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Siebel Business Process Designer Administration Guide for Financial Services > Planning for Workflow Policies > Planning for Workflow Policies >
Planning Scenarios
The scenarios below provide you with examples of the type of information needed for various types of policies.
Scenario 1: Notification for 30%+ Discounts
In this scenario, the sales department manager wants to be automatically notified whenever sales representatives quote discounts over 30%. Table 44 lists a workflow policy that monitors quotes with a discount exceeding 30%, for which the purpose is to notify the sales manager to review and approve the quote.
Table 44. Determining What to Monitor What to Monitor Purpose of the Policy Quotes with a discount exceeding 30% need Sales Manager approval Notify Sales Manager to review and approve the quote.Table 45 shows the workflow policy name as Notify Sales Manager on Sales Approval. The workflow policy object is Quote, the workflow policy group is Low Frequency, the duration is set to 0, and the quantity is set to 5. This means that the workflow policy action occurs as soon as five new quotes meet the criteria of the workflow policy conditions.
Table 46 illustrates the type of information you need for the policy conditions.
Table 46. Workflow Policy Conditions Field (Column Monitored in the Database) Comparison Value Quote Status = In Progress Quote Item Discount Percent > 30Next, define the workflow policy actions that occur when the conditions of the policy are met. You can also define the action arguments, such as the email subject and the message template, using dynamic values. Table 47 lists definitions for the Send Email to Sales Manager action.
Scenario 2: Notification for Large Number of Open Service Requests
In this scenario, the service department wants to automate its notification policy when the number of open requests for an agent reach a critical mass of 20. The tables below show the information needed to define this type of workflow policy.
Table 48 represents the general policy definition.
Next, model the general policy definition in terms of Workflow Policies.
Table 49. Workflow Policies Name Workflow Object Workflow Group Activation/Expiration Date/Time Duration Quantity Over 20 Open Service Requests Service Request High Frequency 20Table 49 shows the policy name is Over 20 Open Service Requests, workflow policy object is Service Request, workflow policy group is High Frequency, and the quantity is 20.
After you determine the policy's workflow object and other properties, define the workflow conditions for your workflow policy. Table 50 shows the workflow condition definitions.
Table 50. Workflow Conditions Field (Column Monitored in the Database) Comparison Value Service Request Status = OpenDefine the workflow policy actions that occur when the conditions of the policy are met. You can also define the action arguments. Table 51 shows the action argument definitions.
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Siebel Business Process Designer Administration Guide for Financial Services Published: 22 May 2003 |