Searching for a Policy

Prerequisites

To search for a policy, you should have:

  • Policy types and person identifier types 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, select Customer Management and then click Policy.
    A sub-menu appears.
  3. Click the Search option from the Policy sub-menu.
    The Policy screen appears.
  4. Enter the search criteria in the Search Policy zone.
    Note: 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.
  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...
Policy screen Policy (Used for Viewing)
Search Policy zone Search Policy