Resource Selection & Strategy Engine — business view
Technical trace: Resource Selection & Strategy Engine
1. Business Summary
Configurable matching of jobs/tasks to resources using strategies (sorts and filters), exclusions, plans, and cron-scheduled execution.
2. Business Value
Automates one of the most leveraged decisions in localization operations: which resource for which task.
3. Users / Stakeholders
Vendor managers, PMs.
4. Workflows
- Selection often originates from an RFR.
- The configured strategy applies sorts (e.g., price, rating, availability) and filters (language pair, certifications, cost).
- Excluded resources are removed up-front.
- Utilization is computed and applied as a gating factor.
- Selected candidates are saved with "pending" approval.
5. Sub-Features
- Strategies, sorts, filters.
- Exclusions.
- Plans bundling strategies.
- Cron-scheduled selections.
- Maximum extension and reject reason enumerations.
6. Business Rules
- Excluded resources never returned.
- Approved resources receive notifications.
- Maximum extension limits deadline shifting.
7. Data Entities
Resource Selection, Selected Resources, Excluded Resources, Strategy, Strategy Sort/Filter, Plan/Plan-Strategy, Maximum Extension, Reject Reason, Cron Schedule.
8. Entry Points
- Resource selection screens.
- Cron schedules.
9. Inputs & Outputs
- Inputs: RFR/job specs, strategy, plan.
- Outputs: ranked list of selected resources, exclusions, logs.
10. Integrations
- RFR, Tasks, Email.
11. Calculations / Logic
- Sort order; utilisation factor; evaluation-score weighting.
12. Status Lifecycle
- Pending → approved/rejected/conditional.
13. Permissions
- VM, PM; brand-scoped.
14. Reports & KPIs
- Selection success rate, time to assign, exclusion rates.
15. Risks & Observations
- The exact ranking algorithm is not transparent to the business.
- Possible non-determinism between environments due to ordering quirks.
- Selection cron failures may be invisible without monitoring.
16. Source Code Evidence
app/Plugin/resources/Model/{ResourceSelection, ResourceSelectionsResource, ResourceSelectionsExcludedResource}.php.app/Plugin/resources/Model/Plan.php,PlansStrategy.php.