1. Using Assets
  2. Data Sets

Data Sets

In your approval policy, if the approver of a transaction varies based on a transaction attribute, then you should use a data set.

A data set lets you define a mapping between your data and the variation in approvers based on this data.

For example, let's say the FA RRF CORP and QA BVT CORP books each require different approval conditions, based on the cost of the asset.

  • FA RRF CORP:
    • Asset cost between USD 0 and 5000 requires one level of approval.
    • Asset cost between USD 5001 to 10000 requires two levels of approval.
    • Asset cost above 10001 requires three levels of approval.
  • QA BVT CORP:
    • Asset cost between USD 0 and 20000 requires one level of approval.
    • Asset cost above USD 20001 requires two levels of approval.

Specify your rules for data sets on the Data Sets tab in the Asset Transactions Approval Rule Creation Template.