Defining a threshold with weighted conditions for a case type

You can define a threshold with weighted conditions for a case type. By assigning a relative weight to each condition, you can quickly calculate the total weight of a case, which your application uses to determine whether the case is a duplicate.

Note: It is possible for a case to match weighted conditions but not be a duplicate. It is the set of exact conditions and the total weight of a case that determine whether a case is a duplicate.
  1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click Track duplicates.
  3. In the Case is duplicate when sum >= field, enter a threshold between 1 and 100 that a case must exceed for it to be considered a duplicate.
  4. Click + Add condition.
  5. Click the fx icon and select a function.
  6. In the Weight field, enter an integer between 1 and 100 that is added to the total weight of a case when the condition is met.
  7. In the fields that are displayed for the function, enter property names or values to compare with existing cases.
    Tip: Use the Primary keyword in these fields to distinguish between property values in the current case and existing cases. For example, enter Primary.FirstName and .FirstName in the fields for the [first string] equals [second string] function.
  8. Click OK.
  9. Click Save to store your settings in the pyDefaultCaseMatch case match rule.