Assigning users to transaction instances

Overview

Business Activity Monitoring (BAM) lets you assign transaction instances to specific users so that the right person is responsible for tracking and taking corrective action. Assigned instances appear in a dedicated Assigned Transactions tab, making it easy to manage ownership of failed or in-progress transactions.

Business value

User assignment eliminates ambiguity in failure response. When a transaction requires investigation or reprocessing, assigning it to a named user creates a clear accountability chain, sends an automated notification, and keeps the assigned work visible in the Assigned Transactions tab — separate from the general tracking queue.

Prerequisites

Required permissions

Action	Permission
Assign, reassign, and remove user assignments on transaction instances	Reprocessing

How it works

This functionality is available only in the Custom Logging type of BAM.

You can assign a transaction instance to another user or to yourself. Once assigned, the instance appears in the Assigned Transactions tab with the assignment details shown in a tooltip. An email notification is sent to the assigned user when the assignment is made; no email is sent for self-assignments.

When an assigned transaction is reprocessed from the Assigned Transactions tab, the profile icon for that instance turns green to confirm that action has been taken.

Steps

Use the following steps to assign, reassign, and remove users from transaction instances. Navigate to Business Activity Monitoring > Tracking to begin.

Assign a user

Assigning a user to a transaction instance makes that user responsible for tracking and taking corrective action.

Click the Actions menu next to the transaction instance.
Select Assign for Reprocessing.
Select the user to assign. To self-assign, choose your own account. No notification email is sent for self-assignments.
Optionally, enter a message to include in the notification email.
Confirm the assignment.

The assigned instances appear in the Assigned Transactions tab with assignment details in a tooltip.

To assign multiple instances at once, select them and click Assign user.

Reassign a user

Reassigning transfers ownership of a transaction instance to a different user for reprocessing.

On the Tracking page, click the Assigned transactions tab.
Click the Actions menu next to the instance.
Select Reassign for reprocessing.
Select the new user and confirm.

Remove a user assignment

Removing a user assignment clears the ownership of the transaction instance without reprocessing or ignoring it.

Open the Assigned Transactions tab.
Click the Actions menu next to the instance.
Select Remove user.

Steps — query assigned transactions

Use the following query in the Assigned Transactions tab to view transactions assigned to a specific user. Navigate to Business Activity Monitoring > Tracking > Assigned Transactions tab.

To view transactions assigned to yourself:

AssignedTo = "me"

To view transactions assigned to a specific user:

AssignedTo = "mail_id"

Permission behavior

User assignment requires the Reprocessing permission in the Tracking section. This permission is granted during role assignment. Users without it cannot assign, reassign, or remove user assignments on transaction instances.

Limitations

This feature is available only in the Custom Logging type. It is not available for Data Queries type transactions.
No email notification is sent when a transaction instance is self-assigned.
The AssignedTo query is supported only in the Assigned Transactions tab; it cannot be used in the general search tab.

Troubleshooting

Assign for Reprocessing option is not visible.
Cause: You do not have the Reprocessing permission for the Tracking section.
Fix: Contact your BAM administrator to update your role to include the Reprocessing permission.
Assigned user did not receive a notification email.
Cause: The transaction was self-assigned, or the user's email address is not configured in the system.
Fix: Confirm that the assignment is not a self-assignment. Verify that the user's email address is set correctly in their account profile.
Assigned Transactions tab does not show the expected instances.
Cause: The AssignedTo query has not been run, or the filter is set to another user's email.
Fix: Open the Assigned Transactions tab and run AssignedTo = "me" to view instances assigned to your account.
Profile icon did not turn green after reprocessing.
Cause: The reprocess action was not completed successfully.
Fix: Check the reprocess configuration for the transaction and verify that the instance was actually reprocessed. Look for updated stage status in the message flow graph.
Cannot remove a user assignment.
Cause: You do not have the Reprocessing permission, or the instance has already been actioned.
Fix: Confirm your role includes the Reprocessing permission in the Tracking section.

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