Approval Rules

Approval Rules defines the conditions that trigger an authorisation and the approver hierarchy that must act -- for example, withdrawals above a threshold needing branch-manager sign-off, or write-offs needing head-office approval. It encodes the institution's segregation-of-duties and limit policies. Getting these rules right is central to internal control.

Workflow

Open MFI > Configuration > Approval Workflow > Approval Rules
Click New and select the action or document the rule covers
Set the trigger conditions such as amount thresholds
Define the approver levels and routing order
Activate the rule and test with a sample request

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Amount Field `amount_field`	Text	—	Field name to check for amount-based conditions
Minimum Amount `min_amount`	Decimal	—	Minimum amount to trigger this approval
Maximum Amount `max_amount`	Decimal	—	Maximum amount (leave 0 for no limit)
Custom Condition (Python) `custom_condition`	Long text	—	Python expression that returns True if approval is needed
Require All Levels `require_all_levels`	Yes/No	—	If checked, all levels must approve. Otherwise, any one level is sufficient.
Allow Self Approval `allow_self_approval`	Yes/No	—	Allow the requester to approve their own requests
Auto-approve Below Limit `auto_approve_below_limit`	Yes/No	—	Automatically approve if amount is below minimum amount
Rule Name `name`	Text	Yes	Rule Name
Code `code`	Text	Yes	Code
Applies To `model_id`	Link → ir.model	Yes	Applies To
Condition Type `condition_type`	Choice: Always Require Approval, Based on Amount, Custom Condition	Yes	Condition Type
Sequence `sequence`	Number	—	Sequence
Active `active`	Yes/No	—	Active
Model `model_name`	Text	—	Model
Approval Levels `level_ids`	List	—	Approval Levels
Company `company_id`	Link → res.company	—	Company
Notes `notes`	Long text	—	Notes

Notes & rules

Model mfi.approval.rule -- authorisation policy
Key fields: action, conditions, thresholds, approver levels
Related: My Pending Approvals, All Requests
Used by administrators and risk officers

Technical model: mfi.approval.rule · Record: Approval Rule