Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
We are working on a Bot as part of our K-1A process.
The current state when we search for an Instance by Client ID in K-1 Aggregator, the results returned include “Contains Within”. This would cause our K-1A Bot to often yield multiple results which would cause “exceptions” to be identifying just one. As we have built up the firm we currently do not have a standard client ID format so some are four digits, some five and most six So if finding a four digit client ID it yields multiple results including the ones that are five and six digits and contain those numbers.
Would it be possible to have an option where K-1 Aggregator would allow the “Client ID” field to return an exact match. The new enhancement would give flexibility to adjust the conditions of the search form “Contains Within” to “Exact Match”. |
How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes. |
further automation |
Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
|
How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |