1.11.2 Task Allocation Process

This topic describes the information about the Task Allocation Process.

Once the task is created as per the business process, if there is any user assignment linked for a stage, the system will log the relevant tasks in a table for allocation. A poller runs on this table and execute the Rules linked in the allocation maintenance. Rules will be executed one after another as per the priority set. If priority 1 rule is met, it will give a user as an outcome, the system will do the user assignment as per the assignment method defined in the assignment code. Its criteria in Rule 1 are not met, it will go to next rule (priority 2) and so on. If all the Rules are exhausted without meeting the conditions, the task will remain as unassigned to any user.

If there are no user assignment codes linked to any stages, then also, the task will remain unassigned to any user.

To check Task Allocation process, start new Retail Onboarding and Go till Enrichment stage to check whether the task is getting allocated to user defined in Rule Output.

If the Rule Evaluation is successful, a Task will be allocated to User in TASK_ALLOC_CTRL table.

To view Task assignment to respective users, check My Tasks section of the respective user.