Create a Payment Authorization Workflow

Configure the building blocks of your business process for financial transaction payment authorization.

• Set Limits on Amounts Users Can Pay and Approve
  Limit how much users can pay or approve for each type of financial activity by using User Financial Authority records.
• Create Approval Processes for Financial Authorization Workflows
  Create an approval process that routes payment authorization requests to the appropriate manager or supervisor.
• Create Flows for Financial Authorization Workflows
  Create two clones of the Update Records Based on Their Financial Authority Approval Status flow. Configure them to take required actions when a user's financial authority is either approved or rejected.
• Check Financial Authority in Claim Payment Processes
  As part of your financial authorization workflow, configure the Integration Procedure that's specified for the ClaimInitiatePaymentIP Insurance Configuration Setup custom setting. This is the same Integration Procedure that's kicked off by InsClaimItemService: invokeInitiatePaymentIP.
• Configure Claim Financial Settings
  Services use Claim Financial Settings to identify which records require financial authorization. Configure them to use Pending Authority, Authority Approved, and Authority Denied status values.