What is Global search?

Global search helps users quickly find relevant data across the Dashboard entities from a single search interface. It supports both exact-match and full-text search, making it easier to locate records, references, IDs, names, and related operational data across the platform.

The search experience is designed to be secure, scalable, and extensible. You only see data that you are authorised to access based on your Role and scope, while indexed content excludes sensitive values and supports future expansion across services and entities.

How it works?

Global search aggregates searchable data from the platform into a centralised search index. This allows you to search across supported entities without navigating through individual modules or pages.

When a search query is entered, the system evaluates indexed attributes and returns matching results based on exact, partial, or full-text matching logic. Search results are then filtered according to your access Permissions to ensure only authorised records are displayed.

Depending on the entity, the search may include structured fields such as IDs, names, descriptions, reference values, URLs, emails, and selected metadata.

Search behaviour

Global Search supports different types of matching to improve result relevance and usability.

1. Exact match

Exact match is typically used for structured values such as:

• IDs
• reference IDs
• original IDs
• provider reference IDs
• emails
• connector-related identifiers

This helps to quickly locate a specific record when the exact value is known.

2. Partial match

Partial match allows users to find records using only part of a value. This is useful when searching by:

• entity names
• descriptions
• websites
• URLs
• references
• merchant or provider labels

For example, entering part of a Merchant account name can still return the correct result.

3. Full-text search

Full-text search is used for broader keyword-based discovery across supported text fields. This helps users find records even when they do not know the exact value stored in the system.

Depending on the entity, this may include fields such as:

• name
• description
• metadata
• details
• selected structured JSON content

Access and permissions

Global search follows the same access rules as the rest of the Dashboard.

Search results are filtered using:

• RBAC (Role-Based Access Control)
• Scope-based access restrictions

This means users can only see records they are already authorised to view in the platform.

Search indexing and query evaluation are designed to work with permission validation logic from core services, ensuring consistent visibility across all supported entities.

Security considerations

To maintain secure search behaviour:

• sensitive values are not indexed
• raw API tokens are excluded
• sensitive URL parameters should not be indexed
• only approved searchable fields are included in the search index

This helps ensure that search remains both useful and compliant with internal security expectations.

Supported entities

Global search supports searching across multiple entities in the Dashboard.

Payment entities