Search Criteria

2.1 Search Criteria

Search criteria has a list of parameters which enables to query the application / account from the database by providing one or more parameter values. There are 15 parameters whose values can be specified in combination with comparison operators which are described in the table below. The Reset button enables to clear the comparison values for a fresh search. Apart from this, Search can also be performed using wild card characters.

Figure 2-1 Search Criteria

Description of "Figure 2-1 Search Criteria"

Table 2-1 Search Criteria

Description	Example Expression
LESS THAN	APPLICATION DATE < 01/22/2002 Result: The system searches for all applications created before Jan. 22, 2002.
LESS THAN OR EQUAL TO	APPLICATION DATE <= 01/22/2002 Result: The system searches for all applications created on or before Jan. 22, 2002.
EQUAL	APPLICANT SSN = 111-22-3333 Result: The system searches for all applications with applicant social security number 111-22-3333.
NOT EQUAL	APPLICANT SSN <> 111-22-3333 Result: The system searches for all applications except those with an applicant whose social security number is 111-22-3333.
GREATER THAN	APPLICATION DATE > 01/22/2002 Result: The system searches for all applications created after Jan. 22, 2002.
GREATER THAN OR EQUAL	APPLICATION DATE >= 01/22/2002 Result: The system searches for all applications created on or after Jan. 22, 2002
IN	ACCOUNT NUMBER IN (‘20001000012512’, ‘20010100012645’, ‘20010300012817’) IN is used with values that are within parenthesis. Result: The system searches for the applications with the account numbers of ‘20001000012512’, ‘20010100012645’, and ‘20010300012817’.)
NOT IN	ACCOUNT NUMBER NOT IN (‘20001000012512’, ‘20010100012645’, ‘20010300012817’) NOT IN is used with values that are within parenthesis. Result: The system searches for all applications except those with the account numbers of ‘20001000012512’, ‘20010100012645’, and ‘20010300012817’.)
IS	VIN IS NULL IS is only used with a value of “NULL”. It enables you to search for criteria that has no value; that is, fields where no information is present. Result: The system searches for all applications without a vehicle identification number.
IS NOT	VIN IS NOT NULL IS NOT is only used with a value of “NULL”. It enables you to search for criteria that has any value; that is, fields where information is present. Result: The system searches for all accounts with a VIN, vehicle identification number.
LIKE	ASSET TYPE LIKE VEH% LIKE enables you to search for close matches using wildcard characters. Result: The system searches for all applications with asset type beginning with the characters “veh” such as “vehicle car” or “vehicle van.”
NOT LIKE	ASSET TYPE NOT LIKE VEH%NOT LIKE enables you to search for close matches using wildcard characters. Result: The system searches for all applications with asset type other than those starting with the characters “veh.”

Using Wildcard Characters

Wildcard characters can only be used with the operator LIKE and NOT LIKE.
% (percent) represents any number of characters, including no characters.
_ (underline) represents any single character.

Using Criteria Value

Search criteria values of 1234% will locate character strings of any length that begin with “1234” for example,

1234ACB
12345678
1234
12348
12340980988234ABIL230498098

Search criteria values of 1234_ will locate character strings of five characters that begin with “1234” for example,

12345

1234A

12340

Search criteria values of %1234 will locate character strings of any length that end with “1234” for example,

1234
01234
098908LKJKLJLKJ000988071234

Search criteria values of _1234 will locate five character strings that end in “1234” for example,

A1234
11234

Search criteria values of %1234% will locate character strings of any length that contain “1234” for example,

1234
01234
12340
AKJLKJ1234128424

Search criteria values of _1234_ will locate character strings of 6 characters that contain “1234” for example,

A1234B
012341
A12341

Using Search Criteria examples

Table 2-2 Search Criteria Examples 1

Criteria	Comparison Operator	Value
APPLICATION DATE	EQUAL	05/01/2001

Result: The system searches for all applications with application date May 1, 2001.

Table 2-3 Search Criteria Examples 2

Criteria	Comparison Operator	Value
APPLICATION DATE	EQUAL	05/01/2001
APPLICATION NUMBER	GREATER THAN OR EQUAL	0000000278

Result: The system searches for all applications with application date May 1, 2001 and an application number greater than or equal to 0000000278.

Table 2-4 Search Criteria Example 3

Criteria	Comparison Operator	Value
FIRST NAME	EQUAL	JAN

Result: The system searches for all applications with applicant whose first name is “JAN”

JAN ARBOR
JAN FISHER

Table 2-5 Search Criteria Example 4

Criteria	Comparison Operator	Value
FIRST NAME	LIKE	JAN%

Result: The system searches for all applications with applicant’s first name starting with “JAN”

JAN ARBOR
JAN FISHER
JANE MEYERS
JANETTE NORDSTROM

Application Status

While you are searching for an application in the Origination screens, the Search Result/ Task tab lists all the available applications and also the status of each application for edits. The following table indicates the application status:

Figure 2-2 Application Status

Description of "Figure 2-2 Application Status"

Table 2-6 Application Status

Application Status	Example Expression
CRITICAL	Whenever any application is updated with dealer comments, a system generated alert will be posted in the application and a critical icon would be displayed in this column against that application. Once User has acted on the critical item, the alert flag should be manually be unchecked by the User to remove the Critical flag on the application.
LOCKED	An application already opened by another User will have a lock icon in this column against the application. User with appropriate privileges can unlock the application and proceed.
ALLOWED	This field displays whether you can open the application from the respective Origination Screen or not i.e. if the application is in decision stage, a red flag will be displayed in Application Entry stage indicating that the application can only be viewed and User has to open the application in Underwriting for actioning. User can also see a green flag in Underwriting against this application indicating that it can be actioned in Underwriting.

Parent topic: Search Function