Siebel Assignment Manager is a rules engine that allows sales and service organizations to assign the most qualified people to specific tasks. Assignment Manager accomplishes this function by matching candidates to predefined and user-configurable assignment objects. To assign the most qualified candidate to each object, Assignment Manager applies assignment rules that you define.
To define assignment rules, select:
• Objects to which each assignment rule applies
• Rule Groups 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
• Expertise to weigh skill scores
• Scores for each assignment rule, criteria, and value
• Candidates that are scored using the assignment rule
• Workload rules to balance work across your organizationFor example, in a sales organization, you can create an assignment rule that scores positions (candidates) based on territory definitions (criteria) for an opportunity (object).
In a service organization, you can create an assignment rule that scores employees (candidates) based on product expertise (criteria) for a service request or product defect (object). Using the sum of scores for each assignment rule, Assignment Manager assigns the best candidates for each object.
