Case Match form
Completing the Evaluation tab

Field

Description

Enter the minimum score that a case must achieve for the case to be included in the match results. If you do not enter a score, the default value is 50.

Select:

• Seek First Case to cause this rule to return only the first case found that has a score equal to or higher than the cut off score specified in the rule.
• Seek Cases to return all the cases with a score equal to or higher than the cut-off score.

Enter the match conditions the system uses to score a case. For each case, for each condition met, the system adds the score associated with the condition in the Weight field to the total score of the case. All the rows are evaluated for each case.

Enter a match condition. A condition can be either a function rule call that returns a Boolean result, or an expression that returns true or false. Boolean expressions usually include one of the following comparison operators: >, <, >=, <=, =, !=, <>, ^=.

Many expressions are in the format:

variable1 operator variable2

where variable can be a property reference or a constant.

For guided assistance in entering an expression, click the magnifying glass icon () to start the Expression Builder. See About the Expression Builder.

To reference a property that is on the page generated by the activity in the Content Activity field (on the Retrieval tab), use the keyword TargetPage as the page name. To reference a property that is in the primary page, enter a period before the property name or precede the property name with they keyword Primary and a dot.

Enter a value between 1 and 100 to add to the total score of the case if the condition specified in the row is true. The total of all the weight values is limited to 100.