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Finding duplicate cases

You can find cases in your application that match a set of weighted and exact conditions. By tracking duplicate cases in your application, you can save time and ensure that each case represents a unique request.

  1. Add the Duplicate Search shape to the life cycle of your case type.

    1. On the Workflow tab, click Life cycle.

    2. Hover over a process in a stage, and then click + Step > More > Utilities > Duplicate Search.

      For advanced processes, click Configure process to add the shape to the flow canvas.

    3. Click Select.

  2. Define the criteria that determines whether a case is a duplicate.

    1. Define a threshold that duplicates must exceed and the weighted conditions that support it.

    2. Define the conditions that duplicates must match exactly.

  3. Optional: To make a temporary case become a permanent object in your data base when no duplicates are found, add the Persist Case shape to the life cycle of your case type.

At run time, the pyDuplicateSearchCases flow returns a list of cases that match exact conditions. The list is then refined by evaluating the weighted conditions. Only cases with a total weight that is equal to or exceeds the weighted threshold are displayed as duplicates.