To search for and load an account using the Search screen

On the Oracle Financial Services Lending and Leasing home screen, click Servicing > Servicing > Customer Service > Search Criteria.

1. Select Account as a search option.

   Figure 2-17 Quick Search

   
   

   
   Description of "Figure 2-17 Quick Search"

   
   
2. On the Criteria screen, use the Comparison Operator and Value columns to create a search criteria to find an account. You can click Reset Criteria at any time to clear the Comparison Operator and Value columns.
3. Click Search. The system locates and displays all the accounts that meet your search criteria on Results screen.

   Figure 2-18 Criteria screen

   
   

   
   Description of "Figure 2-18 Criteria screen"

   
   
4. On the Search Results screen, view the following information for each account:

   Table 2-9 Search Results screen

   In this field:	View this:
   Company	The company of the account.
   Branch	The branch of the account.
   Account #	The account number.
   Date	The date, the account was created.
   Title	The primary and other applicant(s) attached to the account.
   Product	The Lease product of the account.
   Status	The status of the account.
   Delinquency days	The number of days the account has been delinquent.
   Amount Due	The total amount due for the account.
   Outstanding Balance	The total outstanding balance for the account.
   Producer	The producer of the account.
   Secured	If selected, indicates the account is secured and may only be loaded by authorized users.

5. On the Results screen, select the application you want to retrieve and click Open Account.
   The system loads the account under the Customer Service tab.

   Figure 2-19 Results screen

   
   

   
   Description of "Figure 2-19 Results screen"

   
   

   You are now ready to begin work on the account.

   You can view the accounts pending for your review by selecting Receiver in the Review Request tab.