Difference between revisions of "Detecting duplicate cases"

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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.
 
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.
  
===== Basic conditions =====
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=== Basic conditions ===
 
Basic conditions are the required conditions that '''must match''' for a case to be considered duplicate.
 
Basic conditions are the required conditions that '''must match''' for a case to be considered duplicate.
  
===== Weighted conditions =====
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=== Weighted conditions ===
 
Weighted conditions can be assigned a score and a threshold, and can be defined as the sum of all the weighted conditions.  
 
Weighted conditions can be assigned a score and a threshold, and can be defined as the sum of all the weighted conditions.  
  

Revision as of 14:14, 25 January 2021

Detecting duplicate cases

Description Configuring the Search Duplicate Cases tool in Pega Platform
Version as of 8.5
Application 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