Entity Search

entity search is the primary method for locating legal entity and natural person records within entity management (em) users may access entity details, association details, restriction details, and the hierarchy tree by simply clicking on the desired entity from the search results page for more information about the data driving this function, refer to the em application data document how do i access the entity search function? user permission notice this function requires ability to view legal entity records and ability to view natural person records permissions click the entities option in the left navigation panel within em the basic entities search page displays the following page elements may display on the entities search page and may be utilized as needed contains dropdown allows the user to change the search logic for the criteria entered there are two options 1) begins with and 2) contains (default) search and filter box allows the user to enter desired search criteria and/or additional filters to locate entities matching the provided criteria the filter icon allows the user to provide criteria to filter the search results the magnifying glass icon initiates the search choose a saved search dropdown allows the user to select the desired search from a list of previously saved searches settings gear icon allows the user to modify the settings on a saved search save this search button allows the user to save the current filter criteria for use at a later time export dropdown allows the user to utilize the entity export function refer to the entity export document for details about the export function add/remove columns dropdown allows the user to change the columns presented in the search results this feature only displays after a search is initiated add natural person button allows the user to manually create a new natural person records this feature only displays after a search is initiated information about using this feature is located in the natural person document add legal entity button allows the user to manually create a new legal entity record this feature only displays after a search is initiated what standard filters can be entered as search criteria? the entity search function contains standard, out of the box filters that can be applied as criteria the filters are configurable to be displayed or hidden to meet specific client needs the standard search filters, top to bottom/left to right, are city free form text box that allows the user to enter any desired value the search results only display records matching the provided criteria domicile/country multi select dropdown list that allows the user to select one or more countries search results will include legal entities domiciled in one of the selected countries or natural persons with an address country in one of the selected countries the list of countries is defined under the country reference data category entity type single select dropdown list that allows the user to select either legal entities or natural persons to be included in the search results legal structure multi select dropdown list that allows the user to select one or more legal structures to be included in the search results the list of legal structures is defined under the legal structure reference data category regulators multi select dropdown list that allows the user to select one or more regulators search results are limited to records containing one of the selected regulators the list of regulators is defined under the regulator reference data category global ultimate parents only checkbox that allows the user to indicate only global ultimate parent records are to be returned in the search results contact person read only select field that allows the user to filter records based on the name of a contact person on the record a select user modal window displays when the user clicks the field or the people icon the user may enter a name or click the filter icon to enter other contact search criteria an additional modal window displays to narrow the search for the contact person the user may provide the following contact person search criteria first name last name email country group roles show inactive users in results (checkbox) entity classification multi select dropdown list that allows the user to select one or more entity classifications search results are limited to records containing one of the selected entity classifications the list of entity classifications is defined under the entity classification reference data category identifiers there are two related fields for the identifier filter 1) identifier type dropdown list and 2) free form text field to enter the identifier value the identifiers filter allows the user to select a single type of identifier to search on and provides a field for the user to provide the specific identifier value of the desired entity the list of identifier type values is defined under the identifier reference data category office locations multi select dropdown list that allows the user to select one or more office locations search results are limited to records containing one of the selected office locations the list of office locations is defined under the location hierarchy reference data category where the location type is office directly designated only checkbox that allows the user to indicate only directly designated records are to be returned in the search results direct designation means a user manually provided the designation type on the record and it was not inherited due to its relationships to other entities designation type multi select dropdown list that allows the user to select one or more entity designation types search results are limited to records containing one of the selected designation types the list of designation types is defined under the designation type reference data category entity last updated date picker function that allows the user to select a defined date range or set a custom date range search results are limited to records that were last updated within the provided date range primary auditor multi select dropdown list that allows the user to select one or more types of primary auditors search results are limited to records containing one of the selected primary auditor types the list of primary auditor types is defined under the auditor reference data category show inactive checkbox that allows the user to indicate inactive records are to be returned in the search results how do i filter the entity search results? there are two ways to filter the entity search results 1) using the filter function or 2) use the dropdown list provided under the applicable column headings filter function this method allows the user to designate different types of search filter criteria and does not require the applicable column to be displayed in order to use the filter click the filter icon to access the filter modal window complete the desired filter criteria fields with the desired values and click the apply button the search results page displays with the selected filter criteria appearing below the column heading and in the search filter area at the top column dropdown this method allows the user to quickly filter the search results based on the data columns displayed on the search results page click the dropdown chevron in the entry field below the applicable column heading select the desired value(s) for the column and click " x " to close the dropdown list the values displayed in the dropdown list are all possible values, not just those present in the current search results the search results page displays with the selected filter criteria appearing below the column heading and in the search filter area at the top what columns are displayed in the search results table? entity search allows the user to customize the search results table as desired the user may reorder the data columns, add columns and remove columns upon client request, kingland can pin columns to the left or right side of the search result table to freeze the columns to always be visible when horizontal scrolling occurs the default columns displayed on the search results page are legal name entity status designation type domicile/country gup name (gup = global ultimate parent) designation descriptions locations contact person entity type record actions (menu) the user may use additional features on the search results page to change data displayed, the manner in which the data is displayed, or take additional actions on a record add/remove columns dropdown allows the user to modify the columns displayed in the search results table by selecting or de selecting various fields a user is able to set a personal default search result layout view using the options at the top of the add/remove columns dropdown the personal view is used by the entity search results page until it is changed add and remove the desired columns and/or reorder the columns in the desired order by dragging and dropping the column headings legal name is always the first column and cannot be moved click the set my default link when satisfied with the layout a message displays indicating the custom layout has been saved the other options allow the user to toggle from the current view, which may have been changed, to the custom user default view or the system default view as defined above view my default changes the search results to the user configured default view view system default changes the search results to the system default view column sort icons allows the user to sort any desired column in ascending or descending order search filter chips display when the search criteria includes applied filters these remind the user of the criteria entered for the search results filter if the filtered field is displayed as a column, the filtered value also displays in that column heading column filter dropdown allows the user to filter search result records based on the values displayed in the listed records record actions menu allows the user to select an action to be initiated on a specific record how does the entity search engine use the criteria i provide? the standard entity search function performs common operations when determining the resulting records in response to the user provided criteria entity search examines legal name, alias, and entity id fields for matches to the provided search query words and applies selected filter criteria to narrow the search results an exact match results when all words provided as the search query words appear in the record in the same sequential order as provided exact match records are preferred over partial match records and appear at the top of the search results table true falsefalse left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false 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content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type what are the designated stop words and synonyms for entity search? the linked spreadsheet contains the designated "stop" words and "synonyms" utilized by the standard entity search engine the words and abbreviations designated in the spreadsheet are updated as improvements to the entity search engine are made entity search stop words & synonyms https //kingland atlassian net/wiki/download/attachments/172134099/entity%20search%20 %20stop%20words%20%26%20synonyms xlsx?api=v2 how do i save my current search? the entity search function allows the user to save searches for future use by themselves and possibly others based on the options selected when it is saved the user first enters the desired search criteria and the search results page displays click the save this search button the save search modal window is displayed with the search criteria previously provided displayed at the top enter a name (required) for the saved search keep in mind the name should reflect the records that will be returned when it is used enter a description of the saved search that provides more detail about the words and filters used for the saved search description is an optional field there are two optional methods for subscribing to the saved search being created 1) subscribe me to email notifications or 2) add group subscription there likely is no reason to subscribe the user saving the search and subscribe a group unless the user is not a member of the group(s) being subscribed this subscription function supports both user and group subscriptions and sends an email with the saved search results as prescribed below click the subscribe me to email notifications checkbox to subscribe the user saving the search the save search modal window expands to include three additional fields to be provided interval, start time, end time the interval field contains five options hourly, daily, weekly, monthly, and yearly select the desired interval value this is a required field to subscribe to notifications select the start time using the date/time picker function to provide the date and time the notifications should begin the up/down chevrons change the time (24 hour format) this is a required field to subscribe to notifications select the end time using the date/time picker function to provide the date and time the notifications should end this field is not required click the add group subscription button to subscribe a group of users to receive email notifications related to the saved search being created multiple groups may be added to the saved search being created click the add group subscription button the save search modal window expands to include four additional fields to be provided recipients, interval, start time, end time the recipients field is a dropdown list of groups defined in group management as part of administration activities locate and select the applicable group to be subscribed the interval field contains five options hourly, daily, weekly, monthly, and yearly select the desired interval value this is a required field to subscribe to notifications select the start time using the date/time picker function to provide the date and time the notifications should begin the up/down chevrons change the time (24 hour format) this is a required field to subscribe to notifications select the end time using the date/time picker function to provide the date and time the notifications should end this field is not required click the save button when the necessary recipients (groups) have been added the search is saved and a confirmation notification is displayed at the top of the screen the saved search now appears in the saved search dropdown field click the right chevron in the save search window to expand/collapse the group subscription information click the minus icon to remove a group subscription click the trash can icon to delete a saved search that is no longer needed there are two methods to modify a saved search 1) save button or 2) save as menu option select a saved search the applicable search results table displays change the search criteria (text, filters) and search click on save button reopens the existing save search modal window to update the name or any other aspects of the existing saved search the gear icon works identically to the save button save as menu option access by clicking on the save button a new save search modal window is displayed to provide the aspects of the new search being saved reset button resets the criteria back to the existing saved search criteria and is basically a cancel function to change the existing saved search how do i subscribe to a saved search? the entity search function allows the user to subscribe to any existing saved searches where subscription notifications were not established at the time of saving steps to subscribe while creating a new saved search can be viewed in the previous section click the dropdown list of saved searches from the entities search page select the saved search to add notification subscription(s) the search results table displays the selected saved search click the gear icon to access the saved search settings click subscribe me to email notifications checkbox and/or add group subscription button refer to the steps in the previous section for instructions on how to complete the fields displayed click the save button and a confirmation is displayed when successfully saved follow the same steps to access a saved search in order to remove subscriptions (individual and/or group) uncheck the subscribe me to email notifications checkbox click the minus icon to remove the group(s) what options are available in the record actions menu? the record actions menu contains two options the user may select 1) view details, and 2) view entity restrictions click the record actions menu icon on the right side of the search results table the record actions menu displays the two available options in the record actions menu function as follows view details allows the user to view the details of the entity this functions the same as the user clicking on the record to display the details as described in legal entity and natural person click the view details option and the entity details page displays view entity restrictions allows the user to view the restriction information for the entity this is the only method to access the view restrictions page click the view entity restrictions option and the view restrictions page displays the record actions menu on the right side has an option for the user to view related entities the record actions menu may also contain an option for access independence if the client organization is configured for that feature and the type of restriction warrants it click the view related entities option and the related entities page displays for the particular restriction selected as indicated in the window heading the create request option may be present if the client organization is utilizing the decision management product in conjunction with em refer to the manage requests document for further details