Search

The Search function allows users to search the Lifecycle Management Suite for existing accounts, persons, and tickets.

The ability to use the Search feature is determined by a user and/or security group permission set by the system administrator. If the permission is set to None for the individual user or security group, is disabled in the ribbon bar.

For institutions that use both Account Servicing and Origination: There are two separate permissions that control the Search feature for the Account Servicing categories and Origination categories; therefore, it is possible that a permission may be set to View or Change for one, but set to None for the other. When this occurs, the user is only able to use the Search feature for the modules to which he or she is granted permission to access. If Custom Searches are configured for an institution, those searches are available within the Search window for any user who is granted permission to use the Search feature.

For more information on the permissions for the Search feature, please see the Desktop and Ribbon Bar Overview topic in the Administrator Guide.

Depending on the modules active in the Lifecycle Management Suite, the following search options may be available:

General - Basic Search and Advanced Search

The Application search types are for the Loan Origination module and the General search types are for the Collection and Service modules. By default, all search options are enabled within the Lifecycle Management Suite; however, options can be disabled if the corresponding module is not active for the financial institution. Please contact Customer Care for assistance in disabling search options.

To access the Lifecycle Management Suite's Search functionality, click located in the Ribbon bar.

Search Navigation

Each Search Type contains a toolbar that displays the following icons:

Icon	Title	Description
	Search	Allows a user to perform a Search based upon the search criteria entered.
	Clear	Allows a user to Clear the search criteria entered in the query fields.

Basic Search types also contain the following radio buttons:

Person - Allows users to search for persons in the Lifecycle Management Suite. Person search returns a person result for each unique SSN/TIN, default address, home phone, and work phone.

Accounts - Allows users to search for accounts in the Lifecycle Management Suite. Account search returns a result for each Account Number and Suffix related to a person. The user is navigated directly to the workspace with the relative account in context.

Cases - Allows users to search for cases in the Lifecycle Management Suite. This is used in the Collections module.

Tickets - Allows users to search for tickets in the Lifecycle Management Suite. A Ticket search returns a result for each Ticket Number, Ticket Type, and Date Completed associated to a person. The user is navigated directly to the workspace with the relative ticket in context.

When a general search returns multiple results, the results populate within the Search Results grid. Each result is presented in the Search Results grid and displays the following account, person, or ticket information:

The results grid displays an unlimited number of search results. A user can navigate through multiple pages of results at the bottom of the results list by utilizing the arrows or page text box. If only one result is found within a search, the user is navigated directly to the workspace with the relative account or case open.

Icon	Description
	This icon navigates the user to the next page of results.
	This icon navigates the user to the previous page of results.
	This icon navigates the user to the last page of results.
	This icon navigates the user to the first page of results.
	The user may enter a page number in the page box and press Enter on the keyboard to directly navigate to that page of results.

When using Basic Search, if a user exits the Basic Search then clicks to open the Search again, the last search criteria is displayed.

When people are returned in the search results, the System Administrator determines whether the Full or Partial TIN is displayed in the results. This security permission, View Full TIN in Search Results, is set up in System Management > Users > System Management > Permissions and System Management > Groups >Security Groups > System Management > Permissions.

Basic Search

The Basic Search function allows the user to search off of various criteria. The screen contains two sections: Person and Other. The Person search criteria allows users to search off of person related fields.

Enter search criteria in any of the textboxes on the screen. In the below search, "Anderson" was entered in the Last Name field.
Click Enter on the keyboard or click the Search icon in the results area.
By default, the Persons radio button is selected. Depending on which radio button is selected, the fields displayed within the search results grid differ. If the Persons radio button is selected, the persons associated to the search are displayed.

When searching for a person, the search results detail all of the unique combinations of person, address, and phone information. A person search can also be performed using an account number and the results will include all of the unique combinations of person, address, and phone information associated with that account. When opening a search result (person) in the workspace, details on any account associated with that person can be obtained. Account number is not a column on the person search results, as there can be many accounts associated with one person, and would make the results very long. To look for a specific account, it is recommended to use the account search instead of the person search.

If Accounts associated to the search are to be viewed, click the Accounts radio button and click Search. This refreshes the results area and any accounts within the Lifecycle Management Suite associated to the search are displayed. If a person has multiple accounts associated to them, all accounts are displayed as shown below. When running a search with the Accounts radio button selected, the Account Number, Suffix, Account Type, Name, Home Phone, Work Phone, SSN/TIN, and Default Address fields display in the search results grid.
If Tickets associated to the search are to be viewed, click the Tickets radio button and click Search. This refreshes the results area and any tickets associated to the search are displayed. If there are multiple tickets associated to a person, they are all displayed. If a ticket is opened from the list, the person workspace opens in the Lifecycle Management Suite. When running a search with the Tickets radio button selected, the Name, SSN/TIN, Home Phone, Work Phone, Default Address, Ticket Number, Ticket Type, and Date Completed fields display in the search results grid.

Users can perform “fuzzy” searches where they do not have to enter in the full name, full phone number, suffix, etc. to search off of partial information. To search off of partial information, insert a % wildcard, or any other Microsoft SQL wildcards, at the beginning of a search, such as %And in the last name field as shown below. The results shown contain “And” in any part of the last name.

When searching off the TIN field, enter in four digits to have the system automatically search off the last four digits of the TIN. For example, if “1602” is entered, any person with the last 4 digits of their TIN being 1602 displays in the results grid as shown below.

Advanced Search

The Advanced Search function utilizes the Criteria Builder to search for specific accounts.

Refer to the Criteria Builder topic in this guide for more information regarding the advanced search feature.

Once all criteria is entered, click Search at the top of the screen. Accounts that match the criteria(on) appear in the results list area.