Your organization can have a policy stating that adjustments above a certain
amount must be verified by a manager. For example, you can choose not to require
verification for credits below $100 but require a senior review and verification for
accounting credits of more than $5,000.
By default, no accounting steps require verification; however, you can configure up to
three levels of verification based on value. The verification levels are the number of
times an item is verified. The privileges assigned to users determine the top level at
which a user can verify. A user can only verify an accounting step once, regardless of
To include verification in your business flows, you must configure step rules to specify
a value of FinVerifyByAmount in the Activity for
Verification Flow field on the Step tab. This activity uses the
FinVerificationFlowByAmount map value, in the
PegaAcct-Step class, to determine the verification levels based
on the amount thresholds. If you review these values and find them suitable for your
organization, you can use the rule as is.
Pega Smart Dispute for Issuers
- In the Dev Studio header search text field, enter
FinVerificationFlowByAmount and select the
PegaAcct-Step class map value rule from the
- Click Save As.
- In the Apply to field, select the appropriate
implementation class for your application.
- In the Add to ruleset list, select the ruleset for your
- Click Create and open.
- Configure the verification levels, if needed.
- Click Save.