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Case Assignments

April 2025

business-rulesoptimization

An analytical firm assigns cases to analysts using these rules:

  1. A case must go to an analyst whose focus area matches the case type.
  2. An analyst can’t take a case whose dollar amount exceeds their maximum allowed case amount.
  3. An analyst can’t take a case that would push their total assigned dollar amount over their maximum.
  4. Each analyst level corresponds to a case-complexity range: an analyst can only work on cases whose complexity falls within their minimum and maximum case complexity (inclusive).

Given a list of analysts (with their current caseload) and a list of new cases, decide which analyst should be assigned to each case. If there’s a choice, the firm prefers to minimize “overqualification” — assigning analysts to cases below their level. Build a decision service that can handle this and similar case-assignment problems.

Send your solutions to DecisionManagementCommunity@gmail.com, or open a pull request to add yours here.

Solutions