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

View Prototype in OIPA

  1. Login to OIPAwith 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 OIPAwith 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 15,000USDwill 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 OIPAwith 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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