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Siebel Assignment Manager Administration Guide > Advanced Assignment Manager Configuration > Configuring Assignment Objects for Multitiered AssignmentBy default, Assignment Manager independently matches people and organizations to assignment objects. Activating Assignment Manager to use multitiered assignment, however, allows assignments based on the relationship between a person and their organization or an organization and its people. NOTE: Without multitiered assignment—or appropriate assignment rules—it is possible for Assignment Manager to assign an unrelated organization or person to an assignment object. Table 53 shows the multitiered assignment modes. NOTE: Use caution when the Organization and Person-Oriented mode is used with assignment rules that use the One, Best Fit assignee filter because inconsistencies can occur. The One, Best Fit assignee filter assigns only the highest-scoring position or organization. If the highest-scoring position does not have a qualifying organization, or if the highest-scoring organization does not have a qualifying position, the object remains unassigned, even if a lower-scoring position and its related organization both qualify for the assignment rule. This logical assignment feature is well-suited to sales organizations. You use Siebel Tools to activate multitiered assignment by setting the Assignment Mode property for an assignment object. NOTE: You should not configure multitiered assignment to assign people and corresponding organizations when running interactive assignment. This is because when using interactive assignment, you manually choose assignees and only the person or the organization candidates are shown, not both. To configure an assignment object for multitiered assignment
Related TopicsScenarios for Using Multitiered Assignment with Sales Assignment Rules |
Siebel Assignment Manager Administration Guide |