Issue with Name Matching for NYSIS/Direct Certification - Legal Names

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asked Apr 30, 2025 in New Feature Requests by mkaplan
We’re encountering an issue: currently, the system uses students’ full legal names. However, for NYSIS or Direct Certification, many students are listed with only their first name and no middle name.

Is there a way for the system to first attempt a match using both the first and middle names, and if no match is found, fall back to matching by first name only?

We really appreciate how smoothly the system runs—it’s saved us a lot of time and hassle overall. However we have many students that we end up processing manually, which is very time-consuming.

Thank You

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