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Financial offset search

Updated on January 18, 2022

Financial offset searching combines parameters and instructions from three sources that you can define at the case type or general class level:

  • FinSetOffsetClasses – An activity that defines the data against which the search to extract offset candidates is performed.
  • FinFinancialOffsetSearch – A flow with an embedded activity that defines the initial search (in Java Steps) and extraction threshold criteria.
  • Rule-PegaAcct-Search-Score – You create an instance of this rule to define the scoring parameters and the confidence threshold. You can use the DuplicateScore instance as the model to copy from.

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