In these examples the levels are Level 1 Amy Level 2 Lance Henry Level 3 Rick

In these examples the levels are level 1 amy level 2

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branches in a level. In these examples, the levels are: Level 1 = Amy Level 2 = Lance, Henry Level 3 = Rick, Sarah; Robin, Sam Level 4 = Eastern and Western Sales Reps; Partner 1 and Partner 2 Sales Reps Rule group hierarchies are executed from the bottom up. For example, Assignment Manager attempts to use Robin’s rules to match a particular lead to a candidate before it tries to use Henry’s rules. However, if Robin’s rules fail, Assignment Manager then tries Henry’s rules, and assigns the lead to Robin, and so on up the hierarchy. Each rule group owner can assign a designee. Designees have the same responsibilities as an owner. You may want to delegate your ownership to someone else, such as an administrative assistant, to perform the tasks. Each partner should assign one person as the delegated administrator (in these examples, either Robin or Sam) and that person should manage the partner’s rule group. This same person should receive all leads that are not assigned to the partner’s sales representatives. AAs and DAs can create new criteria (you are not required to use criteria templates). However, it is recommended that the AA create criteria templates for the most common criteria to ease the learning curve for the DAs.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration for Delegated Assignment Examples for Using Delegated Assignment 196
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 197 9 Running Siebel Assignment Manager This chapter provides preparatory considerations and tasks before running Siebel Assignment Manager and explains how to run Assignment Manager in several operating modes. It includes the following topics: “Preparing to Run Siebel Assignment Manager” on page 197 “Running Siebel Assignment Manager in Denormalization Mode” on page 215 “Running Interactive Assignment” on page 216 “Creating a Custom Siebel Assignment Manager Server Component for Interactive Assignment” on page 220 “Running Dynamic Assignment” on page 220 “About Running Batch Assignment” on page 228 “Running Mobile Assignment” on page 234 “About Siebel Assignment Manager Rule Cache Files” on page 236 “About Using External Components to Invoke Siebel Assignment Manager” on page 237 “About Tuning Siebel Assignment Manager for Performance in an IBM DB2 Deployment” on page 238 “About Using an Object WHERE Clause to Restrict the Number of Records Processed” on page 239 Preparing to Run Siebel Assignment Manager Siebel Assignment Manager obtains information required for operation from the following sources: The assignment rules and criteria, as well as employees, positions, and organizations, that are read from the rule cache file. The properties of assignment objects and their property values, the list of values for the picklists, and assignment criteria, attributes, workflow policy components, workflow policy component columns, and other repository information from the database.
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  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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