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The Approvals feature lets you review and resolve requests that are escalated by policies.

Approval Request Overview

When a policy’s escalate condition matches:
  1. The request is blocked from automatic processing
  2. An approval request is created
  3. The request appears in the Approvals page
  4. An authorized user can approve or decline the request

Viewing Pending Approvals

The Approvals page shows:
  • ID: Unique identifier for the approval request
  • Policy ID: Which policy triggered the escalation
  • Created At: When the approval request was created
  • Status: Pending, Allowed, or Declined (API/SDK use PENDING, ALLOWED, DECLINED)
  • Request: Details of the original request (amount, currency, etc.)
  • Action By: User who approved or declined (if completed)

Approving or Declining Requests

For pending requests:
  1. Review the request details
  2. Click “Approve” to allow the request
  3. Or click “Decline” to reject the request
  4. The action is recorded and the request is processed accordingly
Only pending requests can be approved or declined. Completed requests show their final status.

Approval Status Tracking

Approval statuses (same in API and SDK):
  • PENDING: Awaiting review
  • ALLOWED: Request was approved by a reviewer (the UI may show this as “Accepted”)
  • DECLINED: Request was declined by a reviewer
Status badges are color-coded:
  • Pending: Gray with clock icon
  • Allowed (Accepted): Green with checkmark
  • Declined: Red with X icon

Understanding Approval Workflow

  1. Policy Evaluation: Request matches escalate condition
  2. Approval Request Created: System creates approval request
  3. Notification: Reviewer is notified (via Slack, email, etc.)
  4. Review: Reviewer examines request details
  5. Decision: Approve or decline
  6. Processing: Request is processed based on decision
  7. Completion: Approval request status is updated

Request Details

Each approval request shows:
  • Request Amount: Monetary value of the request
  • Currency: Currency code
  • Policy Information: Which policy triggered the escalation
  • Original Request: Full request payload (expandable)
  • Timestamps: When created and when action was taken