About Case Match
rules
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Use a case match rule to retrieve objects (referred to as cases in this rule) from the database and evaluate them according to criteria you specify in the rule. Such processing is sometimes called case-based reasoning.
For example, you can use a case match rule to develop a report on overdue assignments, to choose the highest-scoring supplier, or to find the best product for known criteria.
A case match rule has one of two types
Seek First Case rule returns the first
case found with a total score equal to or higher than the
cutoff score. The cutoff score is specified in the rule.Seek Cases rule returns all the cases
found with a criteria-matching total score equal to or higher
than the cutoff score. Use the Application Explorer to access case match rules in your application. Use the Rules by Type Explorer to list all the case match rules available to you.
Complete the Retrieval tab before the Evaluation tab. For Seek First
Case rules, complete the optional sort fields on the
Retrieval tab after saving the
form; then save again.
After you complete initial development and testing, you can delegate selected case match rules to line business managers. The Evaluation tab of the Case Match form provides managers with access to the fields most often updated.
For each case match rule in your application, consider
which business changes might require rule updates, and whether
to delegate the rule to non-developers who then can make such
updates directly. See How to build for
change.
Case match rules are instances of the Rule-Declare-CaseMatch class. They are part of the Decision category.
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