Basic search overview

In PolicyCenter, basic search uses free-text search which provides faster search than database search against very large databases. The search is faster because it searches through text-based representations of selected data. You can choose to enable or disable basic search. Basic search is disabled in the default configuration.

PolicyCenter includes basic search for policies and submissions. You can configure basic search for policies and submissions.

The Search Policies > Basic screen has fields to enter data by name, address, and other criteria. For each field, there is a corresponding search index to optimize retrieval of that data. One search field may map to more than one object or property in the database. For example, entering a value in the Name field compares the search string against an index field that consists of concatenated First Name and Last Name or Company Name.

Note: When entering a phone number as a free-text search criterion, enter a phone number appropriate for your default phone region and do not use an extension. If free text search finds a match, it returns the phone number formatted according to your default phone region.

In PolicyCenter, free-text search uses an integration with the full-text search engine Solr. Free-text search is disabled by default. For more information on enabling and configuring free-text search, see Free-text search configuration.