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Updated 4/10: Search by SSN will also be available as part of this opt-in release.
Date Available: Opt-in, Available now
Which customers are impacted?: Consumer banking customers on Configurable Platform
How to turn on: Please reach out to your Blend representative to enable this feature.
Purpose of Update and Benefit:
This feature allows enterprise pipeline users to take advantage of the entire pipeline when using the pipeline search feature. This is incredibly helpful for pipeline users who need to see and filter on more data related to their search query. This feature is only available for Consumer Banking customers on Configurable Platform.
Current Behavior:
The pipeline page does not currently filter based on the search query. The search bar only allows users to click on individual loans that show up.
New Behavior:
Users will be able to search through the entire pipeline page. Applications can be searched by email address, name, loan ID, assignee, etc. Search by SSN is also supported. The pipeline will automatically filter depending on the search query.
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