Search Account

The Search Account zone allows you to search for accounts using various search criteria. It also allows you to add the accounts in a hold request. It contains the following two sections:

  • Search Criteria - This section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for an account using the account or policy details. The valid values are:

    • Account Details

    • Policy Details

    Note: By default, the Account Details option is selected.
    		 Not applicable
    Account ID Used to search a particular account.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears.

    On specifying the account, the description of the account appears corresponding to the Account ID field.

    This field appears when you select the Account Details option from the Search By list.

    		 No
    Division Used to search accounts which belong to a particular division.
    Note: This field appears when you select the Account Details option from the Search By list.
    		 No
    Address Source Used to indicate the address source of the account.
    Note:

    The list includes only those values which are defined in the BILL_​ADDR_​SRCE_​FLG lookup field.

    This field appears when you select the Account Details option from the Search By list.

    		 Yes (Conditional)
    Note: This field is required if you are searching for accounts using the state, country, or postal as a search criteria.
    Bill Cycle Used to indicate the bill cycle of the account.
    Note: This field appears when you select the Account Details option from the Search By list.
    		 No
    State Used to specify the state name.
    Note: This field appears when you either select the Account Details or Policy Details option from the Search By list.
    		 No
    Customer Class Used to indicate the customer class to which the account belongs.
    Note: This field appears when you select the Account Details option from the Search By list.
    		 No
    County Used to specify the county name.
    Note: This field appears when you either select the Account Details or Policy Details option from the Search By list.
    		 No
    Postal Used to specify the postal or zip code.
    Note: This field appears when you either select the Account Details or Policy Details option from the Search By list.
    		 No
    Price Item Used to search a particular price item.
    Note:

    You can search for a price item by clicking the Search (The Search Icon) icon corresponding to the field. On clicking the Search icon, the Price Item Search window appears.

    This field appears when you select the Policy Details option from the Search By list.

    		 No
    Policy Plan Number Used to search accounts which belong to a particular policy plan number.
    Note: This field appears when you select the Policy Details option from the Search By list.
    		 No
    Policy Type Used to search accounts which belong to a particular policy type.
    Note:

    The list includes only those policy types where the policy category is set to Fully-Insured Group, Fully-Insured Individual or Self-Funded.

    This field appears when you select the Policy Details option from the Search By list.

    		 Yes (Conditional)
    Note: This field is required if you are searching for accounts using the state, country, or postal as a search criteria.
    Source System Used to search accounts which were created in a particular external system.
    Note:

    The list includes only those values which are defined in the C1-SourceSystemLookup extendable lookup.

    This field appears when you select the Policy Details option from the Search By list.

    		 Yes (Conditional)
    Note: This field is required if you are searching for accounts using the state, country, or postal as a search criteria.
    Policy Number Used to search accounts with a particular policy number.
    Note: This field appears when you select the Policy Details option from the Search By list.
    		 No
    Start Date Used to search accounts which are associated with the policies effective from a particular date.
    Note: This field appears when you select the Policy Details option from the Search By list.
    		 No
    End Date Used to search accounts which are associated with the policies effective till a particular date.
    Note: This field appears when you select the Policy Details option from the Search By list.
    		 No
    Status Used to search accounts which are associated with a particular policy status.
    Note: This field appears when you select the Policy Details option from the Search By list.
    		 No
    Characteristic Type Used to search accounts which are associated with the policies belonging to a particular characteristic type.
    Note: This field appears when you select the Policy Details option from the Search By list.
    		 No
    Note:

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

    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. You can use the '%' wildcard character in all input fields except the date and ID fields. 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.

  • 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
    Account Information Displays additional 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.
    Country Displays the country name.
    State Displays the state where the county is located.
    County Displays the county name.
    Postal Displays the postal or zip code.
    Customer Class Indicates the customer class to which the account belongs.
    Division Indicates the division to which the account belongs.
    Entity ID Displays the entity ID.
    Note: 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.

    In addition, this section contains the following button:

    Button Name Button Description
    Add Used to add an account to the hold request.

    A check box appears corresponding to each account. On selecting the check box, you can add the account to the hold request. You can also select multiple accounts at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the accounts listed in the respective page to the hold request.

Related Topics

For more information on... See...
How to search accounts Searching Accounts
How to view the log of a hold request Viewing the Log of a Hold Request