Adding a review policy

You can use the Review Policies (aler_review_policies) table to define the review policies for the expense types.

  1. Select Manage > Corporate Data.
  2. Select Review Policies in the Data Type field.
  3. Specify this information:
    Expense Type
    The expense type to assign the review policy.
    Review Type
    The review type to assign the review policy. The review type defines the type of business policy.
    Amount
    The amount that triggers the review policy.
    Currency
    The currency for the review policy.
    Severity
    The severity for the review policy.
    Notification
    The notification type for the review policy.
    Locale
    The locale for the review policy. This is the locale of the travel site against which the review policy must be applied.
    Status
    The status of the review policy. The status can be Active or Inactive.
    Policy Based Routing
    The policy based routing for the review policy.
    Title
    The tile of the review policy. This is the business rule title provided when the review policy is violated.
    Policy Message
    A policy message for the review policy. This is the business rule policy message provided when the review policy is violated.
    Interact Message
    An interactive message for the review policy, if applicable. This is the business rule interactive message provided when the review policy is violated.
    Report Message
    Specify a report message for the review policy. This is the business rule report message for the violation created when the review policy is violated.
  4. Click the Membership tab, if required, and add the data groups. See, Adding or removing data groups from a corporate date type.
  5. Specify an external key, if required. See, Creating an external key.
  6. Click Add to save the data.