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  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:

 

Access

As a best practice, edit the case match rule directly from the Case Designer. On the Details tab, edit the Duplicate Search field.

Use the Application Explorer to access case match rules in your application. Use the Records Explorer to list all the case match rules available to you.

 

Development

NoteFor case match rules created prior to Pega 7, 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. See note at the top of this topic.

 

Delegation

After you complete initial development and testing, you can delegate selected rules to line managers or other non-developers. Consider which business changes might require rule updates and if delegation to a user or group of users is appropriate.

For more details, see How to delegate a rule.

 

Category

Case match rules are instances of the Rule-Declare-CaseMatch class. They are part of the Decision category.

Standard rules Atlas — Standard case match rules

Decision category