Global Search

Use the global search feature to search for accounts linked to your acronym and model. Global search is available on the header to the right of the navigation bar on each ALERT page. Use the Search For drop-down list to select the search method. Search methods include:

Account - By Access Code

Use this search to locate an account by access code.

  1. Select Account - By Access Code from the Search For drop-down list.
  2. Enter the account's access code (full or partial).
  3. Click Search.

    The Accounts page opens and displays results.

Account - By Settlement Model

Use this search to locate an account linked to one or your models.

  1. Select Account - By Settlement Model from the Search For drop-down list.
  2. Enter an acronym that owns the model or search for one.
  3. Select a model from the Model Name drop-down list.
  4. Click Search.

    The Search and Maintain Accounts page opens, displaying all accounts linked to the model.

Settlement Model

Use this search to search for models created.

  1. Enter the acronym of the model owner from the Model Owner field or search for one.
  2. Select a model from the Model Name field.

    The Search and Maintain Models page opens and displays results.