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# assign account executive to a file

 P: n/a I have a table of several account executives (A.E.'s). I need to assign the loan A.E.'s to prospect mailable records. A data file is sent to a printing company on a biweekly basis and count varies on each mail piece. A.E.'s handle different areas. There are two different groups. Group A receive at least 3/7's and the group B receives a certain region. If Group A does not have 3/7's in its region it takes more of group B's region so that it has 3/7's of the data set. Each A.E. receives same amount of prospects as any in their respective group, and receives same amount for each state. I would appreciate any assistance. Oct 17 '06 #1
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 P: n/a in addition....i would like this to be very adaptable to the number of account executives in each group because we are expecting to hire an additional 3 a.e.'s by the end of the month. sm*******@gmail.com wrote: I have a table of several account executives (A.E.'s). I need to assign the loan A.E.'s to prospect mailable records. A data file is sent to a printing company on a biweekly basis and count varies on each mail piece. A.E.'s handle different areas. There are two different groups. Group A receive at least 3/7's and the group B receives a certain region. If Group A does not have 3/7's in its region it takes more of group B's region so that it has 3/7's of the data set. Each A.E. receives same amount of prospects as any in their respective group, and receives same amount for each state. I would appreciate any assistance. Oct 17 '06 #2

 P: n/a sm*******@gmail.com wrote: I have a table of several account executives (A.E.'s). I need to assign the loan A.E.'s to prospect mailable records. A data file is sent to a printing company on a biweekly basis and count varies on each mail piece. A.E.'s handle different areas. There are two different groups. Group A receive at least 3/7's and the group B receives a certain region. If Group A does not have 3/7's in its region it takes more of group B's region so that it has 3/7's of the data set. Each A.E. receives same amount of prospects as any in their respective group, and receives same amount for each state. I would appreciate any assistance. hard and fast business rules would be helpful. AE---(?,?)---Loan (How many AE's can work on a loan? How many loans can a single AE work on?) AE--(M,1)---Group--(1,M)--Region oh, (M,1) = 1 Group contains Many AE's. Each AE belongs to ONE group. where does printing company fit in? Does it? What does the 3/7's mean? Could you give an example? Hope this gets you started. Pieter Oct 17 '06 #3

 P: n/a 1 AE to a prospect. ae is assigned to prospect before sent to mailer house so that mail piece has proper phone number for prospect to call in. 7000 mailers for a week. group receives 3000 mailers. 3000 mailers should come from michigan, but if michigan data is only 2000 then there is an additional 1000 pulled from indiana then ohio and etc in a ranked order. pi********@hotmail.com wrote: sm*******@gmail.com wrote: I have a table of several account executives (A.E.'s). I need to assign the loan A.E.'s to prospect mailable records. A data file is sent to a printing company on a biweekly basis and count varies on each mail piece. A.E.'s handle different areas. There are two different groups. Group A receive at least 3/7's and the group B receives a certain region. If Group A does not have 3/7's in its region it takes more of group B's region so that it has 3/7's of the data set. Each A.E. receives same amount of prospects as any in their respective group, and receives same amount for each state. I would appreciate any assistance. hard and fast business rules would be helpful. AE---(?,?)---Loan (How many AE's can work on a loan? How many loans can a single AE work on?) AE--(M,1)---Group--(1,M)--Region oh, (M,1) = 1 Group contains Many AE's. Each AE belongs to ONE group. where does printing company fit in? Does it? What does the 3/7's mean? Could you give an example? Hope this gets you started. Pieter Oct 25 '06 #4

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