Search Person

The Search Person zone allows you to search for persons using various search criteria. It also allows you to add the persons 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 a person using the person details.
    Note: By default, the Person Details option is selected.
    		 Not applicable
    Person ID Used to search a particular person.
    Note:

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

    On specifying the person, the description of the person appears corresponding to the Person ID field.

    		 No
    County Used to indicate the county name. No
    State Used to indicate the state name. No
    Postal Used to indicate the postal or zip code. No
    Note:

    You must specify at least one search criterion while searching for a person.

    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
    Person Information Displays additional 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.
    Person Identifier Type Displays the identifier type associated with the person.
    Person Identifier Displays the value of the person identifier type.
    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.
    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 a person to the hold request.

    A check box appears corresponding to each person. On selecting the check box, you can add the person 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 persons listed in the respective page to the hold request.

Related Topics

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