Learn how to configure your Vault to perform duplicate detection during Case processing.

About the Feature

With the 24R3 release, Case Processors can perform duplicate detection during Case processing to compare the current Case against all other Cases and Inbox Items.

After you have configured this feature, see Duplicate Detection for Cases for more information.

Add User Action to Case Lifecycle

To configure the Duplicate Search on Case user action on the Case object lifecycle, navigate to Admin > Configuration > Object Lifecycles > Case Lifecycle and then add the user action to the applicable Case Lifecycle object lifecycle states.