UI Design: Search Field for BTR Search: Search by Person

[steveburtch]

In person search,

1. User can search by full or partial legal name, full or partial preferred name, SIN/TTN/ITN, email address, BO address.
2. Exact match feature can be used to restrict results.
3. If the user is authorized to see both directors and SIs, then they will see results for both roles the person serves. Otherwise, they will only see either SI or director results, based on their authorization level.

(note: if the person search includes directors, then all of the director search terms will need to be included here)

[J-Baese]

[J-Baese]

@steveburtch I've got the mocks posted here - not sure who needs to review?

[steveburtch]

@J-Baese If I recall correctly we will not be having the View Recently Purchased Documents option available here. The look instead will be like the current director search.

[J-Baese]

Updated