Search

The Search function allows users to search Temenos Infinity for existing applicants and applications.

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 active Temenos Infinity modules for the institution, the following search options may be available:

Application - Quick Search, Basic Search, and Advanced Search
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 Temenos Infinity; 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 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.

Quick Search

The Quick Search allows users to search Temenos Infinity for existing applications by Application Number.

The Quick Search does not return multiple results.

Application Numbers are unique, therefore, only the application that matches the provided Application Number returns. If an application matching the provided Application Number is located, it opens within the Workspace.

To perform a Quick Search:

Click within the Ribbon Bar.
From the Application Search Type, select Quick Search.
Enter the Application Number.

This field only accepts an integer value.
Click .

Basic Search

The Basic Search allows users to search Temenos Infinity for existing applications based upon a variety of applicant-specific search criteria such as Account Number, TIN, Name, Address, etc.

The Basic Search allows users to search Temenos Infinity for applications based on the following criteria:

Basic Search Field

Description

Account

Enter the account number to which all resulting applications should be associated.

TIN

Enter the applicant TIN to which all resulting applications should be associated.

Full Name

Enter the first and last name of the applicant to which all resulting applications should be associated.

First Name

Enter the first name of the applicant to which all resulting applications should be associated.

Last Name

Enter the last name of the applicant to which all resulting applications should be associated.

Address 1

Enter the street address to which all resulting applications should be associated.

Address 2

Enter the street address 2 to which all resulting applications should be associated.

City

Enter the city to which all resulting applications should be associated.

State

Use the drop-down to select the state to which all resulting applications should be associated.

Zip Code

Enter the zip code to which all resulting applications should be associated.

External App #

Enter the external application number associated with the third party application in Temenos Infinity.

This field accepts up to 50 characters.

Home Phone

Enter the home phone number to which all resulting applications should be associated.

Work Phone

Enter the work phone number to which all resulting applications should be associated.

Status

Use the drop-down to select the application status to which all resulting applications should be associated.

Source

Use the drop-down to select the application source to which all resulting applications originated from.

Date

Use the drop-down to select if the resulting applications were created, modified, decisioned, closed, or disbursed on a certain date/range.

Date Range

Use the drop-down to select the date range for which all resulting applications were created, modified, decisioned, closed, or disbursed.

The results yielded by this field are dependent on the selection made in the Date field.

From

Indicate the date for which all resulting applications were not created, modified, decisioned, closed, or disbursed before.

The results yielded by this field are dependent on the selection made in the Date field.

Indicate the date for which all resulting applications were not created, modified, decisioned, closed, or disbursed after.

The results yielded by this field are dependent on the selection made in the Date field.

Channel

Use the drop-down to select the application channel from which all resulting applications originated.

Parent App #

Enter the number of the parent application, which created all resulting applications.

When an application search returns multiple results, the results populate within the Search Results grid.

The Search Results grid displays the following information for each application:

Application Search Results Grid	Description
Application	The Application Number associated with the applications matching the Search Criteria.
Primary Borrower	The Primary Applicant associated with the applications matching the Search Criteria.
Created Date	The Creation Date associated with the applications matching the Search Criteria.
Sub-Product	The Loan Sub-Product associated with the applications matching the Search Criteria.
Product	The Loan Product associated with the applications matching the Search Criteria.
Requested Amount	The Requested Amount associated with the applications matching the Search Criteria.
Status	The Application Status associated with the applications matching the Search Criteria.
Decision	The Application Decision associated with the applications matching the Search Criteria.
Queue	The Queue in which the applications matching the Search Criteria are assigned.
Source	The Source associated with the applications matching the Search Criteria.

To perform a Basic Search:

Click within the Ribbon Bar.
Select Basic Search under Application.
Enter the Applicant's Account Number, or other search criteria.
Click .
If only one result is found, the application automatically opens in the workspace. If multiple results are found, double-click the desired Search Result to open the application.

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.

Advanced Search

The Advanced Search provides the ability to use the Criteria Builder to search for any application field available in Temenos Infinity. Users are able to select Operators such as “Is Like” and "<=" (Less Than or Equal To) to generate desired Search Results.

To perform an Advanced Search:

Click within the Ribbon Bar.
From the Application Search Type, select Advanced Search.
Use the Criteria Builder to select the Search Queries criteria.
Select the fields within the Field Tree to establish search criteria.
Use the operator to tell the system what type of function to perform. The options include:

Operator Function

Description

Equal To

Only the value entered is displayed.

Not Equal To

All other values display except for the one entered.

Less Than or Equal To

Usually used in conjunction with a numerical value, it is considered anything less than the select value, up to and including that value.

Greater Than or Equal To

Usually used in conjunction with a numerical value, any value beginning with the selected value and values greater.

If a specific value is not known, enter a value which is 'like' the value. The “%” (percent symbol) is a wildcard and allows for a partial field search.

The system does not automatically use the % wildcard at the beginning and end of the condition string to provide more control over the search string. Input the % wildcard appropriately to perform the desired search such as 123%456 (Starts with 123 ends with 456), %456 (ends with 456), 123% (starts with 123) or %123% (contains 123).

Not Like

Choose a value that is 'not like' the desired value.

Range

Set a scope or limits for the criteria. Use a range when looking for a specific group or time frame.

The not equal and not like operators individually include null records.

Enter the value for the field selected. Depending on the type of field that is chosen a text box, two text boxes (range operator) or check boxes (lookup field) appear under the value.
Once all of the information is loaded to the Value Screen, select Update.
Repeat the process until all criteria appears under the Report Criteria list.
Click .
Double-click the desired Search Result to open the application.