Basic search user interface

This topic describes the basic search user interface.

Policy basic search screen

Basic search provides search for policies.

Access policy basic search

Procedure

Navigate to Search > Policies and view the Basic tab.
Enter search criteria in the top of this screen, and PolicyCenter displays results at the bottom.

Basic search criteria for policies

On the Basic tab of the Search Policies screen, the following search fields appear at the top of the screen.

Field	Description	Matching	Type
Policy Number	Search for a policy number. This field requires an exact match or a match that contains the search string. A result that starts with the search string has better search score than a string that only contains the search string.	Inexact	Query
Name	Search for first and last name of a person or company name. Searches for matches in primary named insured and additional named insureds. For details, see Basic name search.	Inexact	Query
Phone	Search for a matching work, home, mobile, or fax phone number. You must enter the whole phone number. Valid telephone number formats are: 650-555-1234 650 555 1234 6505551234 (650)555-1234 (650) 555-1234 650.555.1234	Exact	Query
Official ID	Search for a Social Security number (SSN) or employer identification number (EIN) number.	Exact	Query
Address
Street	Search for the street address. The search ranks the results from highest to lowest as follows: Exact Starts with Sounds like Contains	Inexact	Query
City	Search for the city. The search ranks the results from highest to lowest as follows: Exact Starts with Sounds like Contains	Inexact	Query
State	Search for the state.	Exact	Filter
Postal Code	Search for the postal code.	Exact	Filter
Filters
Product	Search for the product of the policy or policy transaction.	Exact	Filter
Jurisdiction	Search for the jurisdiction of the policy or policy transaction.	Exact	Filter
Producer of Record	Search for policies or policy transactions owned by a particular producer of record.	Exact	Filter
Producer Code	Search for the producer code of service for the policy or policy transaction.	Exact	Filter
In Force On	Search for policies or policy transactions in force on this date.	Exact	Filter

The Matching column indicates whether the field matches exactly or inexactly. For more information, see Exact or inexact basic search and ranking.

The Filter column indicates whether the field is a query or filter field. You must specify at least one query field such as Policy Number or Name. For more information, see Query and filter basic search fields.

Basic search results for policies

On the Basic tab of the Search Policies screen, the following Search Results fields appear at the bottom of the screen.

Field	Description
Result type	Displays an icon representing the result type. The result types are: – The policy icon represents a bound policy. – The policy transaction icon represents a policy transaction, such as a submission or policy change.
Rank	The rank indicates the relevance of the result to the search criteria. The lowest rank corresponds to the most relevant match.
Policy #	The policy number. If the result is not a bound policy period and does not have a policy number, Unassigned appears in this column.
Name	The first and last name of the person or the company name returned by the search results. This field displays the primary named insured on the policy. A symbol appears after the name if there are additional named insureds on the policy. Hover over the symbol to view the names of the additional named insureds.
Address	The policy address of the policy.
Product	The product of the policy or policy transaction.
Status	The status of the policy or policy transaction.
Effective Date	The effective date for the policy term.
Expiration Date	The expiration date for the policy term.
Producer	The Organization and Producer Code as it appears in the Producer of Service on the Policy Info screen.

Basic name search

The Name field finds matches in the primary named insured and additional names insureds on a policy. A match on primary named insured has a better ranking than additional named insureds. This is an inexact search field.

Starting with the best match, basic search ranks the matching names as follows:

Exact
Starts with
Synonym
Sounds-like
Contains

If you enter more than one word in the name field, the search gives a better rank to results containing both words. A match has a better ranking if the words exist in the same order. If only part of the words match, the match has an inferior ranking.

A multiple word search that fully matches the additional named insured has a better rank than a match that only partially matches the primary named insured. For example, you search for Ray Newton. Policy 1 has Ray Newton as an additional named insured, and policy 2 has Ray Brussard as a primary named insured. Policy 1 has a better ranking than policy 2.

You can search for historical names, such as maiden names, on a policy over time. For more information, see Basic search with in force on.

Basic address search

The address search finds current and historical addresses. Search returns a matching address in the primary address of a primary named insured or additional named insured. Search returns a result if an address matches the Street and/or City fields. These fields are query fields. Basic search filters the query results by State and Postal Code fields. These fields are filter fields.

Basic search with in force on

The In Force On filter field returns only those policies that are in force on that date.

For example, Robert Brown took out policy on January 1 two years ago. He renews the policy every year but makes no other changes. To view the policy in force on October 1 of this year, set the In Force On field to this date. The search returns the policy period in force on this date.

The In Force On search has special behavior for the Name field. Suppose you enter an In Force On date and specify the Name field. The search returns only policies that were in force on that date and have that name at some point on the policy. For example, Jane Doe has a policy in force from January 1 of this year through January 1 of the following year. Jane married and changed her name to Jane Smith on July 1. You search for either Jane Doe or Jane Smith with an in force date of August 1 of this year. The search returns Jane’s policy that is in force on August 1 of this year. If you search for Jane Smith with an in force date of August 1 of the previous year, then the search returns no matches.