360° Search

The 360° Search zone allows you to search for a person, account, and policy using various search criteria. It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search for a person, account, or policy. The valid values are: Policy Person Account Note: By default, the Policy option is selected.	Yes
  Policy Type	Used to search policies which are created using a particular policy type. Note: This field appears when the Policy option is selected from the Search By list.	No
  Source System	Used to search policies which were created in a particular external system. Note: This field appears when the Policy option is selected from the Search By list.	No
  Policy Number	Used to search a policy with a particular policy number. Note: This field appears when the Policy option is selected from the Search By list.	No
  Policy ID	Used to search a particular policy. Note: This field appears when the Policy option is selected from the Search By list.	No
  Policy Person Role	Used to search policies where a person is assigned a particular person role. Note: This field appears when the Policy option is selected from the Search By list.	No
  Person Name	Used to search a particular person using its primary or secondary name. If you specify the person name while searching for an account, the system searches all accounts where the person is the main customer. However, if you specify the person name while searching for a policy, the system searches all policies where the person is the main customer. Note: This field appears when: The Policy or Person option is selected from the Search By list. The Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	Yes (Conditional) Note: This field is required when you are searching for a policy using the policy person role.
  Status	Used to search policies with a particular status. The valid values are: In Force/Active Canceled Pending Cancellation Pending Pending Reinstatement Pending Termination Post Runout Reinstated Runout Terminated Note: This field appears when the Policy option is selected from the Search By list.	No
  Start Date	Used to search policies which are effective from a particular date. Note: This field appears when the Policy option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  End Date	Used to search policies which are effective till a particular date. Note: This field appears when the Policy option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Characteristic Type	Used to search persons, accounts, or policies with a particular type of characteristic. Note: This field appears when the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Characteristic Value	Used to search persons, accounts, or policies with a particular characteristic. Note: This field appears when you are searching for a person, account, or policy using the characteristic type. On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.	Yes (Conditional) Note: If you specify the characteristic type as a search criteria, you have to enter the characteristics value.
  Division	Used to search persons or accounts which belong to a particular division. Note: This field appears when the Person or Account option is selected from the Search By list.	No
  Customer Class	Used to search accounts or persons’ whose accounts belong to a particular customer class. Note: This field appears when the Person or Account option is selected from the Search By list.	No
  Person ID	Used to search a particular person. Note: This field appears when the Person option is selected from the Search By list.	No
  Person Identifier Type	Used to indicate the person identifier type based on which you want to search for a person. Note: This field appears when the Person option is selected from the Search By list.	Yes (Conditional) Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
  Person Identifier	Used to search a person with a particular identifier. Note: This field appears when the Person option is selected from the Search By list.	Yes (Conditional) Note: If you specify the person identifier type as a search criteria, you have to enter the person identifier.
  Person Type	Used to search persons of a particular type. The valid values are: Business Bill Group Group Broker Person Parent Customer Note: This field appears when the Person option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Address	Used to search persons with a particular address or accounts' whose main customer has a particular address. Note: This field appears when the Person or Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  City	Used to search persons who belong to a particular city or accounts' whose main customer belongs to a particular city. Note: This field appears when the Person or Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Skip Months	Used to search accounts for which the skip months are defined through a billing preference. Note: You can set the billing preference for an account through a characteristic type which is specified in the Bill Cycle Rule Code option type of the C1-ASOBLLNG feature configuration. The system enables you to define, edit, delete, and copy a billing preference through the Field Mapping screen. For more information, see Defining a Billing Preference. This field appears when the Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Phone Number	Used to search a person with a particular phone number or accounts' whose main customer has a particular phone number. Note: This field appears when the Person or Account option is selected from the Search By list and the Advanced Search link available in the right side of the 360° Search zone is clicked.	No
  Account ID	Used to search a particular account. Note: This field appears when the Account option is selected from the Search By list.	No
  Account Identifier Type	Used to indicate the account identifier type based on which you want to search for an account. Note: This field appears when the Account option is selected from the Search By list.	Yes (Conditional) Note: If you specify the account identifier as a search criteria, you have to select the account identifier type.
  Account Identifier	Used to search an account with a particular identifier. Note: This field appears when the Account option is selected from the Search By list.	Yes (Conditional) Note: If you specify the account identifier type as a search criteria, you have to enter the account identifier.

  Note:

  You must specify at least one search criterion while searching for a person, account, or policy. One more search criterion is required when you are searching for a person or account using the division and/or customer class. Similarly, one more search criterion is required when you are searching for a policy using the policy type and/or source system.

  If you have specified any other search criterion along with the person ID, account ID, or policy ID, the system ignores the additional search criterion and searches using the person ID, account ID, or policy ID, respectively.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Policy Information	Displays information about the policy. Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy. This column appears when the Policy option is selected from the Search By list.
  Main Customer	Indicates the main customer of the policy or account. Note: This column appears when the Policy or Account option is selected from the Search By list.
  Source System	Displays the name of the external system in which the policy was created. Note: This column appears when the Policy option is selected from the Search By list.
  Policy Number	Displays the policy number. Note: This column appears when the Policy option is selected from the Search By list.
  Start Date	Displays the date from when the policy is effective. Note: This column appears when the Policy option is selected from the Search By list.
  End Date	Displays the date till when the policy is effective. Note: This column appears when the Policy option is selected from the Search By list.
  Status	Indicates the status of the policy. The valid values are: In Force/Active Canceled Pending Cancellation Pending Pending Reinstatement Pending Termination Post Runout Reinstated Runout Terminated Note: This column appears when the Policy option is selected from the Search By list.
  Person Information	Displays information about the person. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. This column appears when the Person option is selected from the Search By list.
  Person Name	Displays the name of the person. Note: This column appears when the Person option is selected from the Search By list.
  Person Type	Indicates the type of the person. The valid values are: Business Bill Group Group Broker Person Parent Customer Note: This column appears when the Person option is selected from the Search By list.
  Primary Person Identifier Type	Indicates the primary identifier type associated with the person. Note: This column appears when the Person option is selected from the Search By list.
  Primary Person Identifier	Displays the primary person identifier. Note: This column appears when the Person option is selected from the Search By list.
  Account Information	Displays information about the account. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. This column appears when the Account option is selected from the Search By list.
  Division	Indicates the division to which the account belongs. Note: This column appears when the Account option is selected from the Search By list.
  Customer Class	Indicates the customer class to which the account belongs. Note: This column appears when the Account option is selected from the Search By list.
  Primary Account Identifier Type	Indicates the primary identifier type associated with the account. Note: This column appears when the Account option is selected from the Search By list.
  Primary Account Identifier	Displays the primary account identifier. Note: This column appears when the Account option is selected from the Search By list.
  Current Balance	Displays the total amount of funds in the account. Note: This column appears when the Account option is selected from the Search By list.
  Also Known As	Displays the non-primary names of the person separated by semi-colon (;). Note: This column appears when the Person option is selected from the Search By list.

  Note:

  You can view the 360° information of the person, account, or policy by clicking the View () icon corresponding to the record in the Search Results section.

  Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

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