S13 Party Search – Criteria (s52UpdatePartiesToExistingFile)

Purposes:

This screen is only accessible from the ‘S52 – Maintain MEP File’. This screen allows the MIMS user to search for virtually any party that has a relationship to a MEP file, by entering specific criteria to exactly match the Individual or Organization. After clicking the “Search” button a result list is produced.

Prerequisites:

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

The following groups have access to this panel:

· Administrative Assistants (view only)

· Call Center Agent (view only)

· Collections Agents

· Collections Support Agents (view only)

· Compliance Agents

· Document Processing Agent (view only)

· Finance Agent (view only)

· Finance Support Agent (view only)

· Finance Trust Accountant (view only)

· HR & E (view only)

· Legal Services Agents (view only)

· MEP Senior Management

· Other Jurisdictions (view only)

· Program Support Agent (view only)

· Provisional Agent (view only)

· Reception Agent (view only)

· Registration Agent

· REMO Support Agent

· Special Investigation Unit Agent

· Supervisor / Team Lead

Helpful Hints

· When entering a MEP File Number preceding ‘zeros’ are not required (i.e: for MEP File Number 0000-111, enter as 111).

· Hyphenating is not required and will result in an error message if used in the 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 Provincial file number, enter only the numeric value, do not enter a P or hyphen.

Navigation

File è Search è Parties Tab è Search

For further details see Note under Procedure

Screens

· S52 – Maintain MEP File

· S13 – Party Search – Criteria (s52UpdatePartiesToExistingFile) Child Window

· S14 – Party Search – Results (s52UpdatePartiesToExistingFile) Child Window

Procedure:

Navigation Note

To reach S13 – Party Search Criteria Child Window start from the

- File Tab – S46 Search for File Criteria

- Enter a file number

- Click search - this brings you to Screen S61 Maintain MEP File

- Click on the ‘Parties’ tab - you are now on Screen S52 – Maintain MEP File.

1. Click the Search button.

2. If no party was found then Screen ‘S13 – Party Search Criteria (s52UpdatePartiesToExistingFile)’ Child Window will display, this allows the user to enter a variety of search criteria. The more search criteria entered the shorter the results list. OR

If a party number is entered not related to the file, Screen ‘S13 – Party Search Criteria (s52UpdatePartiesToExistingFile)’ will display.

3. A sort order can be selected if required.

4. Click the Search button.

5. Screen ‘S14 – Party Search Results (s52UpdatePartiesToExistingFile)’ Child Window will appear 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, the 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 a numeric value for the required provisional file number. Do not enter 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 '‘YYYY-MM-DD’, 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 Cd		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.

Error Messages

No error messages appear on the Child Window. If the incorrect information has not been entered the search is not completed and the user remains on the Screen ‘S13 – Party Search Criteria (s52UpdatePartiesToExistingFile)’. Try using different search criteria.

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