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Siebel Assignment Manager Administration Guide > Assignment Rule Administration > About Assignment Criteria >
Assignment Criteria Comparison Methods
This topic is part of About Assignment Criteria. Siebel 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. NOTE: Assignment criteria are evaluated as an attribute first, and then as a skill.
Table 22 lists the different requirements for each comparison method.
Table 22. 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. NOTE: With this comparison method, you must list criteria values in the Values list under Criteria.
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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. NOTE: With this comparison method, there is no need to list criteria values in the Values list under Criteria.
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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. |
Compare Object to Organization |
Compares object attributes to organization skills. Organizations that possess the skills required by the object qualify for this criterion. For example, ZIP Code means compare the ZIP Code of the service request and the ZIP Code of the organization. NOTE: With this comparison method, there is no need to list criteria values in the Values list under Criteria.
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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 that data items of a particular type are assigned, that is, that all objects of the defined type pass. Use such rules carefully, because a rule defined with no criteria can make unnecessary assignments.
CAUTION: In general, it is recommended to avoid 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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