2.3.2 Search Using Customer Details

This topic provides information on searching using customer details.

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

1. On the Servicing, click Servicing. Under Servicing, click Servicing. Under Servicing, click Customer Service. Under Customer Service, click Search Criteria.
2. Select Customer as a search option.

   Figure 2-15 Search Using Customer Details

   
   

   
   Description of "Figure 2-15 Search Using Customer Details"

   
   
3. On Search Criteria screen, use Comparison Operator and Value columns to create a search criteria to find the account using customer details. 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 accounts that meet user search criteria on Search Results screen.

   Figure 2-16 Search Results

   
   

   
   Description of "Figure 2-16 Search Results"

   
   
5. On the Search Results screen, view the following information for each account:

   Table 2-8 Search 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.
   Type	Displays the type of account.

   Also the Customer Details section below displays the Customer Information along with Addresses, Telecoms, Employments, and Tracking Attributes. User can click View to display the details in each section.

6. On the Search Results screen, select the customer user want to retrieve. The system displays all the accounts pertaining to that customer Id. Select an account and click Open Account.

   The system displays the account details on Customer Service tab.