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0 Essentials
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Module Objectives
To know Assignment Manager resources and its usage in automatic
data assignment To list the elements used to create rules that assign business data To understand the role of Siebel Assignment Manager
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Business Challenge
Companies need to assign business data in a timely fashion and
Typical characteristics
Large volumes of data Short response times Multiple rules and policies Complex Conflicting
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Routes business entities and work items automatically to the most appropriate candidates (positions, people, and/or organizations) Applies assignment rules that you define to each candidate to assign the most qualified candidate/s to each object Consists of:
Administrative functionality to define assignment rules Server components to automatically assign business data according to the rules
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Terminology
Assignment Rules
Enforce business conditions when applied to assignment rules. An assignment rule can have one or more assignment criteria.
Assignment Criteria Values
Business entities An assignment rule is associated with one or more assignment objects
Assignment Candidates
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Assignment Administration
Deploy
Optional Steps
Mandatory Steps
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Relationship
Assignment Objects Example:
Accounts
Opportunities Activities Service Requests Campaigns
Assignment Candidates
Positions
Organizations Employees
Workload
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Assignment Rules
Assignment Rules
Are used by Assignment Manager to assign data Logical collection of business conditions Use criteria and scores to rate candidates and select potential assignees Rules assign one or more candidates to assignment objects based on one or more criteria
Rules are created and administered using the Siebel Web Client
Are not part of the Siebel repository Are not compiled into the .srf file Can be deployed during run time
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Assignment Objects
Assignment Objects
Represent assignment entities to which candidates are matched based on assignment rules Identify the type of data being assigned Several assignment objects are pre-configured in the vanilla application Examples: Account Contact Service Request
Assignment Objects
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Assignment Candidates
Represent the people or organizations who are evaluated as potential
assignees for objects. Candidates are instances of entities to which data can be assigned
Position Employee Organization
Examples of candidates for pre-configured objects:
Accounts can be assigned to both positions and organizations Activities can be assigned to employees Service Requests can be assigned to both employees and organizations
A particular candidate or one member of a team can be specified as the
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Assignment Criteria
Criteria express conditions that must be satisfied for data to be
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Accounts in the Western Region (CA, OR, WA) are assigned to Sales Rep West Accounts in the Eastern Region (CT, MA, ME, NH, RI, VT) are assigned to Sales Rep East
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Candidates (desired organization and positions) Criteria for determining region to assign the account
A separate rule is required for each sales region
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skills to resolve them Skills are properties that reflect the candidates abilities in various areas such as:
Product expertise Installation and upgrade skills Languages
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Criteria for assigning request Employee skill matches the area of the service request Candidates to be considered Can list select employees or consider all available employees
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Module Highlights
Siebel Assignment Manager allows companies to automatically assign
business data to the most appropriate positions, people and organizations Essential building blocks of Assignment Manager
Assignment Rule Assignment Criteria Assignment Criterion Values Assignment Objects Assignment Candidates
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