Deal Review
This section discusses the Deal Review workflow.
Description
| Information Type | Description |
|---|---|
|
Event Description |
The system activates this workflow when the following conditions are met: the Enable Deal Preview/Approve check box is selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Approval Required option is selected on the Instrument Detail page (INSTR_DETAIL_TR). |
|
Action Description |
Routes names of deals requiring approval 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 |