical Rules?

[Community_User]

Originally posted on June 24 2020 at 21:58 UTC

Hi Adam,

In order to exclude the birthright access from the campaign the below query without quotes can be configured in advanced config. If you still have issue please check the logs if any errors are occurring during campaign launch.

ae1.assignedFromRule is null

[Community_User · Accepted solution]

Originally posted on June 25 2020 at 13:07 UTC

Did some more testing and found that this filter is working. There are some users who were created before the technical rule was created. Users created after the technical rule was created are having their entitlements filtered properly. We will have to run an update on the older users to get them to hit the technical rules so the filter will apply to them.

[Community_User]

Originally posted on January 26 2022 at 13:25 UTC

Hi Huisman,

We have a same requirement to exclude certain SAV_ROLES from being included in the campaign, Can you share the document that you referred to apply a relevant query under Account entitlement query.Tried by using the same filter but dint work.

Thanks

[Community_User]

Originally posted on January 26 2022 at 15:00 UTC

Mounika,

In your case, Perhaps, you could mark the entitlement(s) CustomPropertyX as "NONCERTIFIABLE" and in the Advanced Campaign Config, under Entitlements Query use : 

(custompropertyX != 'NONCERTIFIABLE' or custompropertyX is null)

Regards,

Avinash Chhetri