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Admin User

godmode@pulse.com

Manage Filters for Assurance vie

Add New Filter

Filter Label

Filter Key (Data Field)

Select a field created by the Mapper.

Filter Type

Options (for Select type, comma-separated)

Only for 'Dropdown' type. Comma-separated values (e.g., '100k,200k,500k').

Existing Filters

Label	Key	Type	Options	Actions
AV existante	has_life_insurance	select	one, several, none

Besoin liquidité

liquidity_need

select

yes, no

Capacité épargne

savings_capacity

select

lt250, 250-500, 500-1000, 1000-2500, gt2500

Code Postal

postalCode

text

-

Déjà conseillé

already_advised

select

recent, months, never

Enfants à charge

children

select

0, 1, 2, 3plus

Horizon de temps

timeframe

select

less-3, 3-8, more-8

Moment contact

contact_time

select

day, evening

Montant à placer

initial_capital

select

lt10k, 10-50k, 50-100k, 100-250k, 250-500k, gt500k

Objectif principal

goal

select

capital-growth, retirement, project, transmission, diversify

Patrimoine immo

real_estate_value

select

lt100k, 100-250k, 250-500k, 500k-1m, gt1m

Profil de risque

risk_profile

select

secure, balanced, dynamic

Propriétaire RP

homeowner

select

yes, no

Revenus foyer

income

select

lt30, 30-60, 60-100, 100-150, 150plus

Situation maritale

marital_status

select

single, married, couple, divorced

Situation pro

profession

select

employee, self-employed, public, retired, other

Tranche d'âge

age

select

18-30, 30-40, 40-50, 50-60, 60-70, gt70

Type de financement

funding_type

select

capital, progressive, both

Versements réguliers

regular_deposits

select

none, monthly, both