Manual Approval allows Users to change the Outcome of Referred or Pending Decisions
The manual approval feature allows an authorised user to change the results of a decision that is in a ‘Refer’ or ‘Pending’ (dependent on decision tree specifics and language) state. These states are called Status 2 decision states.
The manual Approval functionality will allow UPP Users or Connect API Users to change the status of a decision from ‘Pending’ or ‘Refer’ to either a Positive/Accept or Negative/Reject (the value of these states depend on the rules of the tree in question).
When a User changes the decision outcome, they have the option to leave notes explaining the change. This is useful for a comprehensive audit trail.
Who can use Manual Approval
All users who have a role for the relevant tree except users with only the ‘Basic Role’ can change Status 2 decisions (refer or pending).
‘Senior’ Users can change decision outcomes for all decisions made by their ‘users’ (within their own business) on their own trees.
‘Admin’ Users can change decision outcomes for all users (regardless of business) for the given decision tree (at the moment this is limited to CreditSafe staff for support purposes).
How to override a decision
As you can see from the image below, if you have the right permissions and a decision comes back in status 2 you can “Approve Decision” or “Reject Decision” and leave some notes using the “Add note” feature:
Adding a Note when changing a decision
A user can add as many notes as they wish BEFORE they change the outcome:
- Enter text in the box
- Click ‘Add ‘Note’
This will save the note and then display a table showing all notes for this decision:
If there is no text to add, the Add Note button will not function.
You can repeat ‘adding a note’ as many times as necessary to convey information and capture working processes or audit information.
Changing a Decision Outcome
Users will be able to change the decision outcome to either a positive or negative, in this example we have ‘Approve Decision’ and ‘Reject Decision’ as options:
- Add a note about the decision (this is not mandatory)
- Choose to Approve the decision or;
- Choose to Reject the decision
These actions will save the note to the decision (as above) and change the outcome of the decision to reflect the choice made:
After changing the status of a decision, the functionality to change a decision is removed from the screen.
Searching for Decisions that can be changed
Users can search history results to show those that are editable to the current user.
These decisions have a ‘pencil’ icon on the right had side:
Editing a decision from the history screen
Users with the correct permission will be able to expand an editable decision and then edit it in the same way as from the Decision Screen shown earlier:
- Expand an editable decision by clicking the ‘pencil’ or the down arrow
- Type a note
- Save the note
- Accept the Decision or;
- Reject the Decision
Carrying out these actions will change the status of a decision and display the related changes in a table: