Search

The Search function allows users to search Temenos Infinity for existing accounts, persons, and cases.

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:

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.

The client can now search for the customer record using Member Code field in Basic Search.