Search for interactions using advanced search

You can perform an advanced search to find interactions based on any of the supported search fields. You can use the advanced search feature from the main search page, from cases, or from search results.

Before you begin

Verify in User Management that you have the privilege to access Risk Management.

Procedure

Do one of the following:
- Go to Risk Management. Under Analyze, select Search.
- Go to Risk Management. Under Analyze, select Cases.
Click Advanced Search.

You can also access the Advanced Search window from the search results. The Advanced Search window opens with your existing search criteria, if any.
Perform one or more of the following tasks:
- To set the search criteria, click the relevant tab shown on the left side and then select the values that you want to find.
- To restore the default search settings, click Clear All Parameters.
- To locate the Search Criteria (or Interactions Filter) section of a previously selected criterion, from the search criteria summary (bottom of the page), click the criterion link at the bottom of the window.
- To save your search criteria, click Save As and enter a name for your search. This option is not available when you are in a case.
To start the search, click Search.

Matching interactions display in descending order according to Start Time.