A.1.4.1 Search for Input Results

Execute the Search for Input Results paragraph to search additional entities based on “Tax ID”, “Name”, “Address”, and “Date” to consider them as part of the investigation of the case.

To search the input results, follow these steps:
  1. Navigate to the Search for Input Results paragraph.
  2. Enter the search criteria in the Input Results paragraph as described in the following table.

    Table A-3 Search for Input Results Paragraph Details

    Field Description
    Tax ID Tax ID of the entity that needs to be searched. (For example, customer’s tax ID). You must enter the complete Tax ID to get the exact search result.
    Name Name of the entity that needs to be searched. This filters name of the entity that matches the search criteria.
    Address Address of the entity that needs to be searched. This filters address of the entity that matches the search criteria.
    Date Filters entities based on the following conditions:
    • Customer's add date
    • Account open date
    • Derived Entity's last activity date
    Use Date Allows users to enable or disable the Date field.

    To use the Date field for search, select the Use Date? check box. By default, it is deselected.
    Empty the Existing Entities List Removes the already searched records and adds only new records to search.

    To remove old searched records, select the Empty the existing entities list? check box. By default, it is deselected.
    Minimum Match Score Cutoff in % Users can set the cutoff value to define the matching criteria. The records that match (equivalent or more than) the configured cutoff score value will be displayed in the search results with the score.

    NOTE: The Default value is 50% and Maximum value is 100%.

    Target search entities (selected targets are used for “Name” and “Address” matching) If user searches using a Name or Address, Target entities to search should be selected for searching only in those target entities. For example: Searching for Name of Customer then target entity Customer, and Account can be selected.

    NOTE: Searching for Name/Address at least one target entity should be selected.

    Note:

    • Users can add combinations of four fields (Tax_id, Name, Address, and Date).
    • Users can add multiple records to search.