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This section lists all approval workflows in PlatformManager.

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  • For a single account:

    • Create a new partition.

    • Copy/move a partition.

    • Delete a partition.

    • Assign a specific permission

    • Request creation/modification of Calculation Engine

    • Eng support user request

    • SAML SSO approval

    • Event Orchestration approval

  • For all accounts:

In this section:

Table of Contents

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When the workflow is triggered (i.e. a user request a new partition or wants to assign a given permission), the user is notified about it by a popup message and an email. The approvers are notified by an email too. All their pending approvals are listed in the My Approvals section in the user account menu. In this section they can approve/reject the request.

When there several global asset class workflows generated for the same user and their approvers and number of approvals are the same, the workflows are merged. 

After the request is approved, the user is informed by an email and the requested action is completed automatically.

Workflow Expiration

If a workflow is in an unfinished state for a certain period of time, these actions happen:

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