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Library settings: Populations (MAC v.2)

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Summary

Populations are a way you can slice and dice your analysis results in MindBridge. You can create populations to concentrate your analysis on particular areas or business processes that are of interest to you, as well as create specific populations to exclude entries you know are not risky, such as monthly accrual reversals, or entries that are tested separately, like equity transactions.

In the library, populations are created by App Admins, and can be leveraged in engagements and analyses, allowing your team to have a streamlined approach to testing or excluding certain populations.

Populations, especially in larger analyses, can be created using a range of conditions that reflect the complexity of your organization. For example, you can create conditions to include or exclude specific accounts, control points, keywords, and risk scores.

Learn how to create and manage populations within the library.

Note: If you have not updated your MindBridge platform with the Q2 2024 release, refer to the article Library settings: Populations (MAC v.1) to create library populations.

Go to Populations in the library

Note: You must be an App Admin to view and manage library settings.
  1. Open the MindBridge sidebar ( Sidebar icon ).
  2. Select Admin ( Admin icon ) near the bottom of the sidebar. You will go to the Admin settings.
  3. Go to the Libraries tab.
  4. Open the Actions menu in line with the library you want to action on.
  5. Select View Library. You will go to the Library details tab on the Libraries page.
  6. Go to the General ledger tab.
  7. Select Populations in the menu on the left. You will go to the Populations page where you can see the list of populations and their respective categories (if any have been created).


Create a library population

Much like filters, populations are comprised of rules and conditions to help you find and exclude data from the analysis results.

Create a library population from scratch using a combination of rules and conditions.

Step 1: Create and define a new population

  1. Select Create population (located at the top-left of this page). You will go to the population builder.
  2. Within the Population properties section (located on the right side of the page), enter a unique name for the population.
  3. Use the category menu to select the population group you want to save the population to, or enter your own within the field and press enter/return on your keyboard to add the new group.
  4. Optionally, add a description of the population to help your team understand its purpose (maximum 250 characters).

Step 2: Add a condition

The population builder will provide one condition by default, but you can add as many conditions as desired.

Tip: If you have created populations previously, you can use the Base population field (located on the right side of the page, beneath the Population properties header) to apply rules and conditions from one of your existing populations.
  1. Open the Filter by… menu to see the list of available facets, which are grouped conceptually. If you know which facet you want to use, you can enter its name within the field to search for it.
    Tip: Searching not only narrows the results, but allows you to bulk-select facets based on your search terms.
  2. Select the facet you want to add. Additional menu options will appear based on your selection.
  3. Use these menus to build out the condition, then select Apply to add it.
  4. Optionally, use the is menu to select whether the facet should be included (“is”) or excluded (“is not”) from the results.
    Note: Conditions are configured to use "is" by default.
  5. If your desired population only contains one condition, you can skip to step 4.

Remove rules and conditions

To remove an individual condition, select the X icon to the right of the given condition.

To remove an entire rule (including all of its conditions), select the X icon to the right of the given AND/OR toggle.

Step 3: Add additional conditions and determine rules around how they should interact

To add conditions within the same rule

  1. Open the Add to rule menu (located at the top of each rule in the population, on the left side).
  2. Select Add condition. A new menu will appear below the first condition.
  3. Open the Filter by… menu to see the list of available facets, which are grouped conceptually. If you know which facet you want to use, you can search for it within the field.
  4. Select the facet you want to add, then use the dynamic menus that appear to build out the condition.
  5. Optionally use the is menu to select whether the facet should be included (“is”) or excluded (“is not”) from the results.
  6. Optionally, use the AND/OR toggle to select how conditions should be joined within the rule.
    Note: Rules are joined by “AND” by default. If you switch to "OR", the rule will change colour to help you better understand these interactions.

To add a new rule with more conditions

  1. Open the Add to rule menu (located at the top of each rule in the population, on the left side).
  2. Select Rule. A new nested rule will appear beneath the original rule, with a new condition menu.
  3. Open the Filter by... menu within the new rule, select the facet you want to add, then use the dynamic menus that appear to build out the condition.
  4. Optionally, use the AND/OR toggle to select how conditions should be joined within the rule. If you switch to "OR", the rule will change colour to help you better understand these interactions.
Note: Library populations can be comprised of a maximum of 5 levels of rules.

Step 4: Finalize the population

When you are satisfied, select Create population (located at the bottom-right corner of the page) to save the population. The population will created and you will be brought back to the Populations page in the Library settings.

Select Cancel anytime to discard the population and go back to the Library settings.

Tip: Once created, your team can create new engagements and add these populations to advanced filters on the Data table dashboard, as well as use the basic page filters to include populations or exclude populations from the analysis results.

Reset population

If you are not satisfied with the population you built, select Reset population (located at the bottom-left side of the page) to remove all selected rules and conditions and begin again.


View population details

Use the chevron icon ( Expand icon ) to the left of a given population to reveal the rules and conditions applied to it.

Select the chevron icon ( Collapse ) again to close the expanded view.


Edit a population

You can edit your populations in the library as needed. Changes are applied to all new engagements using the library.

  1. Select the edit icon ( Edit icon ) to the right of the population you want to update. The Edit population window appears.
  2. Follow the relevant steps in Create a library population (above) to update the rules and conditions within the population.
  3. When you are satisfied, select Save (located at the bottom-right corner of the page) to save your changes. You will go back to the Populations page in the Library settings.

Select Cancel at any time to discard your unsaved changes and go back to the Populations page.

Note: Changing the population settings in a library that is in use will not impact the existing engagements. Any changes made will only impact engagements created after the time of the update.

Delete a population

You can delete populations to permanently remove them from the library, as needed. 

  1. Select the delete icon ( Delete icon ) to the right of the population you want to delete. A confirmation window appears.
  2. Select Delete to permanently delete the selected population. You will go back to the Populations page in the Library settings.

Select Cancel at any time to go back to the Populations page without deleting the population.


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