11.2 Advance Search

This topic provides the instruction about advanced search features in Oracle Banking Party.

The Advanced Search feature facilitates party searches within the Oracle Banking Party (OBPY) information by utilizing various parameters based on Party type.

An Advanced Search button is conveniently located where advanced party searches are permitted.

  1. Click on the Advanced Search button, it enable the users to conduct comprehensive searches for parties based on specified criteria.

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    Note:

    The fields marked as Required are mandatory.

    Table 11-1 Advanced Party Search – Field Description

    Field Description
    Party Type Select the party type from the list to search.
    The available options are:
    • Individual
    • Non-Individual
    First Name The given name of the party as per official records. Middle Name
    Middle Name The additional given name of the party, if applicable.
    Last Name The surname or family name of the party.
    Date Of Birth The official birth date of the party.

    Note: Date of Birth cannot be a future date.

    Unique ID The unique ID of the party.

    Note: Search party based on ID saved in ID Details Data Segment. The wildcard (%) is only supported.

    Tax Identification Number The specific tax identification number assigned to the party.

    Note: Search Parties based on TIN Number stored in Tax Declaration Data Segment. The wildcard (%) is only supported.

    Mobile Number The mobile number of the party.
    Email The mail ID of the party.

    Note:

    Advance search supports, party search based on Party type as Individual and Non-Individual parties.