Types of EDM Searches

There are several different methods of searching for objects, depending on the search criteria you enter. The search pages of the Search function are organized into different sections that allow you to perform different types of searches based on specific categories of criteria. On the Simple Lookup page, you can only perform one type of search at a time, using the fields from only one search section.

The names of the search types are configurable. Searches are described below by their default names and by their default search criteria. See your system administrator if you have questions about how your search pages are configured.

EUID Lookup

You can perform an EUID Lookup using the field in the Enterprise Unique ID section of the Simple Lookup page. Enter the object’s EUID number to perform an exact match search against the database.

Local ID Lookup

The Local ID section of the Simple Lookup page consists of two required fields, System and Local ID. To increase search accuracy, you can only select a system listed in the drop-down list and the Local ID field is case-sensitive. The name of this section is configurable and might have been modified for your implementation. See your system administrator for more information.

Advanced Search

On the Search page, you can perform three different types of advanced searches: alphanumeric, phonetic, and blocking. The fields displayed on the Search page are configured by the system administrator. You can enter as much information as needed to narrow down the search appropriately. For blocking searches (and some phonetic searches), certain combinations of criteria are required to perform a search. The search is only carried out for the combinations that have complete data.

For example, a blocking search might be configured to search on the following combinations:

• Company Name and Sales Region

• Company Name and Address Line1

• Tax Payor ID

• Stock Symbol and Address Line1

If Company Name, Address Line1, and Stock Symbol are entered as criteria, only the second and fourth combinations are carried out. The returned result set would include any records that match on Company Name and Address Line1 or that match on Stock Symbol and Address Line1. If only Company Name is entered as criterion, no records are returned since it does not fulfill any of the combination requirements.

Comparison Lookup

The Comparison Lookup function provides a simple way to search for two or more records to compare in a side-by-side comparison. You can enter up to five EUIDs as search criteria, and all records matching any of the specified EUIDs are returned.