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Improve Customer Search Tolerance for Names With or Without Middle Names/Initials

Problem Statement

When searching for a customer using first and last name, the search results do not appear if the customer record includes a middle name or initial, unless the user enters the name exactly as stored.
This makes it difficult for support, fulfillment, and operations teams to locate customers efficiently — especially when users do not know whether a middle name or initial exists in the profile.


User Story

As a staff user searching for a customer
I want the Customer Search tool to return results even when I don’t enter a middle name or special character
So that I can reliably find customers without needing exact formatting or guesswork.


Definition of Done (DoD)

Scope

  • Improve search logic so that middle names and initials do not block matches when searching by first and last name.

  • Searching for:

    • “John Smith” should return customers listed as:

      • “John A. Smith”

      • “John Adam Smith”

      • “John Smith”

  • Introduce an optional field for middle name in the customer profile (not required to search but available if used).

  • Do not make any search fields mandatory.

Acceptance Criteria

  1. Flexible Matching

    • A customer appears in results when the user enters first + last name, regardless of whether the stored record includes a middle name or initial.

  2. Partial-Name Acceptance

    • Search should return results if the user only enters part of the name (e.g., “John Smi”), consistent with current fuzzy behavior.

  3. Middle Name Field (Optional)

    • Middle name can be stored if provided.

    • Search does not require it.

  4. No New Mandatory Fields

    • All search fields remain optional.

    • Users can search by any combination of first / last / email / etc.

  5. UI Behavior

    • Customer Search results load normally without requiring exact match formatting.

    • No changes to the existing search interface beyond improved matching logic.

  6. Testing

    • QA verifies searches for customers with:

      • No middle name

      • Middle initial

      • Full middle name

    • All return expected results when searching by first + last.

Status: Available1 comment

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Comments1

  • Rana Haleem

    Team•

    Dec 22, 2025

    @Sarah Graham - I wanted to update you this is now live, please check and let us know!