This DNAapp gives core users the ability to perform additional search queries. It enhances traditional core screen usability by offering multiple new search criteria all on one screen. Searches for persons, organizations and accounts can now be performed faster and easier than ever before.
The search options are listed below:
Credit Card Number or CCM PAN Number (currently unavailable)
Debit Card Number
Property Insurance Policy Number
Vehicle Identification Number
Wild Cards (%, _) may be entered as part of search criteria, except for the CCM PAN Number search where the user must enter the actual credit card number.
Additional search queries on other criteria that were not offered before
Searches can now be performed faster and easier than ever before
Please note: CCM PAN Number search is not currently available. This is a known issue that will be addressed in a future release.
In the Search Criteria frame, the user inputs one of the search options and clicks on the Query button. The search process is done only on one criterion; the first populated criterion met in the Search Criteria frame (the considered order of the criteria is “Credit Card Number”, “Debit Card Number”, “Account Number”, “Account Description”…).
The matching data is displayed in the Results frame. When the user double clicks on a row, the Relationship Profile screen is displayed and populated with the selected customer. If the customer has any warnings, the Restriction dialog box is displayed first. The user is also able to select a customer from the list and copy the customer number by holding “ctrl c” or using the context menu (right click). From any screen, the user can paste the customer number by holding “ctrl v”.
The user is also able to select an account from the list and copy the account number by holding “ctrl c” or using the context menu (right click). From any screen, the user can paste the account number by holding “ctrl v”. When the customer number and the account number are both present in a row, the application asks the user to choose between them before copying.
The Check Number search will only display checks with reference account number that is associated with a person or organization.
The search on the Collateral Address is done on the property description.
When searching by Debit Card Number, Phone Number, Email Address or Check Number for persons the list displayed may include persons and customers (or members). For other searches, the result will only provide a list of customers (or members).
If no field in Search Criteria frame is populated when the Query button is clicked, an informational popup window is displayed.