Alert Assigner Screen Elements

The following pages are associated with the Alert Assigner Editor:

  • Alert Assigner Editor: This is the first page displayed when accessing the Alert Assigner Editor Administration Tool. You can navigate to the Assignment Rule Editor to add a new rule or delete or modify an existing rule. Additionally, you can change the Default Owner for unassigned alerts.
  • Assignment Rule List for <Focus> Focus: This page enables you to create a new rule or modify an existing rule.
  • Assignment Rule Editor: This page allows you to create or edit a series of rules, or operations, that are chained together to form a decision tree.

Alert Assigner Editor

In the Alert Assigner Editor, you must select a focus to view all of the assignment rules associated to that focus.

Figure 6-1 Alert Assigner Editor


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Description of "Figure 6-1 Alert Assigner Editor"

The components of the Alert Assigner Editor include the following:
  • Search Bar
  • Default Assignment Owner Selector
  • Assignment Rule List for <Focus> Focus
  • Role Based Assignment Limits Editor

Search Bar

The search bar allows you to filter the list of assignment rules by the focus.

Figure 6-2 Alert Assigner Editor Search Bar


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Description of "Figure 6-2 Alert Assigner Editor Search Bar"

The components of the search bar include the following:

  • Filter by: Focus drop-down list: Provides a list of focus types. The values in the Focus drop-down list are sorted in ascending alphabetic order.
  • Do It button: When clicked, displays the assignment rules associated with the selected focus.

Default Assignment Owner Selector

The Default Assignment Owner Selector page allows you to change the default owner for alerts.

Note:

Ensure that the new default owner has permission to view all alerts.

Figure 6-3 Default Assignment Owner Selector


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Description of "Figure 6-3 Default Assignment Owner Selector"

The following screen elements appear in the Default Assignment Owner Selector after you click the Change Default Owner button from the Alert Assigner Editor page:
  • Current Default Assignment Owner: Displays the name of the current owner.

    Note:

    To change the default assignment owner, refer to Changing the Default Assignment Owner.
  • New Default Assignment Owner drop-down list: Provides a list of owner IDs available to be the Default Owner.
  • Save button: Saves all modifications to the database.
  • Cancel button: Redisplays the Assignment Editor without the Assignment Rules list. The New Default Owner value is not saved.

Assignment Rule List for <Focus> Focus

The assignment rule list displays in the Alert Assigner Editor after you select a focus in the search bar and click Do It. The rules in the list are sorted in ascending order by operation set number.

Figure 6-4 Assignment Rule List for <Focus> Focus


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Description of "Figure 6-4 Assignment Rule List for <Focus> Focus"

The Assignment Rule List for <Focus> Focus includes the following components:

  • Addbutton: Navigates you to the Assignment Rule Editor.
  • Updatebutton: Navigates you to the Assignment Rule Editor.
  • Deletebutton: Deletes the assignment rule.
  • Assignment Rule List for <Focus> Focus page displays the column headings: Operation Set, Attribute, Operator, Value, Next Operation Set, Strategy, and Owner. Refer to Assignment Rule Editor for more information.

Role Based Assignment Limits Editor

The Role Based Assignment Limits Editor allows you to limit the number of alerts that can be assigned to members of a pool based on user role. For example, if a member pool contains 25 investigators, you can limit junior investigators to have a maximum of 10 alerts assigned to them, and assign a senior investigator no cap.

Alerts are assigned based on the available assignment rules until members reach their caps, then alerts are assignedonly to members who have not reached their caps. If all members have reached their limit, alerts are assigned to the pool, and can be accessed by using the Auto-Assignment option in the Alert Workflow.

Figure 6-5 Role Based Assignment Limits Editor


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Description of "Figure 6-5 Role Based Assignment Limits Editor"

The Role Based Assignment Limits Editor includes the following components:

  • User Role grid: When a user role is selected, you can edit the maximum limit. A Nullvalue indicates there is no limit for the assignment of alerts.
  • Add Exception button: Allows you to enter exceptions to the limit assigned to the user role. For example, to set a new limit for a specific user in a role. Refer to Adding an Exception to a Role Based Assignment Limit for more information.
  • Save button: Saves all modifications to the database.
  • Cancel button: Redisplays the Assignment Editor. The New Maximum Limits value is not saved.

Assignment Rule Editor

The Assignment Rule Editor displays after you click Addor Update. This editor allows you to create or edit a series of rules, or operations, that are chained together to form a decision tree. A decision tree is created for each focus type. The decision trees are used to determine the owner (an individual or group of users) of each alert generated by the system.

Figure 6-6 Assignment Rule Editor


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Description of "Figure 6-6 Assignment Rule Editor"

The components of the Assignment Rule Editor include the following:

  • Focuslabel: Displays (but is not editable) the name of the selected focus.
  • Operation Set text box: Specifies a grouping of mutually exclusive rules based on an attribute.
    • If you select Add, the Operation Set text box displays as blank.
    • If you select Update, the Operation Set text box field is populated with the current data for the selected rule.
    • You must create rules within Operation Set 1 before creating any additional rules. Any condition not covered by Operation Set 1 is assigned to the default assignment owner, as are all other operation sets when alerts are added to them.
  • Investigation Attribute drop-down list: Populates alphabetically with values for each attribute of the alert. For example, scenario class, scenario, pattern ID, score, match count, and scenario count, of which to base the rule.
    • If you select Add, the Investigation Attribute drop-down list displays a blank value (“ ”) (the default).
    • If you select Update, the Investigation Attribute drop-down list displays the current value of the selected rule, if the rule is based on an investigation attribute, rather than a business attribute.
    • If you base your rule on an investigation attribute, you cannot select a business attribute.
  • Business Attribute drop-down list: Displays values for each attribute, excluding artificial keys (for example, sequence IDs), of the focus type, of which to base the rule.
    • If you select Add, the Business Attribute drop-down list displays a blank value (“ ”) (the default).
    • If you select Update, the Business Attribute drop-down list displays the current value of the selected rule, if the rule is based on an business attribute, rather than an investigation attribute.
    • If you base your rule on an business attribute, you cannot select an investigation attribute.
  • Operatordrop-down list: Contains the following values =, !=, >, <, <=, >=, in, contains, blanks (“ ”), and else.
    • If you select Add, the Operator drop-down list displays a blank value (“ ”) (the default).If you select Update, the Operator drop-down list displays the current value of the selected rule.
    • If you base your rule on an investigation attribute or business attribute for which an enumerated list of values has been defined, only the values = and != are available in the Operator drop-down list.
    • If you have a list of values and you want to check if the database field is one of the values in the list, select the in operator in the Operator drop-down list.
    • If you want to check a database field that contains a comma-delimited list of values for a specific value, select the contains operator in the Operator drop-down list.

      Note:

      The selection between the in and contains operators depends on the type of search you want to perform. Using the contains operator allows you to check if a database field containing a comma-delimited list of values contains a specific value. For example, checking if the Business Domain contains a particular business domain. The contains operator is similar to the in operator, but it reverses the comparison. With the in operator, the single value is in the field in the database, and a list of values is provided as the argument. With the contains operator, the list is in the database, and the single value is provided as an argument.
    • If you select the elseoperator, the valuemust be NULL; followed by a subsequent operation or alert owner recipient specification.

      Note:

      The system evaluates the elseoperation after evaluating all other operations
  • Value text box or drop-down: Within the rule, the value of the investigation or business attribute is compared to the Valuefield. If you have selected an attribute in the InvestigationAttribute drop-down list with defined values (Jurisdiction, Domain, Pattern ID, Scenario Name, and Scenario Class Name), the Valuedrop-down list will contains those values. The Value field displays as a text box for all other attributes (for example, score or account balance).
    • If you select Add, the Valuetext box displays a blank value (“ ”).
    • If you select Update, the Valuetext box displays the current value of the selected rule.
    • If you enter multiple values in the Valuetext box after having selected INas the operator, separate the values with pipe (|).
    • If you select the elseoperator, the Valuemust be NULL therefore, the system disables the Value text box or drop-down list.
    • NextOperation Set text box: The number of the next operation set, or branch, to further evaluate the alert or assign to an owner.
    • If you select Add, the NextOperation Set text box displays a blank value (“ ”) (the default).
    • If you select Update, the NextOperation Set text box displays the current value of the selected rule.
    • If the result of your rule is to continue to the next operation set, you must not select an owner to assign the alert.
  • Ownerdrop-down list: Displays available owners for both alerts.
    • If you select Add, the Ownerdrop-down list displays a blank value (“ ”) (the default).
    • If you select Update, the Ownerdrop-down list displays the current value of the selected rule.
    • If the result of your rule is to assign the alert, you must not select to continue to the next operation set.
  • Strategydrop-down list (Optional:): Displays available strategies for the assignment rule. This drop-down list is disabled unless an owner is selected and that owner is a pool and not an individual user.
    • If you select RoundRobin, alerts are assigned to the members of a pool in a circular order until all the alerts have been assigned.
    • If you select LoadLeveling, the pool member's current load is taken into consideration when assigning alerts.
    • If a strategy is selected and then an individual user is selected in the Ownerdrop-down list, then the value in the Strategy drop-down list is made blank.