Format of Frequency Member Filter for Confirmation Rules

[mgreenberg]

Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds.   The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 etc.  I tried #TWFYearM1 or just 1 or just M1 but none of them worked.  Help?  Also checked the documentation says nothing about format and there are no examples in Golfstream.

[LeeB · Accepted solution]

Hi, 

T#WFYearM1 etc. work for me.  Are you changing the Frequency drop-down to 'Member Filter'?

Lee

[mgreenberg]

Thanks Lee.  I tried again and it worked!