P:Financial_manualPaymentSearchPersonWizard

Page: Record Manually Issued Payment

Description

This page allows you to search for a person registered on the system. A person is an individual who has registered with the organization.

Page Preview

Page Flow Diagram

Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions.	Fullscreen

Fields

Search Criteria
Label	Type	Description	Mandatory
Reference	ALTERNATE_ID	Person's reference number.	No

Additional Search Criteria
Label	Type	Description	Mandatory
First Name	FIRST_FORENAME	Person's first name.	No
Show Nicknames	CURAM_INDICATOR	To search for a person using nicknames select the Search using nicknames box. The search will return a list of all persons registered under the nickname and the name associated with the nickname. For example, a person registered as "James" may also go by the name "Jimmy". If a nickname search is performed and the name "Jimmy" is specified in the search criteria, the system will return a list of all persons registered as either "Jimmy" or "James". Nick name search works only for first names.	No
Last Name	SURNAME	Person's last name.	No
Show Sounds Like Names	CURAM_INDICATOR	To search for persons by how their names sound, select the phonetic search box provided. Soundex search works for last names only.	No
Date of Birth	CURAM_DATE	Person's birth date.	No
Gender	GENDER_CODE	Person's gender.	No
Address Line 1	ADDRESS_ELEMENT_VALUE	First line of the person's address.	No
Address Line 2	ADDRESS_ELEMENT_VALUE	Second line of the person's address.	No
City	ADDRESS_ELEMENT_VALUE	Town or city of the person's address.	No
Birth Last Name	PERSON_BIRTH_NAME	The person's birth last name, only relevant if person's birth last name is different than person's current last name.	No

Search Results
Label	Type	Description	Mandatory
Person	CONTENT_PANEL_XML	Person's name.	No
Address	ADDRESS_STRING	Person's address.	No
Date of Birth	CURAM_DATE	Person's birth date.	No

Action
Label	Type	Description	Mandatory

Links and Actions

Page Level Actions
Label	Description
Cancel	The Cancel action dismisses the page and returns the user to the previous page.
Reset	You can press the Reset button to reset the search criteria fields and enter new details.
Search	Once you have entered some or all of the search criteria, you can press the Search button to search for persons that meet the search criteria. Persons that meet the search criteria are displayed on the Search Results list.
Select	You can click the Select link to select a particular person listed as the person to whom the manual payment is made.

Messages

When page is loaded
Message	Message Catalog	Configurable	Configurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.	Link	No

When page is submitted
Message	Message Catalog	Configurable	Configurable Validation Reference ID
Address data line %1n is not in correct format.	Link	No
An Exception occurred as the timeout has been reached and the transaction has been rolled back.	Link	No
Attempt to map a freeform address as a non-freeform.	Link	No
No name tag specified in address data line %1n.	Link	No
No Person Search implemented. Please contact an Administrator.	Link	No
There are no matching items based on the Search Criteria entered.	Link	No

Related Entities

When page is loaded
None

When page is submitted
Nickname

Technical Information

Page ID	Financial_manualPaymentSearchPersonWizard
Location	C:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Financials\Manual Payment\Wizard\Financial_manualPaymentSearchPersonWizard.uim
Page Load Interface	Financial.getCaptureManualPaymentWizard, Person.readSearchWithNicknamesIndicator
Page Submit Interface	Person.searchPerson
Linked From Pages	Cúram Financials (Financial_home), Record Manually Issued Payment (Financial_manualPaymentSearchPersonWizard), Record Manually Issued Payment (Financial_manualPaymentSelectCaseWizard), Welcome to Cúram (Financial_workspace), Cúram Financials (Payments_home)