Filters allow you to extract event data for a select milestone based on selected criteria. For example, loan applications submitted in California. Filters define the scope of a milestone by limiting associated events. Fields extract additional relevant information from each milestone.

The mandatory filters are populated with the last 15 days of data. If no analytics data has been collected during the last 15 days, the drop-down menus for the mandatory fields will be empty. Besides the mandatory filters for each event type, Analytics allows you to optionally select additional filters by using the Filter By option. All the fields that are part of the filters and the additional filters that you optionally choose are automatically collected. You can use them to run ADQL queries later on.

A field indicates a category of information pertaining to the event. The Extract Fields section collects additional relevant information from each milestone. You can use data to query desired events and visualize matrices. The fields are categorized into mandatory and optional fields. The only mandatory field you must enter is the primary key. It is the unique identifier that ties milestones together.

In addition to the primary key, you can optionally add additional fields. These fields provide a context for your Business Journey definition. For example, loan amount, loan type, and customer name, customer id, and so on provide further details about a loan application. You can use these field values to slice and dice business transaction data later on. You must provide unique fields for each milestone. Validation fails if you create more than one milestone with the same set of fields or with the same set of mandatory and optional filters.

For each milestone, a field called milestone Reached is added to the associated event. The value is true if the milestone has been reached, otherwise it is null. You can use this field to query all events for which a milestone has been reached. You can also use milestoneReached to build a funnel widget that shows drop-offs for each milestone. The milestone name is appended to the field name as follows:

• milestone1_name.milestoneReached
• milestone2_name.milestoneReached

Likewise, the default fields and filters are also appended with and name spaced by milestone name.

At the Business Journey level, a field named completed tracks the status of the workflow using the boolean values. True represents a completed Business Journey, whereas False indicates that the journey is in progress or is incomplete. Use the Analytics Search UI or an ADQL query for the desired Business Journey with the query string completed to view the status of the associated events.