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Siebel Assignment Manager Administration Guide > Assignment Rule Administration >
Assignment Criteria Comparison Methods
Assignment Manager uses criteria comparison methods to qualify objects or candidates, or both, for an assignment rule. Attributes (object or candidate) can be either attributes or skills depending on the criterion value. Table 20 lists the different requirements for each comparison method.
Table 20. Assignment Criteria Comparison Methods
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Compare to Object |
Compares criteria values to object attributes. The criterion passes if the objects possess the criteria values. For example, Account Zip Code = 94040. |
Compare to Person |
Compares criteria values to skills of person candidates (employees or positions). Person candidates that possess the skills required by the criterion qualify for this criterion. For example, Language = ENU. |
Compare Object to Person |
Compares object attributes to skills of person candidates (employees or positions). Person candidates that possess the skills required by the object qualify for this criterion. For example, product means compare the product of the opportunity and the product skills of the person or position. |
Compare to Organization |
Compares criteria values to organization skills. Organizations that possess the skills required by the criterion qualify for this criterion. For example, type = gold-level partner. |
Depending on the comparison method, candidates that meet the criteria have the criteria score added to their total score as follows:
- The total score from all criteria of the Compare to Object type that pass is added to all qualifying person and organization candidates.
- The person candidates get the score from the Compare to Person and Compare Object to Person criteria and values they pass.
- The organization candidates get the score from the Compare to Organization and Compare Object to Organization criteria and values they pass.
NOTE: Assignment rules can be created with no criteria. A rule of this nature functions to make sure all data items of a particular object type are assigned, that is, all objects of the defined type pass. Use these rules carefully as a rule defined with no criteria can make assignments that are not required.
You should be especially careful creating rules with no criteria using batch assignment. This mode can produce a very large number of assignments, because all objects in the database that have rules with no criteria pass and are assigned in this mode. Such an increase can result in a backlog of requests that may cause the whole environment to stop working if the database or file system runs out of space. Therefore, assignment rules with no criteria should be used sparingly with batch assignment.
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