IDs. Transfer Amounts. Account Statuses. Dates. There is significant data in the Orum Portal, all accessible and available to give you a real-time look at your transfers and bank account verifications.
Now Orum’s new search and filter capabilities make it even easier to pinpoint a subset of details as you reconcile balances, troubleshoot customer issues, and export reports.
You’ve always had the ability to filter by transfer status or reference ID, but we wanted to expand those capabilities while making search even faster and smoother. With today’s launch of an entirely new search and filter experience, you have the tools you need across all the various screens of the Portal.
Precise, Intuitive Search
You’ll find the new 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
Each page in the Orum Portal contains a unique filter set. Here’s a breakdown of 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. This functionality is coming soon.
Get Started Now
Sign into your account and check out the new enhanced search and filter today. We’d love to hear what you think. And if you need a refresher on all-things Portal, here’s a two-minute overview:
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