Siebel Assignment Manager Rules Engine Computer Science Essay

Siebel concession Manager regulates Engine Computer Science EssaySiebel appellation Manager is a retrieves engine that allows gross revenue and service organizations to set apart the most adequate people to specific tasks. Assignment Manager accomplishes this function by matching expectations to predefined and user-configurable concession objects. To assign the most qualified candidate to each object, Assignment Manager applies assignment regains that you define. For you to define assignment rules, you select aims to which each assignment rule applies Rule crowds to which each assignment rule applies (optional) Criteria for each assignment rule Values for each assignment criteria Skills to match assignment rules, objects, organizations, employees, and positions Scores for each assignment rule, criteria, and harbor Candidates that ar grudged using the assignment rule work load rules to balance work across your organizationTerminology of Assignment ManagerAssignment te ndency In Siebel Assignment Object is escritoire Data type which is postulate to be assigned. Based on Assignment Rule Assignment Manager finds the suitable candidate. A number of predefined assignment objects are lendable for use by Assignment Manager for the most commonly used business entities in Siebel Business Applications. Some of the predefined assignment objects are- bank note- Activity- Campaign- Campaign Contact- Contact- Opportunity- Order (Sales Credit Assignment)- Product Defect- ascertain- Project Team- Service indicateAssignment Rule In Siebel Assignment Manager, an assignment rule is a collection of logical business boundaries. Each assignment rule has an activation and an finale date that you can use to denote a range of dates for when the rule should be energetic. If you specify an activation date and no expiration date, the rule is active from the date denoted by the activation date onwards. If you specify an expiration date and no activation date, the rul e is active until the date denoted by the expiration date. If you do not specify neither the activation date nor the expiration date, the rule is always active.Assignment Criteria In Siebel Assignment Manager, assignment criteria enforce business conditions when utilise to assignment rules. An assignment rule can have one or more assignment criteria. For Each criterion specific values can be given if needful.Running mode of Assignment ManagerBatch ModeUse batch assignment to assign multiple records of an object in a single batch. Typically, you privation to run batch jobs periodically when you anticipate the least amount of database activity (such as daily or weekly after-hours). propelling ModeDynamic assignment is especially usable in a deployment where users and server programs make frequent changes to the assignment object records (such as service requests and activities) because dynamic assignment can automatically determine the changes and assign the objects to the appropr iate people and organizations.Interactive ModeRunning Assignment Manager in interactive mode allows end users to make real- cartridge holder assignments. End users can review a list of potential assignees generated by Assignment Manager, then select and confirm, or override the assignment from the generated potential candidate list.Creating Assignment Rule (Considering Service predication as Assignment Object)Goto SiteMap-Admin AssignmentDrillDown on Rule Group List pee a impudent Record figParent Rule GroupActivationExpirationSR Assignment(If required)Date(From when rule group should be Active)Date(After this Date rule group should be expired)Drilldown on Rule Group NameCreate Assignment Rule in Rule List AppletNameSR Assignment RuleFor Object to be Assigned, Create a new record in PickApplet and select an Object.Fill Other fieldsObject To Be AssignedActivationExpirationSequenceService RequestDate(From when rule should be Active)Date(After this Date rule should be expired)1Drill Down on Assignment Rule, Fill the Candidate Details on the basis of requirement. burning(prenominal) fields, there values and description..Assignee Filter FieldAssignee Filter Field ValuesAssignee FilterDescriptionAll, Above strippedUse assignees with an assignment scratch greater than or equal to the assignment rules candidate difference score. Assigns one or more assignees.All, Must AssignSame as the All, Above Minimum value, except that the highest-scoring candidate is a potential assignee even if all candidates fail to meet the candidate passing score. Assigns one or more assignees.One, Best burstUse the highest scoring assignee with an assignment score greater than or equal to the candidate passing score. Assigns one assignee.One, RandomChoose a hit-or-miss assignee whose score is greater than or equal to the candidate passing score required for this assignment rule. Assigns one assignee.NOTEIf you do not use scores, the candidate passing score on the assignment rule and a ll qualifying candidate scores are treated as zero. Therefore, every qualifying candidate (every candidate that passes all required criteria) is assigned depending on the assignee filter.The assignee filter determines how candidates are evaluated as potential assignees to the object.2.2 Person Candidates consultationFrom Rule. To assign the objects only to candidate (positions and employees) defined in the rule.All People. Checks Assignment Skills of the entire candidate (positions and employees)Teams. The person dynamic candidate teams you define in Siebel Tools (the value of the Team cause property in the Dynamic Candidate object) appear in the Person Candidates mention list of values (LOV) field in the assignment rule.2.3 Organization Candidates SourceFrom Rule. To assign the objects only to candidate (Organization) defined in the rule.All People. Checks Assignment Skills of the entire candidate (Organization).Teams. The organization dynamic candidate teams you define in Siebe l Tools appear in the Organization Candidates Source list of values (LOV) field in the assignment rule.Check Employee Calendar FieldIf check then Assignment Manager checks the employees availability by checking its calander.Assignment CriteriaGoto Assignment RuleDrillDown on the Rule NameIn Criteria tab, Create a new recordRule CriterionService Request event similarity systemAssignment Manager uses criteria comparison methods to qualify objects or candidates, or both, foran assignment ruleComparison MethodDescriptionCompare toObjectCriteria values are compared with objects attribute.Compare toPersonCompares criteria values to skills of person candidates (employees or positions). Person candidates that possess the skills required by the criterion qualify for this criterion.CompareObject toPersonObjects attribute is compared with Assignment Skills of the candidates (employees or positions), Object is assigned to one candidates (employees or positions).Compare toOrganizationCompares criteria values to skills of Organization candidates. Organization candidates that possess the skills required by the criterion qualify for this criterion.CompareObject toOrganizationObjects attribute is compared with Assignment Skills of the organization candidates, Object is assigned to one organization candidates.Inclusion MethodInclusion MethodDescriptionIncludeAttribute value must match at least criteria valueInclude AllAttribute value must match all criteria valueInclude All MatchingAll Attribute value must match matching criteria value releaseAttribute value should exclude all criteria value5. Enter the criteria value by creating new record.Adding CandidatesGoto Employee candidateAdd database users by creating new record.workload diffusionWorkload distribution is a special criteria type that balances the load between candidates. You occasion workload distribution by adding workload rules in the Assignment Workload view for employees and positions, or the Assignment Organiza tion Workload view for organizations. Workload distribution is generally used with service assignments.Goto Workload Distribution Rule view.Create a new recordNameObject To Be AssignedAssignServiceRequestService RequestProvide the condition for workloadCondition FieldComparison OperatorValueService Request Status=OpenAdd this Workload distribution rule to Assignment Rule.Goto Assignment RuleDrilldown on Rule Name- Goto Workload Distribution tabCreate a new record. guide workload distribution ruleGive a value for Maximum Workload Eg. 100.Give Score value if required.Finally Goto Assignment Rule and press Release button to make it available.Running Assignment Manager (Batch Mode)Goto Admin-Server Management- JobsCreate a new record with pursuit detailsGive the Component Name Batch AssignmentMake the job repeating by giving following detailsRepeatingYRepeat UnitMinutesRepeat Interval5Enter the following job parameter.NameValueAssignment Object NameService RequestObject Where Clausewhe re SR_STAT_ID = Open AND OWNER_EMP_ID IS NULLSubmit the JOB.Dynamic CandidateThey are the potential assignee for assignment object. standardised to Static Candidate. These are the group of members for which Assignment Manager works.Dynamic Candidate mainly works for Compare Object to Person. This of two types,Single Owner Type Only one candidate will be associated with Assignment Object.Multiple Owner Type Multiple Members Will be associated with Assignment Object.For Configuring Dynamic Candidate, It is need to be configured from Tool side.The advantage of Dynamic Candidate is to reduce the list of members for assignment.Configuring Dynamic Candidate recordin into Siebel Tools.Query for Service Request in work flow policy.Goto Service Request Assignment Object.Goto Dynamic Candidate, Configure this according to following data.Compile Service Request Workflow Policy.This Team (Dynamic members) will be available in Person Candidate List.Case Study of Assignment ManagerRequirement Se rvice Request created under Account should be assigned to a candidate on the basis of following pointsService Request Type(Type Of Service Request)Employee Circle(SR circle and employee circle should be same)Service Request Shift Details(SR Creation time should be within employee working hour)Market Segment(Market Segment type of Account)Service Request should assign to expressage users.Approach-We have a option of limited no of users, i.e. the value in Person candidate blood line should be From RuleFor Assignee filter we are using All, Above Minimum because we are not using scores.We have added two employees in Employee Candidate.We have Added Workload distribution rule, having maximum load 100.We are Using Compare to Object, Because Criteria values are world compared with Object attribute.Inclusion method is Include because only one value of object attribute is there to match with Assignment criteria value.EBCSteps to create EBC.Log in to ToolGoto File - New Object (New Object W izard)Select External Table Schema ImportEnter The Following DetailsProjectAny locked ProjectSchema SourceIf importing from DDL file then use DDL/Analytics, otherwise use ODBCCharacter GroupAny three random digitAfter giving these details press Next.Select a data source which has ODBC entry.Give the name of table owner. Eg. STAGINGGoto Next step.Select the table you want to generate the schema of goto next step.Provide the run time data source. As mentioned in TNS entry.Finish the wizard. This wizard will create external table schema.To check this data source make following entries in cfg file.In Data source sectionDataSourcesUWUATDB = UWUATDBFoe this Data source make following entriesUWUATDBDocked = FALSEConnectString = UWUATDBTableOwner = STAGINGDSUsername = STAGINGDSPassword = STAGINGDLL = sscdo90.dllSqlStyle = OracleCBOCreate a Business component based on this table and mentioned the Data Source name for the BC.