Restrictions on properties used in duplicate tracking
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.