This topic describes the creation of approval and release workflows to manage multi-level approvals and transaction releases.

Each workflow can be configured to have up to N number 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 created independently and can be attached to a specific transaction/maintenance as part of the Rule configuration. The corporate administrator can create the approval and release workflows.

Since Workflows are maintained at the Group Corporate level, the corporate administrator will be able to add the users/user groups belonging to all parties available under the Group Corporate.

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.

1. From Corporate Administrator Dashboard, click Toggle Menu, then click Menu.

   Under Menu , Group Corporate Onboarding, then click Workflow Management tab.

   The Group Corporate Onboarding - Workflow Management tab appears.

• Workflow Management – Summary
  This topic provides the systematic instructions to corporate administrators to view existing workflows and create new ones via this screen, subject to the selected workflow type.
• Workflow Management – View
  TThis topic provides the systematic instructions to corporate administrators todrill down into each workflow to view participating users and user groups.
• Workflow Management – Create
  This topic provides the systematic instructions to corporate administrators for creating approval workflows for users, with one to five approval levels.
• Workflow Management - Edit
  This topic provides the systematic instructions to corporate administrators for updating workflow descriptions and manage approval levels by adding or removing them.