Outcome elements

In smart policies, the outcome element marks the end of the automated processes.

Although your policy can have multiple outcomes (when you're using branches), an application will only ever reach one outcome each time it goes through the policy flow.

The possible outcomes are as follows:

  • Automatic approval: After all tasks have been passed, the application is approved automatically. Once this outcome has been applied, the application flag becomes Decided.
  • Manual review: After all tasks have been passed, a user (or the API) must manually approve the application. Once this outcome has been applied, the flag becomes Ready for decision.
  • Escalate application: After all tasks have been passed, the application is escalated to one or more teams (which you specify). When all escalation teams have given their approval, a user (or the API) must manually approve the application. Once this outcome has been applied, the flag becomes Waiting on escalations.
  • Immediate rejection: The application is rejected automatically. Optionally, you can include a reason for the rejection, which is displayed in the profile's audit report. Once this outcome has been applied, the flag becomes Decided. Note that tasks do not need to be completed for this outcome to be applied.
The Immediate rejection outcome only rejects applications that have never been approved. An application that was previously approved can reach this outcome if it goes through the policy flow again. In this case, a user (or the API) must manually cancel the application. The flag is Ready for decision.

What happens after the application is approved or rejected?

When an application is approved, it goes into the monitoring stage. Note that there are some circumstances which prompt the smart policy to be re-applied to the application.

When an application is rejected, this is the end of the lifecycle in most cases. However, it is possible to manually revert the decision. If this happens, the smart policy is re-applied to the application.


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