1. Loan Servicing User Guide
  2. Escrow Transactions
  3. Search Tab

9.6 Search Tab

The Search tab enables you to locate the accounts on which the escrow analysis is to be performed. You can select accounts for an escrow analysis using the following attributes in the Criteria column of the Search Criteria section. You can also configure the system to search other account attributes if required.

To search for an account
  1. On the Oracle Financial Services Lending and Leasing Application home page, click the Servicing > Servicing > Escrow Transactions > Search.
  2. In the Search page’s Search Criteria section, use the Comparison Operator and Value columns to enter the search criteria you want to use to locate an account.
  3. Click Search and use criteria and comparison operator to search criteria:

    Table 9-17 Search criteria

    Field View this
    Account Specify the account number.
    Account Status Select the account status.
    Account State Select the state name where the account belongs.
    Account Last Escrow Analysis Date Select the date on which the escrow analysis was last performed on the account.
    Escrow Analysis Required Indicator

    YES: If selected, the system displays the accounts that require escrow analysis.

    NO: If selected, the system displays the accounts that do not require escrow analysis.
    Escrow Analysis Stopped Indicator

    YES: If selected, the system displays the accounts with the escrow analysis is allowed.

    NO: If selected, the system displays the accounts with the escrow analysis is stopped.
    Product Specify the product name.
    Account Condition Select the account condition.
The system displays the result of the search in the Results section at the bottom of the page.

Table 9-18 Search Results

Field View this
Company The company.
Branch The branch.
Account # The account number.
Date The account effective date.
Title The account title.
Product The product.
Status The account status.
Producer The producer.
Secured If selected, the account has a customer classified as secured

If you click Reset Criteria, the system clears the contents of the Search Criteria section and refreshes with the its default values.

To search for accounts that require escrow analysis
  1. On the Oracle Financial Services Lending and Leasing Application home page, click the Servicing > Servicing > Escrow Transactions Search tab to view the Search page.
  2. In the Search Criteria section, complete the ESCROW ANALYSIS REQUIRED INDICATOR criteria with a value of YES.
  3. In the Search Criteria section, complete the ESCROW ANALYSIS STOPPED INDICATOR criteria with a value of NO.
  4. Click Search. The system displays all the accounts that require escrow analysis.

Parent topic: Escrow Transactions