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Item offset search

Updated on January 18, 2022

Item offset search combines parameters and instructions from three sources which may be defined at the case type or general class level:

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

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