Oracle Financial Services Lending and Leasing allows you to search for an account, customer or application using specific search criteria. Since this section details the general search options available in the User Interface, some or all the parts of this section are applicable to you as per access provisions & licensing. The following sections explain the Search options in detail.
Search criteria has a list of parameters which enables to query the application / account from the database by providing one or more parameter values. There are 15 parameters whose values can be specified in combination with comparison operators which are described in the table below. The Reset button enables to clear the comparison values for a fresh search. Apart from this, Search can also be performed using wild card characters.
Description |
Example Expression |
less than |
APPLICATION DATE < 01/22/2002 Result: The system searches for all applications created before Jan. 22, 2002. |
less than or equal to |
APPLICATION DATE <= 01/22/2002 Result: The system searches for all applications created on or before Jan. 22, 2002. |
equal |
APPLICANT SSN = 111-22-3333 Result: The system searches for all applications with applicant social security number 111-22-3333. |
not equal |
APPLICANT SSN <> 111-22-3333 Result: The system searches for all applications except those with an applicant whose social security number is 111-22-3333. |
greater than |
APPLICATION DATE > 01/22/2002 Result: The system searches for all applications created after Jan. 22, 2002. |
greater than or equal |
APPLICATION DATE >= 01/22/2002 Result: The system searches for all applications created on or after Jan. 22, 2002 |
in |
ACCOUNT NUMBER IN (‘20001000012512’, ‘20010100012645’, ‘20010300012817’) IN is used with values that are within parenthesis. Result: The system searches for the applications with the account numbers of ‘20001000012512’, ‘20010100012645’, and ‘20010300012817’.) |
not in |
ACCOUNT NUMBER NOT IN (‘20001000012512’, ‘20010100012645’, ‘20010300012817’) NOT IN is used with values that are within parenthesis. Result: The system searches for all applications except those with the account numbers of ‘20001000012512’, ‘20010100012645’, and ‘20010300012817’.) |
is |
VIN IS NULL IS is only used with a value of “NULL”. It enables you to search for criteria that has no value; that is, fields where no information is present. Result: The system searches for all applications without a vehicle identification number. |
is not |
VIN IS NOT NULL IS NOT is only used with a value of “NULL”. It enables you to search for criteria that has any value; that is, fields where information is present. Result: The system searches for all accounts with a VIN, vehicle identification number. |
like |
ASSET TYPE LIKE VEH% LIKE enables you to search for close matches using wildcard characters. Result: The system searches for all applications with asset type beginning with the characters “veh” such as “vehicle car” or “vehicle van.” |
not like |
ASSET TYPE NOT LIKE VEH% NOT LIKE enables you to search for close matches using wildcard characters. Result: The system searches for all applications with asset type other than those starting with the characters “veh.” |
Search criteria values of 1234% will locate character strings of any length that begin with “1234” for example,
Search criteria values of 1234_ will locate character strings of five characters that begin with “1234” for example,
Search criteria values of %1234 will locate character strings of any length that end with “1234” for example,
Search criteria values of _1234 will locate five character strings that end in “1234” for example,
Search criteria values of %1234% will locate character strings of any length that contain “1234” for example,
Search criteria values of _1234_ will locate character strings of 6 characters that contain “1234” for example,
Result: The system searches for all applications with application date May 1, 2001.
Criteria |
Comparison Operator |
Value |
APPLICATION DATE |
EQUAL |
05/01/2001 |
Criteria |
Comparison Operator |
Value |
Application date |
EQUAL |
05/01/2001 |
Application number |
GREATER THAN OR EQUAL |
0000000278 |
Result: The system searches for all applications with application date May 1, 2001 and an application number greater than or equal to 0000000278.
Criteria |
Comparison Operator |
Value |
||
FIRST NAME |
EQUAL |
JAN |
Result: The system searches for all applications with applicant whose first name is “JAN”
Criteria |
Comparison Operator |
Value |
FIRST NAME |
LIKE |
JAN% |
Result: The system searches for all applications with applicant’s first name starting with “JAN”
Oracle Financial Services Lending and Leasing allows you to search and retrieve a particular application.
During application entry, queues can be created based on your user id and your user responsibility. You can view the assigned queues in the Origination screen of DashBoard.
In each stage of application, the queue name to which the selected application is assigned, appears in Queue name field in Result screen.
You can begin processing the applications in the order in which they are listed. Select the record and click Submit.
To view the Search/Task screen during origination
Depending on the task to be performed and the link clicked, the respective screen opens in the Search Results/Task screen.
The search tab enables you to locate an application using a broad range of search criteria.
The Search Results/Task screen.
The system loads the application on the respective screen.
You are now ready to begin work on the application.
Quick Search enables to search for an using any one of the following values - .
To load an using the Quick Search section:
You can also load the by specifying the last 4 digits of the SSN Number. System retrieves only those s where the searched SSN is of the Primary Applicant. If multiple matches are found, system displays an error message as ‘Multiple Matches found for the SSN, Please use normal Search’.
Note
Search cannot be performed using wild card characters in the Quick Search section.
The system loads the selected application.
To load an from a queue during application entry
The Results screen on the Applications screen has below listed common features (these features are not present on the Result screen on Customer Service screen):
What is it? |
What does it do? |
View All |
If you select View All check box, all applications in the system accessible with your user id appear in the Results screen under search section. |
Queue Name field |
This display only field indicates the queue in which the selected application is currently in. (This in normally related to one or more of the following, based on setup: producer, state, or status.) |
Secured box |
Indicates that the selected application is secured (that is, that the applicant is an employee of the organization) and may only be loaded by authorized users. |
Copy Application button |
Creates a copy of the selected application. This feature is usually used when an applicant has submitted a previous application or when an applicant submits a second application and you don’t want to retype the information. |
New Application |
Opens a screen where a user can create a new application by providing required details. |
Open Application |
Displays the application details for the selected application. |
Unlock Application |
Unlocks the selected application locked by another user. |
Once the application clears the pre-qualification edits successfully, it moves to the underwriting queue. In the Underwriting/Funding screen, you can copy the information of an existing application into a new application. using Results screen. The new application will contain duplicated data of application information, the requested information, credit bureau data, and collateral information. The new application will have status/sub status as New - Review Required.
To copy an application
An Information message is displayed as “Application copy successful. New application # (new application number).”
System creates a new application with details of the copied application with status New - Review Required. The new application can be accessed from the underwriting screen irrespective of whether it is copied in Underwriting/Funding screen. The system also notes that this is a copied application with a system generated comment.
When an application is opened by a user, the same would be locked for other users. Using Results screen in the Applications screen user can unlock the application.
To unlock an application
An Information message appears with the message: “An application is locked by another user.”
The View Application button is available in all origination screens (Application Entry, Underwriting and Funding). You can view a selected application in the search results by clicking on the View Application button even when the application is locked by another User.
The application will be opened in ‘View Mode’ only and no edits are allowed. However in Tools sub tab, the 'Initialize' and 'Calculate' buttons will be enabled allowing you to use the calculator options.
You can search or retrieve a particular account or customer through Customer Service screen. The search tab available in the screen enables you to locate an account or customer using a broad range of search criteria.
To view the Search screen during servicing
Depending on the link clicked, Customer Service screen appears, opening at Results screen.
Note
Oracle Financial Services Lending and Leasing does not display the financial details of secured accounts if the logged-in user is not authorized. Though the search display the results, the fields such as Status, Delinquency Days, Amount Due, and Outstanding Balance are masked with ‘xxxxx’ and clicking on the same displays an error message indicating ‘Cannot open secured account’.
The system loads account on Customer Service screen.
The Quick Search section in Customer Service screen enables you to load accounts using any one of the fields Account Number, Customer #, Customer Id, SSN, National Id, Identification #, or Queue/Condition.
To load an account using the Quick Search section
To load an account from a queue
In the Quick Search section’s Queue field, select the queue you want to work with and click Next Account.
There are different ways to search a customer account using the customer details.
To search for and load the customer details with the Search screen
On the Oracle Financial Services Lending and Leasing home screen, click Servicing > Servicing > Customer Service > Search Criteria
Select Customer as a search option.
The system locates and displays all the accounts that meet your search criteria on Search Results screen.
In this field: |
View this: |
Company |
The company of the account. |
Branch |
The branch of the account |
Account # |
The account number |
Product |
The product of the account. |
Currency |
The currency in which the account is operated. |
Pay Off Amt |
The total pay off amount on the account. |
Amount Due |
The total amount due on the account. |
Status |
The status of the account. |
Oldest Due Dt |
The oldest payment due date on the account. |
Type |
The type of account. |
Also the ‘Customer Details’ section below displays the Customer Information along with Addresses, Telecoms, Employments, and Tracking Attributes. You can click ‘View’ to display the details in each section.
The system displays the account details on Customer Service tab.
To search for and load an account using the Search screen
On the Oracle Financial Services Lending and Leasing home screen, click Servicing > Servicing > Customer Service > Search Criteria
In this field: |
View this: |
Company |
The company of the account. |
Branch |
The branch of the account |
Account # |
The account number |
Date |
The date the account was created. |
Title |
The primary and other applicant(s) attached to the account. |
Product |
The product of the account. |
Status |
The status of the account. |
Delinquency days |
The number of days the account has been delinquent. |
Amount Due |
The total amount due for the account. |
Outstanding Balance |
The total outstanding balance for the account. |
Producer |
The producer of the account. |
Secured |
If selected, indicates the account is secured and may only be loaded by authorized users. |
The system loads the account under the tab
You are now ready to begin work on the account.
You can view the accounts pending for your review by selecting Receiver in the Review Request tab.
To search and load an account with specific business using the Search screen
On the Oracle Financial Services Lending and Leasing home screen, click Servicing > Servicing > Customer Service > Search Criteria
You can view the view the following information for each business record:
In this field: |
View this: |
Business # |
The registered business number of the company. |
Business Name |
The name of the business. |
Tax ID |
The taxation identity number of the business. |
Start Dt |
The date when the business was initiated. |
Phone Number |
The contact number of the business. |
Zip |
The zip code where the business is established. |
In this field: |
View this: |
Company |
The company of the account. |
Branch |
The branch of the account |
Account # |
The account number |
Product |
The product of the account. |
Currency |
The currency in which the account is operated. |
Pay Off Amt |
The total pay off amount on the account. |
Amount Due |
The total amount due on the account. |
Status |
The status of the account. |
Oldest Due Dt |
The oldest payment due date on the account. |
Also the ‘Business’ section below displays the Business Details along with Addresses, Telecoms, Partners, Affiliates and Tracking Attributes. You can click ‘View’ to display the details in each section.