2.3.4 Search Using Business Details

This topic provides information on search using business details.

To search and load an account with specific business using the Search screen

1. On the Servicing, click Servicing. Under Servicing, click Servicing. Under Servicing, click Customer Service. Under Customer Service, click Search Criteria.

   The Search Criteria screen displays.

   Figure 2-20 Search Using Business Details

   
   

   
   Description of "Figure 2-20 Search Using Business Details"

   
   
2. Select Business as the search option.
3. On the Criteria screen, use the Comparison Operator and Value columns to create a search criteria to find the business type. User can click Reset Criteria at any time to clear the Comparison Operator and Value columns.
4. Click Search. The system locates and displays all the records that meet user search criteria on Search Results section.

   Figure 2-21 Criteria Screen - Search

   
   

   
   Description of "Figure 2-21 Criteria Screen - Search"

   
   
   User can view the following information for each business record:

   Table 2-10 Criteria Screen - Search

   Field	Description
   Business #	Displays the registered business number of the company.
   Business Name	Displays the name of the business.
   Tax ID	Displays the taxation identity number of the business.
   Start Dt	Displays the date when the business was initiated.
   Phone Number	Displays the contact number of the business.
   Zip	Displays the zip code where the business is established.

5. On the Results screen, select the business type of your interest. The sub section displays the accounts associated with the selected business with the following details:

   Table 2-11 Results Screen

   Field	Description
   Company	Displays the company of the account.
   Branch	Displays the branch of the account.
   Account #	Displays the account number.
   Product	Displays the Loan product of the account.
   Currency	Displays the currency in which the account is operated.
   Pay Off Amt	Displays the total pay off amount on the account.
   Amount Due	Displays the total amount due on the account.
   Status	Displays the status of the account.
   Oldest Due Dt	Displays 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. User can click View to display the details in each section.

6. Select the required account and click Open Account. The system loads the account associated with the business type in the Customer Service tab.

   Figure 2-22 Business Section

   
   

   
   Description of "Figure 2-22 Business Section"