Lesson 01

SAS® Visual Investigator: Building the Interface
Lesson 01, Section 1 Practice: Navigating the Course Environment

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select the practicevib bookmark.
      Note: The practicevib tenant is also listed as acmevib in the database and URL.
    3. Enter viadmin in the User ID field and Student1 in the Password field.
    4. Click Sign in.

  2. Perform a search.

    Solution:

    Use the * character to perform a wildcard search for any entity in the system.

    Note: The system is completely empty.

  3. Open a second tab with the administrative interface.

    Solution:

    1. Click the application switcher icon in the top right.
    2. Right-click Manage Investigate and Search and select Open in a new tab.

Lesson 02

SAS® Visual Investigator: Building the Interface
Lesson 02, Section 1 Practice: Viewing the Data

  1. Use the taskbar shortcut to open pgAdmin 4.

    Solution:

    Double-click the pgAdmin 4 icon on the taskbar. The application will open in a browser window.


  2. Enter Student1 for the master password.

    Solution:

    Note: All passwords for this course are Student1.


  3. Click the arrow to expand Servers.

    Solution:

    1. Look for Servers in the left panel of pgAdmin.
    2. Click the arrow or double-click Servers to expand it.
    3. Click Databases.


  4. Expand postgres > Schemas > insurance > Tables.

    Solution:

    1. Locate postgres in the left panel of pgAdmin. Click the arrow to expand it.
    2. Under posgres, locate Schemas, and then click the arrow next to it to expand it.
    3. Locate insurance under Schemas and click the arrow to expand it.
    4. Locate Tables under insurance and click the arrow to expand it.


  5. View the tables to import.

    Solution:

    Ten tables are listed in this schema, including four that we will be importing during the practice activities in this lesson:
    1. auto_policy
    2. auto_claim
    3. auto_claim_to_vehicle
    4. vehicle

SAS® Visual Investigator: Building the Interface
Lesson 02, Section 2 Activity: Explore File Import

Use the Help to find the valid file types that can be imported. Then, answer the question below.

Note: If the documentation does not load initially, reload the page.

  1. On the top right of the application bar, click the circular user avatar and select Administration Help from the drop-down menu.
  2. If needed, click Product Documentation.
  3. In the top right of the Help Center, click the magnifying glass to open a search.
  4. Enter File Import, and press the Enter key.
  5. Click Process Prerequisites, Scope, and Limitations.
  6. Scroll down to About File Import.

Your coworker gives you a list of flat files that need to be imported to the Lucky Horseshoe interface. The coworker asks you to check which files are in an acceptable format for importing.

Using the documentation, what are the supported file extensions for flat file imports into Visual Investigator?



SAS® Visual Investigator: Building the Interface
Lesson 02, Section 2 Practice: Importing an External Entity

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Import the auto_policy table from the insurance database.

    Note: Choose the icons, labels, and view fields as you see fit.

    Solution:

    1. Click Import on the menu bar.
    2. Click Connect on the toolbar.
    3. Click Show Data.
    4. Select auto_policy and click Connect.
    5. On the preview page, click Next.
    6. On the properties page, make any changes that you want and click Finish.


  3. Check the import status.

    Solution:

    1. On the toolbar, click Jobs.
    2. Check the status of the data indexing job.


  4. Perform a search in the user interface and verify that you have 10 policies.

    Solution:

    1. Click the browser tab with the user interface.
    2. Enter * in the search field on the Home page and press Enter.
    3. In the results, review the number of policies.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 3 Practice: Importing an Entity with a Relationship

  1. If needed, sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Import the auto_claim table from the insurance database. On the preview page, create a relationship to the auto_policy table.

    Solution:

    1. Click Import on the menu bar.
    2. Click Connect on the toolbar and click Show Data.
    3. Select auto_claim and click Connect.
    4. On the preview page, click the data type field under Policy Id. You will need to scroll all the way to the right to locate the Policy Id field.
    5. In the Field role field, select Relationship (Auto Policy).
    6. Click Next.
    7. On the properties page, make any changes that you want and click Finish.


  3. Check the import status.

    Solution:

    1. On the toolbar, click Jobs.
    2. Check the status of the import job.


  4. Perform a search in the User interface and verify that you have 29 claims.

    Solution:

    1. Click the browser tab with the User interface.
    2. Enter * in the search field on the home page and press Enter.
    3. In the results, review the number of claims.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 3 Practice: Importing an Entity with a Bridge Table

  1. If needed, sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Import the vehicle table from the insurance database.
    Note: Choose the icons, labels, and view fields as you see fit.

    Solution:

    1. Click Import on the menu bar.
    2. Click Connect on the toolbar.
    3. Click Show Data.
    4. Select vehicle and click Connect.
    5. On the preview page, click Next.
    6. On the properties page, make any changes that you want and click Finish.


  3. Check the import status.

    Solution:

    1. Click Jobs on the menu bar.
    2. If the process is still running, click the Refresh icon every few minutes.


  4. Perform a search in the user interface and verify that you have 27 vehicles.

    Solution:

    1. Click the browser tab with the User interface.
    2. Enter * in the search field on the Home page and press Enter.
    3. In the results, review the number of vehicles.


  5. Create a many-to-many relationship between auto_claim and vehicle using the auto_claim_to_vehicle bridge table.

    Solution:

    1. Click Relationships on the menu bar.
    2. On the toolbar, click New Relationship.
    3. In the Relationship section, perform these actions:
      1. Select auto_claim for the From entity.
      2. Select vehicle for the To entity.
      3. Change Cardinality to Many-to-Many.
      4. In the Relationship Conditions section, select auto_claim_to_vehicle for Bridge table name.
      5. Under Bridge Table Fields, click the plus icon to add fields.
      6. Click Select All, and click OK.
    4. In the Relationship Conditions section, perform these actions:
      1. Select Claim Id for "auto_claim_to_vehicle" field.
      2. Select Vehicle Id for the other "auto_claim_to_vehicle" field.
      3. Both join conditions together should read:
        Claim Id = Claim Id
        Vehicle Id = Vehicle Id
    5. Click the Save icon on the toolbar and close the page.


  6. Re-index the relationships.

    Solution:

    1. On the toolbar, click Relationships.
    2. Click the drop-down list on the toolbar and select Re-index all relationships.
    3. Click Yes.


  7. Check the import status.

    Solution:

    1. Click Jobs on the menu bar.
    2. If the process is still running, click the Refresh icon every few minutes.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 4 Practice: Creating Filter Facets

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Create a filter facet on the Auto Claim entity for Incident Date.

    Solution:

    1. If needed, click Data Objects on the menu bar and Entities on the toolbar.
    2. Double-click the Auto Claim entity to open the Entity details page.
    3. Click the Filter Facets tab.
    4. In the Facets section, click Add new facet.
    5. Select the Incident Date field and click OK.


  3. Create a filter facet on the Auto Claim entity for Claim Type.

    Solution:

    1. Click the Add new facet icon again.
    2. Select the Claim Type field and click OK.


  4. Create a filter facet on the Auto Claim entity for Claim Status

    Solution:

    1. Click the Add new facet icon again.
    2. Select the Claim Status field and click OK.
    3. Click Save on the toolbar, and close the page.


  5. Perform a search to review the new facets.

    Solution:

    1. Click the browser tab with the User interface.
    2. Enter * in the search field, and press Enter.
    3. In the Filters panel on the left, expand Auto Claim.


SAS® Visual Investigator: Building the Interface
Lesson 02, Section 6 Practice: Creating an Internal Entity

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Create an internal entity named Investigation with the fields below.
    Note: Choose the icons, labels, and view fields as you see fit.

      Field 1 Field 2
    Name Investigation_Name Status
    Length 100 20
    Required Yes No

    Solution:

    1. If needed, click Data Objects on the menu bar and Entities on the toolbar.
    2. On the toolbar, click New, and select New Internal Entity.
    3. On the Settings tab, enter Investigation in the Name field.
      Note: When you use the Tab key to move out of the field, the same text is applied to the Label and Table Name fields.
    4. On the Fields tab, click New Field to create the first field.
      1. Enter Investigation_Name in the Name field.
      2. Enter 100 in the Length field.
      3. Select the box next to Required.
      4. Click OK to save the field.
    5. On the Fields tab, click New Field again to create another field.
      1. Enter Status in the Name field.
      2. Enter 20 in the Length field, and click OK to save the field.
    6. Click Save on the toolbar and re-index the entity. Then close the page.
      1. Click OK.
      2. On the toolbar, click the drop-down menu and select Re-index this entity.
      3. Click Yes.


  3. Create a relationship between the Investigation and Alert entities by creating a new bridge table named Investigation_Alerts.
    Note: Remember to re-index.

    Solution:

    1. Click Relationships on the menu bar.
    2. On the toolbar, click New Relationship.
      1. Select Investigation for the From entity.
      2. Select Alert for the To entity.
      3. Select One-to-Many for Cardinality.
      4. For Bridge table name, enter Investigation_Alerts.
      5. Click the Save icon, and close the page.
    3. Back on the Relationships tab, click the drop-down menu and select Re-index all relationships.


Lesson 03

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 1 Practice: Creating a Page for the Investigation Entity

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Create a page for the Investigation entity with a two-column layout and the fields Investigation Name and Date-Time Created.

    Solution:

    1. Click Data Objects on the menu bar.
    2. Double-click Investigation to open the entity and click the Pages and Toolbar tab.
    3. Under Pages, click the New Page icon.
    4. Enter Investigation in the Name field and click OK.
    5. Click Data to display the entity fields.
    6. Add the Investigation Name and Date-Time Created fields.
    7. Click Save on the toolbar and close the page.

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 2 Practice: Redesigning the Auto Claim Page

  1. If needed, sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Redesign the auto_claim-Full-pane page to a two-column layout. Include the following fields in each column:

    Column 1 Column 2
    Claim ID
    Claim Type
    Claim Description  
    Incident Datetime
    Claim Value
    Claim Status  

    Solution:

    1. Click Pages on the menu bar.
    2. Double-click auto_claim-Full-pane to open Page Builder.
    3. Delete the group box.
      1. Select the entire Auto Claim group box with the 4-way arrow icon.
      2. Click the trash icon to delete.
    4. Add a two-column layout to the top of the page for the listed data fields.
      1. Under Layout in the left pane, click 2-Column.
      2. Drag it onto the canvas at the top of the page.
    5. Under Data in the left pane, click and drag the data fields to each column.
      1. Add these fields to the left column:
        Claim ID
        Claim Type
        Claim Description
      2. Add these fields to the right column:
        Incident Datetime
        Claim Value
        Claim Status
        Note: Click Controls to see the Map control. Then select Addr Lat for Latitude and Addr Long for Longitude.
    6. On the toolbar, click the Save icon and close the page.


  3. Add a Map control to the page in the second column under Claim Status.

    Solution:

    1. Click Controls in the left pane to see the Map control.
    2. Click and drag the control and place it underneath the Claim Status field.
    3. In the properties pane, select Addr Lat for Latitude and Addr Long for Longitude.
    4. On the toolbar, click the Save icon and close the page.


  4. Perform a search to review the new page.

    Solution:

    1. Click the browser tab with the User interface.
    2. Enter * in the search field and press Enter.
    3. In the Filters panel on the left, select Auto Claim.
    4. Double-click a claim to open the details page.


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 2 Activity: Explore Page Controls

Use the Help to read about page controls. Then, answer the question below.

Note: If the documentation does not load initially, reload the page.

  1. On the application bar, click the circular user avatar and select Administration Help from the drop-down menu.
  2. If needed, click Product Documentation.
  3. In the top right of the Help Center, click the magnifying glass to open a search.
  4. Enter Standard Controls and press the Enter key.
  5. Click Reference of Development Controls and Design Elements.
  6. Scroll down to Standard Controls.

One of your coworkers at Lucky Horseshoe Insurance has created a report in SAS Visual Analytics and would like the report to be linked in the user interface. What type of control could you use to do this, and what type of page can this control be used with?


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 2 Practice: Using Traversals

  1. If needed, sign in to the practicevib  tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Create a traversal to the vehicle entity.

    Solution:

    1. Click Relationships on the menu bar.
    2. Click Traversals on the toolbar.
    3. Click the New Traversal icon.
    4. Enter Vehicle in the Name field.
    5. In the Entities pane, click Vehicle and drag it on the canvas.
    6. Click the Save icon and close the page.


  3. Add a Related Objects control to the auto claim page to display the vehicles.

    Solution:

    1. On the menu bar, click Data Objects.
    2. If needed, click Entities on the toolbar.
    3. Double-click the Auto Claim entity, and click the Pages and Toolbar tab.
    4. Double-click auto_claim-Full-pane to open the page in page builder.
    5. Drag the Related Objects control to the canvas under the two-column layout.
    6. In the properties pane, click Select Traversals.
      1. Select the box next to vehicle.
      2. Click OK.
    7. Under Fields, click the Add icon.
      1. Select Make, Model, Full Name, and Role.
      2. Click OK.
    8. On the toolbar, click the Save icon.


  4. View the new page in the user interface.

    Solution:

    1. Click the browser tab with the user interface.
    2. The auto claim page should still be opened. Refresh the browser to display the changes.


  5. Update the Investigation page to display the alerts related to the investigation.
    Note: Remember to create the traversal to Alert.

    Solution:

    1. Create a traversal to Alert.
      1. Click Relationships on the menu bar, and click Traversals on the toolbar.
      2. Click the New Traversal icon.
      3. Enter Alert in the Name field.
      4. In the Entities pane, click Alert and drag it onto the canvas.
      5. Click the Save icon and close the page.
    2. Add a Related Objects control to the Investigation page to display Actionable entity label, Alert ID, Alert status, Alert-trigger text, and Score.
      1. Click Pages on the toolbar and double-click Investigation to open it in page builder.
      2. Drag the Related Objects control to the bottom of the canvas.
      3. In the properties pane, click Select Traversals.
        1. Select the box next to Alert.
        2. Click OK.
      4. Under Fields, click the Add icon.
        1. Select Actionable entity label, Alert ID, Alert status, Alert-trigger text, and Score.
        2. Click OK.
        3. Move the Alert ID field to the top of the list.
        4. Select Alert ID for the initial sort field.
        5. Clear the boxes next to Show object summary pages and Show relationship summaries.
      5. Click the Save icon and close the page.


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 3 Practice: Reconfiguring the Home Page

  1. If needed, sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.

  2. Configure the Auto Claim toolbar to remove these items: Edit and Save buttons, Vertical Separator.

    Solution:

    1. Under Toolbar Items, select the Edit and Save action and click the trash can icon.
    2. Select Vertical Separator and click the trash can icon.

  3. Add items to the Investigation toolbar: Edit and Save buttons, Left-right Divider, Comments, Attachments, and Tasks.

    Solution:

    1. Under Toolbar Items, click the New icon, select each action, and click OK.
    2. Save and close the page.

SAS® Visual Investigator: Building the Interface
Lesson 03, Section 3 Practice: Adding Page Contexts

  1. Edit the auto_claim-Full-pane page to add a Text Label control above Incident Datetime that says High Risk Time in bold.

    Solution:

    1. Return to the auto_claim-Full-pane page in Page Builder.
    2. Drag a Text Label control onto the canvas above the Incident Datetime field.
    3. In the properties pane, change the text to High Risk Time.
    4. Select Bold for the style.


  2. Save the page as auto_claim-Full-pane-HR.

    Solution:

    1. On the toolbar, click the Save Page as New icon.
    2. Enter auto_claim-Full-pane-HR as the Name and click Save.
    3. Close the page.

  3. Add a new view context for high-risk claims using the new high-risk page.

    Solution:

    1. Navigate back to the Pages and Toolbar tab of the Auto Claim entity. Under Page Associations, select the View context.
      1. Click New Conditional Context.
      2. In the right pane, select Unusual Incident Time Flg from the Conditions drop-down list.
      3. Enter Yes in the Specify a value field.
      4. Click Select Page.
      5. Select the auto_claim-Full-pane-HR page and click OK.
    2. Save the entity.

  4. Add the Investigation page to all the contexts.

    Solution:

    1. On the Data Objects page, double-click the Investigation entity.
    2. Click the Pages and Toolbar tab.
    3. Under Page Associations, add the Investigation page to each context.
      1. Select a context in the left pane.
      2. In the right pane, click Select Page.
      3. Select the Investigation page and click OK.
      4. Click the More Options icon and select Assign page to remaining contexts.

  5. View the new pages for claim IDs 8260961 and 8235964 to see the differences.

    Solution:

    1. Click the browser tab with the user interface.
    2. Enter 8260961 in the search field, and press Enter.

    3. Note: This page has the new text label High Risk Time.

    4. Click Search on the menu bar.
    5. Enter 8235964 in the search field, and press Enter.

    6. Note: This page does not have the new text label.


SAS® Visual Investigator: Building the Interface
Lesson 03, Section 4 Practice: Reconfiguring the Home Page

  1. Save a modified version of the home page called home_new to restrict access based on the information below.

    Control Group
    Alert Metrics Managers
    Personal Metrics Investigators
    New Document Investigators and Managers

    Solution:

    1. If needed, sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the Administrator interface.
      1. Double-click the browser shortcut on the desktop.
      2. On the favorites bar, select practicevib.
      3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
      4. In the top left corner of the application bar, click the application switcher.
      5. Right-click Manage Investigate and Search and select Open link in a new tab.
      6. Close the application menu and click the new tab.
    2. Click Pages on the menu bar and double-click Homepage.
    3. Click Save as New on the toolbar and enter _home_new for the name. Click OK.
    4. Restrict the Alert Metrics control to managers.
      1. Select the control, and in the properties pane, click the Group restrictions drop-down list.
      2. Select Managers.
    5. Restrict the Personal Metrics control to investigators.
      1. Select the control, and in the properties pane, click the Group restrictions drop-down list.
      2. Select Investigators.
    6. Restrict the New Document control to investigators and managers.
      1. Select the control, and in the properties pane, click the Group restrictions drop-down list.
      2. Select Managers and Investigators.


  2. Update the New Object control to include the Investigation entity.

    Solution:

    1. Click the Add icon under Entity types and select Investigation.
    2. Click OK.
    3. Save and close the page.

  3. Make the new version of the home page active.

    Solution:

    1. Right-click the table with the default and new Homepage template.
    2. Select Active Homepage from the menu. Choose the radio button next to home_new to make the new homepage active.
    3. Click Save.
    4. Verify that the new homepage is listed as True under Active in the table, and that the default homepage is listed as False.



SAS® Visual Investigator: Building the Interface
Lesson 03, Section 5 Activity: Explore Print Templates

Use the Help to learn about print templates. Then, answer the question below.

Note: If the documentation does not load initially, reload the page.

  1. On the application bar, click the circular user avatar and select Administration Help from the drop-down menu.
  2. If needed, click Product Documentation.
  3. In the top right of the Help Center, click the magnifying glass to open a search.
  4. Enter Print Templates, and press the Enter key.
  5. Click Creating Custom Print Templates.
  6. Scroll down to Print Templates Overview.

You are assigned to create two print templates for each of the entities so that each has a detailed and abbreviated version of the printout. One of your coworkers insists this is impossible because only one print template can be created per entity. After checking the documentation, do you think the coworker is correct?


Lesson 04

SAS® Visual Investigator: Building the Interface
Lesson 04, Section 2 Practice: Creating a Workflow on the Investigation Entity

  1. If needed, sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib .
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.


  2. Create a new workflow on the Investigation entity.

    Solution:

    1. Click Workflows on the menu bar.
    2. On the toolbar, click New Workflow Template, and select Investigation.
    3. Click OK.


  3. Add the Status entity field as a workflow variable.

    Solution:

    1. Select the Start element.
    2. Expand Actions.
    3. Under Workflow variables to import from entity fields, click New Variable.
    4. Select Status, and click OK.


  4. Add a user task for Investigator Review.

    Solution:

    1. Click User Task in the Element pane and drag it onto the workflow editor.
    2. Select the User Task element and enter Investigator Review in the Name field.
    3. For Participants, select Investigators.


  5. Create two buttons for the Investigator Review task.

    Button Label Write to Workflow Variable Value
    Close Status Investigator Closed
    Send to Manager Status Manager Review

    Solution:

    1. Expand the Actions section.
    2. Rename the Completed button label to Close.
    3. Click the New variable icon under Write to the workflow variable field.
      1. Select Status from the Workflow Variable drop-down.
      2. Enter Investigator Closed in the Enter a value field.
      3. Click OK.
    4. Click the New task icon and rename the New Button label to Send to Manager.
    5. Click the New variable icon under Write to the workflow variable field.
      1. Select Status from the Workflow Variable drop-down list.
      2. Enter Manager Review in the Enter a value field.
      3. Click OK.


  6. Connect the Start element to the Investigator Review task.

    Solution:

    1. Click the Start Element to select it.
    2. Hover over the Start Element so that the four box handles appear along its edges.
    3. Click one of the boxes, and without releasing the click, drag to hover over the Investigator Review task.
    4. Position the mouse over one of the four box handles that appear on the edges of the Investigator Review task and release the click to complete the connection and create a sequence flow.


  7. Add an exclusive gateway and connect the Investigator Review task to it.

    Solution:

    1. Click and drag an exclusive gateway from the Elements pane on the left to the canvas.
    2. Click the Investigator Review task to select it.
    3. Hover over the Investigator Review task so that the four box handles appear along its edges.
    4. Click one of the boxes, and without releasing the click, drag to hover over the exclusive gateway.
    5. Position the mouse over one of the four box handles that appear on the edges of the exclusive gateway and release the click to complete the sequence flow.


  8. Add an End element, connect the exclusive gateway to it, and edit the sequence flow to include the Investigator Close condition.

    Solution:

    1. Click and drag an End event from the Elements pane on the left to the canvas.
    2. Click on the exclusive gateway to select it.
    3. Hover over the exclusive gateway so that the four box handles appear along its edges.
    4. Click one of the boxes, and without releasing the click, drag to hover over the End event.
    5. Position the mouse over one of the four box handles that appear on the edges of the End event and release the click to complete the sequence flow.
    6. Select the sequence flow and enter Close in the Name field.
    7. Under Condition, click Edit.
    8. Create the condition svi_Status = Investigator Closed and click OK.


  9. Add a user task for Manager Review.

    Solution:

    1. Click User Task in the Element pane and drag it onto the workflow editor.
    2. Select the User Task element and enter Manager Review in the Name field.
    3. For Participants, select Managers.

  10. Create two buttons for the Manager Review task.

    Button Label Write to Entity Field Value
    Close  Status  Manager Closed 
    Return to Investigator  Status  Returned to Investigator 

    Solution:

    1. Expand the Actions section.
    2. Rename the Completed button label to Close.
    3. Click the New variable icon under Write to the workflow variable field.
      1. Select Status from the Entity field drop-down.
      2. Enter Manager Closed in the Enter a value field and click OK.
    4. Click the New task icon and change the New Button label to Return to Investigator.
    5. Click the New variable icon under Write to the workflow variable field.
      1. Select Status from the Entity field drop-down.
      2. Enter Returned to Investigator in the Enter a value field and click OK.

  11. Connect the exclusive gateway to the Manager Review task, and edit the sequence flow to include the Send to Manager condition.

    Solution:

    1. Click the exclusive gateway to select it.
    2. Hover over the exclusive gateway so that the four box handles appear along its edges.
    3. Click one of the boxes, and without releasing the click, drag to hover over the Manager Review task.
    4. Position the mouse over one of the four box handles that appear on the edges of the Manager Review task and release the click to complete the sequence flow.
    5. Select the sequence flow and enter Send to Manager in the Name field.
    6. Under Condition, click Edit.
    7. Create the condition svi_Status = Manager Review and click OK.

  12. Add another exclusive gateway and connect the Manager Review task to it.

    Solution:

    1. Click and drag an exclusive gateway from the Elements pane on the left to the canvas.
    2. Click the Manager Review task to select it.
    3. Hover over the Manager Review task so that the four box handles appear along its edges.
    4. Click one of the boxes, and without releasing the click, drag to hover over the exclusive gateway.
    5. Position the mouse over one of the four box handles that appear on the edges of the exclusive gateway and release the click to complete the sequence flow.

  13. Connect the new exclusive gateway to the End element and edit the sequence flow to include the Manager Closed condition.

    Solution:

    1. Click the exclusive gateway to select it.
    2. Hover over the exclusive gateway task so that the four box handles appear along its edges.
    3. Click one of the boxes, and without releasing the click, drag to hover over the End element.
    4. Position the mouse over one of the four box handles that appear on the edges of the End element and release the click to complete the sequence flow.
    5. Select the sequence flow and enter Close in the Name field.
    6. Under Condition, click Edit.
    7. Create the condition svi_Status = Manager Closed and click OK.

  14. Connect the exclusive gateway to the Investigator Review task and edit the sequence flow to include the Return condition.

    Solution:

    1. Click the exclusive gateway to select it.
    2. Hover over the exclusive gateway task so that the four box handles appear along its edges.
    3. Click one of the boxes, and without releasing the click, drag to hover over the Investigator Review task.
    4. Position the mouse over one of the four box handles that appear on the edges of the Investigator Review task and release the click to complete the sequence flow.
    5. Select the sequence flow and enter Return in the Name field.
    6. Under Condition, click Edit.
    7. Create the condition svi_Status = Returned to Investigator and click OK.

  15. Configure the workflow to start automatically.

    Solution:

    1. Click the Properties button on the toolbar.
    2. Select the check box next to Start this workflow on creation of "Investigation" objects.

  16. Save the workflow and close the page.

    Solution:

    1. Click the Save icon on the toolbar.
    2. Click the X next to the workflow name on the toolbar.

  17. Test the workflow in the user interface.

    Solution:

    1. Click the browser tab with the user interface. Sign out as viadmin.
      1. Click the user avatar on the application bar.
      2. Select Sign out.
    2. As inv1, create an Investigation, claim the task, and send the investigation to the manager.
      1. Sign in as inv1, using Student1 as the password.
      2. Click Investigation under New Document on the Home page.
      3. Enter New Investigation in the Name field. Save and close the page.
      4. Click Tasks on the menu bar.
      5. Double-click the Investigator Review task.
      6. Click Claim.
      7. Click Send to Manager.
      8. Sign out.
    3. As mgr1, claim the task and close the investigation.
      1. Sign in as mgr1, using Student1 as the password.
      2. Click Tasks on the menu bar.
      3. Double-click the New Investigation.
      4. Click Claim.
      5. Click Close.
    4. Close the page and sign out.

Lesson 05

SAS® Visual Investigator: Building the Interface
Lesson 05, Section 1 Activity: Explore Capabilities

Use the Help to find out about capabilities. Then, answer the question below.

Note: If the documentation does not load initially, reload the page.

  1. On the application bar, click the circular user avatar and select Administration Help from the drop-down menu.
  2. If needed, click Product Documentation.
  3. In the Help Center, click the magnifying glass to open a search.
  4. Enter Capabilities, and press the Enter key.
  5. Click Managing Users, Groups, and Capabilities.
  6. Scroll down to Working with Users.

A new employee has been promoted to a manager role at Lucky Horseshoe. Using the documentation, identify which of the following actions you cannot perform in Visual Investigator via the Permissions tab.

  1. add the user to the Managers group
  2. remove the user from the Investigators group
  3. create a new user for the employee



SAS® Visual Investigator: Building the Interface
Lesson 05, Section 1 Practice: Creating Groups

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password. Navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Create two groups and assign the users below.

    Auto Users Home Users
    inv2 inv1
    inv4 inv3
    mgr2 mgr1
    qa2 qa1
    viadmin viadmin

    Solution:

    1. Click Permissions on the menu bar.
    2. Click New Custom Group on the toolbar.
      1. Enter Auto Users in the Group ID and Group name fields.
      2. Click OK.
    3. In the right pane, click Add Member.
      1. Click the Users tab.
      2. Select inv2, inv4, mgr2, qa2, and viadmin.
      3. Click OK.
    4. Click New Custom Group on the toolbar.
      1. Enter Home Users in the Group ID and Group name fields.
      2. Click OK.
    5. In the right pane, click Add Member.
      1. Click the Users tab.
      2. Select inv1, inv3, mgr1, qa1, and viadmin.
      3. Click OK.

Lesson 06

SAS® Visual Investigator: Building the Interface
Lesson 06, Section 1 Practice: Creating a Disposition

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.

  2. Create a new disposition named Add_to_Investigation that adds an alert to the Investigation entity.

    Solution:

    1. Click Alerts on the menu bar.
    2. Click Dispositions on the toolbar.
    3. Click New Disposition.
    4. Enter Add_to_Investigation in the ID and Name fields.
    5. Under Actions, select the Add to object box.
    6. Click the Save icon on the toolbar.

  3. Create a one-to-many relationship between the Auto Policy entity and the Investigation entity. Use the internal bridge table, policy_investigation.

    Solution:

    1. Click Relationships on the menu bar.
    2. Click New Relationship.
    3. In the Relationship section, perform these actions:
      1. Select Investigation for the From entity.
      2. Select Auto Policy for the To entity.
      3. Change Cardinality to One-to-Many.
    4. In the Relationship Condition section, perform these actions:
      1. For Bridge table type, select Internal.
      2. For Bridge table name, enter policy_investigation.
      3. Click the Save icon on the toolbar and close the page.


SAS® Visual Investigator: Building the Interface
Lesson 06, Section 2 Practice: Creating Strategies and Queues

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib .
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.

  2. Create a strategy and queue for alerts on auto policies using the information below.

    Auto Alert Strategy
    Strategy ID Auto_Alerts 
    Alert Recipient Group  Auto Users 
    Low Threshold  100
    High Threshold  200

    Queue
    Queue ID Auto_Alerts 
    Dispositions  Close Immediately
    Suppress Alert
    Add_to_Investigation  

    Solution:

    1. Create a strategy.
      1. Click Alerts on the menu bar.
      2. If necessary, click Strategies on the toolbar.
      3. Click New Strategy.
      4. In the ID field, enter Auto_Alerts. The Name field will populate automatically.
      5. From the Group drop-down list, select Auto Users.
      6. Enter 100 in the Low threshold field.
      7. Enter 200 in the High threshold field.
      8. Click the Save icon.
    2. Create a queue.
      1. Click the Associated Queues tab.
      2. Click the New Queue icon.
      3. In the ID field, enter Auto_Alerts. The Name field will populate automatically.
      4. From the Associated Pages drop-down list, select the appropriate page.
        1. Summary: alert-summary-default
        2. Detail: alert-detail-default
        3. Inspector: alert-inspector-default
      5. Under Dispositions, click the Edit icon.
        1. Select all three and click the right arrow to add them to the list.
        2. Click OK.
      6. Click the Save icon on the toolbar and close the queue page.

  3. Create a strategy and queue for alerts on home policies using the information below.

    Home Alert Strategy
    Strategy ID Home_Alerts 
    Alert Recipient Group Home Users 
    Low Threshold  100 
    High Threshold  200 

    Queue
    Queue ID Home_Alerts  
    Dispositions   Close Immediately
    Suppress Alert
    Add_to_Investigation

    Solution:

    1. Create a strategy.
      1. Click Alerts on the menu bar.
      2. If necessary, click Strategies on the toolbar.
      3. Click New Strategy.
      4. In the ID field, enter Home_Alerts. The Name field will populate automatically.
      5. From the Group drop-down list, select Home Users.
      6. Enter 100 in the Low threshold field.
      7. Enter 200 in the High threshold field.
      8. Click the Save icon.
      9. Close the page.
    2. Create a queue.
      1. Click the Associated Queues tab.
      2. Click the New Queue icon.
      3. In the ID field, enter Home_Alerts. The Name field will populate automatically.
      4. From the Associated Pages drop-down list, select the appropriate page.
        1. Summary: alert-summary-default
        2. Detail: alert-detail-default
        3. Inspector: alert-inspector-default
      5. Under Dispositions, click the Edit icon.
        1. Select all three and click the right arrow to add them to the list.
        2. Click OK.
      6. Click the Save icon on the toolbar and close the queue page.

SAS® Visual Investigator: Building the Interface
Lesson 06, Section 3 Practice: Creating Scenarios

 

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib.
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign In.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the application menu and click the new tab.


  2. Create a new flow on the auto_claim table named Auto Insurance Fraud.

    Solution:

    1. Navigate to the Alerts tab.
    2. Select Flows on the toolbar.
    3. Click New Flow on the toolbar.
    4. Enter Auto Insurance Fraud in the Name field.
    5. Select the auto_claim table.
    6. Click Load Data Source in the pop-up window.
    7. Click the Save icon on the toolbar.

  3. Create an Aggregation scenario named Multiple Claims in 6 Months using the information below.
    1. Properties
      Grouping entity  Auto Policy
      Actionable entity  Auto Policy
      Date and time key  Incident_date 
      Lookback unit  Month to date

    2. Aggregations
      Name  Claims_Count 
      Column  Claim_id 
      Metric  Count 
      Lookback   6
      Offset  0

    3. Rule
      If
      Claims_Count >2
      Queue  Auto_Alerts 
      Score 400
      Message  "Multiple Claims in 6 Months" 

    Solution:

    1. Properties:
      1. Click New on the toolbar and select Aggregation scenario.
      2. In the Name field, enter Multiple Claims in 6 Months.
      3. Select Auto Policy for the Actionable entity and Grouping entity drop-down lists.
      4. Click Add.
      5. Select Incident Date from the Date and time key drop-down list.
      6. Select Month to date for the lookback unit.
    2. Aggregations:
      1. Click the Aggregations tab.
      2. Click New to add a new column.
      3. Click Edit Name to rename the column Claims_Count.
      4. In the Column to Aggregate drop-down list, select claim_id.
      5. In the Metric drop-down list, select Count.
      6. Change the Lookback (Month) field to 6.
    3. Rule:
      1. Click the Rule tab.
      2. Under Claims_Count, select > for the condition, enter 2 in the Value field, and click OK.
      3. In the Queue drop-down list, select Auto Alerts.
      4. Enter 400 in the Score field.
      5. Enter "Multiple Claims in 6 Months" in the Message field, and click OK.
      6. Click the Save icon on the toolbar.

  4. Create a record-level scenario named Claims Over 5k using the information below.
    1. Properties
      Actionable entity   Auto Policy 

    2. Rule
      If
      claim_value  >5000
      Queue  Auto_Alerts 
      Score 99
      Message  "Claim Over 5k" 

    Solution:

    1. Properties:
      1. Click New on the toolbar and select Record-level scenario.
      2. In the Name field, enter Claims Over 5k.
      3. Select Auto Policy for the Actionable entity drop-down list and click OK.
    2. Rule:
      1. Click the Rule tab.
      2. Click Select Columns.
        1. Select claim_value and click the right arrow to add it to the list.
        2. Click Select.
      3. Under claim_value, select > for the condition, enter 5000 in the Value field, and click OK.
      4. In the Queue drop-down list, select Auto Alerts.
      5. Enter 99 in the Score field.
      6. Enter "Claim Over $5,000" in the Message field.
      7. Click the Save icon on the toolbar.

  5. Create a record-level scenario named Accident at Unusual Time using the information below.
    1. Properties
      Actionable entity   Auto Policy 

    2. Rule
      If
      unusual_incident_time_flg ="Yes"
      Queue  Auto_Alerts 
      Score 99
      Message  "Accident at Unusual Time" 

    Solution:

    1. Properties:
      1. Click New on the toolbar and select Record-level scenario.
      2. In the Name field, enter Accident at Unusual Time.
      3. Select Auto Policy for the Actionable entity drop-down list and click OK.
    2. Rule:
      1. On the Rule tab, click Select Columns.
        1. Select unusual_incident_time_flg and click the right arrow to add it to the list.
        2. Click OK.
      2. Click the unusual_incident_time_flg field.
        1. Select the =operator or the equal to operator.
        2. Select Yes in the Value field.
        3. Click OK.
      3. In the Queue drop-down list, select Auto Alerts.
      4. Enter 99 in the Score field.
      5. Enter "Accident at Unusual Time" in the Message field.
      6. Click the Save icon on the toolbar.

  6. Publish and run the flow.

    Solution:

    1. Click the View Published Flows icon.
    2. Click New Version and then Publish.
    3. Click Play to run the flow.
    4. Leave Run as-of date blank and click Run.

  7. Return to the user interface and view the alerts.

    Solution:

    1. Click the browser tab with the user interface.
    2. Click Alerts on the menu bar.

Lesson 07

SAS® Visual Investigator: Building the Interface
Lesson 07, Section 1 Practice (Level 1): Configuration Case Study

Perform the steps below to practice the Visual Investigator configuration tasks you have learned so far. This part of the case study uses the home insurance data that you have seen in previous demonstrations. However, this data has not been added to your practice tenant yet. This means that if you have not been able to complete some of the previous practice in this course, you can still do this section of the case study because it does not rely on previous practice.

  1. Sign in to the practicevib tenant as viadmin, using Student1 as the password, and navigate to the administrator interface.

    Solution:

    1. Double-click the browser shortcut on the desktop.
    2. On the favorites bar, select practicevib..
    3. Enter viadmin in the User ID field and Student1 in the Password field, and click Sign in.
    4. In the top left corner of the application bar, click the application switcher.
    5. Right-click Manage Investigate and Search and select Open link in a new tab.
    6. Close the applications menu and click the browser tab with the administrator interface.

  2. Import the home_policy table from the insurance database.

    Note: Choose the icons, labels, and view fields as you see fit.

    Solution:

    1. Click Import on the menu bar.
    2. Click Connect on the toolbar and click Show Data.
    3. Select home_policy and click Connect.
    4. On the preview page, click Next.
    5. On the properties page, make any changes that you want and click Finish.

  3. Import the home_claim table from the insurance database. On the preview page, create a relationship to the home_policy table on the Policy Id field.

    Solution:

    1. Click Import on the menu bar.
    2. Click Connect on the toolbar.
    3. Click Show Data.
    4. Select home_claim and click Connect.
    5. On the preview page, click the data type field under Policy ID.
    6. In the Field Role field, select Relationship (Home Policy).
    7. Click Next.
    8. On the properties page, make any changes that you want and click Finish.

  4. Create a traversal to home claim.

    Solution:

    1. Click Relationships on the menu bar.
    2. Click Traversals on the toolbar.
    3. Click the New Traversal icon.
    4. Enter home_claim in the Name field.
    5. In the Entities pane, click Home Claim and drag it onto the canvas.
    6. Click the Save icon and close the page.

  5. Redesign the home_policy-Full-pane page so that it contains only the Policy Id and Policy Owner Name fields and a related objects control using the Home Claim entity.

    Solution:

    Note: This solution describes one way of orienting the data fields and related object grid on the canvas. Your solution may look different.

    1. Click Pages on the menu bar.
    2. Double-click home_policy-Full-pane to open page builder.
    3. Delete the group box.
      1. Click the four directional arrow icon to select the Home Claim group box.
      2. Click Delete.
    4. Under Layout in the left pane, click 2-Column.
    5. Click Data and drag Policy Id onto the canvas in the left column.
    6. Drag Policy Owner's Name to the canvas.
    7. Click Controls, and drag the Related Objects control to the canvas under the two-column layout.
    8. In the Properties pane, click Select Traversals.
    9. Select the box next to home_claim and click OK.
    10. Under Fields, click the Add icon.
    11. Select Claim Id, Claim Status, and Claim Type and click OK.
    12. On the toolbar, click the Save icon.

  6. View the new page in the user interface.

    Solution:

    1. Navigate to the tab with the user interface.
    2. Search * to perform a wildcard search.
    3. Using the Filters pane on the left, click the check box next to Home Claim to narrow the results to include only that entity type.
    4. Double-click any of the results to open the Home Policy page and verify that the newly designed page is displayed.

  7. If you did not already complete this task in Lesson 5, create a new group for Home Users and add users to it.

    Home Users
    inv1 
    inv3 
    mgr1 
    qa1 
    viadmin 

    Solution:

    1. Click Permissions on the menu bar. 
    2. Click New Custom Group on the toolbar. 
      1. Enter Home Users in the Group ID and Group name fields. 
      2. Click OK
    3. In the right pane, click Add Member
      1. Click the Users tab. 
      2. Select inv1, inv3, mgr1, qa1, and viadmin
      3. Click OK.

  8. If you did not already complete this task in Lesson 6, create a strategy and queue for alerts on home policies using the information below.

    Home Alert Strategy
    Strategy ID Home_Alerts
    Alert Recipient Group Home Users
    Low Threshold  100
    High Threshold  200


    Que
    Queue ID Home_Alerts
    Dispositions Close Immediately
    Suppress Alert
    Add_to_Investigation

    Solution:

    1. Create a strategy.
      1. Click Alerts on the menu bar.
      2. If necessary, click Strategies on the toolbar.
      3. Click New Strategy.
      4. In the ID field, enter Home_Alerts. The Name field will populate automatically.
      5. From the Group drop-down list, select Home Users.
      6. Enter 100 in the Low threshold field.
      7. Enter 200 in the High threshold field.
      8. Click the Save icon.
      9. Close the page.
    2. Create a queue.
      1. Click the Associated Queues tab.
      2. Click the New Queue icon.
      3. In the ID field, enter Home_Alerts. The Name field will populate automatically.
      4. From the Associated Pages drop-down list, select the appropriate page.
        • Summary: alert-summary-default
        • Detail: alert-detail-default
        • Inspector: alert-inspector-default
      5. Under Dispositions, click the Edit icon.
        • Select all three and click the right arrow to add them to the list.
        • Click OK.
      6. Click the Save icon on the toolbar and close the queue page.

  9. Create a new flow on the home_claim table named Home Insurance Fraud.

    Solution:

    1. Open the browser tab with the administrator interface.
    2. Navigate to the Alerts tab and select Flows on the toolbar.
    3. On the toolbar, click New Flow.
    4. Enter Home Insurance Fraud in the Name field.
    5. Under Data Sources, click Add, and then select the home_claim table.
    6. Click Apply. Click Load Data Source in the pop-up window.
    7. Click the Save icon on the toolbar.

  10. Create a record-level scenario named Human Damage with no Police Report using the information below.

    Properties
    Actionable Entity Home Policy


    Rule
      If
    claim_type Human Incited Damage: home
    police_attndd_scene_flg No
    Queue Home_Alerts
    Score 100
    Message "Human Damage with no Police Report"


    Solution:

    Properties
    1. Click New on the toolbar and select Record-level scenario.
    2. In the Name field, enter Human Damage with no Police Report.
    3. Ensure that Home Policy is selected for both the Actionable entity drop-down and scenario-fired entity drop-down, and click Add.

    Rule
    1. Click the Rule tab.
    2. Click Select Columns.
    3. Select claim_type and police_attndd_scene_flg, and click the right arrow to add them to the list.
    4. Click OK.
    5. Under claim_type, select Human Incited Damage: Home and click OK.
    6. Under police_attndd_scene_flg, select No and click OK.
    7. From the Queue drop-down list, select Home Alerts.
    8. Enter 100 in the Score field.
    9. Enter "Human Damage with no Police Report" in the Message field, and click OK.
    10. Click the Save icon on the toolbar.

  11. Publish the flow.

    Solution:

    1. Click the View Published Versions icon on the toolbar to view the published versions of the flow.
    2. Click New Version to publish a new version of the flow and then click Publish.

  12. Run the flow.

    Solution:

    1. Click Play to run the flow.
    2. Click Run.

  13. Return to the user interface and view the alerts.

    Solution:

    1. Click the browser tab with the user interface.
    2. Click Alerts on the menu bar.



SAS® Visual Investigator: Building the Interface
Lesson 07, Section 1 Practice (Level 2): Configuration Case Study, Continued

Perform the steps below for additional practice configuring Visual Investigator. This practice assumes that you have correctly completed the previous Configuration Case Study practice and the prior practice tasks in this course.

  1. Import the individual table from the insurance database. On the preview page, create a relationship to the home_policy table.

    Note: Choose the icons, labels, and view fields as you see fit.

    Solution:

    1. Click Import on the menu bar.
    2. Click Connect on the toolbar.
    3. Click Show Data.
    4. Select individual and click Connect.
    5. On the preview page, click the data type field under Policy ID.
    6. In the Field Role field, select Relationship (Home Policy).
    7. Click Next.
    8. On the properties page, make any changes that you want and click Finish.

  2. View the new entity in the user interface.

    Solution:

    1. Click the browser tab with the user interface.
    2. Enter James Hurst in the search field and press Enter.
    3. Double-click James Hurst individual.

  3. Create a one-to-many relationship between Auto Policy and Individual.

    Solution:

    1. Return to the browser tab with the administrator interface.
    2. Click Relationships on the menu bar.
    3. Click New Relationship.
    4. Select Auto Policy for the From entity.
    5. On the toolbar, click the Save icon and close the page.
    6. Select Individual for the To entity.
    7. On the toolbar, click the Save icon and close the page.

  4. Re-index the new relationship.

    Solution:

    1. If needed, click Relationships on the menu bar.
    2. On the toolbar, click the drop-down menu and select Re-index all Relationships.

  5. Update the individual-Full-pane page. Include a two-column layout with the Individual ID, Full Name, and DOB fields in the left column and the network diagram in the right column. Add a related object control below containing the related policies.

    Solution:

    1. Click Pages on the menu bar.
    2. Double click individual-Full-pane.
    3. Delete the group box.
      1. Click the four directional arrow icon to select the Individual group box.
      2. Click Delete.
    4. Add a two-column layout to the top of the page for the listed data fields.
      1. Under Layout in the left pane, click 2-Column.
      2. Drag it onto the canvas at the top of the page.
      3. In the left column, add the Individual Id, Full Name, and DOB fields.
      4. In the right column, add a network diagram control and select a relationship depth of 2.
      5. Save the page.
    5. Create a traversal to Home Policy.
      1. Click Relationships on the menu bar and click Traversals on the toolbar.
      2. Click the New Traversal icon.
      3. Enter Home Policy in the Name field.
      4. In the Entities pane, click Home Policy and drag it onto the canvas.
      5. Click the Save icon and close the page.
    6. Create a traversal to Auto Policy.
      1. Click Relationships on the menu bar and click Traversals on the toolbar.
      2. Click the New Traversal icon.
      3. Enter Auto Policy in the Name field.
      4. In the Entities pane, click Auto Policy and drag it onto the canvas.
      5. Click the Save icon and close the page.
    7. Return to the individual-Full-pane page.
    8. Drag the Related Objects control to the canvas under the two-column layout.
    9. In the Properties pane, click Select Traversals.
      1. Select the boxes next to Home Policy and Auto Policy.
      2. Click OK.
    10. Under Auto Policy Fields, click the Add icon.
      1. Select Policy Id and Inception Dt.
      2. Click OK.
    11. Under Home Policy Fields, click the Add icon.
      1. Select Policy Id and Inception Dt.
      2. Click OK.
    12. On the toolbar, click the Save icon.

  6. View the new page in the user interface.

    Solution:

    1. Click the browser tab with the user interface and refresh the page.
    2. Search for James Hurst and open the individual entity.
    3. Once you have successfully completed these activities, the James Hurst page will look different than when we accessed it in Step 2. The individual's page should now display the related policies.