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Find the right information in large Confluence tables while the customer is on the line

Context and Challenge

A claims department keeps large reference tables in Confluence with instructions for calculating insurance payouts. The tables contain text as well as links to supporting pages and PDF attachments.

When a customer calls, the employee needs to find the relevant information in the table while the conversation is happening. Native Confluence tables did not provide the table-level search they needed.

Result

The reference information can now be maintained in regular Confluence tables and searched directly with Table Filter. Employees can enter a search term and immediately narrow a large table to the relevant rows while speaking with a customer, without manually scanning the entire reference table.

How it is built

A native Confluence table containing the reference information is wrapped in Table Filter, which adds search and filtering to the table.

THE APP MACROS USED

  • Table Filter

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