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.
In the Explorer panel, click Cases, and then click the case type that you want to open.
On the Settings tab, click Track duplicates.
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.
Click + Add condition.
Click the fx icon and select a function.
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.
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.
Click OK.
Click Save to store your settings in the pyDefaultCaseMatch case match rule.
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.