Assign a record to an agent with matching attributes

Last Updated : Feb 04, 2022 |
Prolog information
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POM selects only those records for dialing which match the agent attributes. The following scenario explains the attribute based record assignment to the agent. Consider the following record attributes:
State
Product
Language
51 – Arizona
52 – HealthInsurance
53 – English
54 – Florida
55 – CarInsurance
56 – French
57 – Alaska
-
-
Assuming the following agents and related attributes:
  • Agent 21000 => 1, 51, 52, 53, 54, 55, 56 => [ {State=Arizona, Florida}, {Product=HealthInsurance, CarInsurance}, Language={English, French} ]
  • Agent 21001 => 1, 51, 52, 53 => [ {State=Arizona}, {Product=HealthInsurance}, Language={English} ]
  • Agent 21002 => 1, 57, 55, 56 => [ {State=Alaska}, {Product=CarInsurance}, Language={French} ]
POM searches multiple records for the attributes of an agent and selects the record which has maximum matching attributes for dialing. If no record matches for an agent, POM selects the next available record which has no attribute values defined. The following table explains the detail record assignment for each agent:
Record ID
State
Product
Language
Agent 210000 record selection
Agent 210001 record selection
Agent 210002 record selection
1234567890
Arizona
HealthInsurance
English
Yes
Yes
No
0987654321
Arizona
CarInsurance
-
Yes
No
No
5556667777
Arizona
CarInsurance
French
Yes
No
No
2223334444
Florida
HealthInsurance
English
Yes
No
No
7778883333
Florida
CarInsurance
French
Yes
No
No
8886665555
Alaska
-
-
No
No
Yes
4441119999
-
-
-
Yes
Yes
Yes
  • For ID 8886665555 record, state attribute matches only with Agent 210002, so the record is assigned to Agent 210002.
  • For ID 2223334444 record, state attribute matches with Agent 210000 and Agent 210002. The product attribute matches with Agent 210000 and Agent 210001, so the record gets assigned to Agent 210000.
Note:
Blank value attributes are not considered in matching attributes.
“-” depicts null values.