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Assignment Manager


In previous chapters, you used Siebel Tools to configure the business logic of NREC's Partner Portal application. In addition to Siebel Tools, there are other mechanisms that allow you to configure business logic as well. These include modules such as Siebel Business Process Designer, Siebel Personalization, and Assignment Manager. These modules are administered at run time using views in the Siebel Web Client. They allow you to modify business logic without having to recompile the Siebel .srf file. This chapter describes how NREC used Assignment Manager to implement business rules. Subsequent chapters cover Business Process Designer and Personalization.

Assignment Manager allows you to create business rules that automatically assign entities such as opportunities, service requests, or activities to the appropriate individuals. For example, NREC wants to automatically assign opportunities to employees at partner real estate agencies. When an opportunity is entered into the system, it contains the ZIP Code where the customer is interested in buying property. Assignment Manager will use this attribute to automatically assign the opportunity to a real estate agent located within that ZIP Code. After assignment rules are defined and made active, they will be automatically triggered whenever a new opportunity is created.


 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003