Siebel Assignment Manager Rules Engine Computer Science Essay Example

can be given for each criterion if needed.

The running mode of Assignment Manager.

Batch Mode - Utilize batch assignment to assign multiple records of an object in a single batch. It is typically recommended to run batch jobs periodically during periods of low database activity, such as after hours on a daily or weekly basis.

Dynamic Mode enables automatic assignment of objects (such as service requests and activities) to the appropriate individuals and organizations, making it particularly useful in deployments where frequent changes are made to the assignment object records by users and server programs.

Running Assignment Manager in interactive mode enables end users to make assignments in real-time. Users can review a generated list of potential assignees, provided by Assignment Manager. They can then select, confirm, or override an assignment from the generated list of potential candidates.

Creating an assignment rule for the Service Request object.

Goto the SiteMap and click on Admin Assignment.

Explore further within the list of rule groups.

Make a new entry

Name

Parent Rule Group

Activation

Expiration

SR Assignment

(If necessary)

Date (starting from when the rule group should be active)

Date

(After this Date rule group should be expired)

Drilldown on the name of the Rule Group

Create an assignment rule in the Rule List Applet.

SR Assignment Rule

For the purpose of assigning an Object, it is necessary to create a new record in PickApplet and choose an Object.

Please complete any remaining fields.

Service Request

Date (when the rule should become active)

Date (The rule should expire after this date)

1

Drill down on the Assignment Rule and use the requirement to fill in the Candidate Details.

All, Above Minimum

Assign one or more assignees who have an assignment score that is greater than or equal to the candidate passing

score of the assignment rule.

All tasks must have members assigned to them.

The above option, similar to the All, Above Minimum value, considers the situation where none of the candidates meet the passing score. In this scenario, the candidate with the highest score will still be eligible for assignment as a potential assignee. Consequently, one or more assignees will be assigned.

One, Best Fit

Assign the highest scoring assignee who has a score equal to or higher than the passing score for the candidate. Only one assignee will be assigned.

One, Random

Randomly select an assignee with a score that is equal to or higher than the passing score required for this assignment rule. This will result in one assignee being assigned.

NOTE: If scores are not used, both the candidate passing score on the assignment rule and all qualifying candidate scores are considered zero. This means that every qualifying candidate (i.e., those who meet all required criteria) is assigned based on the assignee filter.

The evaluation of candidates as potential assignees to the object is determined by the assignee filter.

From the rule, objects should only be assigned to candidates (both positions and employees) that are specifically defined in the rule.

All People. Checks Assignment Skills of the entire candidate (positions and employees)

The teams that you define in Siebel Tools as dynamic candidate teams (the value of the Team Type property in the Dynamic Candidate object) will be shown in the Person Candidates Source list of values (LOV) field in the assignment rule.

From Rule. To assign the objects only to the candidate (Organization) defined in the rule.

All people assess the assignment skills of the entire candidate (organization).

Teams that you define in Siebel Tools

and have an organization dynamic candidate appear in the Organization Candidates Source list of values (LOV) field in the assignment rule.

If a check is made, then the Assignment Manager will check the employee's availability by examining its calendar.

Assignment Criteria:

Click on the Assignment Rule

Drill down on the rule name

In the Criteria tab, there is a need to create a new record.

Service Request Type

Comparison Method: The Assignment Manager uses criteria comparison methods to evaluate objects or candidates, or both, when applying an assignment rule.

Compare to

Object

Object's attribute is compared with criteria values.

Compare to

Person

The criterion compares the values of criteria to the skills of person candidates, whether they are employees or positions. Person candidates who have the skills needed by the criterion are considered eligible for this criterion.

Compare

Object to

Person

Object's attribute is compared to the Assignment Skills of candidates (employees or positions), and the Object is assigned to one of the candidates (employees or positions).

Compare to

Organization

Eligible candidates from Organization have the skills needed for the criterion as they meet the criteria's specified skill requirements.

Compare

Object to

Organization

Comparing an attribute of an object with the candidates' Assignment Skills, the object is then assigned to one of the organization candidates.

Include

Attribute value should be at least equal to the value of the criteria.

Include All

Attribute value must align with the criteria value.

Include All Matching

All attribute values must match the matching criteria value.

Exclude

Attribute value should not include any criteria value.

Generate a new record and enter the value for the criteria.

Adding Candidates: To add candidates, follow these steps:

"Goto Employee candidate"

Add new record to create database users.

Workload distribution:

Workload distribution ensures an equal distribution of workload among candidates. It can be achieved

by adding workload rules in the Assignment Workload view for employees and positions, or the Assignment Organization Workload view for organizations. This criterion is commonly utilized in service assignments.

To access the view for Workload Distribution Rule, click on the link.

Create a new record

AssignServiceRequest

Service Request

Condition for workload is provided.

Service Request Status

Open

Include this Workload distribution rule to the Assignment Rule.

Go to the Assignment Rule

Drilldown on Rule Name and navigate to the Goto Workload Distribution tab.

Start a fresh entry.

Make a decision regarding the allocation of tasks.

Please enter a value for the Maximum Workload, such as 100.

Please provide the necessary Score value.

Executing Assignment Manager in Batch Mode:

Go to Admin-Server Management-Jobs

Create a new record with the following details

Change the name of the component to "Batch Assignment."

Provide the following details to make the job repeating.

Y

Minutes

5

Enter the job parameter below.

Assignment Object Name

Service Request

Object Where Clause

where SR_STAT_ID = 'Open' AND OWNER_EMP_ID IS NULL

Click on the button below to submit the JOB.

Dynamic Candidate:

The potential assignee for the assignment object is essentially a Static Candidate, which comprises a group of members that Assignment Manager operates on.

Dynamic Candidate's main focus is the comparison of an object to a person, which can be classified into two types.

The Assignment Object will be linked to just one candidate.

The Assignment Object will have several members associated with it as Multiple Owner Type.

The Tool side needs the setup of a Dynamic Candidate configuration.

Dynamic Candidate offers the advantage of reducing the member list for assignment.

Access the Siebel Tools login page.

Locate the term "Service Request" within a workflow policy.

Retrieve the Assignment Object for 'Service Request'.

Configure Dynamic Candidate by using the following data.

Compile the 'Service Request' Workflow Policy.

Case Study of Assignment Manager:

Requirement- 'A service

request created under an account should be assigned to a candidate based on the following points:

Service Request Type (Type Of Service Request)

Employee Circle (SR circle and employee circle should be the same)

Service Request Shift Details (The SR Creation time should be within the employee working hour)

Market Segment (type of Account)

Service Request should only be assigned to a restricted group of users.

The value of the Person candidate source should be "From Rule" because we have a limited number of users.

The "All, Above Minimum" option is used for the Assignee filter when there are no scores being used.

Two employees have been added to the Employee Candidate.

We have implemented a new rule for workload distribution, with a maximum load of 100.

We use the "Compare to Object" feature to compare criteria values with object attributes.

The inclusion method is set to "Include" because there is only one value for the object attribute that matches the criteria value for the assignment.

EBC

Steps for creating EBCA are as follows:

Log in to Tool

To get started, you can access the menu by clicking on "File". From there, select "New Object" from the dropdown list titled "New Object Wizard".

Choose 'External Table Schema Import'

Enter The Following Details

Project

Any locked Project

Schema Source

If you're importing from a DDL file, use 'DDL/Analytics'. Otherwise, use 'ODBC'.

Character Group

Any three random digit

Click the 'Next' button after entering these details.

Choose a data source that has an ODBC entry.

Please provide the name of the table owner, such as 'STAGING'.

Proceed by clicking on the "Next Step" button.

Choose the table you want to generate the schema for and move on to the next step.

Include the runtime data source specified in the TNS entry.

Proceed through the wizard to generate

a schema for an external table.

To check this data source, make the following entries in the cfg file.

[DataSources]

UWUATDB = UWUATDB

[UWUATDB]

Docked status is set to FALSE.

ConnectString = UWUATDB

TableOwner is set to STAGING.

DSUsername is set to STAGING.

DSPassword = STAGING

The DLL is called sscdo90.dll.

The value of SqlStyle is OracleCBO.

Create a Business component based on the table provided and specify the Data Source name for the BC.