Difference between revisions of "Detecting duplicate cases"

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{{Design pattern|Title=Detecting duplicate cases|Description=Configuring the Search Duplicate Cases tool in Pega Platform|Version=8.5|Applications=Pega Platform|Capability Area=Case Management|Owner=Kollr}}
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|Description=Detecting duplicate cases
 
|Applications=Platform
 
|Capability Area=Case Management
 
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== What is a duplicate case? ==
 
== What is a duplicate case? ==
Duplicate cases are cases that have the same data and purpose.  
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Duplicate cases are cases that have the same data and purpose. But having the same data alone doesn’t make a case duplicate.
 
 
Having same data doesn’t make a case duplicate.
 
  
The application has to ensure that it is not marking genuine cases as duplicate or letting actual duplicate cases undetected into the system
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The application has to ensure that it does not let duplicate cases undetected into the system.
  
 
=== Example ===
 
=== Example ===
Two customer order cases can have the same products, quantity and customer name.  
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A customer has created two orders that have the same products, and quantities. In this case, the second order might be a duplicate order. The application has to evaluate whether the second order is a duplicate, and flag it.
  
In this case the second order might be a duplicate order. System should be able to evaluate whether the second order is a duplicate or a genuine order.
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Pega Platform provides the ability to configure conditions that help detect duplicate cases.  
  
== Steps to detect duplicate cases ==
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== How to detect duplicate cases ==
Pega provides '''[https://community.pega.com/knowledgebase/articles/case-management/85/searching-duplicate-cases search duplicate cases]''' option that gives the ability to detect duplicate cases.  
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Pega Platform provides the '''[https://community.pega.com/knowledgebase/articles/case-management/85/searching-duplicate-cases search duplicate cases]''' feature, which gives the ability to detect duplicate cases. This has to be added to the case flow as a step, and you then configure the conditions.
  
This option can be added to your case flow as a step.  
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These are '''[https://community.pega.com/knowledgebase/articles/case-management/85/defining-basic-conditions-case-types Basic conditions]''' and '''[https://community.pega.com/knowledgebase/articles/case-management/85/defining-threshold-weighted-conditions-case-type Weighted conditions]''', which compare property values in the application to determine whether a case is a duplicate.
  
This option uses '''[https://community.pega.com/knowledgebase/articles/case-management/85/defining-basic-conditions-case-types Basic conditions]''' and '''[https://community.pega.com/knowledgebase/articles/case-management/85/defining-threshold-weighted-conditions-case-type Weighted conditions]''' to compare property values in the system.
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=== Basic conditions ===
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Basic conditions are the required conditions that '''must match''' for a case to be considered duplicate.
  
===== Basic conditions =====
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=== Weighted conditions ===
Basic conditions are the conditions that '''must match''' for a case to be considered duplicate.
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Weighted conditions can be assigned a score and a threshold, and can be defined as the sum of all the weighted conditions.  
  
===== Weighted conditions =====
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A case is deemed duplicate when:
Weighted conditions can be assigned a score and a threshold can be defined for sum of all the weighted conditions.
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* The basic conditions are matched, and  
  
A case is deemed duplicate, when the combined score of the weighted conditions matches or exceeds the threshold value.
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* the Sum of the weighted conditions matches or exceeds the threshold value.
  
 
== Related information ==
 
== Related information ==
 
[https://community.pega.com/knowledgebase/articles/case-management/85/finding-duplicate-cases Finding duplicate cases]
 
[https://community.pega.com/knowledgebase/articles/case-management/85/finding-duplicate-cases Finding duplicate cases]

Latest revision as of 19:17, 11 June 2021

Detecting duplicate cases

Description Configuring the Search Duplicate Cases tool in Pega Platform
Version as of 8.5
Application Pega Platform
Capability/Industry Area Case Management



What is a duplicate case?[edit]

Duplicate cases are cases that have the same data and purpose. But having the same data alone doesn’t make a case duplicate.

The application has to ensure that it does not let duplicate cases undetected into the system.

Example[edit]

A customer has created two orders that have the same products, and quantities. In this case, the second order might be a duplicate order. The application has to evaluate whether the second order is a duplicate, and flag it.

Pega Platform provides the ability to configure conditions that help detect duplicate cases.

How to detect duplicate cases[edit]

Pega Platform provides the search duplicate cases feature, which gives the ability to detect duplicate cases. This has to be added to the case flow as a step, and you then configure the conditions.

These are Basic conditions and Weighted conditions, which compare property values in the application to determine whether a case is a duplicate.

Basic conditions[edit]

Basic conditions are the required conditions that must match for a case to be considered duplicate.

Weighted conditions[edit]

Weighted conditions can be assigned a score and a threshold, and can be defined as the sum of all the weighted conditions.

A case is deemed duplicate when:

  • The basic conditions are matched, and
  • the Sum of the weighted conditions matches or exceeds the threshold value.

Related information[edit]

Finding duplicate cases