Case matches

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:

  • A Seek First Case rule returns the first case found with a total score equal to or higher than the sum of weighted conditions. The sum threshold is specified in the rule.
  • A Seek Cases rule returns all the cases found with a criteria-matching total score equal to or higher than the cutoff score.

The system includes one standard case match rule, as a working example.

Key Description

Ranks overdue assignments based on the assignment urgency, age, and how close the assignment is to the deadline time. Selects assignments with a score of 75 or greater.

This example supports the standard list view rule Assign-Worklist.UrgentAssignments.ALL, which is not used otherwise.

About Case Match rules


As a best practice, use the Track duplicates category of case-type settings instead of the Case Match form.

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.