Disbursement bulk approval feature

Approve or reject Disbursements in bulk

Added criteria to Disbursement search to accommodate Group Customer disbursements

Confirmation message for bulk status change

OIPA's disbursement approval screen allows users to selectively approve individual disbursements. When there are a large number of disbursements to approve, a new feature allows for bulk approval or rejection. This feature relies on the user searching for the exact disbursements they wish to update to a single approval status. Search criteria have been added to the Disbursement Search to accommodate this making it possible for the user to receive a search result that presents a specific set of disbursements for bulk update. The new search criteria are Group Client Name, Group Customer Number, Product Name, and Plan Name, and any of these can be used to produce a result where a user can selectively choose a set of disbursement records for bulk update or select all disbursement records with a single click for a bulk update. This feature has the potential to process a significant volume of records with few user clicks. This enhancement has not modified configuration. When performing Disbursement approvals or rejections, a user must have authorization to determine the change to disbursement status due to established minimum and maximum threshold limits. The same applies to bulk status change actions. When a user does not have authorization on one or more disbursements contained in the bulk process, a message will advise the user of the number of records that could not be processed because they fall outside of the user's authorization. When the user acknowledges the confirmation message, the system will proceed to update the records where the user has authorization and not update the records where the user is not authorized to update.