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Assignment

Description

:Assignment encapsulates the details of a client's representation agreement in a specific area of expertise and potentially within certain geographic regions. It acts as a nexus connecting clients, representation areas, geographic coverage, and assigned employees on the client team.

Temporal properties on relationships allow tracking of changes over time without cluttering the node with time-bound data.

Label

:Assignment

Properties

PropertyDescriptionType
idA unique identifier for this Representation nodestring (uuid)
teamRolethe role of the team member in this representationstring
createdBythe person or process that created the nodestring
createdDatedateTime
modifiedBythe person or process who last modified the nodestring
modifiedDatedateTime

Valid team roles include:

RoleDescription
Responsible AgentThe primary agent responsible for this client (some groups call this Point Agent)
Agent TeamA team of agents representing the client
Lead AgentOne of the agents on the client team
Supporting AgentAssisting lead and responsible agents on the team
CoordinatorCoordinator working with the client team
IQ ExecUsually used in pursuits, this is an IQ Executive that is attached to the pursuit
Business AffairsBusiness Affairs agent, if applicable

TODO

The list of roles is not yet complete. We need to work with the business to understand the roles that are important to them.

Key

id

Relationships

The HAS_ASSIGNMENT relationship connects employees to :Assignment nodes.

The HAS_GEO_AREA relationship connects :Assignment nodes to :GeoArea nodes. This is how the geographic scope of a particular team member's assignment is defined -- commonly as a territory. For example, "This agent represents the client as a Musician in the United States."

The ASSIGNED_TO relationship connects :Assignment nodes to :Representation nodes.

Examples

Confidential. For internal use only.