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Challenge

Suche nach doppelten Case-Typen hinzufügen

Szenario

InsCorp möchte sicherstellen, dass pro Pannenhilfe-Anfrage nur ein Assistant-Request-Case bearbeitet wird. Kunden, die um Pannenhilfe bitten, haben womöglich Schwierigkeiten, ihren genauen Standort zu ermitteln. Meldet ein Kunde mehrere Anfragen für das gleiche Fahrzeug, aber leicht voneinander abweichende Standorte, sollte die Anwendung den neuen Case als doppelten Case erkennen.

In der folgenden Tabelle finden Sie die Anmeldedaten, die Sie zur Durchführung der Challenge benötigen.

Rolle Operator ID Kennwort
Application Developer author@gogoroad pega123!

Challenge-Schritte

Sie müssen zum Abschließen dieser Challenge Ihre eigene Pega-Instanz starten.

Die Initialisierung kann bis zu 5 Minuten dauern, bitte haben Sie Geduld.

Genaue Übungsschritte

1 Add the Search duplicate cases automation

Hinweis: For the purposes of this challenge, the relevant properties have been exposed to support the duplicate cases search on field group properties.
  1. In the App Studio navigation pane, click Case types > Assistance Request to open the Assistance Request case type.
  2. Hover over the Submit request multi-step form. Click Configure process to open the Process modeler.
    Hinweis: You can only add collect information form steps to a multi-step form from the case life cycle. To add other types of steps to a multi-step form, open the process. 
  3. Click Add a flow shape > Automations > Search duplicate cases.
  4. Click and drag the Identify vehicle connector to the Search duplicate cases step.
  5. Hover over the Search duplicate cases step. Drag the connector to the end step.
    Submit request process configured with a search duplicate cases automation

2 Define the basic condition

  1. In the Process modeler, click the Search duplicate cases step.
  2. In the step properties pane, click Add basic condition to open a dialog to configure the basic condition.
  3. In the Potential duplicate drop down, under Vehicle information - Field group, select Make.
  4. The Comparator drop down default is set to is same. Keep the default setting.
  5. Click Add a row.
    Add a row in a basic condition
  6. Repeat steps 3-5 to configure the basic condition as shown in the image below.
    Basic condition for the Search duplicate cases automation
  7. Click OK to close the dialog.

3 Define the weighted conditions

  1. In the step properties pane for the Search duplicate cases step and to the right of And weighted conditions sum at least, enter a value of 50.
  2. Click Add weighted condition to open a dialog to configure the weighted condition.
  3. In the Weight (0-100) field, enter a value of 25.
  4. In the Potential duplicate drop down, under Service address - Field group, select City.
  5. The Comparator drop down default is set to: is equal to. Keep the default setting.
  6. To the right of the Current case field, click Select values to open the Select values dialog.
  7. In the Type drop down, select Another field.
  8. In the drop down that appears below, under Service address - Field group, select City.
  9. Click Submit to select .ServiceAddress.City in the current case and return to the weighted condition dialog.
  10. In the dialog, click OK to complete the configuration of the first weighted condition.
  11. Repeat steps 2-10 to add two additional weighted conditions as shown in the image below.
    Weighted conditions for the Search duplicate cases automation
  12. Click Save to apply changes to the Assistance Request case type.

4 Confirm your work

  1. In the Assistance Request case type, click Save and run to run a new instance of the Assistance Request case type.
  2. In the Identify location step, enter and note the City, State, and Street, which are the potential match criteria.
  3. In the Identify vehicle step, enter and note the Make, Model, Model year, and Color, which are the must match criteria.
  4. Advance the case to the Enter payment information step.
  5. Create another Assistance Request case instance.
  6. In the Identify location step, enter the same City and State values, but enter a different Street value.
  7. In the Identify vehicle step, enter the same Make, Model, Model year, and Color values.
  8. In the Identify vehicle step, click Submit. The Display Duplicate Cases view is displayed. The view indicates that the current case is a potential duplicate to the case listed on the form.
    Display duplicate cases view
  9. Click Why is this shown here to display the Duplicate case analysis window. Note that the Aggregated Score equals 50 — this meets the threshold.
    Duplicate case analysis with Aggregated score and Threshold


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