Bookshelf v7.5: Assignment Rules

Siebel Assignment Manager uses assignment rules to match assignment objects to candidates. Multiple assignment rules can be active for each assignment object. An assignment rule can also apply to multiple objects because the assignment object field supports multiple selections.

Assignment rules use scores to rate candidates and select potential assignees. Candidates that qualify for an assignment rule have the assignment rule score added to their total score. For example, Figure 1 shows a High Priority assignment rule that applies 20 points to the candidate's total score if the candidate meets the priority levels defined in the rule's criteria.

Figure 1. Sample Assignment Rule

Table 4 shows the four methods used by Assignment Manager to determine which potential assignees are assigned to the object from each assignment rule.

Table 4. Types of Assignment Rules
Assignees from Rule	Description
All, Above Minimum	Use assignees with an assignment score greater than or equal to the assignment rule's minimum score.
All, Must Assign	Same as All, Above Minimum, except that the highest-scoring candidate is a potential assignee even if all candidates fail to meet the minimum score.
One, Best Fit	Use the assignee with the highest assignment score from this assignment rule.
One, Random	Choose a random assignee whose score is greater than or equal to the minimum score required for this assignment rule.

The assignment rule method determines how candidates are evaluated as potential assignees to the object. In the example shown in Figure 1, only the highest-scoring candidate is used because the assignment rule uses the One, Best Fit method.

For information about creating, defining, and configuring assignment rules, see Assignment Rules.