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Cascading approvals with a reporting structure

Cascading approval

Approvals vary depending on the case type. An auto insurance case type may need one approval from the company underwriter. Some case types, such as a purchase request or an expense report, may require a series of approvals — a cascading approval process configures a series of approvals.

When configuring a cascading approval, consider the following questions:

  • Who needs to perform the approval?
  • How many approvals are required?
  • Is approval by the entire reporting structure required, or only a subset of the hierarchy?

The two cascading approval models are reporting structure and authority matrix. Cascading approvals based on reporting structure require the approval of a user's direct manager and higher. You can also configure business logic to set thresholds to determine the number of required approvals.

For example, an expense report requires manager approval before the accounting department can process the payment. Depending on the total of the expenses submitted, the expense request may also need approval by a senior manager, a director, and a vice president.

reporting-structure

 

Reporting structure cascading approval options

You configure cascading approvals in Dev Studio. 

cascading-approval-reporting-gif

Reporting structure cascading approval options include: 

The operator that completes the approval The reporting structure approval generates a set of approvers using the information on the user's operator ID record. Either the user's Reporting manager or the Workgroup manager completes the approval. At run time, Pega Platform™ looks up the appropriate approver based on the current user. 
The number of approvers in the structure
  • One – The Reporting manager or the Workgroup manager
  • All – The entire manager hierarchy 
  • Custom – Number of levels as needed to evaluate when rules

Reporting structure custom approval level

An expense report reimbursement request requires approvals based on the reporting structure and approvals shown in the following image. The number of approvals depends on the amount of the request.

reporting-structure-custom-approval

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