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Restrictions on properties used in duplicate tracking

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The following restrictions apply to the property names and values that you reference in expressions on the Case Match form and the Track duplicates category of settings for a case type:

  • Properties that are referenced by an exact condition must be exposed as columns in the database.

  • Properties that are referenced by a weighted condition must be included as columns in a version of the pyCaseMatchProcessingTemplate report definition that applies to the class of your case type.

  • Finding duplicate cases

    Save time by identifying potential duplicate cases in your application and ensuring that each case represents a unique request. Potential duplicate cases match a set of required and weighted conditions.

  • Defining basic conditions for case types

    Improve the performance of your duplicate case search and limit the number of potential duplicates by defining basic conditions for potential duplicate cases.

  • Defining a threshold with weighted conditions for a case type

    Improve the performance of your duplicate case search and limit the number of potential duplicates by defining weighted conditions for a potential duplicate case. Determine whether the case is a potential duplicate by assigning a relative weight to each condition, and by calculating the total weight of a case.


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