How to reject a duplicate loan approval when there is a case already pending for approval with the same loan amount?
A loan approval case is created and that is already pending for approval now we have created a second case for the same amount now this one should be rejected-How can this be achieved?
Maantic Inc
IN
There are a lot of ways to achieve this depending on your requirement and design. One way is after a decision shape to be added on the flow where you can run a when rule to check the amount/pxCreateOperator/pyStatusWork etc on the work table. If the match is found then change stage rejection stage.
Cognizant
IN
@SohamM95 How can I compare the loan amount in the when rule ,I mean suppose the First loan approval case has loan amount of 100 so for the second time if the user enters loan amount =100 then this one should be rejected so how to check this loan amount is not the same as of previous case?
Maantic Inc
IN
Run a data page sourced for a report definition where you'll retrieve the loan amount and compare with the current amount of the case.
Cognizant
IN
@SohamM95 so in the when condition i will have to check param.Loan Amount= pyWorkPage.Amount then it should be rejected?Is my understanding correct?But then all the cases would be rejected right?because even if we create a case for the first time then also it will compare the loan amount and return true
Maantic Inc
IN
Isn't that your requirement to reject when the loan amount is same to an already existing amount? You need to add more filters to your report like status etc so that it checks against only those cases.
Updated: 5 Aug 2024 5:36 EDT
Cognizant
IN
@SohamM95 no no i mean if suppose for the first time i am creating a loan request case then i entered loan amount as 100 and post submiting the screen it went to pending approval stage now i am creating a second case and i entered loan amount as 100 only but here on submiting the screen it should go to reject stage so how to configure this?My query is like how for the first case it will check?
Maantic Inc
IN
So you compare against the report where the amount will be the amount you pass as a param, and status as pending-approval. So it'll compare only against pending-approval cases, since the new case is not yet moved to pending-approval there wont be a match everytime.