Assignment Rules

An assignment rule is a logical collection of business conditions, and Assignment Manager evaluates potential candidates based on these rules. For example, assume that the U.S. Western Sales Representative position is responsible for sales of Products A, B, and C in ZIP Codes 94401, 94402, and 94403.

In Siebel Assignment Manager, this example translates as follows:

• An assignment rule exists for the U.S. Western region.

• The assignment rule candidate is the U.S. Western Sales Representative.

• One criterion for the assignment rule includes only those accounts with ZIP Codes 94401, 94402, and 94403.

• Another criterion for the assignment rule includes only products in the Product A, B, or C product line.

Siebel Assignment Manager uses assignment rules to match assignment objects to candidates. Multiple assignment rules can be active for each assignment object. An assignment rule can also apply to multiple objects.

Assignment rules use criteria and scores to rate candidates and select potential assignees. Candidates that qualify for an assignment rule have the assignment rule score added to their total score. For example, if you have an assignment rule with the Score field set to 20 points, then each candidate that meets the rule's criteria has 20 points applied to his or her total score.

Each assignment rule also has a candidate passing score value. After the total score for a candidate is calculated, Assignment Manager compares this score with the candidate passing score for the assignment rule. If a candidate's score is less than the candidate passing score, then the candidate does not meet the criteria and is not assigned.