I am looking for a FE search technique that an agent user can use to find related clients (family members) within a database of their clients.
A new product is being launched with an option where there is value to the agent if they can group related clients together. The tool we are building will help the agent with the grouping but we only have the client list and their addresses, and we want to help provide suggestions.
We had originally thought the agent would search all clients under the same address, but during user testing they did not have the addresses, and did not choose to look them up. Instead going with client name.
An idea has been floated that we just give them all their matches or give them the option. You lookup client name and then checkbox to see other types of suggestions. This may work but looks pretty ugly.
Another UX question helped me find these JS Angular chips search method, which would let the agent search multiple clients to build a larger group to make selections but does not help with giving them other possible family members they may have forgotten about.
The least appealing option would be to make available a separate list for each client where we have gleaned all possible suggestion based on address or surname. This is not great because it is not dynamic, and if a group is created and they later forget to add a new policy to the group then the tool would help and a report would be less value.
Any thoughts on how to complete the search?
Note: search will be FE. All data will be loaded FE and searches/filters completed without further severside inquiries.