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Dear Experts, I am working on Asset management which goes through atmost 4 levels of approvals. I wish to know if action engine can be used to compare defined approval matrix with transactional approvals that have been actually performed and use it to generate notification for non compliance ? This entire workflow has to be automated

 

 

Hi Shaif,

 

Interesting use case! We did something similar in the past by following these steps:

  1. Transform the approval matrix into scenarios that represent a certain process behavior. For example, if price > 1000, the process flows should contain approval steps of level 1, 2 and 3. This can be captured in PQL, by using formulas as MATCH_ACTIVITIES (celonis.com), MATCH_PROCESS (celonis.com) and CONFORMANCE (celonis.com) (depending on how strict you want the sequence).
  2. Check for all your cases, which scenario they should match, and if they match the process behavour.
  3. Create automations (see Automation (celonis.com)) to run a flow, that creates a task of sends out a mail, every time the scenario doesn't match the process execution.

This is really good information , thank you Jan , much appreciated for faster reply

This is really good information , thank you Jan , much appreciated for faster reply

Nice to hear, good luck!

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