In the 21.05 release, we introduced a brand new search engine as part of the new Xpress Teller system. We also introduced the new search into the Member Inquiry tool, replacing the existing global search feature. This new engine 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.
After initial deployment, it was clear that while the new search options such as phone number and email address were a big hit, the results when searching by member name were disappointing. So we went back to the drawing board, and in the 21.12 release we made a major improvement to how the search works for both Xpress Teller and Member Inquiry.
The changes in 21.12 did help a lot, but based on CU feedback we decided to take one more stab. A project we’re dubbing “Search Engine 3.0” will further refine name searches by allowing first, middle initial, and last names to be entered separately for individuals, with an additional field just for searching for an organization name.
Following is a mockup of how the name search would change in Member Inquiry (we’ll make the same change to Xpress Teller as well):
The intent is to solve the few remaining concerns in order to allow us to move forward with replacing global searches throughout CU*BASE with this new engine.
Status as of July 2023: Project #58064 is currently in development, but has been delayed due to other priorities. Currently no target date for completion but we are still trying! Special thanks to the following CUs who gave excellent feedback for this design: Cincinnati Ohio Police FCU, Brewery CU, West Michigan CU, TBA Credit Union, Day Air CU, and Metrum CU.
After the Search Engine 3.0 project is implemented, assuming there are no show-stoppers, we are planning to move forward with replacing the existing search in Phone Operator, Global Search, and elsewhere with this new engine.
Other Ideas We’re Considering for Future Phases
- Search by street address?
- Include closed accounts/memberships?
- Search by card # for closed cards?
- Search by VIN#?
- Checkbox for including joint owners in the search or not?
- Search by last 4 only of SSN/TIN?
- Search by date of birth?
Your chef for this recipe: Dawn Moore
FAQs about the New Search Engine