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loan application flows to the Manager to process it further. The manager has 3 sub-ordinates to whom he assigns the applications for further processing.
Requirement#1: As a manager, I should be able to configure the percentage allocation for each staff members.
Requirement#2: As a manager, I want the system to auto assign the ingested cases(requests) to the staff members in the configured percentage.
where to start and what to do to implement this .. like can anyone please guide step by step for this
Discussion posts and replies are publicly visible
Hi, what do you mean by percentage allocation here?
This is a very generic request so I can only give you a high level answer.
First, you will need some database tables to store defined teams and their allocation goals. For the actual assignment, you might want to check the assignments of a specific past period and calculate the difference to the target for each assignee. Then select the on with the largest negative difference.
Every day, cases are ingested in batch by the system. Let’s say today 10 cases were ingested. System should auto allocate cases as given below:
30% of 10 assigned to M1
50% of 10 assigned to M2
20% of 10 assigned to M3