To search and load an account with specific business using the Search screen

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

1. Select Business as the search option.

   Figure 2-19 Search Using Business Details

   
   

   
   Description of "Figure 2-19 Search Using Business Details"

   
   
2. On the Criteria screen, use the Comparison Operator and Value columns to create a search criteria to find the business type. 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 records that meet your search criteria on Search Results section.

   Figure 2-20 Criteria Screen- Search

   
   

   
   Description of "Figure 2-20 Criteria Screen- Search"

   
   
   You can view the following information for each business record:

   Table 2-9 Criteria Screen- Search

   In this field:	View this:
   Business #	The registered business number of the company.
   Business Name	The name of the business.
   Tax ID	The taxation identity number of the business.
   Start Dt	The date when the business was initiated.
   Phone Number	The contact number of the business.
   Zip	The zip code where the business is established.

4. On the Results screen, select the business type of your interest. The sub section displays the accounts associated with the selected business with the following details:

   Table 2-10 Results screen

   In this field:	View this:
   Company	The company of the account.
   Branch	The branch of the account.
   Account #	The account number.
   Product	The Loan product of the account.
   Currency	The currency in which the account is operated.
   Pay Off Amt	The total pay off amount on the account.
   Amount Due	The total amount due on the account.
   Status	The status of the account.
   Oldest Due Dt	The oldest payment due date on the account.

   Also, the Business section below displays the Business Details along with Addresses, Telecoms, Partners, Affiliates and Tracking Attributes. You can click View to display the details in each section.

5. Select the required account and click Open Account. The system loads the account associated with the business type in the Customer Service tab.

   Figure 2-21 Business Section

   
   

   
   Description of "Figure 2-21 Business Section"