10.2 Search tab

The Search tab available in Customer Credit screen facilitates to locate the Customer or Business applicant’s details maintained in the system and consists of the following sections:
  • Quick Search
  • Search Criteria
To search for a Customer/Business
  1. On the Oracle Financial Services Lending and Leasing home screen, click Servicing > Customer Credit Limit tab.
  2. In the Search Options, select the option against Customer or Business to search for corresponding details.
  3. Do one of the following:
    • In Quick Search section, specify the Customer or Business number and click Submit.

      -Or-

    • In the Search Criteria section, use Comparison Operator and Value columns to enter search criteria and click Search.

      System displays the matching records in the Search Results section at the bottom of the screen.

  4. Select the required record and click Open Customer Details. The details of that particular record is displayed in the adjacent Customer/Business tab. However, system displays the selected record details only for authorized users based on access/permissions defined in setup.

You can click Reset Criteria at any time to clear search parameter values.