4.2 View Approval

This topic describes the information about View Approval.

The View Approval page facilitates user to view the approval condition created in the system and perform various actions.

By default, it displays all the records that exist in open or closed and authorized or unauthorized status. However, user can search for records with specific search criteria. Each record displays the basic information of an approval condition.

User can perform the following actions:
  • Modify details of the approval condition. However, only the maker can modify an approval condition before the first authorization. Once the first authorization is done, the approval condition can be modified by any other user.
  • Authorize the strategy that are created, modified, closed, or reopened.
  • Close an authorized approval condition that you don’t want to use.
  • Reopen a closed approval condition.
  • Delete an approval condition that is not yet authorized upon creation. Only the maker of the approval condition, can delete it. Once an approval condition is authorized, user cannot delete it.
  • View detailed information of an approval condition in read-only mode.

Table 4-2 Field Description: View Approval - Tile

Field Name Description
Authorization Type Indicates the type of transaction.
Total number of processes Displays the count of processes defined which requires approval.
<Authorization Status> Displays the authorization status of the strategy.
The possible options are:
  • Unauthorized
  • Authorized
<Record Status> Displays the status of the record.
The possible options are:
  • Open
  • Closed

The search section appears if user click search. Using this section, user can quickly search for approval conditions based on the specified search criteria.

Table 4-3 Field Description: View Approval - Search

Field Name Description
Authorization Type Indicates the type of transaction.
Authorization Status Indicates the authorization status of the strategy.
The options are:
  • Authorized: Select this option if you want to search for a strategy with Authorized status.
  • Unauthorized: Select this option if you want to search for a strategy with Unauthorized status.
Record Status Indicates the status of the record.
The options are:
  • Open: Select this option if user want to search for a strategy in Open status.
  • Closed: Select this option if user want to search for a strategy in Closed status.

Note:

If user want to create approval condition from this page, for more information see, Create Approval.

For information how to perform various actions on a record,such as modify, delete, or authorize, see Oracle Banking Collections Getting Started User Guide.

Parent topic: Approval