Enabling Report Approval (Maker-Checker)
- DevaDarshini.S
Prerequisites
To enable the Report Approval workflow in Sigma Studio, approval workflow should be activated and an authentication access should be provided to the Studio administrators to view and approve or reject the reports.
You can enable the report approval workflow for different user roles. You can assign different roles for the maker, checker and viewer users for your IT & Operations and Implementation teams, thereby enabling the listed maker, checker and viewer users to be assigned with the appropriate accessible roles based on their entitlements. Apart from your IT & Operations and Implementation teams, you can even assign different roles for the maker, checker and viewer users for your corporate clients. Refer IT Roles, Implementation Roles and Client Roles for detailed information on the usage of the respective roles.
Perform the following steps on the Studio schema:
In the CT_REQ_MDLR_AUTHFLOW table, change the type of authentication from noauth to foureye or sixeye and make changes to the AUTH_FLOW column accordingly. A sample entry is provided as follows:
TABLE COLUMN
VALUES
GCIF CTSTUD2014ENTL FLOW_CTRL_ID
004
PRODUCT
CTSTUDIO
SUB_PRODUCT
REPORTS
CHANNEL_ID
3
APPLICATION_ID
CTSTUDIO
DEFAULT_IND
Y
EVAL_CONDITION
{
condition : [
{
id : equals ,
field : $context.authflow
value : true
}
]
}
EVAL_ORDER
1
STOP_PROCESS_IND
FALSE
RESPECT_HIER_IND
FALSE
TYPE
foureye
AUTH_FLOW
{
authflow : [
{
tier : [
{
type : INTEGER,
min : 10,
max : 100,
workflow : {
type : foureye ,
flow : {
completed : false
}
}
},
{
type : INTEGER,
min : 100,
max : 1000,
workflow : {
type : sixeye ,
flow : {
completed : false
}
}
},
{
type : INTEGER,
min : 1000,
max : 10000,
workflow : {
type : tree ,
flow : {
condition : OR ,
completed : false,
flow : [
{
role : A ,
count : 1,
completed : false
},
{
role : B ,
count : 2,
completed : false
},
{
role : D ,
count : 1,
completed : false
},
]
},
{
completed : false,
flow : [
{
role : A ,
count : 1,
completed : false
},
{
role : C ,
count : 1,
completed : false
},
{
role : D,
count : 1,
completed : false
}
]
},
{
completed : false,
flow : [
{
role : X ,
count : 1,
completed : false
},
{
role : Y ,
count : 1,
completed : false
}
]
},
{
role : E ,
count : 1,
completed : false
}
]
}
}
}
]
}
]
}
In the same CT_REQ_MDLR_AUTHFLOW table, provide an entry to enable the report approval workflow for viewing the reports, which must be approved by the Studio Administrator. A sample entry is provided as follows:
TABLE COLUMN
VALUES
GCIF CTSTUD2014ENTL FLOW_CTRL_ID
005
PRODUCT
VISUALIZATION
SUB_PRODUCT
REPORTS
CHANNEL_ID
3
APPLICATION_ID
CTSTUDIO
DEFAULT_IND
Y
EVAL_CONDITION
{
condition : [
{
id : equals ,
field : $context.authflow
value : true
}
]
}
EVAL_ORDER
1
STOP_PROCESS_IND
FALSE
RESPECT_HIER_IND
FALSE
TYPE
foureye
AUTH_FLOW
{
authflow : [
{
tier : [
{
type : INTEGER,
min : 10,
max : 100,
workflow : {
type : foureye ,
flow : {
completed : false
}
}
},
{
type : INTEGER,
min : 100,
max : 1000,
workflow : {
type : sixeye ,
flow : {
completed : false
}
}
},
{
type : INTEGER,
min : 1000,
max : 10000,
workflow : {
type : tree ,
flow : {
condition : OR ,
completed : false,
flow : [
{
role : A ,
count : 1,
completed : false
},
{
role : B ,
count : 2,
completed : false
},
{
role : D ,
count : 1,
completed : false
},
]
},
{
completed : false,
flow : [
{
role : A ,
count : 1,
completed : false
},
{
role : C ,
count : 1,
completed : false
},
{
role : D,
count : 1,
completed : false
}
]
},
{
completed : false,
flow : [
{
role : X ,
count : 1,
completed : false
},
{
role : Y ,
count : 1,
completed : false
}
]
},
{
role : E ,
count : 1,
completed : false
}
]
}
}
}
]
}
]
}
In the OD_USER_FUNCTION_MB table, update the administrators' details to enable report approval. A sample entry is provided as follows:
TABLE COLUMN
VALUES
OD_GCIF CTSTUD2014ENTL OD_USER_NO
201407010004
APPLICATION_ID CTSTUDIO OD_FUNCTION_CODE
APPROVE OD_PRODUCT_CODE CTSTUDIO OD_SUB_PROD_CODE REPORTS OD_ACC_NO READONLY OD_TRANS_MAX_AMT 0 OD_ACC_GRP_CODE (NULL) OD_ROLLBACK_FLAG (NULL) CRITERIA_TYPE READONLY USER_ROLE ALL To roll back the report approval workflow, the values of the EVAL_CONDITION, TYPE and AUTH_FLOW columns must be modified in order to nullify the report approval workflow process. Therefore, it is necessary to specify the appropriate entries for the respective columns In the CT_REQ_MDLR_AUTHFLOW table in the Studio schema, as shown in the following table:
TABLE COLUMN
VALUES
GCIF CTSTUD2014ENTL FLOW_CTRL_ID
004
PRODUCT
CTSTUDIO
SUB_PRODUCT
REPORTS
CHANNEL_ID
3
APPLICATION_ID
CTSTUDIO
DEFAULT_IND
Y
EVAL_CONDITION
{"condition" : true}
EVAL_ORDER
1
STOP_PROCESS_IND
FALSE
RESPECT_HIER_IND
FALSE
TYPE
noauth
AUTH_FLOW
{"authflow":[{"tier":[{"type":"number","min":10,"max":100,"workflow":{"type":"none","flow":{"completed":true}}}]}]}
For information about the Report Approval workflow in Sigma Studio, refer the following pages: