Description
This page allows the user to search for the client for whom the investigation case is being created.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
Search Criteria
LabelTypeDescriptionMandatory
Reference NumberALTERNATE_IDReference number used by the system to identify the client.No
First NameFIRST_FORENAMEThe client's first name.No
Date of BirthCURAM_DATEClient's birth date.No
GenderGENDER_CODEThe clients' gender.No
Address Line 1ADDRESS_ELEMENT_VALUEFirst line of the client's address.No
CityADDRESS_ELEMENT_VALUEThe city where the client lives.No
Birth Last NamePERSON_BIRTH_NAMEThe client's birth last name, only relevant if client's birth last name is different than the client's current last name.No
Mother's Birth NameMOTHER_BIRTH_SURNAMEClient's mother's birth last name.No
Last Name
LabelTypeDescriptionMandatory
Last NameSURNAMEThe client's last name.No
Phonetic SearchCURAM_INDICATORTo search for a client by how their names sound, select the phonetic search box provided.No
Search Results
LabelTypeDescriptionMandatory
Search ResultsCLIENT_MERGE_DUPLICATE_INDNo
Reference NumberALTERNATE_IDNo
First NameFIRST_FORENAMENo
Last NameSURNAMENo
Address Line 1ADDRESS_ELEMENT_VALUENo
CityADDRESS_ELEMENT_VALUENo
Date Of BirthCURAM_DATENo
Action
LabelTypeDescriptionMandatory
Links and Actions
Page Level Actions
LabelDescription
BackThe Previous button allow you to go back to the previous screen.
CancelDismiss this page.
ResetClick the Reset link to reset the search criteria fields and enter new fields.
SearchOnce you have entered some or all of the search criteria, you can press the Search button to search for persons who meet the criteria. Prospect persons who meet the search criteria are displayed in the Search Results list.
SelectClick here to select the client described in this list item.
Messages
When page is loaded
None
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No Prospect Person Search implemented. Please contact an Administrator.LinkNo
The login ID %1s does not map to a user name.LinkNo
You must specify some search criteria.LinkNo
Related Entities
When page is loaded
None
When page is submitted
Nickname
Technical Information
Page IDInvestigationSample_searchProspectPerson
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\sample\Sample Investigation\Create\InvestigationSample_searchProspectPerson.uim
Page Load Interface
Page Submit InterfaceProspectPerson.searchCurrentProspectPersons
Linked From PagesSearch for Prospect Person (InvestigationSample_searchProspectPerson)