Difference between revisions of "Detecting duplicate cases"

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Duplicate cases are cases that have the same data and purpose.  
 
Duplicate cases are cases that have the same data and purpose.  
  
Having same data doesn’t make a case duplicate.
+
Having same data alone 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, quantity.In this case the second order might be a duplicate order. 
  
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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Application has to evaluate whether the second order is a duplicate and flag it.  
  
== Steps to detect duplicate cases ==
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Pega platform provides the ability to configure conditions that help 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.  
 
  
This option can be added to your case flow as a step.  
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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]''' feature that gives the ability to detect duplicate cases.
  
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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This option has to be added to the case flow as a step and the conditions have to be configured.
 +
 
 +
This option provides '''[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 application to determine If a case is a duplicate.
  
 
===== Basic conditions =====
 
===== Basic conditions =====
Basic conditions are the conditions that '''must match''' for a case to be considered duplicate.
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Basic conditions are the required conditions that '''must match''' for a case to be considered duplicate.
  
 
===== Weighted conditions =====
 
===== Weighted conditions =====
 
Weighted conditions can be assigned a score and a threshold can be defined for sum of all the weighted conditions.  
 
Weighted conditions can be assigned a score and a threshold can be defined for sum of all the weighted conditions.  
  
A case is deemed duplicate, when the combined score of the weighted conditions matches or exceeds the threshold value.
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A case is deemed duplicate when
 +
* Basic conditions are matched and
 +
 
 +
* 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]

Revision as of 00:13, 17 January 2021


Curator Assigned
Request to Publish
Description Detecting duplicate cases
Version as of 8.5
Application Platform
Capability/Industry Area Case Management

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What is a duplicate case?[edit]

Duplicate cases are cases that have the same data and purpose.

Having 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, quantity.In this case the second order might be a duplicate order.

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 provides search duplicate cases feature that gives the ability to detect duplicate cases.

This option has to be added to the case flow as a step and the conditions have to be configured.

This option provides Basic conditions and Weighted conditions to compare property values in the application to determine If 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 can be defined for sum of all the weighted conditions.

A case is deemed duplicate when

  • Basic conditions are matched and
  • Sum of the weighted conditions matches or exceeds the threshold value.

Related information[edit]

Finding duplicate cases