Confirm LO workflow query rule(s)

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1

Hi Team,

I am working through a LO workflow where I need some assistance confirming if my query rules are configured properly to handle the desired behavior described by the client. Please see below:

If you are cookied to a loan officer on our site (it can be any LO), the goal is to have this cookied LO appear in the Answers experience under the Loan Officer tab. Once you are cookied to someone, no other LO should be appearing in the Answers experience . If cookied, the Answers query URL will have their NMLS as a parameter.

The client is asking for the logic on Yext’s end needs to be: Check URL string for jobProspect/NMLS parameter, if value = an NMLS in Yext, populate that LO’s information in the Loan Officer tab. My understanding is the query rules in place would handle this, but the client tested on their end and could not confirm.

Thanks,
Sean

2

Hey @Sean_Coleman, the best way to achieve this would be having your client send us the NMLS cookie data using context such that we receive something like this in the URL:

&context={"NMLS": "123456789"}

On our side, we can set up a query rule to filter on this data:

{
  "criteria": {
    "contextContainsKey": "$.NMLS"
  },
  "actions": [
    {
      "actionType": "ADD_FILTER",
      "filter": {
        "c_profileNMLS": {
          "$eq": "{{$.NMLS}}"
        }
      },
      "verticalKeys": [
        "loan_officers",
      ]
    }
  ]
}

Best,
Sam