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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 byInsClaimItemService: 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.
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