History in GEM > Search Fields

Entry: User, alphanumeric

F/M: Yes

Mnemonic: See below

In the top left of the GEM History screen are search fields that allow you to narrow (or widen) the results for the GOLD ExceptionManager history items you want to view. Exception items are stored for two years. Enter information in these fields and then click <Get History> to view all items matching your search criteria in the GEM History list view. The list view only shows a limited amount of data, so if too much data is being displayed, you may want to limit what is displayed in this list view. The best way to limit what is displayed is by checking or unchecking some of the Exceptions or Other checkboxes.

For example, if your search results keep returning every instance of when the User Options were changed, but not showing very many exception item changes, uncheck the User Options box and click <Get History>. You'll see that the User Options records are no longer displayed in the list view.

Additionally, you can filter which exception items are displayed by entering information in the fields in the Exception Items Only field group.

See the following definitions of the search fields:

Field	Description
Date (GHUPDT)	Enter the date or range of dates you want to view GEM history in these fields. The default is today's date. The End date cannot be in the future, and the Start date must be before the End date. This will show any exception item records sent to GEM from those dates.
Time (GHT150)	Enter the time or range of times you want to view GEM history in these fields. This field would be especially helpful if you knew a time range on a date when an employee changed information in GEM.
Tran Asof Date (EIASOF, CBASOF, NCASOF)	If you enter dates in the Start and End fields for the Tran Asof Date, the system will display any transactions matching those dates. This date refers to the date the transaction was processed, and then later sent to the GOLD ExceptionManager system. You must also set the Date range to match the Tran Asof Date. Note: Make sure the appropriate Exceptions and Other boxes are marked.
Account (EIACTO, CBACTO, EIACTA, CBACTA)	If you want to narrow your search results to include only certain account numbers, enter the first account number in the Start field and the end account number in the End field. Make sure the Date range and Tran Asof Date fields are set accordingly as well. Then when you click <Get History> only account numbers in the designated range will be displayed in the GEM History list view. To search for only one account number, enter the account number in the Start field and leave the End field blank. FPS GOLD keeps exception item records for two years, so if you want to see all exception item history for a given account number, make sure you set the Date field to start at least two years from today's date.
Account Type (EIATYP, CBATYP)	If you want to view only exception item records from a particular account type, select the account type from this drop-down field. Options are either Deposit or Loan.
Amount (EITAMT, CBCKAM)	If you want to view only exception item records matching a certain amount, enter either the exact amount in the Start field and End field, or enter a range of amounts in those fields. This will be the amount of the exception item, either ACH or check, that was sent to GOLD ExceptionManager.
Teller Number (EITLLR, UOETLR)	If you want to view only exception item records based on the teller number of the person who made changes in GOLD ExceptionManager, enter the teller number in the Start field and leave the End field blank. You can also enter a range of teller numbers.

Field

Description

Date

(GHUPDT)

Enter the date or range of dates you want to view GEM history in these fields. The default is today's date. The End date cannot be in the future, and the Start date must be before the End date. This will show any exception item records sent to GEM from those dates.

Time

(GHT150)

Enter the time or range of times you want to view GEM history in these fields. This field would be especially helpful if you knew a time range on a date when an employee changed information in GEM.

Tran Asof Date

(EIASOF, CBASOF, NCASOF)

If you enter dates in the Start and End fields for the Tran Asof Date, the system will display any transactions matching those dates. This date refers to the date the transaction was processed, and then later sent to the GOLD ExceptionManager system. You must also set the Date range to match the Tran Asof Date.

Note: Make sure the appropriate Exceptions and Other boxes are marked.

Account

(EIACTO, CBACTO, EIACTA, CBACTA)

If you want to narrow your search results to include only certain account numbers, enter the first account number in the Start field and the end account number in the End field. Make sure the Date range and Tran Asof Date fields are set accordingly as well. Then when you click <Get History> only account numbers in the designated range will be displayed in the GEM History list view.

To search for only one account number, enter the account number in the Start field and leave the End field blank. FPS GOLD keeps exception item records for two years, so if you want to see all exception item history for a given account number, make sure you set the Date field to start at least two years from today's date.

Account Type

(EIATYP, CBATYP)

If you want to view only exception item records from a particular account type, select the account type from this drop-down field. Options are either Deposit or Loan.

Amount

(EITAMT, CBCKAM)

If you want to view only exception item records matching a certain amount, enter either the exact amount in the Start field and End field, or enter a range of amounts in those fields. This will be the amount of the exception item, either ACH or check, that was sent to GOLD ExceptionManager.

Teller Number

(EITLLR, UOETLR)

If you want to view only exception item records based on the teller number of the person who made changes in GOLD ExceptionManager, enter the teller number in the Start field and leave the End field blank. You can also enter a range of teller numbers.