Advanced Searching and Alerting Tutorial

Overview

Learn how to build more complex searches that search for values in specific fields, how to save those searches and use them to generate email alerts when LEIs that match the search criteria change. 

Advanced Search 

It's easy enough in lei-lookiup.com to just type away in the search box and see the search results built dynamically. In this example below, we see that searching for "JP Morgan" results in over 1000 matches.

Sometimes though, we may want our search to be more specific than this. For example we are only interested in JPMorgan LEIs that are London based. This is easy to achieve by putting the field name token, followed by a colon, then the text you are looking for. So in this case the search becomes:

"JP Morgan city:london"

So this restricts the results to just the LEIs that have "London" in the field City. In this case 68 matches.

The tokens used for the field names are not case sensitive and can be chosen in any combination from the following list:

  • LegalName
  • LEI
  • Country
  • Address
  • City
  • PostCode
  • Status
  • RegStatus
  • LegalForm
  • Error 

NOTE:

  • Country relates to the ISO Code only (e.g. FR for France).
  • Address relates to line-1 of the LEI address only.
  • Status can be either Active or Inactive.
  • Error can be Yes or No.

If you are unsure of the tokens available clicking on the big green question mark will bring up some help text

Saved Searches

Having created a search, be it simple, or advanced using a string of tokens, lei-lookup.com offers you the facility to save and name your search for future use by clicking on "Save as Search" - just below the search box

Here you can choose a name for the search. I chose "JPM London". Notice I've also added another token to only search for LEIs in state Active. This can be useful to exclude any old inactive LEI entries. Before you save the search you have the option to check "Alert me when there are changes" - which we will come back to later. 

Using Saved Searches

It's easy to bring back saved searches - just click in the "Use Saved Search" directly under the main search box. This brings up a list of all your saved searches. We only have one here which we can click on it to use. We also have the option of toggling the alert status by clicking on the bell icon - Green is ON, Red is OFF . 

Alerts

Activating the alert status allows us to use the powerful search based alerting feature.  This will enable you to receive email alerts whenever any of the LEIs that match the search change - (for example becoming inactive) and conveniently you will be alerted to any new LEIs that are created that match this search criteria.

What happens in the background is that lei-lookup loads the latest LEI data from GLEI-F every day.  When this data is loaded lei-lookup.com will check if any of the results of your search have changed based on the new data. If they have you will get an email - the email summarises the changes and provides links to each LEI updated. Meaning if there are multiple changes you will not get swamped with emails.

Below we have an example of what an email alert looks like. In this case it is for a different alert for "BNP-PARIBAS". The LEIs that match the search and have changed are listed and the LEI code provide a link back to the LEI in lei-lookup.com

When we click on the first of these LEI's we are brought to the LEI detail pop-up window 

To see what fields have changed click on the changes tab

In this case we can see the Legal Name has been changed along with the update date.  

SUMMARY

In this tutorial we have seen how to create an advanced search using tokens and the colon notation. We have seen how these searches can be saved for future use and also used to generate email alerts when LEIs in the search change. We have then seen how we can then see what data changed in the LEI to cause the alert.