Search MCI (Master Client Index)

 

Use this user guide to search for MCI (Master Client Index) numbers associated with an account.

 

 

 

 

From the Home Page access the Admin Dashboard screen.

 

Process Steps

 

To perform a MCI search:

 

1.      Click the Search MCI link in the Admin Dashboard.

 

·        The MCI Search Results screen is displayed.

 

2.      Enter search criteria for the account which MCI is being checked:

 

a.      Enter the first name of the account’s primary applicant in the First Name textbox.

 

b.      Enter the middle name of the account’s primary applicant in the Middle Name textbox.

 

c.      Enter the last name of the account’s primary applicant in the Last Name textbox.

 

d.      Enter the date of birth of the account’s primary applicant in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

 

e.      Enter the social security number of the account’s primary applicant in the Social Security Number textbox in the format XXX-XX-XXXX.

 

f.       Select the account holder’s gender from the Gender drop down menu.

 

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click on the Search button.

 

·        Potential matches for the MCI are displayed.

 

4.      To view detailed information about the potential matches retrieved from the search, click the View Details button.

 

·        The MCI Details screen is displayed.

 

5.      Follow the Create a New MCI Number or the Associate an Existing MCI with an Account user guides.

 

 

Results of the Procedure

 

A search for potential MCI matches is performed.