Finding content across repositories by using a cross-repository search

Use IBM® Content Navigator to create a cross-repository search that can be used by loan underwriters to search for documents that they must review before they can approve a loan. The business analyst in the bank's information technology (IT) department creates a cross-repository search that can be shared with loan underwriters of the bank by saving the search. This tour is approximately five minutes.

To create a cross-repository search for loan underwriters to search for client records and documents:

1. In a supported web browser, open the IBM Content Navigator web client.
2. Log in to IBM Content Navigator by entering your user name and password.
3. In the Search view, click New Search > New Cross-Repository Search.
   Important: If you want to be able to save a cross-repository search, you must create the search from a FileNet® P8 or IBM Content Manager repository. To be able to save cross-repository searches on this repository, the option to allow saving cross-repository searches must be enabled at the repository level in the IBM Content Navigator administration tool.
4. Add the Transaction Records (Content Manager OnDemand) repository to the scope of this search:

   Loan underwriters use the data that is stored on the Content Manager OnDemand repository to look for suspicious or unusual transactions.

   1. Click Add Repository.
   2. In the Respository drop-down list, select the Transaction Records repository.
   3. In the Search drop-down list, click All Searches > Customer Transactions.
   4. Click OK.
5. Add the Business Contracts (FileNet P8) repository to the scope of this search.

   Loan underwriters review application forms, email messages, scanned documents, and other customer-provided information while they review transaction data. Information from the Business Contracts database helps loan underwriters to understand any suspicious or unusual transactions that might be found in the Transaction Records database.

   1. Click Add Repository.
   2. In the Respository drop-down list, select the Business Contracts repository.
   3. In the Class field, click Loan.
   4. Click OK.
   Now that you have added all the repositories that you intend to use in the search, you can begin mapping properties to create search criteria. The search criteria is derived from the mapped properties. If you do not have any mapped properties, you cannot run a search.
6. Map the properties for when objects were added or created to create a single meaningful search criterion that represents both date properties:
   1. Click Add Mapping.
   2. Select the Business Contracts repository.
   3. Add the Added On property to the Mapped Properties list.
   4. Select the Transaction Records repository.
   5. Add the Date property to the Mapped Properties list.
   6. In the Name field, type Date.
   7. Click OK. The Date mapped property is now available to use in the search criteria.
7. Map the Document Type FileNet P8 property to a label so that the property can be made available in the search criteria:
   1. Click Add Mapping.
   2. Select the Business Contracts repository.
   3. Add the Document Type property to the Mapped Properties list.
   4. In the Name field, type Document Type.
   5. Click OK. The Document Type mapped property is now available to use in the search criteria.
8. Map the customer account number properties to a label so that the mapped property can be made available in the search criteria:
   1. Click Add Mapping.
   2. Select the Business Contracts repository.
   3. Add the Customer Account Number property to the Mapped Properties list.
   4. Select the Transaction Records repository.
   5. Add the Account ID property to the Mapped Properties list.
   6. In the Name field, type Customer Account Number.
   7. Click OK. The Customer Account Number mapped property is now available to use in the search criteria.
   Now that you have added all of the properties that you intend to use in your search, you can now enter your search criteria and run the cross-repository search.
9. In the Search Criteria section, search the Date property for documents and transaction records that were added between July 15, 2012 and July 15, 2013:
   1. In the first drop-down list, click Date.
   2. In the drop-down list of operators, click Between.
   3. In the start-date picker, type or select 7/15/2012.
   4. In the end-date picker, type or select 7/15/2013.
10. Search the Document Type property for Loan Correspondence, Loan Agreement, Security Agreement, Default Loan Letter, and Revolving Credit Agreement document types:
    1. Click Add Property.
    2. In the first drop-down list, click Document Type.
    3. In the drop-down list of operators, click Include Any.
    4. Add the following values for the Document Type search criteria by typing a value into the New field and clicking Add after you type each value:
       • Loan Correspondence
       • Loan Agreement
       • Security Agreement
       • Default Loan Letter
       • Revolving Credit Agreement
    5. Click OK.
11. Search the Customer Account Number property to obtain search results that pertain to one unique account:
    1. Click Add Property.
    2. In the first drop-down list, click Customer Account Number.
    3. In the drop-down list of operators, click Equals.
    4. In the field, type 12345678-AA.
12. Click Save.

    You can save the search in a FileNet P8 or IBM Content Manager repository, or FileNet P8 teamspace. When the loan underwriter receives a new loan application, the loan underwriter can run the search again to find the documents for the new applicant.

    1. In the Name field, type: Customer Loan Information - Account, Date.
    2. In the Description field, type: Transaction records and business contracts.
    3. In the Share With field, select Everyone.
    4. Click OK.
13. Click Search to run the search.