7.5.9 Customer Search Tab

This topic provides information on the customer search. It enables users to search, view, and access customer records using various criteria such as name, ID, or account details.

While creating an application for an existing customer, user can retrieve and copy the customer details into the new application by using the Customer Search section of the Simple Application Entry screen.

User can modify only the address, employment, financial details and not the demographic and identification details.

To copy the Customer Details

1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
2. Under Underwriting tab, click Applicant. Under Applicant, click Customer Search.
3. In the Search Criteria screen, use the Comparison Operator and Values columns to create the search criteria user want to use to find a customer.
4. Click the Search button.

   The system locates and displays all the customer details that meet user search criteria in the Search Results section.

   Select Reset Criteria at any time to clear the Comparison Operator and Values columns on the Criteria screen.

5. In the Search Results section, select a customer user want to load.
6. Select the relation type and click Copy Customer Details.