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Unable to assign properties for duplicate search
Some properties are not available to select for weightage and basic condition.
Im trying to do duplicate search using properties such as name, dob, id proof from 'basic details' , but unable to find them
***Edited by Moderator Marije to add Capability tags***
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Posted: 2 years ago
PEGA
Pegasystems Inc.
IN
Posted: 2 years ago
AVEV
AVEV
IN
@Arijit24 The properties which are already marked as relevant will be visible there.If you want to mark any rule as relevant record.
There are actually two ways
1)You can go to that specific rule --->Action---->Mark as relevant
Ex:Go to the property you created.
open its configuration--->Go to actions------>Mark as relevant
2)Go to Application-->Inventory---->Relevant Records----->Add Records------>Select the type of rule and rule.
@Arijit24 You should mark the properties name, dob, id proof as relevant records then you will see them in the dropdown. Configure -> Application -> Inventory -> Relevant records. Mark the properties as relevant records in your personal loan case type class