ISF Lookup
The “
ISF Lookup
” screen provides a high-level overview of all Security Filings within ONESOURCE ISF. From each lookup screen, the user can easily select which Security Filings they wish to see. This screen can be opened by choosing “ISF Lookup” from the “Security Filing” menu.
There are several different “ISF Lookup” screens, each of which includes a number of standard queries that have been configured to display important information about the Security Filings stored within ONESOURCE ISF.
Action Bar
The action bar at the top of the “ISF Lookup” screen contains the following options:
Options | Description |
|---|---|
Web Links | Provides a list of customizable links to external sites. Embedded links can be provided to other websites outside of ONESOURCE ISF. If added during implementation, these links will display in the upper right corner of each “ISF Lookup” screen under the “Web Links” drop-down. |
Extract | Extracts the details currently being displayed on the “ISF Lookup” screen to an Excel spreadsheet, allowing the user to filter and extract custom reports from any “ISF Lookup” screen. important You can extract up to 1 million results in a single operation. If you need to extract more than 1 million results, contact your system administrator for assistance. |
Exit | Returns the user to the ISF platform homepage. |
Docks
The queries provided on an “ISF Lookup” screen (also called docks), are set up to display ISF information users need in order to help quickly identify a particular Security Filing or important attributes about a Security Filing housed in the ISF tables.
Docks can pull dynamic data to represent various milestones in the ISF cycle. Some examples of standard queries on the “ISF Lookup” screen include:
- Rejected Filings
- Untransmitted Filings
- Filings Awaiting Response
- Filings With No Bill on File
- Duplicate Filings
- Filings Accepted With Warnings
- Deleted Filings
- Recent CBP Responses
- Security Filing Templates
Next to each query title, a number in parenthesis indicates the number of records that will be returned for each individual query.
When a query tab is selected, the grid will refresh to show that data.
The grid will refresh to show the Security Filings matching the parameters of the query.
The “Refresh” button allows the user to reload the query’s display grid without reloading the entire screen.
Once a query is selected, the user can use the available filter features to perform a search based on a variety of customizable search parameters to quickly locate a particular entry. Once the search results are returned, the user can then sort these items according to the appropriate column headings to further refine the search results.
Performing a Search in a Lookup Screen
In a Lookup screen,
choose
a query from the dock on the left. Next, click
the “Show/Hide Filter” button to display the filter textboxes under each column.
Choose
a column to filter. Enter
a value to search for in the text field, then click
the filter button.
Choose
a filter from the list. Filters will vary depending on column type (alphanumeric, date, numeric, time). Once a filter is clicked, the grid refreshes to sort based off the provided parameters.
Once the results display,
choose
a column to sort by and click
the column header to sort. More than one filter or column sorting can be done at a time. This is referred to as a recursive search.Modifying an Untransmitted Filing via ISF Lookup
Although all docks in “ISF Lookup” allow the user to view a specific Security Filing, only Security Filings in the “Untransmitted Filings” dock can be modified.
To
modify
an untransmitted Security Filing, open
the “Untransmitted Filings” dock and choose
a Security Filing to modify. Once a Security Filing is selected, click
“Edit” on the far left.
The “Edit Security Filing” screen for the selected Security Filing will open. Fields within the screen will have read/write permissions depending on the user’s permission or group level.
For more information about the “Edit Security Filing” screen,
refer
to the “Edit Security Filing” section of this User Guide.Viewing a Security Filing via ISF Lookup
The only “ISF Lookup” dock where the user can modify a Security Filing is the “Untransmitted Filings” dock. For all other docks, the user can view the details on a specific Security Filing by clicking “View”.
The “Edit Security Filing” screen for the selected Security Filing will open. Fields within the screen will be read only, as action has already been taken on the Security Filing. For more information about the “Edit Security Filing” screen,
refer
to the “Edit Security Filing” section of this User Guide.Related Content
-
Importer Security Filing (ISF)
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