Client / Transaction Search

The Client / Transaction Search Page is the first page that displays once you log in to the webADMIN application and allows you to search for information on a client, answer questions about a client’s benefit transactions, or to investigate possible fraud. You can perform the following two searches in the page:

·          Client Search (at the upper half section of the page)

·          Transaction Search (at the lower half section of the page).

Client Search

The Client Search section allows you to search for information on a client. The section displays the following fields, check boxes, buttons, and links:

Fields

·          Card #

·          Case #

·          Account #

·          Optional ID (Conditional)

·          SSN (Conditional)

·          Auth #

·          Last Name

·          First Name

Check Boxes

·          Exact Last Name Match

·          Exact First Name Match

Buttons

·          Search

·          Clear

Links

·          Back to Top

·          Back to Previous Page (Conditional)

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·          The Card # field automatically populates with the first six digits of the card number.

·          Whether Optional ID, Auth #, or SSN displays depends on your State’s business rules. Not all states use these search features.

·          If information for the client search is not found, an error message displays on the page to indicate the reason for the unsuccessful search.

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Transaction Search

The Transaction Search section allows you to search for transaction information of a client. The section displays the following fields, radio buttons, buttons, and links:

Fields

·          Card #

·          Case #

·          FNS #

·          Store #

·          Account #

·          Date Range

·          Start Date/Time

·          End Date/Time

·          Results by Date

·          Tran Type

Radio Buttons

·          Descending

·          Ascending

Buttons

·          Search

·          Clear

Links

·          Back to Top

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·          The Card # field is automatically populated with the first six digits of the client's card number.

·          The Date Range field defaults to one day.

·          The Start Date/Time and End Date/Time fields default to the current date and time.

·          The Results by Date field defaults to Descending. The user can choose Ascending by clicking on the corresponding radio button.

·          If information for the transaction search is not found, an error message displays on the page to indicate the reason for the unsuccessful search.

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See Also:

Searching for a Client

Searching for a Transaction