Approval Workflows Overview
Approval workflows are a critical component of CyberGrants' account administration functionality, allowing program administrators to define the review and approval process for various transactions and records. The information available below covers the key aspects of configuring and managing approval workflows, including watchlist scans to screen for potential compliance issues, defining approval types and conditions, creating ownership routing rules, and setting up multi-step approval processes.
- The watchlist scanning capabilities leverage integrations with third-party data providers to automatically flag matches against a comprehensive set of sanction lists and other regulatory databases.
- Administrators can configure an approval workflow to require review and clearance of any watchlist hits before a transaction can be approved and processed.
- Additionally, the approval workflow engine supports complex, customized routing rules based on a variety of criteria, ensuring requests are directed to the appropriate internal program users for review.
Review the articles below to understand the robust approval workflow capabilities within CyberGrants and how to tailor them to your program's specific needs.
What do you need help with?
Bulk Disposition Overview
Watchlist Scans Overview
Workflow Management Overview
Additional resources
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