Searching for a Policy

Prerequisites

To search for a policy, you should have:

  • Policy types and policy person roles defined in the application

  • Values defined for the C1-SourceSystemLookup extendable lookup

  • Characteristic types defined in the application (where the characteristic entity is set to Policy)

Procedure

To search for a policy:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, click Customer Management and then click Customer 360° View.
    The Customer 360° View screen appears.
  3. Select the Policy option from the Search By list to indicate that you want to search for a policy.
  4. Enter the required search criteria in the 360° Search zone.
    Note:

    You must specify at least one search criterion while searching for a policy. 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 policy ID, the system ignores the additional search criterion and searches for the policy using the policy ID.

    You must specify the person name when you are searching for a policy using the policy person role.

    ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

    The Advanced Search link appears in the right side of the 360° Search zone. On clicking the Advanced Search link, additional fields appear in the zone which help you to refine the search.

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.

  5. Click Search.
    A list of policies that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Customer 360° View screen Customer 360° View
360° Search zone 360° Search