Approval workflow

If the duplicate detection and compliance checks pass, or if those checks are disabled, your request moves through the standard approval process.

The approval matrix uses the RequesterID variable as input and routes the request through two approval levels:

  1. Level 1: The request is assigned to the M3CustomerCreationApproval_L1 approver group.
  2. Level 2: After Level 1 approval is completed, the request is assigned to the M3CustomerCreationApproval_L2 approver group for final approval.

When reviewing the request, approvers can view:

  • All information provided by the requester during the account setup process.
  • A link to the supporting document in SharePoint
  • These review fields that can be updated with comments or notes:
    • Approval comment or Rejection Reason from Level 1 team
    • Approval comment or Rejection Reason from Level 2 team
  • Duplicate check and compliance check information and results. This information is read-only at this stage because the checks are already completed.

The approver can approve the request and allow customer creation to continue, or reject the request and stop the process.

If an approval task remains incomplete for more than two days, the system sends an email reminder to the approver.