How to validate credit limits requests?

The validation levels of the credit limits can be set in Settings / Manage credit limits validation:

The different options for the credit limit validation workflow

You have three options:

• The validation request is sent only to the first person with the authority to validate the credit limit.
   
• The request is sent to all validators up to the first person with the authority to validate, including those with a lower validation level than the user making the request, which promotes a collaborative risk assessment.
   
• The request is sent to all validators up to the first person with the authority to validate and who have a higher validation level than the user making the request.
   

The credit limits validations can be managed:

1 From the customer file :

• Credit limits in red → limit « not validated » or « refused »
  
• Credit limits in orange → limit « waiting for validation »
  
• Credit limits in vert → limit « validated »

Fly over the credit limit to know it's state:



Enter and send the credit limit amount to validate:



The validator(s) receives an email with a link to approve the credit limit validation request. He must be created in My DSO Manager in order to directly access the request and validate (or reject) it from the customer's file, and thus have all the necessaries informations for decision making.


2 From Setting - Manage credit limits validation - Requests history :

Find all the requests that you can filter by their state:



3 From the Risk report :

The risk report makes it possible to summarize the credit limits and their state (validated, not validated, pending ...).