Using Siebel Assignment Manager in Siebel Clinical

Siebel Assignment Manager allows the Siebel administrator to automatically assign tasks to specific people. For this assignment, however, the Siebel administrator must first define assignment rules for each task. For more information about using and implementing Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide. For additional information about creating territories and running territory realignments, see Siebel Territory Management Guide.

This topic provides Siebel Assignment Manager information that is specific to Siebel Clinical.

Predefined Assignment Objects

Some of the predefined assignment objects and underlying criteria described in Siebel Assignment Manager Administration Guide are modified in Siebel Life Sciences to support pharmaceutical business processes. Table 3-3 describes the assignment objects that are changed in Siebel Life Sciences.

Note: Assignment Item Type Industry Name is not supported. This assignment rule is defined for Siebel Business Applications and currently conflicts with Siebel Life Sciences assignment rules. Siebel Life Sciences uses the assignment item type SIC (Standard Industrial Classification) Code.

Table 3-3 Assignment Object Changes in Siebel Life Sciences

Assignment Object	Modifications
Account	The assignment criteria SIC Code is renamed Account Class of Trade. Its assignment criteria include: Account City State Country Account Brick The source table for Account Brick is changed to S_CON_ADDR, and the source column for Account Brick is changed to BRICK_ID.
Contact	This assignment object is created specifically for Siebel Life Sciences and is not described in Siebel Assignment Manager Administration Guide. Its assignment criteria include: Contact Contact Medical Specialty Code Contact Wildcard Contact City Contact State Contact Country Contact Zip Code Contact City State Country Contact Brick Medical Specialty Organization Position

Contact Assignments in Siebel Clinical

In most Siebel Business Applications, contact assignment is based on the primary address. This process is different for Siebel Life Sciences. A contact in Siebel Life Sciences can have multiple addresses, and each representative on the contact's sales team can indicate a different primary address for the same contact. For this reason, do not base the contact assignment on the primary address.

For example, Representative A might indicate a hospital address as the primary address, while Representative B might indicate a private-office address as the primary address. In the All Contacts and My Team's Contacts views, the primary address that appears is the address that the primary team member assigns. For more information, see "Predefined Assignment Objects".

Contact Denormalization Mode in Siebel Life Sciences

Contact Denormalization mode in Siebel Life Sciences differs from the description of the mode in Siebel Assignment Manager Administration Guide in the following ways:

• This mode denormalizes positions from the account team table to the contact team table for all contacts directly affiliated with an account. Users can specify a direct affiliation between a contact and an account by selecting:

  • The Direct field in the Account Affiliations view of the Contacts screen.

  • The Direct field in the Contact Affiliations view of the Accounts screen.

  For more information, see Siebel Life Sciences Guide.

• This mode does not denormalize positions from the opportunity team table to the contact team table.

• You must run this mode after separately running batch mode jobs for contacts and accounts. Run the batch mode jobs in the following order:

  1. Contacts

  2. Accounts

  3. Contact Denormalization

Contact Denormalization in Siebel Life Sciences has the following additional important rules, requirements, and exceptions:

• Running Contact Denormalization mode in Dynamic mode. To activate the Contact Denormalization Policy, set the expiration date to a future date or leave it blank. Then generate the database triggers by running Generate Triggers.

• Running Contact Denormalization mode in Batch mode. Remember to specify the following parameters:

  Object Name=Contact DenormalizationAssignment Mode=Denorm

• Contact Denormalization mode does not evaluate rules. Therefore, you do not have to create a rule-based object for Contact Denormalization to run Assignment Manager in this mode. Also, because it does not evaluate rules, Contact Denormalization mode does not set the primary team position.

• Contact Denormalization assigns contacts to employees who are on the account team to which the contacts are directly affiliated. To reduce the number of contact-to-position relationship (S_POSTN_CON) rows routed to the manager's local database, the value of the ASGN_DNRM_FLG field is set to "N". With this default setting, the contacts that the Contact Denormalization process assigns to team members are not visible to managers on their local databases. However, if you want managers to see all contacts that are assigned to their team members, regardless the assignment method, then set the ASGN_DNRM_ "Y."