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Sunday, March 15, 2009

Siebel Assignment Manager

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. For you to define assignment rules, you 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 organization

For 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.

User
Siebel Administrators

Siebel Anywhere Features

Siebel Anywhere manages and distributes Siebel software components for Siebel mobile clients, dedicated clients, and replicated Regional nodes. Siebel Anywhere ensure that all distributed notes are operating with the proper configurations by performing version check and distributing upgrade kits containing SRF, client configuration changes, database schema changes, and software patches.

Users
Field Sales, Field Service, Professional Services, Channel Partner Management

Key Functionality
• Distribute and install upgrade kits
• Distribute SRF changes
• Distribute database schema changes
• Automatically install and configure client software

Siebel Advanced Search

Siebel Advanced Search enhances the ability of agents to easily locate information from the corporate knowledge base. Using Siebel Advanced Search enhances the base Siebel Search capabilities by locating documents using term proximity, word stemming, advanced thesaurus, term inflection, fuzzy searching, and other advanced searching features. Siebel Advanced Search uses the Fulcrum search engine (included with Siebel Search in each named license of Siebel Sales, Siebel Service, and Siebel Call Center).

Siebel Advanced Search

Users
Employees using an Employee-facing application (like Siebel Sales, Siebel Call Center, etc.)

Siebel Search Achitecture

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