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Use this guide to add a Name filter to Directory → People so users can find a person from part of their name. You need access to your company’s configuration editor and a Person field with the reference name. If your AI Insurance team manages configuration for you, ask them to add the filter using this example. See List filters for how to choose the filters your team needs during onboarding.

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Add the filter to your draft

1

Open List Filters

Open Admin → Configuration → List Filters. Select Edit to work on the configuration draft.
2

Check the People filters

If a Name filter already exists on People, select its Edit list filter action. Check that it offers Contains under Operators.If the filter is missing, select Add List Filter.
3

Define the name filter

For a new filter, enter these values:The Expression reads the person’s configured name field. Filter name is the label users see. Key identifies this filter within the People list and must be unique there. If another filter already uses the key name, choose a different key for the new filter.Select the conditions you want to offer under Operators. For partial name lookups, include Contains.
4

Add or save the filter

Select Add list filter, or Save list filter when editing an existing definition. The change is now in your configuration draft. Adding the row does not make the filter available on the live list yet.

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Review and apply the configuration

  1. Select Ship. The app validates the configuration and previews the changes.
  2. Review the whole draft, including any changes beyond this filter.
  3. If validation reports an error, close the dialog and correct the draft.
  4. When the draft is valid and the changes are ready, confirm Ship.
  5. After the app confirms Configuration shipped, select Done.

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Check the lookup

  1. Open Directory → People and select Add Filters.
  2. Choose Name, then Contains.
  3. Enter part of the name of a person already in your company’s Directory.
  4. Select Apply and confirm that the expected person appears.
If Name is missing, check that you added the filter to People in the correct company’s configuration and shipped the draft. If Name is present but Contains is missing, edit its Operators and ship that change.

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Configure another list

For Exposures, Quotes, Policies, or another entity list, choose that list and the value users need to match. For a single text field, use its configured reference in Expression, rather than its display label. Keep String, Single, and Contains for a partial-text lookup. For example, if your Exposures configuration has a text field referenced as exposureName, use that expression for an Insured Name filter. The People name expression does not refer to that Exposure field. An address needs a text expression for a partial-address lookup. If the list has a single Address or AddressV2 field referenced as address, use ADDRESS_SEARCH_TEXT(address). Set Result type to String, Cardinality to Single, and include Contains under Operators. Check the selected list’s actual field references before copying an expression. Other filters, such as dates or dropdown choices, need the appropriate result type and conditions for the value they produce. Teams that manage configuration through the API use the listFilters section. See the Configuration API for how to export, validate, and apply configuration changes.