Question

Difference between reporting type and matrix type cascading approval in pega

Can any one tell me what is the difference between this cascading approval?

***Edited by Moderator: Lochan to update platform capability tags***

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August 12, 2019 - 10:50am

The 'Authority matrix' option uses a Decision Table that you create. The 'Reporting structure' option is based on the reports to data specified on the Operator rule form Work tab.

Pega
August 13, 2019 - 6:20am

Reporting structure option is used whenever you want the cascading approval should be done based upon the operator's reporting manager(reporting manager's manger... etc)

You can use authority matrix whenever you want the approval should be performed based upon some condition and you can select the operator as well. To do this you can use the decision table.

August 14, 2019 - 10:54am

The two cascading approval models are reporting structure and authority matrix.

The reporting structure model works when approvals always move up the submitter's reporting structure or another defined list.

The authority matrix model works when the approval chain is directed by a set of rules to individuals both in and out of the submitter's organization. 

Reporting structure example : When an employee submits a purchase request,the employee's direct manager must approve the request. Amounts over USD500 require more approvals from people above the manager.

The purchase request example contains no conditions. Every time an employee submits a purchase request,the request must be approved by a defined list of approvers. When there are no conditions,use the reporting structure model. 

 

Authority matrix example : When an instructor submits an expense report,if a line item is billable to a customer,then accounts payable must approve the line item.

The expense report example contains a condition. If an expense item is billable,then accounts payable must approve the expense item. When conditions exist,use the authority matrix model. 

 

 

Regards,

Vikash