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Build Business Processes for Financial Transaction Authorizations
Set limits on how much users can authorize for claim payments and build a workflow that routes payment authorization requests to supervisors. Users authorized to approve larger amounts receive notifications of pending requests, link directly to claim details, and approve or reject requests to complete financial transactions.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.
Who: Users need the Claims Management add-on license to use this feature.
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