Example: Policy based routing

The Policy based routings are defined using a corporate data pane in the Infor Expense Management System Administration Tool application. The definition includes a Single-Character Policy flag and one or more workflow activity transitions. When a policy based routing is associated to a document, the policy flag is displayed on the document in the Review Queue screen, and the activity transitions are used to route the document.

Policy based routings are associated to documents by several business rules. These are:

• Business Rule Violations Summary: This rule associates policy based routings to the documents based on the client-side business rule violations.
• Review Policy Check (Server): This rule manages the policy based routings for the review policy violations on the server. The Business Rule Violations Summary manages review policy violations on the client side.
• Audit List Check: This rule associates a policy based routing to a document if the owner of the document is in the Audit List.
• Random (%) Audit: This rule associates a policy based routing to a document randomly based on a configurable percentage. This rule routes the document based on the configurable percentage.
• User Has No Manager: This rule associates a policy based routing to a document, if the owner of the document does not have a manager.

Policy Based Routing Business rule controls the document routing process.

When this rule encounters a document with a policy based routing associated , the rule compares the activity transitions of the policy based routing with the activity transitions of the document and overrides accordingly.

For example, a document activity transition moves a document from the Manager Review stage to the Export stage. Whereas , the policy based routing associated with the document routes the document from the Manager Review stage to the Audit stage. In this scenario, the Policy Based Routing business rule is overridden when the document is in the Manager Review stage and the document is finally routed to the Audit stage.

If more than two Policy Based Routings are associated with the document, the priorities of the activity transitions are considered to identify the next transition. The priorities of the activity transitions are specified as parameters of the Policy Based Routing business rule.

This business rule does not set the list of reviewers for the document. The reviewers for the activity must be defined either through the activity permissions, alwf_activity_permission table, or through an entry business rule. See the Infor Expense Management System Administration Tool User Guide - Business Rules for information on the Permission based routing business rule.

Policy Based Routings are activated by associating the business rules and review policies. For example, we can associate the Policy Violation: Audit (V) policy based routing to the Car Rental Vendor Policy client business rule. All the documents violating this business rule are tagged with the V flag and are routed to the Audit activity.

Policy Based Routings are also associated with these server-side business rules:

• Audit List Check
• Random (%) Audit
• User Has No Manager