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