Bookshelf v8.0: About Dynamic Candidates

Dynamic candidates are potential assignees for objects and behave in the same manner as static candidates. When processing rules, Siebel Assignment Manager determines candidates based on the value in the Person Candidates Source or Organization Candidates Source field on the assignment rule.

For example, if you associate an activity with an asset, and that asset has a team of employees, you can configure Assignment Manager to automatically consider this team of employees for the activity and have the same employees available as potential candidates for other activities. The employees are connected to the activity through the asset and are known as dynamic candidates. The team of employees associated with the asset are stored in a database table called the candidate table. In this example, the only potential candidates are the employees that are associated with the asset that is associated with the activity.

For example, the S_ASSET_EMP table is the candidate table (team table) for the dynamic candidate Activity Asset Team.

By default, the Activity assignment object is preconfigured for two dynamic candidate teams. The teams are Activity: Account Team and Activity: Asset Team.

For the Activity: Asset Team, Assignment Manager dynamically determines the potential activity assignees (candidates) from the dynamic candidate configuration. That is, Assignment Manager joins the activity to the asset and retrieves employees associated with that activity's asset. The potential candidates are the group of employees for that particular activity record. However, the potential candidates can change from one activity to another.

For example, if you have two activities with different assets and employees, as shown in Table 40, the resulting potential candidates for assignment are a union of the employees for each activity. In this example, the potential candidates are:

Table 40. Example of Two Activities with Different Assets and Employees
Activity/Asset	Employee 1	Employee 2	Employee 3	Employee 4	Employee 5
Activity 1 with Asset 1	Yes	Yes	No	No	No
Activity 1 with Asset 2	Yes	No	Yes	Yes	No
Activity 2 with Asset 1	Yes	Yes	No	No	No
Activity 2 with Asset 3	No	No	No	No	Yes

Using Siebel Tools, you can configure dynamic candidates for other assignment objects. For more information about configuring assignment objects for dynamic candidates, see Process of Defining Dynamic Candidates.

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