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Administrator Guide
上次更新時間 ：2023-03-10
Route Expense Reports Based on Risk

Route Expense Reports Based on Risk

  • Set up Expense Protect.
  • Security: These domains in the System functional area:
    • Business Process Administration
    • Manage: Business Process Definitions
  • Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
You can configure the
Expense Report Event
 business process to route expense reports based on risk. When you add the
Wait for Expense Protect Inference
 service step, Expense Protect returns a risk score when an expense report is:
  • Changed.
  • Revised.
  • Submitted.
You can configure condition rules so that the
Expense Report Event
 business process:
  • Skips an approval step for low-risk expenses.
  • Requires additional approvals for high risk expenses.
  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 after the initiation step and before a review step.
  3. From the related actions menu of the
    Review Expense Report
     step, select
    Business Process
    Create Condition Rule
    .
  4. Configure a condition rule based on risk score.
    Example: You determine that a risk score under 60 is low risk. Configure a condition rule to skip the approval step for expense reports with a risk score between zero and 60.
  5. From the related actions menu of the
    Review Expense Report
     step, select
    Business Process
    Maintain Step Conditions
    .
    Add your new condition rule.
You can manually advance the
Expense Report Event
 business process using the
Mass Advance Business Process
 task when you don't want to wait for the service step.