Building a New Search Engine

In the 24.05 release, we finally completed the introduction of a new search engine, used currently by both the Member Inquiry tool and Xpress Teller. This new engine, which went through several iterations since it was first introduced in 2021, was intended to solve some long-standing weaknesses of our current global search and to give us more flexibility for adding new search options in the future.

Based on early feedback, we believe we finally have a winner!  Here’s how the new search feature looks in Member Inquiry:

Read some FAQs about the new search engine

What’s next?

Our next project is to move forward with replacing the existing search in Phone Operator, Global Search, and elsewhere with this new engine.

Status as of June 2024: Project #54581, which adds the new search to Phone Operator, is currently waiting for available QC testing resources.  Project #54580, which replaces the existing Global Search feature (used in many places), is currently in development.

After that, we’ll start considering other features we might be able to add to the “other” advanced search feature, such as:

  • Search by street address
  • Include closed accounts/memberships
  • Search by card # for closed cards
  • Search by VIN# (remember you can already do this via Tool #224)
  • Checkbox for including joint owners in the search or not
  • Search by last 4 only of SSN/TIN
  • Search by date of birth

Status as of June 2024: Still in the early design phase.

 

Your chef for this recipe:  Dawn Moore

FAQs about the New Search Engine

Why am I sometimes finding the primary owner only and other times the primary and secondary owners (such as joint owners) when I use the Xpress Teller search feature?

How will the new search work when it comes to hyphenated names, or names that end with something like Jr., Sr., II, and III?

Why would you use the Advanced Search feature in the new search engine?

How can you tell in which field a number was found in when using Xpress Teller Search and Inquiry Search?

Why might I not find a joint owner or co-borrower record in the Search results on Xpress Teller Search or Inquiry Search?

How is the data gathered for the new search engine that’s used by Member Inquiry and Xpress Teller?

 

Updated
June 11, 2024

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