The approval workflow management allows you to configure approver groups in a sequence as per the requirement. A workflow can have up to five approver groups which means up to five levels of approval are supported. Whenever a transaction is initiated, system resolves a particular workflow based on the approval rules configured and then transaction is assigned to the approver group maintained as part of the workflow.
Workflow maintenance eases the approval rule set up as the AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. doesn’t have to link multiple Approver groups in the approval rule; just a workflow linkage is required.
How to reach here:
Dashboard > Approvals > Workflow Management
To create a approval workflow:
Note: Click to delete a record.
Field Name |
Description |
---|---|
CREATE |
|
Workflow Code |
Name of the group. |
Workflow Description |
Description of the group. |
Approval Details Approval levels for a user / user group. You can click Add for multi level approval process. |
Field Name |
Description |
---|---|
Party ID |
PartyA party is any individual or business entity having a banking relationship with the bank. ID. |
Party Name |
Party name corresponding to the party ID. |
CREATE |
|
Workflow Code |
Name of the group. |
Workflow Description |
Description of the group. |
FAQs