Search & Filter

You’ll find an intuitive search experience across the Transfers, Persons, Businesses, and Verify pages. In this example, we filter to see partial matches on Verify’s Account Ownership via Name Match.

Available Filters

Here's what you can filter by on each page.

Transfers

• Orum ID
• Status (Created, Pending, Completed, Settled, Failed)
• Date Range
• Amount
• Source Name
• Destination Name

Persons

• Customer reference ID
• Orum ID
• Status (Created, Verified, Closed, Rejected, Restricted)
• Date Range
• First Name
• Last Name
• Account Number

Businesses

• Customer reference ID
• Orum ID
• Status (Created, Verified, Closed, Rejected, Restricted)
• Date Range
• Legal Name
• Account Number

Verify

• Orum ID
• Date Range
• Account Number
• Status (Pending, Valid, Closed, Invalid, Failed)
• Account Control (Pending, Valid, Canceled)
• Account Ownership Via Name Match (Pending, Full, Partial, Not A Match, Not Found)
• Debit Block (Pending, Valid, Blocked, Failed)

Export Search Results

After you’ve filtered and found the data you need, you can export the results. The download generates a CSV matching the filtered data you see in the Portal, including the columns you’ve chosen to display.

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Coming soon

Exporting filtered results from all pages is coming soon.