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Configuring Siebel Assignment Manager to Add Scores Across Rules

You can configure Siebel Assignment Manager so that the same candidate (employee, position, or organization) can qualify from different assignment rules with different scores. By default, Assignment Manager treats passing candidates from different rules as if they were different candidates. However, it is possible for Assignment Manager to merge (add) the scores for the same candidate across rules and take the total score in the calculation of the primaries.

How you configure Assignment Manager to add scores across rules differs for each operating mode. You specify the Add scores across Rules (AddScores) parameter to determine Assignment Manager scoring behavior by way of the:

• Assignment Manager (AsgnSrvr) component for interactive assignment
• Batch Assignment (AsgnBatch) component for batch assignment
• Assignment Request (In Process) workflow policy program for dynamic assignment

The following subtopics describe configuration for each mode in detail.

NOTE:  The AddScores parameter is applicable to static and dynamic candidates, but only if no rules are marked as exclusive. That is because you explicitly define the rule from which you want the primaries to come for exclusive rules.

Adding Scores Across Rules for Interactive Assignment

If you set the AddScores component parameter to TRUE, all requests sent to AsgnSrvr add scores for the candidates. However, when interactive assignment is used, the <Assign> menu method by default sets AddScores to FALSE, and subsequently passes AddScores = FALSE to the AsgnSrvr task. To override this behavior so that interactive assignment passes AddScores = TRUE for the assignment, you need to add a user property to the respective business component on which interactive assignment is running.

Alternatively, for requests sent to AsgnSrvr using a script or the Server Request business service, you can pass AddScores = TRUE as an input parameter to the AsgnSrvr task.

To configure Assignment Manager to add scores across rules for interactive assignment

1. Start Siebel Tools.
2. Configure the Action business component to add scores across rules.
   1. In the Object Explorer, expand Business Component.
   2. In the Business Components list, select Action.
   3. Choose Tools, then Lock Project (or Alt+L), to lock the project.
   4. In the Object Explorer, click Business Component User Prop, and add a new record with the following information:
      • Name = AddScores
      • Value = TRUE
3. Check in the changes to the server.

   For more information about checking in changes, see Using Siebel Tools.

4. Compile the siebel.srf file.

   For more information about recompiling the siebel.srf file, see Updating Your Siebel Assignment Manager Deployment with New Configurations.

5. Make sure that all Siebel clients that create activity records have the new siebel.srf file by copying the newly compiled siebel.srf file to:
   • For the Siebel Server (for Siebel Web Clients), the objects\language directory, where language is the appropriate language code, such as ENU for U.S. English.
   • For Siebel Developer Web Clients, the objects\language directory, where language is the appropriate language code, such as ENU for U.S. English.

     NOTE:  This step applies only to the Siebel Web Client or Developer Web Client.

This procedure allows control of AddScores = TRUE for interactive assignment based on the object being assigned.

Adding Scores Across Rules for Batch Assignment

If you set the AddScores component parameter to TRUE, all tasks for batch assignment add the scores across rules for the candidates. Alternatively, you can also set Add Scores across Rules = TRUE at the task-level when starting a batch assignment task. For more information about running batch assignment, see Running Batch Assignment.

Adding Scores Across Rules for Dynamic Assignment

To add scores across rules for dynamic assignment, you must set the Add Scores program argument to TRUE for the Assignment Request (In Process) workflow policy program.

To configure Assignment Manager to add scores across rules for dynamic assignment

1. Start Siebel Tools.
2. Configure the Assignment Request (In Process) workflow policy program to add scores across rules.
   1. In the Object Explorer, expand Workflow Policy Program.
   2. In the Workflow Policy Programs list, select Assignment Request (In Process).
   3. Choose Tools, then Lock Project (or Alt+L), to lock the project.
   4. In the Object Explorer, click Workflow Policy Program Arg, select AddScores, and change the Default Value to TRUE.
3. Check in the changes to the server.

How the AddScores Parameter Affects Primaries

By default, if an assignment rule has a primary employee, primary position, or primary organization set, and one of these passes, it is assigned as the primary if that rule passes and is the highest scoring rule for that object. However, if the AddScores parameter is set to TRUE, the primaries are ignored because the AddScores parameter overrides the primaries on the rule. The AddScores parameter assigns the highest-scoring employee, position, or organization across all the rules that pass for that object, and has more weight than the primaries.

For example, assume you have two rules (Rule 1 and Rule 2) that pass for a specific Account Z. Each rule has two positions that qualify, with scores as shown in Table 61.

If the AddScores parameter is not applied (set to FALSE), Position B is the highest-scoring position, with a score of 120, and becomes the primary. However, if AddScores is set to TRUE, then Position A, with a score of 150, is the highest-scoring position and becomes the primary.