My Tasks

The My Tasks section shows all pending activities that require user review or action before payouts can continue. It is directly linked to policies and workflows, meaning whenever a rule requires approval, it will appear here as a task.

This ensures every payout action—like creating, updating, or executing—is properly reviewed and validated according to your business rules.

Task Overview

Displays all tasks generated by workflow or policy requirements.

Approval and Rejection

Users can approve or reject operations such as beneficiary creation or execution updates.

Filters

Narrow tasks by date, status, or other parameters.

Why It Matters

• Provides accountability by showing who approved or rejected each step.

• Ensures compliance with internal business rules and regulations.

• Adds a layer of security, preventing unverified changes or executions.

Actions Available

From the Actions menu on each task, you can:

• Apply Sanction Approval Operation – Approve the task and allow it to proceed.

• Apply Sanction Rejection Operation – Reject the task, preventing further execution.

Example Use Case

1. A new beneficiary is added.

2. According to policy, this requires manager approval.

3. The task appears in My Tasks with status “Manager Approval.”

4. The manager logs in, reviews, and selects Approve or Reject.

5. The payout process continues (or stops) based on the decision.