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FR

Pega Certified Senior System Architect(v8)

Session 03
Agenda

• Approving Cases with an Cascading Approval process

• Introduction to configuring a cascading approval process
• Cascading approval
• Configuring cascading approval with an authority matrix
Approval Types

• There are three types of approval types supported by the Approve/Reject shape:
• Single approver
• Cascading approval -- Reporting structure
• Cascading approval -- Authority matrix
Cascading Approval

 Pega provides the ability to include single and cascading approvals when designing
case types.
 A cascading approval process configures a series of approvals.
 The two cascading approval models are:
• Reporting structure –Used when approvals always move up the reporting
structure of the submitter or another defined list
• Authority matrix –Used when a set of rules directs the approval chains to
individuals both inside and outside the organization of the submitter
Reporting Structure
Reporting Structure

• The Reporting structure has two default single-level modes for routing an approval
— either the submitter's reporting manager or work group manager.

• The manager information is defined in each submitter's operator ID and associated

work group.
Reporting Structure

You can assign levels of approval to route cases up the organization's management
hierarchy:
• One — This is either the reporting manager or the work group manager you
specified.
• All — This is the submitter's entire manager hierarchy.
• Custom — This is a specified number of levels as determined by the
evaluation of when rules. Specify a manager at each approval level and define
a cut off with a when rule for each manager.
Authority Matrix
Authority Matrix

• An authority matrix uses a decision table. The decision table identifies each party in
the approval process as well as the conditions that determine when each party must
provide approval.

• The application evaluates the decision table. Each satisfied row or condition adds
the results to a list of approvers. Approval assignments route to approvers in the
order of list appearance.
Authority Matrix

• Configure a page list property to hold the list of approvers.

• Configure a single-value property as an element of the page list to identify each
approver in the list.
• Optionally, configure a decision table to determine the conditions for populating the
page list.

When using a decision table with an authority matrix, set the decision table
to Evaluate all rows to return a list of results. Otherwise, the decision table
returns only one result.
Authority Matrix

• If you do not use a decision table, configure a data transform or activity for
populating the list if the approvers are the same under all conditions.

• Configure the authority matrix using a decision table if you intend to delegate control
of the authority matrix to business users.
Configure the Cascading Approval

To add a cascading approval step to your case life cycle, do the following:
• On the Life cycle tab of Case Designer, hover over a process and click + Step.
• In the palette that is displayed, click Approve/Reject.
• In the text field that is displayed, enter a unique name that describes the step.
• On the step panel's General tab, select Cascading in the Approval flow
type field.
Questions ??
Thank You