Summary

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

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.

App Admins can create populations in the library, which can be leveraged in new engagements and analyses, allowing your team to have a streamlined approach to testing or excluding certain populations of data.

Learn how to create and manage populations within the library.

• Create a library population
• View population details
• Edit a population
• Delete a population

Go to Populations in the library

1. Select Admin ( ) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User Management tab in the Admin settings by default.
2. Go to the Libraries tab. You will see a list of libraries available in your tenant.
3. Open the Actions menu in line with the library you want to see.
4. Select View Library. You will go to the Library details tab on the Libraries page.
5. Go to the General ledger tab. You will go to Analysis configuration section.
6. Select Populations in the menu on the left. You will go to the Populations section where you can see a list of populations in your tenant 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. 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 then press enter/return on your keyboard to add it.
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.

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. Use these menus to build out the condition, then select Apply to add it the condition to the population.
3. 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.
4. 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 rules

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, select the facet you want to add, then use the dynamic menus that appear to build out the condition.
4. Optionally use the is menu to select whether the facet should be included (“is”) or excluded (“is not”) from the results.
5. Optionally, use the AND/OR toggle within a given rule to determine how conditions should be joined within the rule and how the rule will interact with other rules you may build. 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 within a given rule to determine how conditions should be joined within the rule and how the rule will interact with other rules you may build. If you switch to "OR", the rule will change colour to help you better understand these interactions.

Step 4: Finalize the population

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

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

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.

Example of a library population

View population details

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

Select the chevron icon ( ) 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 ( ) to the right of the population you want to update. You will go to the Edit population page.
2. Follow the relevant steps in Create a library population (above) to update and/or add rules and conditions within the population.
3. Optionally, you can rename the population, or save it to a different category.
4. When you are satisfied, select Save (located at the bottom-right corner of the screen) to save your changes. The population will be updated and you will go back to the Populations section in the Library settings.

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

Delete a population

You can delete populations to permanently remove them from the library, as needed. Changes are applied to all new engagements using the library.

1. Select the 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. The population will be removed and you will go back to the Populations section in the Library settings.

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

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