Configuring the Approval Process in a Delinquency Process Type

Prerequisites

To configure an approval process in a delinquency process type, you should have:

  • Required approval profiles defined in the application

  • Approval To Do Type and Approval To Do Role defined in the application

Procedure

To configure an approval process in a delinquency process type:

  1. Ensure that the Approval Configuration section is expanded when you are defining or editing a delinquency process type.

    The Approval Configuration section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Approval Required Used to indicate whether an approval is required for certain manual actions performed on the delinquency process created using the delinquency process type. No
    Approval To Do Type Used to indicate the To Do entry created of the specified To Do type.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do Type appears next to the Approval To Do Type field.

    This field appears when the Approval Required check box is selected.

    		 Yes (Conditional)
    Note: This field is required if you have selected the Approval Required check box.
    Approval To Do Role Used to indicate that users with the specified To Do Role can only perform the following actions. The valid values are:

    • Approve

    • Reject

    • Withdraw

    Note:

    The list includes only those To Do roles which are associated with the approval To Do type.

    This field appears when the Approval Required check box is selected.

    		 No
    Approval Action Used to indicate the set of actions for which the approval process must be triggered. The valid values are:

    • Cancel

    • Edit Hold

    • Edit Trigger Date

    • Hold

    • Release Hold

    • Request Reinstatement

    • Skip Event

    • Trigger Event

    Note: This field appears when the Approval Required check box is selected.
    		 No
  2. Enter the required details in the Approval Configuration section.
  3. If you want to add more than one approval action for an approval process in a delinquency process type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an approval action from for an approval process in a delinquency process type, click the Delete (The Delete Icon) icon corresponding to the Approval Action field.
  4. Click Save.
    The approval process is configured in a delinquency process type.