searchSuspectPartiesWithTaskManagement

Usage 1

The Data Steward is responsible for resolving suspected duplicate relationships for suspects that reside in a specific State or Province.

Usage 2

The Data Steward is responsible for resolving suspected duplicate relationships for suspects that were last modified on a specific date or within a date range.

Usage 3

The Data Steward is responsible for resolving suspected duplicate relationships by suspect type, such as A2 suspect types.

Usage 4

The Data Steward is responsible for resolving Person type suspects whose names start with the letter A.

Usage 5

The Data Steward is responsible for resolving Organization type suspects whose names start with the letter A.

Usage 6

The Supervisor is responsible for searching for Party suspects associated with unassigned tasks, and assigning those Party suspects to the Data Steward for resolution.

This transaction supports the Pagination feature.

The search criteria supplied controls the list of suspects that are returned.

This transaction returns the list of Person and Organization parties with basic task information. The transaction does not return the associated suspects of the Person and Organization parties.

The suspect search can be refined by supplying one or more of the following search parameters:

Suspect Type

The search parameter SuspectType controls the list of suspects that are returned based on the suspect type. SuspectType is user definable using a code table. For example, if an entry in the Suspect Type code table type is 1 and value is A1 then, if the SuspectType search parameter is set to 1 A1, this transaction returns only those suspect parties that have A1 suspects.

State/Province

The search parameter ProvinceStateType controls the list of suspects that are returned based on the address state or province of any party address associated with the suspect. For example, if the State/Province code table type is 1 and value is California then, if the ProvinceStateType search parameter is set to 1 California, this transaction returns only those suspect parties with addresses in the state of California.

SuspectLastUpdateDate or Date Range

The search parameters SuspectLastUpdateDateStart and SuspectLastUpdateDateEnd control the list of suspects that are returned based on the last date that the suspect's record was updated. For example, if the SuspectLastUpdateDateStart is set to the current date and the SuspectLastUpdateDateEnd is not provided, then this transaction returns only those parties that were last updated on the provided SuspectLastUpdateDateStart. Alternatively, if both the SuspectLastUpdateDateStart and SuspectLastUpdateDateEnd date values are provided, then this transaction returns all suspects that were last updated in the date range beginning at the SuspectLastUpdateDateStart date up to, but not including, the SuspectLastUpdateDateEnd date.

Party Type

The search parameter PartyType controls the list of suspects that are returned based on the party type (Person or Organization). If the PartyType search parameter is set to P, then this transaction returns only Person suspect parties. If the PartyType parameter is set to O, then this transaction returns only Organization suspect parties.

Family Name

The search parameter FamilyName controls the list of suspects that are returned based on the Person last name. This search parameter is only applicable when the search parameter PartyType is set to P. The wildcard character (%) can be used with this search parameter, but can only be used once, at the end of the field. For example, Smi% is supported, but %mith and Sm%th are not supported. The look-alike character is not supported with this search parameter.

Organization Name

The search parameter OrganizationName controls the list of suspects that are returned based on the Organization name. This search parameter is only applicable when the search parameter PartyType is set to O. The wildcard character (%) can be used with this search parameter, but can only be used once, at the end of the field. For example, IB% is supported, but %BM and I%M are not supported. The look-alike character is not supported with this search parameter.

Task Search Type

The search parameter TaskSearchType controls the list of parties that are returned based on the status of the tasks with which it they are associated. The TaskSearchType uses the following filter values:

• ALL – Transaction response includes parties that have a task association with a TaskStatus (CDTASKSTATUSTP) value of 1, 2, 3, or 6, as well as those parties with no task association. This is the default value if no value is provided for TaskSearchType.
• UNASSIGNED – Transaction response includes parties that have a task association with a TaskStatus (CDTASKSTATUSTP) value of 1.
• ASSIGNED – Transaction response includes parties that have a task association with a TaskStatus (CDTASKSTATUSTP) value of 2 or 3.
• NO TASK – Transaction response includes parties with no associated tasks. The NO TASK filter also returns parties with completed tasks (status 4) or terminated tasks (status 5). However, the actual task is not returned.

If more than one search parameter is provided in the search request, then only suspect parties meeting all of the provided criteria will be returned in the response. In other words, multiple search criteria are managed using AND logic rather than OR logic.

<TCRMTxObject> SuspectPartyWithTaskMangtSearchBObj