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About Running Assignment Manager in Denormalization Mode

Assignment Manager provides the ability to denormalize positions and organizations using the Contact Denormalization and Product Denormalization features.

Contact Denormalization and Product Denormalization modes do not require assignment rules to function. Assignment Manager does not evaluate the Contact object against any assignment rules in contact denormalization mode, nor does it evaluate the Product object against any assignment rules in product denormalization mode. And, neither mode assigns candidates to these objects. Instead, Assignment Manager gets positions from a related entity in these modes. For example, in Contact Denormalization mode, Assignment Manager gets a union of positions from related accounts and opportunities and assigns it to the contact.

NOTE:  Contact Denormalization behavior differs among the various Siebel Industry Applications. See the appropriate industry-specific guide to learn more about this behavior.

About Contact Denormalization

You use Contact Denormalization when you want to allow assignees automatic access to detail contact information that is associated with an account or opportunity. In Contact Denormalization mode, Assignment Manager denormalizes positions from the Accounts and Opportunities team tables by copying these positions to the associated contacts in the Contact team table, even if the assignees are not assigned to the contacts:

• Positions from the team table of all accounts associated with the contact to the contact team.
• Positions from the team table of all Opportunities associated with the contact to the Contact team.

NOTE:  The Contact Denormalization object is reserved to run Assignment Manager in Contact Denormalization mode. Assignment Manager does not evaluate the Contact object against any assignment rules in Contact Denormalization mode, and therefore does not assign candidates to objects. For this reason, do not create assignment rules for the Contact Denormalization object.

If you want the contact access list to reflect the positions in both the account and opportunity team tables, you must associate the contact with an account and then associate the contact with an opportunity. If a team member is removed from the account or opportunity's team table, then the position on the associated contact's access list can also be removed by Contact Denormalization (dependent on the properties of the Contact Denormalization assignment object). Similarly, if the account team has manually assigned team members and you want the same team members on both the contact team and account team, you must run Contact Denormalization after the account assignment.

NOTE:  Positions marked Indirect by Contact Denormalization in Contact Access list are not dropped by contact assignment, that is, contact assignment does not drop the positions that were added by Contact Denormalization.

Contact Denormalization checks the Lock Assignment column on assignment objects before denormalizing. If this flag is checked, Contact Denormalization does not denormalize the contact record. For more information about the Lock Assignment feature, see Setting the Lock Assignment Default Value for Activity Assignment Objects.

NOTE:  Both Account and Contact and Contact and Opportunity have a many-to-many relationship. The Account and Contact many-to-many relationship is a feature available as of the version 7.0 release.

Assignment Manager also assigns a primary position to the contact when running in Contact Denormalization mode using the following methodology:

1. If the Set Primary Position property on the assignment object is TRUE (checked) and a primary position is not currently selected, then Assignment Manager sets the creator's primary position as the new primary position.
2. If a primary position is not selected for the creator, then Assignment Manager sets the default position as the new primary position.
3. If a default position is not defined, then Assignment Manager does not set a primary position.

However, Contact Denormalization does not remove positions marked as the Primary, even if the positions no longer exist on an associated account or opportunity (with the Denorm Flag set).

Related Topic

Activating Contact Denormalization for Dynamic Assignment

About Product Denormalization

In product denormalization mode, Assignment Manager denormalizes organizations from the Price List table into the Product table by copying these organizations to the products associated with the price lists. You should run product denormalization only in batch mode.

NOTE:  Product to price list is a many-to-many relationship.

Assignment Manager assigns a primary organization to the product when running in denormalization mode using the following methodology:

1. If the Set Primary Organization flag is checked and a primary organization is not currently selected, then Assignment Manager sets the creator's primary organization as the new primary organization.
2. If a primary organization is not selected for the creator, then Assignment Manager sets the default organization as the new primary organization.
3. If a default organization is not defined, then Assignment Manager does not set a primary organization.

NOTE:  The Product Denormalization object is reserved to run Assignment Manager in Product Denormalization mode. Assignment Manager does not evaluate the Product object against any assignment rules in Product Denormalization mode, and therefore does not assign organizations to objects. For this reason, do not create assignment rules for the Product Denormalization object.