Siebel Assignment Manager Administration Guide


What's New in This Release


Back to top


Finding and Using Siebel Assignment Manager Information

How to Use the Siebel Assignment Manager Administration Guide

Important Siebel Assignment Manager Resources

Information on Siebel Assignment Manager Seed Data


Back to top


Planning Your Siebel Assignment Manager Implementation

Guidelines for Planning Your Siebel Assignment Manager Implementation

Planning Your Siebel Assignment Manager Deployment

Guidelines for Creating Assignment Rules

Planning Optimal Assignment Rules

Scenarios for Using Siebel Assignment Manager


Back to top


Overview of Siebel Assignment Manager

Siebel Assignment Manager Terminology

Assignment Concepts

Essential Building Blocks of Siebel Assignment Manager

Optional Building Blocks of Siebel Assignment Manager

Siebel Assignment Manager Operating Modes

Specialized Siebel Assignment Manager Features

Modes for Processing Assignment Rules


Back to top


Assignment Rule Administration

About the Siebel Assignment Manager Administration Views

About Assignment Rule Administration

Before Defining Assignment Rules

Process of Defining Assignment Rules

Creating Assignment Rule Groups

About Some of the Assignment Rule Fields

Creating Assignment Rules

Adding Employees, Positions, and Organizations to Assignment Rules

Adding a Sequence Number to Assignment Rules

How Siebel Assignment Manager Determines the Sequence in Which Rules Are Evaluated

Defining Assignment Rules to Use a Single Criterion for Multiple Objects

Choosing a Candidate as the Primary Assignee

Defining Server Key Mappings for Assignment Rule Groups

How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server

Preparing to Release Assignment Rules

Releasing Assignment Rules

Migrating Assignment-Related Data

Exporting and Importing Assignment-Related Data

Exporting Assignment-Related Data

Preparing Assignment-Related Data for Import

Importing Assignment-Related Data

Limitations for Importing Assignment-Related Data

Transaction Log Data for Export and Import Operations

Assignment Methodology and Examples for Creating Assignment Rules

Assignment Methodology

Example of Creating Sales Assignment Rules Based on Territories

Example of Creating Sales Assignment Rules That Combine Criteria

Example of Creating Assignment Rules for Service Organizations

About Assignment Criteria

Assignment Criteria Comparison Methods

Assignment Criteria Inclusion Methods

About Assignment Scoring

About the Required Field for Assignment Criteria

Removing Assignment Criteria from Assignment Rules

Process of Adding Criteria and Values to Assignment Rules

Adding Assignment Criteria to Assignment Rules

Adding Criteria Values to Assignment Criteria

About Assignment Skills, Expertise Codes, and Weighting Factors

Scenario for Using Assignment Skills

Associating Skills with Employees, Positions, and Organizations

Example of Using Assignment Skills in Assignment Rules

Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors

How Siebel Assignment Manager Balances Workload Among Candidates

Process of Defining Assignment Workload

Creating Assignment Workload Distribution Rules

Applying Assignment Workload Distribution to Employees, Positions, and Organizations

About Assignment Policies

Process of Defining Assignment Policies for Dynamic Assignment

Deactivating Assignment Policies to Disable Dynamic Assignment


Back to top


Basic Configuration for Siebel Assignment Manager

About Performing Basic Configuration Tasks for Siebel Assignment Manager

About Siebel Assignment Manager Object Types

About Siebel Assignment Manager Object Type Hierarchy and Relationships

About Assignment Objects

Configuring Assignment Objects

Configuring Assignment Object Properties

Configuring Assignment Objects for Interactive Assignment

Enabling Assignment Objects for Skills

Example of Enabling an Assignment Object for Skills

Viewing Predefined Skills

Process of Creating Assignment Criteria for Use in Assignment Rules

Creating Assignment Attributes

Enabling Assignment Attributes for MLOV

Mapping Assignment Attribute Columns to an Assignment Object and a Workflow Policy Component Column

Creating Assignment Criteria

Creating Assignment Criteria Attributes for Assignment Criteria

Using a Single Criterion for Multiple Assignment Objects

Example of Using a Single Criterion for Two Assignment Objects

Creating a Workflow Policy Component Using the Account and Opportunity Assignment Objects

Mapping the Opportunity Workflow Policy Component to the Opportunity Lead Contact Assignment Criteria

Mapping the Account or Opportunity Workflow Policy Component to the Lead Quality Code Assignment Attribute

About Inactive Workflow Policy Components for Siebel Assignment Manager

About the Relationship Between Attributes and Skills

Disabling Assignment Attributes

Updating Your Siebel Assignment Manager Deployment with New Configurations


Back to top


Working with Dynamic Candidates

About Dynamic Candidates

About Dynamic Candidate Types

Examples of Dynamic Candidate Assignment

Example of Assigning Dynamic Candidates to the Same Assignment Object

Process of Defining Dynamic Candidates

Configuring Assignment Objects for Dynamic Candidates

Configuring Join Specifications for Dynamic Candidate Object Definitions

Mapping Columns From Source Tables to Team-Based Criteria

Copying Dynamic Candidate Attribute Columns to the Team Table

Adding Dynamic Candidate Teams to Assignment Rules


Back to top


Assignment Rule Administration for Delegated Assignment

About Delegated Assignment

Scenario for Delegated Assignment

Sample Delegated Assignment Process Flowchart

About Setting Up Assignment Rules for Delegation

About Assignment Rule Group Hierarchy

Rule Group Explorer

Parent and Root-Level Rule Groups

Assignment Owners and Designees

Assignment Rule Inheritance

Rule Group Visibility and Permissions

Automating the Menu Options: Regenerate Denormalized Rule Hierarchy and Rule Group Hierarchy

Setting Up Assignment Responsibility for Designees

Process of Making an Assignment Rule Inheritable

Creating Child Assignment Rule Groups

Adding Owners to the Inheritance Access List

Adding Criteria Templates to Assignment Rules

Process of Inheriting and Refining Delegated Assignment Rules

Inheriting Delegated Assignment Rules

Applying Criteria Templates to Inherited Assignment Rules

Examples for Using Delegated Assignment

Scenario for Working with Delegated Administrators

Delegated Assignment Example 1: Delegated Administration Tasks

Delegated Assignment Example 2: Second-Tier Delegated Administration Tasks

Delegated Assignment Example 3: Third-Tier Delegated Administration Tasks

Delegated Assignment Example 4: Third-Tier Delegated Administration Tasks for Partners

Summary for Examples of Delegated Assignment Administration


Back to top


Running Siebel Assignment Manager

Preparing to Run Siebel Assignment Manager

Checking the State of Siebel Assignment Manager and Server Request Broker Components

Modifying the Siebel Assignment Manager Component Parameters

Additional Information About Assignment Manager and Batch Assignment Component Parameters

Setting the Log Level of Siebel Assignment Manager Events

About Server Administration Requirements After Configuration

About Server Administration Requirements for Assignment Modes

Running Siebel Assignment Manager in Denormalization Mode

Running Interactive Assignment

Running Interactive Assignment from the GUI

Example of Running Interactive Assignment for Service Requests from the GUI

About Running Interactive Assignment in Rule Group Mode

Creating a Custom Siebel Assignment Manager Server Component for Interactive Assignment

Running Dynamic Assignment

Process of Running Dynamic Assignment

About Tuning Dynamic Assignment for Performance

Activating Contact Denormalization for Dynamic Assignment

About Running Batch Assignment

Running Batch Assignment

Running Batch Assignment Using the Server Manager Command-Line Interface

About Running Multiple Instances of Siebel Assignment Manager in Batch Mode

About Tuning Batch Assignment for Performance

Running Mobile Assignment

About Siebel Assignment Manager Rule Cache Files

About Using External Components to Invoke Siebel Assignment Manager

About Tuning Siebel Assignment Manager for Performance in an IBM DB2 Deployment

About Using an Object WHERE Clause to Restrict the Number of Records Processed


Back to top


Advanced Siebel Assignment Manager Configuration

Requirements for Completing Advanced Configuration for Siebel Assignment Manager

Creating Assignment Objects

Creating New Skills

Example of Using Skill Tables

Assigning Objects Based on the Primary Address

Assigning Child Accounts Based on Parent's Primary Address

Reassigning Accounts to a Different Primary Position

Maintaining the Manually Assigned Primary Position

Routing Assignments to Mobile Users

Stopping Assignment of the Default Organization

Stopping Assignment of Organizations for Accounts

Setting the Lock Assignment Default Value for Activity Assignment Objects

Configuring Assignment Objects to Copy Additional Columns to the Team Table

Example of Copying Additional Columns to the Team Table

Process of Configuring Assignment Objects for Team Scoring

Extending an Object's Base Table for Team Scoring

Configuring Assignment Objects for Team Scoring

Example of Configuring the Opportunity Assignment Object for Team Scoring

About Configuring Siebel Assignment Manager to Copy Columns

Process of Configuring Siebel Assignment Manager to Copy Columns

Configuring Assignment Objects to Copy Columns

Copying Columns Using the GUI

Copying Columns Using the Server Manager Command-Line Interface

Configuring Siebel Assignment Manager to Use Reporting Tables and Columns

Configuring Assignment Objects for Multitiered Assignment

Scenarios for Using Multitiered Assignment with Sales Assignment Rules

Configuring Siebel Assignment Manager to Add Scores Across Rules


Back to top


Availability-Based Assignment

About Availability-Based Assignment

About Assigning Employees to Assignment Rules Based on Availability

How Siebel Assignment Manager Creates Activities for Employees During Availability-Based Assignment

Process of Configuring Assignment Objects for Availability-Based Assignment

Extending an Assignment Object's Base Table for Availability-Based Assignment

Configuring Assignment Object Properties for Availability-Based Assignment

Configuring Assignment Object User Properties for Availability-Based Assignment

Example of Configuring the Service Request Assignment Object for Availability-Based Assignment


Back to top


Siebel Assignment Manager Load Splitter Configuration

How Load Splitter Configuration Works

Scenarios for Load Splitter Configuration

Setting Up Load Splitter Configuration

Examples for Administering the Load Splitter

Load Splitter Operating Modes

Distribute Data Method


Back to top


Troubleshooting: Siebel Assignment Manager Error Messages

Viewing Siebel Assignment Manager Error Messages

Siebel Assignment Manager Error Messages

Back to top

Siebel Assignment Manager Administration Guide Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Legal Notices.