S13 Party Search – Criteria

Purposes:

This screen allows the MIMS user to search for a Party of Individual type or Organization type by entering specific criteria.

1. MIMS user must have applicable security authorization to access this screen.

The following groups have access to this screen:

· ALL internal MEP Staff

· Provisional Agent

· HR & E (can only search “Individual” party types)

· Legal Services Agents (can only search “Individual” party types)

Helpful Hints:

· Preceding ‘zeros’ in the MEP File Number is not required (i.e.: MEP File Number 0000-111, enter as 111).

· Hyphenating the MEP File Number results in an error message (i.e.: MEP File Number 1002-142, enter as 1002142).

· Search criteria are not case sensitive (i.e.: uppercase, lower case, or a combination of case can be used in fields).

· When searching by Provisional File Number, enter only the numeric value, do not enter a P or hyphen.

Navigation

Party Tab

Also accessible by clicking the Search… button on Relate Party to File screens, displays in a child window.

Screens

· S13 – Party Search – Criteria

· S14 – Results List

Procedure:

1. Select the Party Tab.

2. Enter the party search criteria. One or more criteria can be entered per search. The more criteria entered the shorter the search results list.

3. A sort order can be selected if required.

4. Click the Search button.

5. Screen ‘S14 – Party Search Results’ will display all parties matching the criteria entered. The Result List will be sorted by the default sort criteria unless the user selected a different choice.

· If only one single record is found to match the criteria entered, the Maintain Party screen is displayed.

· If the only search criteria entered is a File Number, the Party Search Results will display all parties related to that particular file, such as Debtor, Primary Creditor, Creditor, or Dependant.

· If no match is found for the search criteria, S14 – Part Search Results will display indicating that no matches were found.

6. Continue by selecting the party from the Result List.

Screen Label		Description/Instructions
File Information
	File Number	Enter a specific MEP File Number. Input length up to 7 characters
Provisional File Number		Enter the numeric value only. These are uniquely numbered files created to track and manage transmission of Provisional Orders, which are granted in one Jurisdiction that must be confirmed in another Jurisdiction.
	Party Information
	Party Number	Enter a Party Number. This will search for all MEP Files with this party number related to the file.
Party Type - Individual
	Last Name	Use the drop down box to select “Exact” or “Starts With” to enter last name. TIP – When searching by partial name ensure “Starts With” is selected. Will search both active and inactive names. Will search both current and alias party names. A minimum of 2 characters must be entered to search with “Starts With”.
	First name	Use the drop down box to select “Exact” or “Starts with” to enter first name. Must be used in conjunction with last name.
	Middle Name	Use the drop down box to select “Exact” or “Starts with” to enter middle name. Must be used in conjunction with last name.
	Birth Date	Enter the birth date using the following format '‘YYYYMMDD’, where Y = Year, M = Month and D = Day. Must be used in conjunction with last name.
	Other Identifier:	Select from the down box one of the Identifiers options and then enter the corresponding information for that identifier. MIMS will automatically add dashes between numeric characters where applicable. The MIMS user when entering search criteria can include dashes. Both ways will work.
Party Type - Organization		Will part of the screen will not display for external users except provisional agents.
Name		Use the drop down box to select “Exact” or “Starts with” to enter name. Will search both active and inactive names. Will search current, legal and alias party names. A minimum of 2 characters must be entered to search with “Starts With”.
Party Address
Country, Province/State		Select from the drop down list.
City/Town		Select from the drop down list. The drop down list will only become available once the Country, Province/State has been selected. This field is mandatory if Mailing Address Line 1 has been completed.
Postal/Zip Code		Use the drop down box to select “Exact” or “Starts with”. Enter the postal code or for USA addresses a zip code. This field is mandatory if Mailing Address line 1 has been completed.
Sort Criteria
	Sort Order	Select the preferred sort order from the drop down box. Can be sorted by party type, name or birth date. The result list screen will be sorted by the selected sort criteria.
		Click the ‘Search’ button after entering one or more search criteria.
		Resets screen back to defaults.

Possible Error Messages/System Warnings:

ID	Error Message Description	Action
59	Result sets are limited to the first XXX parties. Please refine your search to narrow the search.	Enter more search criteria and try again.
60	Invalid search criteria entered.	Confirm search criteria.
61	Your search returned 0 records, please refine your search criteria.	Change search criteria.
62	Birth Date can only be searched in conjunction with Last Name.	Use last name with birth date for search criteria.
63	No parties found. Please refine Search Criteria.	Change search criteria.
65	Invalid File Number.	Confirm file number.
66	File Number entered is an invalid number.	Confirm file number.
89	Other Identifier value must include a search mask.	Other identifier must have corresponding search data.
90	Other Identifier value is mandatory when an Other Identifier search mask is selected.	Other identifier must have corresponding search data.
91	You cannot search by File Number and Provisional File Number together.	Search for a File Number OR Provisional Number
92	Invalid Provisional File format.	Enter again using correct format Enter only the numeric value; do not enter a P or hyphen.

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