Define entry criteria

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Define entry criteria

Here, you define the criteria based on which an approval instance is generated for review. If an application satisfies these entry criteria, the approval instance is created and assigned to a reviewer or a queue for review. For example, if the criterion is created as "Application having loan amount > $10,000", and an application with a loan amount of $15,000 is created, then an approval instance is created and is assigned to a reviewer or a queue for review.

Prerequisites

Before you proceed to define an entry criterion, ensure that the following prerequisites are met:

  • An approval definition is created.

Steps

To define an entry criterion:

  1. After an approval definition is created, the Define Entry Criteria section is displayed.


  2. In the Rule Details section, perform the following action:

    Field Name Action
    Entry Criteria NameSpecify a name for the entry criteria.

  3. To add a criterion, in the  Criteria Details section, select  (Add New Criteria), and perform the following actions:

    Field Name Action
    Sequence Related Object

    Select an option such as Application.

    For example, if you want to submit a loan application of amount $10,000 for approval, create a criterion and select Application as the Sequence Related Object.

    Field Name

    Select an option such as Financed Amount, Term, Loan Amount, and more. 

    For the example stated above, select Loan Amount as the Field Name.

    Operator

    Select an option such as <, >, >=, <=, and more.

    For the example stated above, select ==.

    Value

    Specify a value. This can be the loan amount, financed amount, loan tenure, and more.

    For the example stated above, specify the Value as $10,000.

    Note:

    • You can add multiple criteria by repeating step 3. 

    • If you have added more than one criterion, specify the Evaluation Rule in the Evaluation Criteria section.

      For example,  If you have defined two criteria, $1 and $2, then they can be evaluated using either of the following expressions: 
      If EvaluationRule= $1 && $2, then the criteria are executed with an AND condition.
      If EvaluationRule= $1 || $2, then the criteria are executed with an OR condition.

  4. Select Save.