Migrate loan search bar to ElasticSearch

Available: Beta 11/22, Prod 1/3

Which customers are impacted?

All Customers.

How to turn on

This feature will automatically be turned on for all customers on the dates listed above.

Purpose of Update and Benefit

The loan search bar (top of the page in lender pipeline page) searches for loans via MongoDb, although the lender pipeline page is populated by retrieving loans via ElasticSearch. Moving the global search bar to ElasticSearch relieves MongoDb of significant load (which is much more efficiently handled by ElasticSearch) and better aligns search results with what's displayed in the lender pipeline view.

Other than minor display differences, this change shouldn't be something any users notice, as it is mostly a backend change.

Current Behavior

Loan search bar searches via MongoDb.

New Behavior

Loan search bar searches via ElasticSearch (similar to the rest of the lender pipeline page's functionality). There is no change to the fields that users can search by, but for reference, they are:

• Loan Reference Number
• Borrower Name
• Borrower Email
• Co-borrower Name
• Co-borrower Email
• Property Address
• LOS Primary Key
• CRM Primary Key

Results display the same as before, but with the exception that "LOS Primary Key" and "CRM Primary Key" (if the loan has either set) will be displayed in each result next to the "Loan Reference Number". They previously showed in results only if they matched the text the user was searching for.

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