Use Case 1: Partial Match with OR Conditions

You want to search for a customer using one of several identifiers—mobile number, email ID, or external ID. You're okay with partial input. For instance, typing just part of the mobile number or a fragment of the email ID should still return relevant results.

Solution

You can create a search filter with mobile OR email OR external ID condition. This is useful when you don’t have the full details but still want to pull up the right customer profile using whatever you’ve got.

Use Case 2: Exact Match with AND Conditions

You want to search for a customer using a combination of details—first name, date of birth, and city. In this case, you're doing a full search. You’ll enter the complete first name (e.g., Frodo), the full date of birth, and the full city name (e.g., Mount Doom). No partials.

Solution

You can create a search filter with first name AND date of birth AND city (requires exact match). This approach is ideal when you want to narrow down the results to an exact individual based on multiple known fields.

Use Case 3: Exact Match with Optional Filter

You want to search for a customer using first name, date of birth, and city. These are your primary fields and require an exact match. Additionally, you want to refine the search further using the zip code—but this field is optional. If provided, it’ll narrow down the results even more.

Search Criteria:
first name AND date of birth AND city

• zip code (optional)

This is helpful when you have most of the key information but want to add another layer to reduce ambiguity in search results.

Use Case 4: Primary ID with Optional Filters

You’re looking for a specific transaction using the transaction (bill) number. To help limit the result set—especially if multiple systems or hotels use similar formats—you can add check-out date and hotel name as optional filters.

Search Criteria:
transaction number

• check-out date (optional)
• hotel name (optional)

Use this when the transaction ID is the main identifier, but extra filters can help isolate the right record more quickly.