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RaviK518

Member since 2016

40 posts

MSoft

Posted: October 28, 2017

Last activity: October 9, 2018

Posted: 28 Oct 2017 15:06 EDT
Last activity: 9 Oct 2018 6:17 EDT

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How to use Duplicate Search Smart Shape in Flow

Hi ,
Could anybody please let me know what is use of Duplicate Search Smart Shape
Under the Flow i see that we can add a Smart Shape as Duplicate Search

Could you please tell me where exactly , i mean under what stage and what step ,we must use this Smart Shape in the below attached Job Application Case

I have attached a Standard Screen Shot of a Job Application Case with number of Stages , where exactly should we must configure the Case Duplicate Search

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Case Management

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Accepted Solution

Posted: 3 years ago

Posted: 28 Oct 2017 23:08 EDT

Shekhar_Shubham

PEGA

replied to RaviK518

Hi,

Below steps are needed to be followed. Refer them it will solve your issue.

Tracking duplicate cases

You can find cases in your application that match a set of weighted and exact conditions. By tracking duplicate cases in your application, you can save time and ensure that each case represents a unique request.

Add weighted conditions to your duplicate case logic.

Add exact conditions to your duplicate case logic.

Add the Duplicate Search shape as a preconfigured step in a process.

Optional: Add the Persist Case shape as a preconfigured step in a process.

This technique handles the scenario where the current case is temporary and no duplicates are found.

Optional: Configure advanced settings by double-clicking the Duplicate Search shape in Process Modeler.

Because the Duplicate Search shape runs a flow, it has the same advanced options as the Subprocess shape.

At run time, the pyDuplicateSearchCases flow returns a list of cases that match exact conditions. The list is then refined by evaluating the weighted conditions. Only cases with a total weight that is equal to or exceeds the weighted threshold are displayed as duplicates.

Add weighted conditions to your duplicate case logic.

https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/case-wide-properties/duplicate-cases/cm-adding-weighted-condition-duplicate-logic-tsk.htm

Add exact conditions to your duplicate case logic.

https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/case-wide-properties/duplicate-cases/cm-adding-exact-condition-duplicate-logic-tsk.htm

Add the Duplicate Search shape as a preconfigured step in a process.

https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/steps/cm-adding-preconfigured-step-tsk.htm

Add the Persist Case shape as a preconfigured step in a process.

https://pdn.pega.com/sites/pdn.pega.com/files/help_v721/case%20management/case-designer/steps/cm-adding-preconfigured-step-tsk.htm

Thank You