Mortgage & Financial Service Sanctions Terms and Connectors Search Method

You can use the terms and connectors method to perform a Mortgage & Financial Service Sanctions search.

Procedure
  1. If it is not already selected, then select Terms & Connectors Search.

    For information about using terms and connectors in a search form, see Terms and Connectors.

  2. Enter the full name.
  3. Enter the name of the company.
  4. Enter a case number to narrow the search (for example, 12-N-345).
  5. In the Add Segments list, select a category for words that must be included in the document, and click Add.
  6. Click within the parentheses, then enter one or more words associated with the term. For example, if you select Name, you might type Robert in the parentheses.
  7. Continue to add segments to narrow your search.
  8. To associate your search with a customer or a topic, provide a label (for example, the customer's name or a topic name) in the Reference ID field.
    The History function lets you view the searches that are associated with a reference ID.
    note.pngYour organization may require a reference ID in a particular format. Additionally, the contents of this field may be automatically completed or the field may have restrictions that are configured by your administrator.
  9. Click Search.