---
sourceDocument: Yokohama Security Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/security-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Security Management

ft:clusterId :

    - security

bundleId :

    - security

workflow :

    - Technology


---

# Define filter and aggregation criteria

# Define filter and aggregation criteria {#ariaid-title1}

* Release version: Yokohama
* 
* Updated November 11, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Define and set filter conditions to specify which incoming Cortex XSIAM Incidents should create security incidents. You can also define additional Incident field criteria that allows an incoming Incident to be appended to an
open security incident instead of creating an incident.

## Set filtering conditions {#ariaid-title2}

Set filter conditions for which Palo Alto Cortex XSIAM incidents create security incidents in ServiceNow.

### Before you begin

Role required: sn_si.admin, sn_si.ingestion_profile_admin

### About this task

Filtering helps you isolate security incidents and limits the number of security incidents that you create. If you set additional filtering criteria, only the required incidents are ingested without having to change the query
or the triggered incident configuration.

### Procedure

Select Filter based on conditions to define the criteria that an incoming XSIAM incident must satisfy so that a security incident is created.  
The options in the first field in the Filter Conditions match the fields that are displayed on the Cortex XSIAM Sample Incident Ingestion section for the Incident that you ingested. These fields are dynamic and change
depending on the Incident that you ingest. The criteria that you enter is case-sensitive. Verify that the criteria that you define matches the values of the Incident.
Use the filter condition incident_id for the following fields with multiple values:

* Severity
* creation_time
* alert_categories
* alert_count

{#pan-xsiam-set-filtering-conditions__ul_kkw_bpg_spb}

Because the filter condition can retrieve only strings, you must use the incident_id filter condition for the above fields to ensure that the data is filtered correctly.

## Define aggregation conditions {#ariaid-title3}

Select Aggregation Conditions to define additional incident field criteria that allows an incoming incident to be appended to an open security incident instead of creating a new one.

### Before you begin

Role required: sn_si.admin, sn_si.ingestion_profile_admin

### Procedure

1. Select Aggregation Conditions check box.
2. In the Incident fields with matching values field, enter the field values that you want to match on existing security incidents in your ServiceNow AI Platform instance.  
   All field values that you selected in the multi selection input field must match so that the aggregation criteria is met and that this incoming incident can be appended to an existing security incident. This selection implies it is an AND condition where fields, such as Observables and Configuration Items that may have multiple field values, are mapped to them. If only a subset of the values is matched, the Cortex XSIAM Incident aggregation conditions are not met and a new security incident is created.
3. Select Add New Criteria to add multiple field matching conditions.  
   The aggregation occurs if any one of the multi selection field conditions that you define are met. This selection implies the OR condition.
4. Select Log work note for new Incident to update the work note for a new incident when it is added to a security incident.  
   The work note logs that a new incident is added and includes a link to the incident details. The log work note also updates more details that you add to the work note field in your mapping section.

5. Select Continue.

### What to do next

Set a schedule to retrieve the incident data and ingested incidents that match the criteria in the profile. For more information, see [Schedule incident retrieval](https://www.servicenow.com/docs/nmwBOZ68OYuVpvM~banNig "Configure a schedule to define how and when you pull incidents from Cortex XSIAM tenant.").