Previous Next JavaScript must be enabled to correctly display this content

## 13.2 Approval Rules

This topic describes the systematic instruction to Approval Rules option.

This function enables the Bank Administrator to set up conditions for approval as per the bank/corporate requirements. Rule can be set up for financial transactions, non-financial, non account financial transactions, and for maintenances. Flexibility exists to define approval rules with conditions stating that Specific transaction if initiated by a Specific user/ User group has to be approved by a Specific approver/Approver group along with other attributes like amount range etc.

Pre-Requisites

- Transaction access is provided to Bank Administrator.
- Party preference is maintained for setting up rules for corporates.
- Corporate and Administrator users are maintained.
- Workflow configuration is maintained if approval required is to be set as ‘Yes’.
- Approval rule set up for Bank Administrator to perform the actions.
- Necessary user groups and approval workflows are maintained.

Features Supported In Application

The Approval Rule maintenances allow the bank administrator to:

- Create Approval Rules
- View Approval Rules
- Edit Approval Rules
- Delete Approval Rules

Figure 13-16 Workflow

Description of "Figure 13-16 Workflow"

Navigation Path: Perform the following navigation to access the Approval Rules:

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Approvals, and then click Rule Management, Under Rule Management, click Approval Rules.

- Approval Rules – Select User Type
  This topic describes the systematic instruction to Approval Rules – Select User Type option.
- Approval Rules - Admin User
  This topic describes the systematic instruction to Approval Rules - Admin User option.
- Approval Rules - Retail & Business User
  This topic describes the systematic instruction to Approval Rules - Retail & Business User option.

Parent topic: Approvals