1. Line Servicing User Guide
  2. Batch Transactions
  3. Payments
  4. Search Tab

15.3.11 Search Tab

A Search tab is available on the Payments screen to help locate information of an account or specific payment(s) posted on the account. This is information that is used on the Payment Maintenance tab.

To search for an Account or Payment
  1. On the Oracle Financial Services Lending and Leasing Application home screen, click the Servicing > Servicing > Batch Transaction > Payments > Search tab.

    Figure 15-7 Payments Search


    Description of Figure 15-7 follows
    Description of "Figure 15-7 Payments Search"

  2. In the Search Options, select Account (default) or Payment radio button. The screen arrangement differs for Account / Payment search.

    Note:

    The list of parameters available for Account / Payment Search criteria is user defined and is configurable in Setup > Administration > System > User Defined Tables screen. For Account Search, the parameters can be added/removed in SEARCH : ACCOUNT ON BATCH ENTRY SCREEN User Table Type and for payment search, it is SEARCH : PAYMENT MAINTENANCE SEARCH
  3. Based on the selection, the following options are available to define the search criteria:

    Table 15-27 Search Criteria

    Account Search Payment Search

    ACCOUNT #

    ACCOUNT STATUS

    CUSTOMER SSN

    CUSTOMER LAST NAME

    CUSTOMER FIRST NAME

    CUSTOMER ID

    ACCOUNT CONDITION

    PAYMENT STATUS

    MULTI ACCOUNT

    ACCOUNT NUMBER

    PAYMENT AMOUNT

    PAYMENT START DATE

    PAYMENT END DATE

    PAYMENT REFERENCE NUMBER

    BATCH #
  4. In the Search Criteria section, use the Comparison Operator and Value columns to select/enter the details for each search criteria. However, you need to specify a minimum of one criteria for search to retrieve the details. Else system displays an error message.
    • While using PAYMENT AMOUNT parameter to search for payment record, ensure that you specify atleast one more additional parameter for search to retrieve the details. Else system displays an error message.
  5. Click Search. System displays the result in Search Results section.

    Table 15-28 Search Results

    Account Search Results Payment Search Results

    Account #

    Date

    Title

    Product

    Producer

    Status

    Branch

    Product

    Company

    Secured

    Multi Account

    Account #

    Title

    Account Status

    Pmt Dt

    Currency

    Pmt Amt

    Txn Amt

    Spread

    Mode

    Reason

    Reference

    Batch #

    Status
  6. You can either click Open or double-click on the required record to view the details in Payment Maintenance screen.

You can click Reset Criteria at any time to clear the Comparison Operator and Value columns on the Search Criteria section.

Parent topic: Payments