Approve limits

Depending on the limits workflow defined in the limit structure, you may need to approve limits before they can be checked against exposures. You can approve or reject individual limits within a limit structure in the Inventory.

There are a few limitations to approving and rejecting a limit:

When you create a limit, you set which roles can move the limit along the workflow. If you do not have the specified role, you will not be able to move the limit along the workflow.

note

If the property limits.workflow-rules.can-approver-be-same-as-creator in application.yml is enabled (set to true), the creator of the limit can also approve it. By default, this option is disabled.

Once you’ve made sure that the above conditions are satisfied, follow these steps:

  1. In the Inventory, click the name of the required limit structure.
    This displays the list of limits within the structure.
  2. Select the checkbox in front of the required limit. You can select multiple limits at once.
  3. Click Approve or Reject above the table, depending on whether you want to approve or reject the limits.
    This opens the Confirm Approve/Confirm Reject dialog.
    Here’s what the Confirm Approve dialog looks like:
  1. If needed, enter a comment or add a link to a document with additional information.

    tip

    To learn more about attachment links, see our video on adding attachments.

  2. Click Approve/Reject. Your comment and a clickable attachment link will be shown in the History panel.

note

For more information on the History panel, see View the limit history.