Adding a duplicate Case Type search
Archived
3 タスク
10 分
シナリオ
InsCorp wants to ensure that only one assistance request case is processed for each request. Customers that send assistance requests might have difficulty determining their exact location. If a customer submits multiple requests for the same vehicle, but for slightly different locations, the application should identify the new case as a duplicate case.
The following table provides the credentials you need to complete the challenge.
| Role | User name | Password |
|---|---|---|
| Application Developer | author@gogoroad | pega123! |
補足： Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.
チャレンジ ウォークスルー
詳細なタスク
1 Add the Search duplicate cases automation
補足： For the purposes of this challenge, the relevant properties are exposed to support the duplicate cases search on data relationship properties.
- In the navigation pane of App Studio, click Case types > Assistance Request to open the Assistance Request case type.
- Hover over the Create stage, and then click the More icon to open the stage configuration menu.
- On the configuration menu, click Add process > New process to add a new process.
- In the label field of the new process, enter Resolve duplicate cases.
- Click Step > More > Automations > Search duplicate cases, and then click Select to add the Search duplicate cases automation to the process.
- To the right of the Collect Information step named Create (2), click the Delete icon to remove the step from the process.
- Drag the Resolve duplicate cases process under the Create request process so that the Create stage resembles the following image.
2 Define the basic condition
- Click the Search duplicate cases step to open the step properties pane on the right.
- In the step properties pane, click Add basic condition to open a dialog box to configure the basic condition.
- In the Potential duplicate list, in the Vehicle information - Data relationship section, select Make.
- Ensure that the Comparator list has the default value of is same.
- On the right, click the Add icon to add a row.
- Repeat steps 3-5 to configure the basic condition as shown in the following image.
- Click OK to close the dialog box.
3 Define the weighted conditions
- In the step properties pane of the Search duplicate cases step, in the And weighted conditions sum at least field, enter 50.
- Click Add weighted condition to open a dialog box to configure the weighted condition.
- In the Weight (0-100) field, enter a value of 25.
- In the Potential duplicate list, in the Service address - Data relationship section, select City.
- Ensure that the Comparator list has the default value of is equal to.
- To the right of the Current case field, click Select values to open the Select values dialog box.
- In the Type list, select Another field to display a drop-down list.
- In the drop-down list, in the Service address - Data relationship section, select City.
- Click Submit to select .ServiceAddress.City in the current case and return to the weighted condition dialog box.
- In the dialog box, click OK to complete the configuration of the first weighted condition.
- Repeat steps 2-10 to add two additional weighted conditions as shown in the following image.
- Click Save to apply changes to the Assistance Request case type.
作業の確認
- In the Assistance Request case type, click Save and run to run a new instance of the Assistance Request case type.
- In the Identify location step, enter the potential match criteria in the City, State, and Street fields.
- In the Identify vehicle step, enter must match criteria in the Make, Model, Model year, and Color fields.
- Advance the case to the Enter payment information step.
- Create another Assistance Request case instance.
- In the Identify location step, enter the City and State values from step 2, but enter a different value in the Street field.
- In the Identify vehicle step, enter the same Make, Model, Model year, and Color values from step 3.
- In the Identify vehicle step, click Create.
- Click Go to open the Display Duplicate Cases view.
ヒント： The view indicates that the current case is a potential duplicate to the case listed on the form.
- Click Why is this shown here to display the Duplicate case analysis window.
補足： The Aggregated Score equals 50, which meets the threshold.
