Disbursement Approval Threshold Limits Prototype

Oracle Insurance Rules Palette

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Disbursement Approval Threshold Limits Prototype

OIPA now supports the ability to configure threshold limits for each user group for Disbursement Approval. Using this, feature, limits can be set up for all user profiles using the DisbursementAmount field or any other decimal/integer/money field identified in the disbursement search results in the disbursement approval screen.

 

Prototype Explanation

There is no configuration changes needed for this page. Existing DisbursementApprovalScreen configuration can be used and security can be set up to explain this functionality. Following three security profiles have been created in the prototype configurations to allow demonstrating this feature.

Security Profiles

  • 'Prototype Analyst’ Security user: For this user, the ApprovalLimits authorization button is not checked and so the disbursement approval will be allowed without any limits and the user can approve all disbursement records irrespective of threshold limits.
  • 'Prototype Tester’ Security user: For this user, the ApprovalLimits authorization button is checked and the threshold pane is used to set up a minimum threshold of 10,000USD and maximum threshold of 15,000 USD against the DisbursementAmount field. This user can approval all disbursement records where the disbursement amount is between 10,000USD and 15,000USD.
  • 'Prototype Super’ Security user: For this user, the ApprovalLimits authorization button is checked and the threshold pane is used to set up a minimum threshold of 0USD and maximum threshold of 100,000 USD against the DisbursementAmount field. This user can approval all disbursement records where the disbursement amount is between 0USD and 100,000USD.

 

View Prototype in OIPA

  1. Login to OIPA with a Prototype Analyst security group user credentials.
  2. Navigate to the Disbursement Approval Screen.
  3. All the disbursement records will have the ‘Approval Status’ and ‘Disapprove Reason’ fields enabled for edit, thus allowing the user to approve all disbursement records irrespective of threshold limits.
  4. Login to OIPA with a Prototype Tester security group user credentials and navigate to the Disbursement Approval screen.
  5. Disbursement records for all records with DisbursementAmount between 10,000USD and 15,000USD will have the ‘Approval Status’ and ‘Disapprove Reason’ fields enabled for edit while for all other disbursement records, these two fields will be disabled.
  6. Login to OIPA with a Prototype Tester security group user credentials and navigate to the Disbursement Approval screen to view the same threshold limit functionality.
  7. Log in to the Rules Palette.
  8. In the Admin Explorer window, navigate to Security and select a security group.
  9. Select Company Pages and under that, select the DisbursementApproval page node.
  10. Provide authorization to the ApplyApprovalLimits authorization button. The threshold limit page is available for edit and the application displays one record on which the user is allowed to select the field name and enter required threshold limit information. Currently only one field and one range can be specified under DisbursementApproval page.

 

 

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