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Administrator Guide
Last Updated: 2023-06-23
Route Expense Reports Based on Risk

Route Expense Reports Based on Risk

  • Security:
    • Manage: Innovation Services
       domain in the Innovation Services functional area.
    • These domains in the System functional area:
      • Business Process Administration
      • Manage: Business Process Definitions
To route expense reports for approval based on their risk score, you can add the
Wait for Expense Protect Inference
 service step on the
Expense Report Event
 business process.
You can configure condition rules so that the
Expense Report Event
 business process:
  • Skips approval for low-risk expenses.
  • Requires additional approval for high-risk expenses.
Configure this functionality only if you plan to route expense reports based on their risk score.
  1. From the related actions menu of the
    Expense Report Event
     business process, select
    Business Process
    Edit Definition
    .
  2. Add
    Wait for Expense Protect Inference
     as a service step.
    Add this step:
    • Immediately after the initiation step and before all review steps.
    • Only if you want to route expense reports using condition rules that are based on risk score.
    If you also add the
    Configure Questionnaire
     or
    Review Tax
     steps, add them after the
    Wait for Expense Protect Inference
     service step.
  3. From the related actions menu of the
    Review Expense Report
     step, select
    Business Process
    Create Condition Rule
    .
  4. Configure a condition rule that's based on risk score.
    Example: You configure a condition rule to skip approval for expense reports that have risk scores between zero and 60, which you determine to be low risk.
  5. From the related actions menu of the
    Review Expense Report
     step, select
    Business Process
    Maintain Step Conditions
    .
    Add your new condition rule.