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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.

  1. Add weighted conditions to your duplicate case logic.

  2. Add exact conditions to your duplicate case logic.

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

  4. 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.

  5. 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.