Search for a client

  1. Select Client from the dropdown menu in the Global Search.

    Parameter search options.

  2. Select Client Name as your search parameter.

    Use the Client ID search parameter to search for the client LOGO.

  3. Enter the search text.

    You can search using wildcard functions.
    For example: *MyFinancial

    InquiryPoint retains your search parameters. This helps when using a preferred grouping of parameters for every search. You can unintentionally narrow the results by not reviewing all parameters before a new search.

  4. Repeat for all parameters you want to use to refine your search.

  5. Select Image of the Search icon. (Search).

  6. Select the matching client record.

    You can sort the search results using the following parameters:

    • Address - the client's full address.

    • CORE - the Fiserv product core that the client uses.

    • Client ID - a unique numeric identifier belonging to a client.

    • Client Name - the name of the financial institution associated with the client.

    • Country - the country in which the client is located.

    • Service Partner - the client's service partner.