QuickStart Template

Query sources shortcuts

The Quick Source menu found at RiSE > Intelligent Query Architect > _MySystem > My Sources contains the following out-of-the-box queries:

• Company Admin Details
• Financial Members

Note: Other important business objects that may be used in a query include the following: My_Demographics (business object that contains key information for individuals) and My_OrDemographics (business object that contains key information for organizations).

Company Admin Details

The Company Admin Details query provides details of the company admins for an organization based on the individual record. This data source excludes any contacts with a status of marked for deletion or deceased.

The query source is the eMyCompanyAdministrator business object and is located in the $/_MySystem/MySources folder.

Financial Members

They query contains a list of financial members sourced from the eMyFinancialMembers business object. This will be a source for use in queries and should have the filters updated based on your rules.

Note: This query needs to have its filters configured to the organization's rules for financial members.

Once configured this shortcut can be used as a data source in queries relating to financial members.