15.2.2.4 Admin Approval Rules - Edit

Bank Administrator can edit the approval rules. An Administrator is allowed to change the description of the rule and is also allowed to change the parameters associated with the specific approval rule.

Edited rules are applicable for new transactions initiated post rule update. Previously initiated transactions which are pending approval will follow a rule which was applied at the time of transaction initiation.

To edit an approval workflow:

1. Navigate to one of the above paths.
   The Admin Approval Rules screen appears.
2. Click the Rule Code link, for which you want to view the details.
   The Admin Approval Rules - View screen appears.
3. Click Edit.
   The Admin Approval Rules - Edit screen appears.

   Figure 15-22 Admin Approval Rules - Edit

   
   

   
   Description of "Figure 15-22 Admin Approval Rules - Edit"

   
   

   Table 15-16 Field Description

   Field Name	Description
   Edit
   Rule Code	Approval rule code provided by the user.
   Rule Description	Approval rule description provided by the user in editable form.
   Initiator
   Initiator Type	Initiator type who initiates the transaction will be displayed in editable form.
   User Name / User Groups	Name of the user or user group as initiator will be displayed in editable form. If initiator is selected as User, then all the users belonging to the administrator type of user segment will be listed for selection. If initiator is selected as User Group, then all the user groups belonging to the administrator type of user segment will be listed for selection.
   Workflow Details
   Approval Required	Whether approval is required will be displayed in editable form.
   Workflow	Details of the approval workflow along with the defined approval levels for a condition will be displayed in editable form. This field appears if you select Yes in the Approval Required field.

4. Edit the required details.
5. Click Save to save the approval rule.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

6. The Admin Approval Rule – Edit - Review screen appears post necessary validations.
   Verify the details, and click Confirm.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

7. The success message of saving the approval rule modification appears along with the transaction reference number and status.
   Click OK to complete the transaction and navigate back to the ‘Dashboard’.