Purpose of Case Match rule


what is the purpose of case match rule ?, Which situations we can use this ?

Regards, DP

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October 3, 2012 - 9:09pm


Case Match rule used to retrieve objects(Referred to as Cases in this rule) and then evaluate them according to the criteria specified in the rule. This is sometime knows as case-base reasoning. This basically combine multiple factors into a single numeric score and process commander expression and function can compute the factors and add them a score that can be use for evaluation.

Example: when a customer (or other party) identifier isn't known but the ZIP code is available, a case match rule can retrieve all the customers in that ZIP code and score those who:

Have gold or platinum status
Are a participant in one or more open work items
Are a participant in one or more recently resolved work items
Have a recent address change and moved into that ZIP code and so on

Please refer developer help for further information


October 10, 2016 - 7:02pm

we can do this through activity , what is the advantage of using case match over activity ?