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Ftr/dev 15167 implement recipient lookup tool#4683

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james-at-kc wants to merge 6 commits into
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ftr/DEV-15167-implement-recipient-lookup-tool
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Ftr/dev 15167 implement recipient lookup tool#4683
james-at-kc wants to merge 6 commits into
qatfrom
ftr/DEV-15167-implement-recipient-lookup-tool

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@james-at-kc

@james-at-kc james-at-kc commented Jul 1, 2026

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Description:

Search the recipients index in OpenSearch to find the most relevant results that can then be passed to the Advanced Search query. Cris may have insights from the filter semantic sessions for how to implement this filter.

Technical Details:

The lookup_recipient tool should look for matches on the following fields: recipient_name, uei, duns

The lookup_recipient tool returns a list of recipient names.

The tool should query the recipient OpenSearch index a single time to find a relevant match

Test cases are created to capture different scenarios for the filter, including the usage of fuzzy matching

Requirements for PR Merge:

  1. Unit & integration tests updated
  2. API documentation updated (examples listed below)
    1. API Contracts
    2. API UI
    3. Comments
  3. Data validation completed (examples listed below)
    1. Does this work well with the current frontend? Or is the frontend aware of a needed change?
    2. Is performance impacted in the changes (e.g., API, pipeline, downloads, etc.)?
    3. Is the expected data returned with the expected format?
  4. Appropriate Operations ticket(s) created
  5. Jira Ticket(s)
    1. DEV-15167

Explain N/A in above checklist:

@james-at-kc james-at-kc changed the base branch from master to qat July 1, 2026 12:12
@james-at-kc james-at-kc marked this pull request as ready for review July 1, 2026 12:13
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