Deal Preapproval

This section discusses the Deal Preapproval workflow.

Description

Information Type	Description
Event Description	The system activates this workflow when the following conditions are met: Enable Deal Preview/Approve is selected on the Treasury Options page (BUS_UNIT_OPT_TR) at the business unit level, the Approval Required is selected on the Instrument Detail page (INSTR_DETAIL_TR), and Submit for Preview is selected on the Deal Detail page (TRX_DETAIL_TR).
Action Description	Routes names of previewed deals to an assigned user's worklist.
Notification Method	Worklist
Active or Inactive	Active

Workflow Objects

Information Type	Description
Approval Rule Set	None
Business Process	Capturing Deals (TR_CAPTURE_DEALS)
Activity	Enter Deal Terms
Role	None