Temenos Digital
Updated On 08 July 2024 | Min(s) read

Approval Matrix

Approval Matrix defines the rules for approvals, including the number of approvals required and the designated approver based on the value of the transaction. Use the feature to define the approval limits (per-transaction, daily, and weekly) for each account associated with the company.

For more information on Approval Matrix, refer to the Temenos Digital SME Banking Documentation.

Name Description Introduced In
GetApprovalMatrix This API is used to get approval matrix details. 2020.04
UpdateApprovalMatrix This API is used to update approval matrix at user level/signatory group level. 2020.04
updateApprovalMatrixStatus This API is used to enable or disable the approval matrix. 2021.01
isApprovalMatrixDisabled This API is used to check if the approval matrix is enabled or disabled. 2021.01
getApprovalMatrixByContractId This API is used to request for approval matrix by contract id. 2021.07
 
Description: This API is used to enable or disable the approval matrix.
Method: POST
URL: {base_url}/services/data/v1/ApprovalMatrix/operations/ApprovalMatrix/updateApprovalMatrixStatus
Security Level: Authenticated App User
Header Request:

X-Kony-Authorization

Content-Type
Body Request:

Parameters

contractId (Mandatory)

Specifies the unique ID of the contract.

cif

Specifies the core customer ID.

disable (Mandatory)

Specifies whether the Approval Matrix is disabled. 

{
    "contractId": "5060820687", //contractId
    "cif": "800199",
    "disable": "false"
}
Response: 
{

    "cif": "800199",

    "contractId": "5060820687",

    "opstatus": 0,

    "isDisabled": "false",

    "httpStatusCode": 0

}
Error Code(s):
  • Error Code: 21017
    Error Message: User doesnt have permission to access data related to the given coreCustomerId.
  • Error Code: 20040
    Error Message: Internal Service Error caused by exceptions
Enterprise Provider Temenos Digital
Enterprise API {base_url}/services/dbpApprovalMatrixServices/updateApprovalMatrixStatus

Field Mapping

UI Field Experience API Field MS API Field Transact API Field
contractId contractId NA NA
cif cif NA NA
isDisabled isDisabled NA NA
 
Description: This API is used to check if the approval matrix is enabled or disabled.
Method: POST
URL: {base_url}/services/data/v1/ApprovalMatrixObjects/operations/ApprovalMatrix/isApprovalMatrixDisabled
Security Level: Authenticated App User
Header Request:

X-Kony-Authorization

·Content-Type
Body Request:

Parameters

contractId (Mandatory)

Specifies the unique ID of the contract.

cif

Specifies the core customer ID.

{
  "coreCustomerId": "191017",
  "contractId": "2865541526"
}
Response:

Parameters

contractId

Specifies the unique ID of the contract.

cif

Specifies the core customer ID.

isDisabled

Specifies whether the Approval Matrix is disabled.

	
{

    "contractId": "2865541526",
    "cif": "191017",
    "isDisabled": "false",
    "opstatus": 0,
    "httpStatusCode": 0

}
Error Code(s):
  • Error Code: 29007
    Error Message: Error occured while fetching status of Approval Matrix.
  • Error Code: 29001
    Error Message: Contract Id is a mandatory parameter.
  • Error Code: 29002
    Error Message: No CIF found for given contract id.
  • Error Code: 29006
    Error Message: Provided Cif is not associated to this Contract.
Enterprise Provider Temenos Digital
Enterprise API {base_url}/services/dbpApprovalMatrixServices/isApprovalMatrixDisabled

Field Mapping

UI Field Experience API Field MS API Field Transact API Field
contractId contractId NA NA
cif cif NA NA
isDisabled isDisabled NA NA
 
Description: This API is used to get approval matrix details.
Method: POST
URL: {base_url}/services/data/v1/ApprovalMatrix/operations/ApprovalMatrix/getApprovalMatrix
Security Level: Authenticated App User
Header Request:
  • X-Kony-Authorization
  • X-Kony-ReportingParams
Body Request: 
{
  "cif": "191017",
  "contractId": "2865541526",
  "accountId": ""
}
Response: 
{
  "approvalMode": "0",
  "cifName": "QA191017 QA191017",
  "common": {
    "limitTypes": [
      {
        "limitTypeId": "DAILY_LIMIT",
        "actions": [
          {
            "actionType": "MONETARY",
            "featureName": "ACH Collection",
            "featureStatus": "SID_FEATURE_ACTIVE",
            "actionId": "ACH_COLLECTION_CREATE",
            "isAccountLevel": "1",
            "actionDescription": "Automated Clearing House Collection Service",
            "maxAmount": "1000.0",
            "featureId": "ACH_COLLECTION",
            "limits": [
              {
                "numberOfApprovals": 0,
                "invalid": false,
                "approvalRuleId": "NO_APPROVAL",
                "approvers": [
                  {
                    "approverName": ""
                  }
                ],
                "currency": "USD",
                "approvalRuleName": "No approval",
                "lowerlimit": "-1.00",
                "upperlimit": "-1.00"
              }
            ],
            "actionName": "Initiate ACH Collection"
          }
        ]
      }
    ]
  },
  "opstatus": 0,
  "accounts": [
    {
      "ownershipType": "OWNER",
      "accountId": "130265",
      "accountName": "Current Account",
      "accountType": "Checking",
      "limitTypes": [
        {
          "limitTypeId": "DAILY_LIMIT",
          "actions": [
            {
              "actionType": "MONETARY",
              "featureName": "ACH Collection",
              "featureStatus": "SID_FEATURE_ACTIVE",
              "actionId": "ACH_COLLECTION_CREATE",
              "isAccountLevel": "1",
              "actionDescription": "Automated Clearing House Collection Service",
              "maxAmount": "1000.0",
              "featureId": "ACH_COLLECTION",
              "limits": [
                {
                  "numberOfApprovals": 0,
                  "invalid": false,
                  "approvalRuleId": "NO_APPROVAL",
                  "approvers": [
                    {
                      "approverName": ""
                    }
                  ],
                  "currency": "USD",
                  "approvalRuleName": "No approval",
                  "lowerlimit": "-1.00",
                  "upperlimit": "-1.00"
                }
              ],
              "actionName": "Initiate ACH Collection"
            }
          ]
        }
      ]
    }
  ],
  "cifId": "191017",
  "httpStatusCode": 0
}
Error Code(s):
  • Error Code: 12000
    Error Message: Internal service error.
  • Error Code: 21007
    Error Message: No approval matrix records found for these params
  • Error Code: 21135
    Error Message: Parameter contractId cannot be empty
  • Error Code: 21136
    Error Message: Parameter cif cannot be empty
Enterprise Provider Temenos Digital
Enterprise API {base_url}/services/dbpApprovalMatrixServices/fetchApprovalMatrix

Field Mapping

UI Field Experience API Field MS API Field Transact API Field
cifId cifId NA NA
cifName cifName NA NA
accounts accounts NA NA
accountId accountId NA NA
accountName accountName NA NA
accountType accountType NA NA
limitTypes limitTypes NA NA
limitTypeId limitTypeId NA NA
actions actions NA NA
 
Description: This API is used to update approval matrix at user level/signatory group level.
Method: POST
URL: {base_url}/services/data/v1/ApprovalMatrix/operations/ApprovalMatrix/updateApprovalMatrix
Security Level: Authenticated App User
Header Request:
  • X-Kony-Authorization
  • X-Kony-ReportingParams
Body Request: 
{
  "actionId": "CHEQUE_BOOK_REQUEST_CREATE",
  "limitTypeId": "NON_MONETARY_LIMIT",
  "cif": "190966",
  "contractId": "2601423173",
  "isGroupMatrix": "1",
  "limits": [
    {
      "lowerlimit": "-1.00",
      "upperlimit": "-1.00",
      "groupList": "[de68fb49-83fe-44ba-abdd-b9e17703d6a9]",
      "groupRule": "[[1]]"
    }
  ]
}
Response: 
{
  "opstatus": 0,
  "status": "Success",
  "httpStatusCode": 0
}
Error Code(s):
  • Error Code: 12000
    Error Message: Internal service error.
  • Error Code: 21007
    Error Message: No approval matrix records found for these params
  • Error Code: 21135
    Error Message: Parameter contractId cannot be empty
  • Error Code: 21136
    Error Message: Parameter cif cannot be empty
Enterprise Provider Temenos Digital
Enterprise API {base_url}/services/dbpApprovalMatrixServices/UpdateApprovalMatrixService

Field Mapping

UI Field Experience API Field MS API Field Transact API Field
Success Success NA NA
 
Description: This API is used to request for approval matrix by contract id
Method: POST
URL: {base_url}services/data/v1/ApprovalMatrix/operations/ApprovalMatrix/getApprovalMatrixByContractId
Security Level: Authenticated App User
Header Request:
  • X-Kony-Authorization
  • X-Kony-ReportingParams
Body Request:

Parameters

contractId (Mandatory)

Specifies the unique ID of the contract for which the approval matrix must be updated.

{
    "contractId": "5060820687"
}
Response: 
{

    "cif": [

        {

            "approvalMode": "1",

            "cifName": "Rolf Gerling1",

            "common": {

                "limitTypes": [

                    {

                        "limitTypeId": "DAILY_LIMIT",

                        "actions": [

                            {

                                "actionType": "MONETARY",

                                "featureName": "ACH Collection",

                                "featureStatus": "SID_FEATURE_ACTIVE",

                                "actionId": "ACH_COLLECTION_CREATE",

                                "actionDescription": "Automated Clearing House Collection Service",

                                "maxAmount": "1000.0",

                                "featureId": "ACH_COLLECTION",

                                "limits": [

                                    {

                                        "numberOfApprovals": "0",

                                        "invalid": "false",

                                        "approvalRuleId": "NO_APPROVAL",

                                        "approvers": [],

                                        "approvalRuleName": "No approval",

                                        "lowerlimit": "-1.00",

                                        "upperlimit": "-1.00"

                                    }

                                ],

                                "actionName": "Initiate ACH Collection"

                            }

                        ]

                    }

                ]

            }

        ],

        "cifId": "800199"

    }

],

"contractId": "5060820687",

"opstatus": 0,

"httpStatusCode": 0

}
Error Code(s):
  • Error Code: 12001
    Error Message: User is not authorized to perform this action.
  • Error Code: 12000
    Error Message: Internal Service Error caused by exceptions.
Enterprise Provider Temenos Digital
Enterprise API {base_url}/services/dbpApprovalMatrixServices/fetchApprovalMatrixByContractId

Field Mapping

UI Field Experience API Field MS API Field Transact API Field
cif cif NA NA
approvalMode approvalMode NA NA
cifName cifName NA NA
common common NA NA
limitTypes limitTypes NA NA
limitTypeId limitTypeId NA NA
actions actions NA NA
actionType actionType NA NA
featureName featureName NA NA
featureStatus featureStatus NA NA
actionId actionId NA NA
actionDescription actionDescription NA NA
maxAmount maxAmount NA NA
featureId featureId NA NA
limits limits NA NA
numberOfApprovals numberOfApprovals NA NA
invalid invalid NA NA
approvalRuleId approvalRuleId NA NA
approvers approvers NA NA
approvalRuleName approvalRuleName NA NA
lowerlimit lowerlimit NA NA
upperlimit upperlimit NA NA
actionName actionName NA NA
cifId cifId NA NA
contractId contractId NA NA

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Published on :
Sunday, March 23, 2025 3:08:32 PM IST