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## 14.8 Step 7: Workflow Management

This topic describes the information about Workflow Management feature.

Approval workflows are created to support requirements where multiple levels of approval are required in a specific sequence for a transaction/maintenance. Each workflow can be configured to have up to five levels of approval with a specific user or a user group configured at each level. The number of levels can be configured.

Workflows can be configured for approval as well as release.

Workflows can be created independently and can be attached to a specific transaction/maintenance as part of the Approval Rule configuration.

The approver is responsible for giving formal authorization to proceed with a transaction. The approver decides to approve or reject the transaction based on its validity and compliance with regulations.

The checker is responsible for verifying the accuracy and completeness of the transaction details before they are approved or released. The checker reviews supporting documents and ensures all information is correct and complete.

The releaser is responsible for the final step of authorizing and executing the transaction, often after it has been checked and approved. The releaser initiates the actual release of funds or completion of the transaction.

Workflow Type: The workflow can be created for Approval or Release types of flows.

Within the Approval workflow type, user can configure either an approver or checker at each level. The Approval workflow can be setup with a specific user or a user group configured at each level. The number of levels is configurable for Approval workflow type. There is no restriction on the count of checkers/approvers within an Approval workflow type.

Within the Release workflow type, user can configure a releaser workflow. The Release workflow can be setup with a specific user or a user group configured at a single level. Only 1 level can be configured for Release workflow type.

Pre-Requisites

- Transaction access is provided to Bank Administrator.
- Party preference is maintained.
- Multiple users are maintained under a party or as Bank Administrators
- Approval rule set up for Bank Administrator to perform the actions.
- Necessary user groups are maintained using User Group Management.

Figure 14-58 Workflow

Description of "Figure 14-58 Workflow"

Navigation Path: Perform anyone of the following navigation to access Workflow Management tab.

- From System/ Bank Administrator Dashboard, under Corporate Onboarding, click Group Corporate Onboarding and then click Workflow Management tab.
- From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Group Corporate Onboarding, UnderGroup Corporate Onboarding , click Workflow Management tab.

- Workflow Management – Summary
  This topic describes the systematic instruction to Workflow Management – Summary. User can view the workflows with this screen.
- Workflow Management – View
  This topic describes the systematic instruction to Workflow Management – View. User can view the details pf the workflow with this screen.
- Workflow Management – Create
  This topic describes the information about Workflow Management – Create. Bank administrator can create approval workflows for corporate users with this option.
- Workflow Management - Edit
  This topic describes the systematic instruction to Workflow Management - Edit. This function enables the Bank Administrator to update the description of the workflow and also to remove existing and add new approval levels.

Parent topic: Group Corporate Onboarding