Creating Assignment Rules for Collection Assignments

Within the Siebel application, the financial account is one of the data elements used to identify a lease or loan relationship with a customer. When a financial account becomes delinquent it becomes the responsibility of a collections agent. Administrators set up a workflow to calculate the total days due based in the financial account information and assign those accounts to a specific queue or agent. For more information about setting up workflows, see Siebel Business Process Framework: Workflow Guide.

All changes to accounts can be done in real-time by using Assignment Manager. The Siebel administrator can set up different criteria, for example Days Past Due, that is then used for assigning financial account information to a collector. Administrators first create assignment rules and then verify the rules in Collections - Assignments view. For more information about assignment rules, see Siebel Assignment Manager Administration Guide.

To create assignment rules, first you must activate the financial account, then you create the rule criterion for when an account is past due and so on. Perform the following procedures to create assignment rules for collection assignments.

To add assignment rules

1. Navigate to Administration - Assignment, then the Territories view.

2. To add a territory, in the Territories list, click New and complete the necessary fields.

   Some fields are described in the table that follows.

   Field	Comments
   Territory Name	Name of the territory assignment rule. For example, Rule1_AutoCF
   Objects to be Assigned	Financial Account
   Activation	Set this to the current date of activation

3. To associate criteria to the rule, in the Criteria list, select New and complete the necessary fields.

   Some fields are described in the table that follows.

   Field	Comment
   Rule Criterion	For example, Days Past Due or Related Financial Accounts Days Past Due
   Inclusion	Include
   Score	For example: 100, 0, or 80 Based on scores, financial accounts are assigned to different collection agents. For more information about scores, see Siebel Assignment Manager Administration Guide.

4. To associate values to the past due rule, in the Values list, click New and complete the necessary fields.

   Some fields are described in the table that follows.

   Field	Comment
   Days Past Due Low	Enter the minimum amount of days that the financial account is past due, for example: 30.
   Days Past Due High	Enter the maximum amount of days that the financial account is past due, for example: 45.

5. To associate positions to the rule, in the Positions list, click New.

6. In the Add Positions dialog box, select the employee you want to associate with the past due rule.

To view assignment rules

1. Navigate to Administration - Collections, then the Collections Assignment view.

2. In the Collections Assignments list, click Query.

3. In the Assignment field, query for the Territory name you previously created. For example, Rule1_AutoCF

4. If the record is present, your assignment rule is created.

   You can modify the assignment rules at this time.

   Note: You must be logged in as a collections manager or administrator to verify the rules created in the Assignment Administrator view.