About Case Match rules |
|
Use a case match rule to retrieve objects (referred to as cases in this rule) from the database and evaluate them according to criteria you specify in the rule. Such processing is sometimes called case-based reasoning.
For example, you can use a case match rule to develop a report on overdue assignments, to choose the highest-scoring supplier, or to find the best product for known criteria.
A case match rule has one of two types:
Seek First Case rule returns the first case found with a total score equal to or higher than the sum of weighted conditions. The sum threshold is specified in the rule.Seek Cases rule returns all the cases found with a criteria-matching total score equal to or higher than the cutoff score. As a best practice, edit the case match rule directly from the Case Designer. On the Details tab, edit the Duplicate Search field.
Use the Application Explorer to access case match rules in your application. Use the Records Explorer to list all the case match rules available to you.
For case match rules created prior to Pega Platform, complete the Retrieval tab before the Evaluation tab. For Seek First Case rules, complete the optional sort fields on the Retrieval tab after saving the form; then save again. See note at the top of this topic.
After you complete initial development and testing, you can delegate selected rules to line managers or other non-developers. Consider which business changes might require rule updates and if delegation to a user or group of users is appropriate.
For more details, see Delegating a rule or data type.
Case match rules are instances of the Rule-Declare-CaseMatch class. They are part of the Decision category.