Domain Separation and Customer Service Problem Management
Summarize
Summary of Domain Separation and Customer Service Problem Management
Domain separation provides an organized method for managing complex organizational structures, ensuring that users only access data relevant to their specific domain. This enhances security and operational efficiency, particularly in multi-tenant environments.
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The application supports domain separation throughout its functionalities, including the user interface, caching, and reporting, which requires configuration by the instance owner to accommodate multiple tenants.
Key Features
- Account-Level Separation: Customer Service Problem Management (CSPM) ensures all customer data and service problem cases are separated at the account level.
- Domain-Specific Assignments: Administrators can assign fulfillment agents and managers to work on service problem cases specific to a domain.
- Domain Allocation: Domain values are derived from the account or company associated with CSPM objects, allowing for precise management of cases and tasks.
- Domain-Separated Tables: CSPM includes various domain-separated tables for managing service problem cases, diagnostic tasks, and test definitions.
Key Outcomes
By implementing domain separation in CSPM, organizations can manage customer and service problem cases effectively, ensuring that agents work within their designated domains. This structured approach leads to improved data integrity, security, and responsiveness to customer needs.
Domain separation provides a structured and efficient way to manage complex, multi-tiered organizational environments. It enables tailored access and control, ensuring that users see only the data relevant to their domain, enhancing security and efficiency.
Support level: Basic
- Business logic: Ensure that data goes into the proper domain for the application’s service provider use cases.
- The application supports domain separation at run time. The domain separation includes separation from the user interface, cache keys, reporting, rollups, and aggregations.
- The owner of the instance must set up the application to function across multiple tenants.
Sample use case: When a service provider (SP) uses chat to respond to a tenant-customer’s message, the customer must be able to see the SP's response.
For more information on support levels, see Application support for domain separation.
Introduction to Customer Service Problem Management
Customer Service Problem Management (CSPM) supports domain separation at an account level. All customer data and service problem cases have account (customer) level separation.
How domain separation works in Customer Service Problem Management
- Ensure that the account is domain separated according to the domain separation guidelines in Customer Service Management. For more information, see Domain separation and Customer Service Management.
- Customer details and service problem cases are domain separated using the account name.
- If an administrator assigns fulfillment agents and managers to work on the service problem cases for a specific domain, these agents and managers can work on these types of transactions across accounts.
Domain separated tables
- Service Problem Case
- Service Diagnostic Task
- Service Resolution Task
- Service Test Group
- Service Test Definition
- Test Measure Definition
- Test Definition Characteristic
- Test Definition Relationship
- Specification to Test Definition Relationship
- Threshold Rule
- Measure Consequence
- Test Run
- Test Characteristic
- Test Measure
- Threshold Rule Violation
- Applied Consequence
Use cases
If customer or service problem cases have an account name, an administrator can identify and separate the customer or service problem cases for different domains.
If fulfillment agents or managers are assigned to a domain, an administrator can assign them to work on the service problem cases for a specific domain (account).
How domain values are allocated to CSPM objects
| CSPM objects | Domain source |
|---|---|
| Service Problem Case | Gets domain value from Account. |
| Service Diagnostic Task | Setting domain from Company. |
| Service Resolution Task | Setting domain from Company / task_for / task_for.company / default. |
| Service Test Definition | Setting domain of current user. |
| Test Measure Definition | Setting domain from Test Definition. |
| Test Definition Characteristic | Test Definition Characteristic |
| Test Definition Relationship | Setting domain from Test Definition. |
| Specification to Test Definition Relationship | Setting domain from test definition. |
| Threshold Rule | Setting domain from Test measure. |
| Measure Consequence | Setting domain from threshold rule. |
| Test Run | Setting domain from Service Diagnostic task. |
| Test Characteristic | Setting domain from Test Run. |
| Test Measure | Setting domain from Test Run. |
| Threshold Rule Violation | Setting domain from Test Measure. |
| Applied Consequence | Setting domain from Threshold Rule Violation has context menu. |