Advanced Recipient Search
The Advanced Recipient Search overlay enables you to locate existing recipients using more search criteria. You can select any combination of search criteria.
These search criteria categories are available:
- Recipient Information
- Wire Recipient
- Drawdown Information
- Ordering Customer Information
- ACH Recipient
The more criteria specified, the fewer matches in the search results. If the search produces too many matches, narrow the search with more criteria. Conversely, if the search yields too few results, use fewer search criteria.
After specifying all the search options, click Search. The system displays the Manage Recipients page with all matching recipients.
Asterisk (*) Wildcard Character
For some of the text-based search fields, you can use the asterisk (*) wildcard character to represent any combination of letters or numbers. For example, typing "A*" will locate all recipients beginning with the letter A. The asterisk can be used anywhere within the search string. For example, "*corp" will locate all third parties ending with "corp" and "*corp*" will locate all with "corp" included anywhere within the name.
