1. User Guide
  2. Business Rules Administration
  3. Replicating Portfolio
  4. Navigating in the Summary Screen
  5. Search Pane

3.11.1.1 Search Pane

There are two Search options provided to search the Replicating Portfolio on the Summary Page.

To search the Replicating Portfolio, perform the following steps:

  1. Click the Search icon on the Search Pane to collapse (display) the Criteria Window.
  2. Enter the Replicating Portfolio Name or Code and click Search to display the Replicating Portfolio that match the criteria.
  3. Click Search after entering the search criteria.

    The search results are displayed in a table containing all the Replicating Portfolio that meet the search criteria.

  4. Click Cancel to remove the criteria on the Search Window and refresh the Window.
  5. The other search on Summary Page is using Field Search option. The Field Search is an inline wildcard UI search that allows you to enter value partially or fully and the rows that match the entered string in any of its column is fetched in the Summary Table.