Finding duplicate cases
Save time by identifying potential duplicate cases in your application and ensuring that each case represents a unique request. Potential duplicate cases match a set of required and weighted conditions.
- Add a Search duplicate cases shape to the life cycle of your case type. For more information, see Searching duplicate cases.
- Define the criteria that determine whether a case is a duplicate by performing the
following actions:
- Define the basic conditions that potential duplicates must match exactly. For more information, see Defining basic conditions for case types.
- Define a threshold that potential duplicates must match or exceed, and then specify the weighted conditions that support that threshold. For more information, see Defining a threshold with weighted conditions for a case type.
- Optional: To transform a temporary case into a permanent object in your database when your application does not identify any duplicates, add a Persist Case shape to the life cycle of your case type. For more information, see Persisting temporary cases.
- Searching duplicate cases
Save time and minimize creation of similar cases by adding a Search duplicate cases shape to your case life cycle.
- Defining basic conditions for case types
Improve the performance of your duplicate case search and limit the number of potential duplicates by defining basic conditions for potential duplicate cases.
- Defining a threshold with weighted conditions for a case type
Improve the performance of your duplicate case search and limit the number of potential duplicates by defining weighted conditions for a potential duplicate case. Determine whether the case is a potential duplicate by assigning a relative weight to each condition, and by calculating the total weight of a case.
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