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Scenarios for Using Multitiered Assignment with Sales Assignment Rules

This topic gives one example of how multitiered assignment may be used with sales assignment rules. You may use multitiered assignment differently, depending on your business model.

Multitiered assignment is a logical assignment feature that considers the relationships between people and organizations before assigning an object, which makes this feature well-suited to sales organizations. To activate multitiered assignment, you must first use Siebel Tools to configure assignment objects. Then, after assignment objects are configured, multitiered assignment can function in various modes.

The following scenarios show how multitiered assignment functions in various modes. Each scenario is based on the same sales opportunity and the same assignment rules.

Independent Assignment

If multitiered assignment is disabled, Assignment Manager assigns the object independently, resulting in the following scenario:

• All people and organizations not matching assignment rule criteria are filtered out.
• For each person who matches the assignment rule criteria, assign that person to the object.
• For each organization that matches the assignment rule criteria, assign that organization to the object.
• The European and Asian sales representatives independently are assigned to the same opportunity as well as the Europe and North America organizations, as shown in Table 57.

  Table 57. Example Matching for Independent Assignment

  Person	Match	Organization	Match	Assigned Person	Assigned Organization
  European Sales Representative	Yes	Europe	Yes	European Sales Representative	Europe
  North American Sales Representative	No	North America	Yes	Not applicable	North America
  Asian Sales Representative	Yes	Asia	No	Asian Sales Representative	Not applicable

Figure 33 illustrates assignment in Independent mode, where qualified people and organizations are assigned, regardless of whether they are related.

Figure 33. Example of Independent Assignment

Person-Oriented Assignment

If multitiered assignment is set to Person-Oriented mode, the following situation occurs:

• All organizations and people not matching assignment rule criteria are filtered out.
• For each person who matches the assignment rule criteria, assign that person to the object.
• Evaluate organization candidates for the assigned people's organizations. If the organization matches, assign that organization to the object.
• The European and Asian sales representatives are assigned, but only the Europe organization is assigned, as shown in Table 58.

  Table 58. Example Matching for Person-Oriented Assignment

  Person	Match	Organization	Match	Assigned Person	Assigned Organization
  European Sales Representative	Yes	Europe	Yes	European Sales Representative	Europe
  North American Sales Representative	No	North America	Yes	Not applicable	Not applicable
  Asian Sales Representative	Yes	Asia	No	Asian Sales Representative	Not applicable

Figure 34 illustrates assignment in Person-Oriented mode, where qualified people are assigned first, and then the qualified organizations that the assigned people belong to are assigned.

Figure 34. Example of Person-Oriented Assignment

Organization-Oriented Assignment

If multitiered assignment is set to Organization-Oriented mode, the following situation occurs:

• All organizations and people not matching the assignment rule criteria are filtered out.
• For each organization that matches, assign it to the object.
• Evaluate each person candidate for the assigned organization's people. If a person matches, assign that person to the object.
• The Europe and North America organization are assigned, but only the "European Sales Representative" is assigned, as shown in Table 59.

  Table 59. Example Matching for Organization-Oriented Assignment

  Person	Match	Organization	Match	Assigned Person	Assigned Organization
  European Sales Representative	Yes	Europe	Yes	European Sales Representative	Europe
  North American Sales Representative	No	North America	Yes	Not applicable	North America
  Asian Sales Representative	Yes	Asia	No	Not applicable	Not applicable

Figure 35 illustrates assignment in Organization-Oriented mode, where qualified organizations are assigned first, and then the qualified people from those organizations are assigned.

Figure 35. Example of Organization-Oriented Assignment

Organization and Person-Oriented Assignment

If multitiered assignment is set to Organization and Person-Oriented mode, the following situation occurs:

• All organizations and people not matching the assignment rule criteria are filtered out.
• For people and organizations that satisfy the assignment rule criteria, assign only those that have both a corresponding organization and person that meet the criteria (similar to a logical AND statement).
• Only the European sales representative and the Europe organization are assigned, as shown in Table 60.

  Table 60. Example Matching for Organization and Person-Oriented Assignment

  Person	Match	Organization	Match	Assigned Person	Assigned Organization
  European Sales Representative	Yes	Europe	Yes	European Sales Representative	Europe
  North American Sales Representative	No	North America	Yes	Not applicable	Not applicable
  Asian Sales Representative	Yes	Asia	No	Not applicable	Not applicable

Figure 36 illustrates assignment in Organization and Person-Oriented mode, where qualified people and organizations are identified first, and then only those that have both a qualified person and related qualified organization are assigned.

Figure 36. Example of Organization and Person-Oriented Assignment