Sign-off process and workflow

To handle the sign-off approval process, the Sign-Off Module uses the concept of tasks to define the scope of the data to be approved. Each step in the workflow is fully persisted in an audit trail. The sign-off approval procedure is subject to formal workflow and sign-off that you can customize in the following configurable elements.

Sign-off process and workflow including a configurable level of approval or sign-off (e.g. portfolio, book, etc)
Extraction and reload of approved data to and from a persistence layer
Dashboards to oversee the flows and the process
Audit trail in which all workflow interactions are persisted

The following image shows where the Sign-off Module fits into the overall sign-off approval process.

Default workflow

The default workflow provided in the Sign-Off Module is as follows:

Create task - Manager

See Creating tasks
Initiate the task
- The Sign-Off Controller decides to start the approval process for a specific task. This operation takes a snapshot of the data .
- The validation status of the task changes from Not Started to Initiated.
See Initiating tasks
Perform the checks required:
Submit the data in the task for approval
- The validation status of the task changes from Initiated to Pending
Approve the data in the task - Manager
- Approver reviews the data in the task . Depending on the circumstances, the modification may be rejected. In this case the Sign-Off Controller can redo the modifications and make a new approval request
- When the approver is satisfied, they approve the data in the task.
- The validation status of the task changes from Pending to Approved
  
  See Approving or rejecting tasks
When the approval is successful, the process ends in the Approved state.
Export the data
- The export is performed automatically when the Sign-Off Manager clicks Approve.
- Data is exported as a CSV file. The data export requests are forwarded to the configured Accelerator server.
See Exporting approved task data