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Operations
Backops Portal
Pooling and Assign to Me
4min
The 'Pooling and Assign to me' feature allows users in the back office system to create multilevel roles, assign users to those roles, and submit applications for review and escalation. The feature follows a hierarchical structure where managers have higher authority than employees.
Working of Pooling
Step 1: Create Multilevel Roles
- Create two roles: Manager and Employee.
- Set the Manager role as the top hierarchy as Level 1 and the Employee role as Level 2.
Step 2: Create Users with Roles
- Create users with Manager and Employee roles.
- Assign one user as the Pool User for the Manager role and another user for the Employee Pool.
- Create additional users for testing purposes, such as Employee_User1, Manager_Pool, and Manager_User1.
Step 3: API Call to Set Lowest Level User
- Use the provided cURL API call to set the lowest-level user.
- Replace the API endpoint, application ID, and user ID with the appropriate values.
- Make a PATCH request with the Authorization header and the JSON payload.
- Set the 'lowestLevel' to false for all users except the lowest level user.
- Execute the API call individually to set the 'lowestLevel' flag to true for the lowest level user (Employee_Pool).
Step 4: Create Application
- Use the Create Merchant API to create a new application.
- Select the desired branch for the application.
- Submit the application.
Step 5: Assign and Escalate Application
- Log in to the back office system as Employee_User.
- Assign the submitted application to themselves.
- Escalate the application to the Manager level.
- The application will be escalated to Manager_Pool.
- Log in to the back office system as Manager_User1.
- Accept or take the desired action for the escalated application.
Note: The concept of pooling is commonly used in banking, where multiple officers review applications and escalate them to higher authorities for further verification and final decision-making.
Updated 11 Oct 2024
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