In order for policy fields to be made indexable and available as a search term, the field must have the ‘Indexable’ toggle switch toggled on in Policy Configuration. Currently there are 4 mandatory indexable fields that cannot be turned off:
First Name (database field firstName)
Last Name (database field lastName)
Legal Entity Name (database field legalEntityName)
Group Name (database field groupName)
If a field is missing from the advanced search, check if the field set as “Indexable“ in the policy configuration.
If not, the user should:
Open the Policy Configuration and create a new Policy Draft.
Select the Data Requirement to index.
Toggle the ‘Indexable’ toggle switch on, (button changes colour to indicate its active)
Publish the new draft.
The re-indexing of fields will take some time in the system, so the change will not occur instantly. You will receive a notification in the application when indexing has been successfully completed.