Friday, January 17, 2020

Assignment Manager

Assignment Manager of Siebel assign business entities and work items to the most qualified candidates by using business rules set by sales, service, and marketing organizations.

Assignment Manager does this by matching candidates (viz. employees, positions, and organizations) to predefined and user-configurable assignment objects. To assign the most qualified candidate to each object, Assignment Manager applies assignment rules that you define to each candidate.

Following are major terms used in Assignment manager:
  • Assignment Objects
  • Candidates
  • Criteria

a) Assignment Objects: (means data that needs to be assigned) Find the types of data being assigned, such as accounts, opportunities, and service requests. An assignment rule may be used to assign one or more assignment objects

b) Candidates: (defines people, positions or organizations which will be assigned to that data) Assignment Manager assigns data to: Employee candidates, Position candidates, Organization candidates. An assignment rule may contain a list of candidates who are assigned if the rule passes or match data to candidates based on their skills.

c) Criteria: (tells which data will be assigned to which candidates) There can be multiple criteria per rule.

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