System Administrator Fuzzy Search Details

Overview of Fuzzy Search Details

The Quick Search and Free Form Search features have been enhanced to include fuzzy searching. The system will compile indexes of bonds, accounts, and bond configurations information to be used for searching. This data is recompiled every five minutes. The searching function is detailed below.

The search text entered is submitted to the Bond Configuration index, which looks for each word in the search text in all of these fields:

The search text entered into the search bar is submitted to both the Bonds and Accounts indexes in the Fuzzy Search.
The Bonds index looks for each word in the search text for all of these fields:
Bond Title
Agency Name
Bond Number
Tracking Number
Obligee Name
Obligee City
Obligee State
Obligee State Abbreviation
Applicant Name
People on the bond:
- First Name
- Last Name
- Email
Companies on the bond:
- Company Name
- Email
- Phone

People on the account:
- First Name
- Last Name
- Email
Companies on the account:
- Company Name
- Email
- Phone
Tracking Number
Account Name
Account Number
Each word entered is analyzed, and if it is any of these then it is NOT flagged for 'Fuzzy' searching:
Numeric Only Digits (i.e. Tracking, Account, or Bond Numbers)
State Abbreviations
Bond Number
By default, a regular expression pattern match is designed based on the bond number configurations setup in the system.
For example, if using a bond number prefix and/or suffix, the search will recognize these as bond numbers and not use fuzzy searching for the entry.
If the carrier is using a bond number service, a custom regular expression will need to be created and entered into the new BondNumberRegexOverride setting. Please contact Support for assistance in creating this setting value.
Email
Phone Number
The email and phone type entries use the same text patterns that are used when the system validates input. If an invalid email or phone is entered, the entry will use the fuzzy search functionality.

The search supports using asterisks as wildcards at the beginning and/or end of a search text. Wildcard and fuzzy searching cannot be combined, so when an asterisk is used, fuzzy searching will not be used.
Wildcard searching is used by adding an asterisk within a search as for any unknown terms. Add the asterisk at the begin of the search to find results ending with the text after the asterisk. Add the asterisk at the end of the search to find results beginning with the text before the asterisk. Add the asterisk at the begin and end of the search to find results contained between the two asterisks.