Contacts

Gen 3

Contacts

Search box

Purpose

The Search box allows users to type a search criteria so they can generate a list of matching policies. Users can search by policy number, primary named insured, policy type, current status, effective date, expiration date, address, city, state, and ZIP. 

Location

The Search box either appears on the Legacy Search screen or the Policies screen depending on the advanced settings below. 

Note: The images below display the main menu and Policies submenu in the top right corner of the screen. The location of the main menu and submenu may change depending on the user interface.

For the Search box to appear on the Legacy Search screen, set enable-new-policy-search advanced setting to True.

Figure 1: Search box on the Legacy Search screen.

For the Search box to appear on the Policies screen, set enable-new-policy-search advanced setting to False. 

Figure 2: Search box on the Policies screen.

Field default

By default, the Search box is empty and the policy list table displays No Results. 

Figure 3: Search box default.

Change the default

To change the default you can:

  • In the Search box, leave it blank and select Go or press Enter/Return on your keyboard for all the Policies to appear.

 

Figure 4: Unfiltered policies list. 

  • In the Search box, type a search criteria and select Go or press Enter/Return on your keyboard, for BriteCore to return matching policies. 

Figure 5: Filtered policies list.

Usage considerations

The Search box can’t be customized and behaves the same in the Provider Administrator and Agent portals. If the criteria typed into the Search box yields one result, you will automatically be directed to the screen of that specific policy. If criteria typed into the Search box yields more than one result, all matching policies will be returned in the policies list table.