11.1 Create User Assignment

The Create User Assignment page facilitates you to create a user assignment. A user assignment helps to configure rules based on which accounts, customers, and tasks are assigned to the users. You can select the product processor from where the account and customer details will be received for user assignment.

You can choose whether grouping basis is applicable for user assignment. You can also specify the user assignment method, which is the assignment logic to be used. You can associate the user groups with the user assignment. Based on the configurations you define for user assignment, strategies and its tasks are assigned to the users of the associated user groups.

Table 11-1 Field Description: Create User Assignment

Field Name	Description
Basic Details	This section is used to provide basic information of the user assignment.
Code	Indicates the unique identification code of the user assignment.
Description	Indicates the description of the user assignment.
Priority	Indicates the priority for execution of the user assignment. Note: Priority must be unique for each user assignment. This field is disabled if Ignore Group Basis switch is turned on.
Product Processor	Indicates the product processor applicable for user assignment.
Group Basis	Displays the group basis. The possible options are: Account Customer Note: The group option appears as defined for the selected product processor. If the grouping option is Account, accounts received from the product processor are assigned to different collectors. Also, all the user tasks created on the accounts are assigned to different collectors. If the grouping option is Customer all the accounts related to a customer are assigned to only one particular collector. All the tasks related to the customer are also assigned to one particular collector.
Ignore Group Basis	Toggle to indicate whether group basis is ignored for user assignment. Note: If the toggle switch is enabled, then: configurations set for rules in Selection Criteria tab are not applicable. grouping basis of customer or account is ignored and tasks are assigned to various collectors based on skills and expertise.
Assignment Method	Indicates the assignment method. The options are: Round Robin
Effective Date	Indicates the date from when the user assignment is effective in the system. Note: The date should be later than or equal to the business date. However, it must be earlier than or equal to the expiry date.
Expiry Date	Indicates the date till when the user assignment is effective in the system. Note: The date should be later than or equal to the business date. However, it must be later than or equal to the effective date.
Selection Criteria	This tab is used to configure rules based on which system assigns the segment to a user group. It also identifies the accounts or customers to be assigned to the user group. For more information on how to configure rules, see Oracle Banking Common Core User Guide.
User Group	This tab is used to associate user groups to the user assignment.
User Group	Indicates the user group. The list displays all the open and authorized user groups.
Description	Displays the description of the user group.
Active	Toggle to indicate whether user group association is active for the user assignment.