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Accounting verification

Updated on January 18, 2022

The accounting component supports multiple levels of accounting verification. These levels are based on the total value of the debit or credit in the accounting transaction. The verification level also represents the number of times a transaction must be verified before it can be posted to the system’s accounting feed file.

Privileges assigned to an operator determine the dollar levels that operators have the authority to verify. Although an operator can have the security to verify at multiple levels, an operator cannot verify a single transaction more than once.

The recommended approach is not to require verification for accounting steps processed automatically at entry, including small dollar write-off and financial offset processing.

Because these transactions are workflow-based, and the operator cannot intervene. This approach avoids unnecessary processing interruptions of the workflow and enables a higher level of straight- through processing.

Note: None of the accounting steps installed with Pega Foundation for Financial Services has verification enabled.

Verification levels (and flow names) are set in the FinVerificationFlowByAmount map value rule. In the accounting rules, you specify an activity called FinVerifyByAmount in the Activity for Verification Flow field on the Step tab of the rule. This activity calls the mapped value during processing to set the verification level or flow of the transaction.

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