Defining a Person Selection Criteria for a Hold Request

Prerequisites

To define a person selection criteria for a hold request, you should have:

  • States defined in the application

  • Required characteristic types defined in the application (where the characteristic entity is set to Person)

Procedure

To define a person selection criteria for a hold request:

  1. Ensure that the Person Selection Criteria section is expanded when you are creating or editing a hold request.
    Note:

    The Person Selection Criteria section appears only when the following conditions are met in the Main section:

    • The Person option is selected from the Entity list.

    • The Use Selection Criteria option is selected. Note that this option appears only when the Account or Person option is selected from the Entity list.

    The Person Selection Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Person ID Used to search for 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.
    		 No
    Person Name Used to search for persons with a particular name. No
    State Used to search for persons who reside in a particular state.
    Note: The Search (The Search Icon) icon appears corresponding to the State field. On clicking the Search icon, the State Search window appears.
    		 No
    County Used to search for persons who reside in a particular county.
    Note: You can specify comma-separated values in this field.
    		 No
    Postal Used to search for persons who reside in an area with a particular postal or zip code.
    Note: You can specify comma-separated values in this field.
    		 No

    In addition, the following sub-section appears in the Person Selection Criteria section:

    • Characteristics - This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Characteristic Type Used to search for persons with a particular type of characteristic.
      Note: The Search (The Search Icon) icon appears corresponding to the Characteristic Type field. On clicking the Search icon, the Search Person Characteristic Value window appears.
      		 Yes (Conditional)
      Note: If you specify the characteristic value as a search criteria, you have to select the characteristic type.
      Characteristic Value Used to search for persons with a particular characteristic. Yes (Conditional)
      Note: If you specify the characteristic type as a search criteria, you have to enter the characteristic value.
      Note: You can specify multiple characteristics in the person selection criteria by clicking the Add (The Add Icon) icon corresponding to the Characteristic Type field. If you specify multiple characteristics in the person selection criteria, the system uses the AND operator to derive the list of persons that have all the specified characteristics. However, note that you cannot specify more than five characteristics in the person selection criteria.
  2. Enter the required search criteria in the Person Selection Criteria section.
    Note:

    You must specify at least one search criterion while defining a person selection criteria for a hold request.

    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.

Related Topics

For more information on... See...
How to create a hold request Creating a Hold Request