Advanced Entity Searching

Modified on Mon, 25 Sep, 2023 at 1:22 PM

There are several advanced entity search options, as outlined in the following table.

Form	Searching on more than one field searches each in conjunction with the others – providing for an ‘AND’ search.
Entities added for a given date range	Searching for Entities in a specific date range.
Entities verified before date or unverified	If an entity has been verified or unverified before a specific date.
Entities with missing Attributes	This lists all Client Entities (i.e. Entities with Matters), which do not have one or more Entity Attributes
Top Clients	This lists the firm’s top number of Clients
Marketing	This search enables a combination of search criteria to be specified.

Form:

This Searches by several different options as seen, this can help when specifying specific areas that match the entity. From the entity bank details to Other, you are able to narrow down a specific entity with only using otherwise useless information (If searching basically)

Entities added for a given date range:

Entities verified before date or unverified:

Entities with missing Attributes:

Top Clients:

This lists the firm’s top number of Clients (as specified by the maximum record setting) by value (fees billed) or by number of Matters opened over the date range given.

The date range used is aligned to the nearest accounting period boundary. This search can be performed using one of two methods of calculation:

1. The report can take into account the Fees Billed of Related Entities using the ZM-ZS/ZS-ZM Credit-Control relationship. To perform the search in this manner, tick the “Use ‘Credit Control’ Entity relationship” check box on the Top Client Search.

2. Alternatively, the report can take into account the Fees Billed of any Related Entities where the Relationship Type parameter has the “Influence Fees?” field ticked. This method is in line with the “Client Financial Analysis” method of calculation. To have the search use this method of calculation, the “Use ‘Credit Control’ entity relationship” check box on the Top Client Search must be un-ticked.

The default for the “Use ‘Credit Control’ Entity Relationship” check box can be set by parameter 00-R23083. Setting the par_flag with a value of “Y” will have the default setting for the check box as ticked.

Marketing:

This screen allows Entity Attributes (maximum of 5) to be specified in an AND/OR combination. When using multiple operators such as AND, OR and NOT the order of operations is determined by Boolean algebra therefore ANDs have a higher priority than ORs. The user may select an Attribute Type and leave the Attribute Code field blank to indicate “All”. The description field will be updated appropriately e.g. "Business Type - All". The Search Results for Client Attribute Type - "All" will include Client Attribute Codes that have been marked as Not Visible but still exist against Entity Details.

Fees billed this year and last year.
Work done in relation to specified Matter Work Types since a given date.
Work performed by specified work units since a given date.
Entity Name Range >= From AND < To. The From and To are optional.
Firm Classification – This field is designed to hold the primary relationship that an Entity has with the firm.