Which records and relationships can a generated approval dataset contain?
A release could cover organisation, authority limits, delegations, availability, requests, events and documents, all cross-referenced so each approval can be checked against the rules.
A delegated approval release could describe a whole authority structure, not just a list of requests. Records fall into layers that reference each other.
**Organisation.** Roles, reporting lines, cost centres, branches or sites, and the positions that hold authority.
**Authority.** Limit tables by amount band, risk class, product or category, plus rules that add approvers, forbid self-approval or restrict authority to a region.
**Delegation.** Grants, acting arrangements, expiries, revocations and the instruments that recorded them.
**Availability.** Leave, rosters and vacancies, so a task can ask who could actually act on a given date.
**Requests.** Purchase orders, credit changes, claim settlements, refunds or write-offs, each with an amount, a category, a risk rating and supporting document references.
**Events.** Routing, approval, rejection, return for information, escalation, withdrawal and reversal, in order and with timestamps.
**Documents.** Policy text in several versions, delegation instruments, and short notes of the kind approvers leave on files.
The value is in the relationships. An approval event points to a request, a role, a grant and a policy version, and each of those can be checked against the others. Tasks, expected outcomes and environment snapshots are built on top of these layers. All of it is generated, so a buyer should check that the structure and the exceptions match the behaviour they need to train or test.
The value sits in linked layers, where every approval points to a request, a role, a grant and a policy version that can each be verified.
- Audience:
- Model labs
- Content type:
- Explanation
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- What fields and links make up a generated approval record schema?
- Can the generated authority matrix follow the structure of our own approval process?
- How can a task pack represent a claim settlement split to stay under a limit?
- Which records can a generated approval dataset contain?
- What should I specify when requesting generated authority and approval data?
- What does a generated claims settlement approval case look like?