Approval model by entity
Which entities shown in Roles & Permissions use maker-checker and which take effect without approval.
The Roles & Permissions screen identifies each entity's approval model. Use this page as a quick reference for the names currently shown in that screen.
- Maker-checker means an allowed Create, Update, Delete, or other supported action can require zero to three approvals. The resulting record or change follows its staged approval status lifecycle.
- No approval required means the change takes effect immediately after its permission and business validations pass. Approval settings are disabled.
The action columns can still differ by entity. An approval model does not mean that every entity supports every action.
| Permission group | Maker-checker | No approval required |
|---|---|---|
| Access Control | None | Role, Permission Matrix, Access Policy, User |
| Organization Structure | None | Branch, Department, Cost Centre |
| Reference Data | None | Title, Gender, Marital Status |
| Customer Configuration | Customer Onboarding Policy, Kyc Policy | Customer Type, Customer Rating, Contribution Bucket, Contribution Type, Identity Type, Document Type |
| Account Configuration | Account Condition, Activity Rule | Account Type, Account Status |
| Contract Configuration | Loan Product, Workflow Definition, Eligibility Policy, Eligibility Rule, Loan Pricing Policy, Loan Pricing Adjustment Rule, Loan Repayment Policy, Loan Penalty Policy, Rate Definition, Rate Value, Source Funds Rate, Source Funds Product Rule, Loan Product Source Funds Rule, Loan Repricing Rule, Loan Provision Config, Product Account Condition Policy, Fixed Deposit Product, Fixed Deposit Interest Rate Policy, Fixed Deposit Maturity Policy, Fixed Deposit Early Liquidation Policy | Loan Purpose, Collateral Type |
| Financial Configuration | Trans Code, Product, Commission Type, Fee Definition, Fx Rate Provider Config, Fx Rate Set | Tenant Currency, Source Funds, Product Balance, Fx Rate |
| Operations | Customer, Agent, Account | Customer Application, Customer Identity, Customer Director, Customer Shareholder, Customer Contact, Customer Document, Customer Relationship, Account Mandate, Account Statement, Sequence |
| Transactions | Transaction, Forward Dated Transaction, Standing Order | Transaction Line, Interest Run, Interest History, Uncleared Effect, Uncleared Effect Config |
| Loan Origination | Loan Application, Loan Variation, Loan Guarantee, Group Contribution Instruction | Loan Contract, Loan Schedule Version, Loan Contract Schedule, Loan Guarantee Event, Customer Group Member, Group Contribution Entry, Group Contribution Balance, Loan Provision Run, Loan Provision Result |
| Fixed Deposits | Fixed Deposit Application, Fixed Deposit Liquidation, Fixed Deposit Renewal Instruction | Fixed Deposit Contract, Fixed Deposit Contract Schedule |
| Workflow Runtime | None | Workflow Instance, Requirement Result, Workflow Instance Stage History, Workflow Instance Assignment, Workflow Instance Stage Review, Eligibility Evaluation, Eligibility Rule Result, Source Funds Balance Snapshot, Loan Pricing Snapshot, Loan Repricing Event |
| Facilities | Facility, Facility Class, Collateral Asset, Collateral Asset Valuation, Collateral Pledge | Facility Account, Collateral Allocation |
| Storage & Uploads | None | Stored Object |
| Imports & Exports | Import Job, Financial Transaction Upload | Export Job |
| Reporting | None | Report Definition, Report Run |
| Close of Business | Cob Config | Cob Run |
| Notifications | Tenant Notification Config | None |
| Audit & Logs | None | Activity Log |
| Third-Party Delivery | Third Party System, Delivery Hook Config | Third Party Mapping, Delivery Log |
| System Configuration | Custom Field Definition, Work Day Year | License, Work Day Month |
How to confirm in the interface
- Go to Access Control → Roles & Permissions.
- Open the Role and select Permissions.
- Find the entity under its permission group.
- Check the approval area for Maker-checker or No approval required.
For a maker-checker entity, also review the action's required approval count and the Role's separate Approval Authority. See Maker-checker and L1, L2, and L3 authorization.