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Assignment Object Configuration Overview

Siebel Assignment Manager uses definitions in the Siebel repository to assign objects to assignment rules and candidates.

An assignment object specifies a business entity to which a candidate can be assigned and the entities that are updated to accomplish that assignment. For example, an employee or position can be assigned ownership of an opportunity or account, or made a member of the opportunity's or account's sales team. Similarly, an employee can be assigned ownership of a service request or product defect. Each of the corresponding business components has one or more fields that specify the owner or team. An assignment rule includes one or more assignment objects. When the rule is satisfied, specific columns underlying these fields are updated with replaced or added employee IDs in accordance with the settings in the assignment object.

An assignment object is a child object type of the Workflow Policy Object object. The parent workflow policy object provides a set of available column mappings through its child workflow policy component and grandchild workflow policy component column object types. These can be specified in assignment attribute column object definitions as columns to test for value matches and to monitor in dynamic assignment for value changes.

NOTE:  Workflow policy objects have a one-to-one or a one-to-zero relationship with assignment objects (the Order and Quote workflow policy objects do not have predefined child assignment objects). You cannot add more assignment objects to workflow policy objects that already have a child assignment object.

Siebel applications provides predefined definitions in the Siebel repository for several objects.

NOTE:  The Sample database includes predefined assignment rules for several of the predefined objects.

The predefined Workflow Policy Object and Workflow Policy Component column definitions include mappings for the most commonly used attributes for each object. For example, the Opportunity object has the following predefined definitions: Account Name, Account City, Account State, Account Zip Code, Account Country, Lead Quality, Revenue, Industry SIC Code, and so on.

CAUTION:  Only create or configure assignment objects for either position-based or employee-based assignment, not both. Siebel Tools allows the creation or configuration of an assignment object with both position- and employee-based assignment, but Assignment Manager does not correctly assign objects with this type of configuration.