Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand. Full details are available in Features by Geography.
The advanced search allows you to filter information to find specific Service Requests. Each search field has different criteria and can be entered or selected from an existing list. Searches on fields that are left blank, will return all available data for that field.
- Request values (such as Request ID): Choose from Equal To
- Account values: Choose from Like, Equal To, Not Equal To
- Date values: Choose from Specific Date, Date Range, Rolling Dates
- List values (such as Created By): Choose from Equal To, Not Equal To
To perform an advance search from the Service Request screens, follow the steps below.
STEP | ACTION |
---|---|
1 | Click Search from the Control Bar |
2 | Enter your search criteria |
3 | Click Search
RESULT: A list of matching service requests will display. Click on a service request to view the Service Requests Details screen.
Click Reset to clear the search criteria and results.
Click Save to save the search criteria. After you have named your search, the search will be available from the View menu. |
Payments & Transactions Service Requests Advanced Search screen
Search criteria includes:
- Request ID
- Account Number
- Account Name
- Request Status
- Creation Date
- Created By
- Last Action Date
- Completion Date
- Request Type
Digital Channels Service Requests Advanced Search screen
Search criteria includes:
- Request ID
- Request Status
- Request Type
- Creation Date
- Created By
- Last Action Date
- Completion Date
Accounts & Legal Entities Service Requests Advanced Search screen
Search criteria includes:
- Request ID
- Account Number
- Account Name
- Request Status
- Creation Date
- Created By
- Last Action Date
- Completion Date
- Request Type