Configuring Multi-Level Review Settings in Campaigns

At BalkanID, flexibility and control in managing review processes are key aspects of our platform. The Multi-Level Review Settings feature allows you to customize review assignments and hierarchies during campaign creation, overriding the default settings set at the integration level. This guide provides detailed instructions on how to configure these settings for your campaigns.

Overview of Multi-Level Review Settings

Multi-Level Review Settings give you the ability to specify review hierarchies and requirements explicitly, ensuring that reviews are assigned according to organizational needs and specific risk management protocols.

How to Configure Multi-Level Review Settings

Follow these steps to set up Multi-Level Review Settings when creating a new campaign:

Start a New Campaign: Initiate the creation of a new campaign.
Override Default Settings:
- Find the "Override Defaults" dropdown in the campaign setup form.
- Select "Yes" to enable customization of the review settings beyond the default integration-level settings.
Set Reviewer Precedence Order:
- Upon selecting "Yes" for overriding defaults, you'll gain access to set the precedence order of reviewers.
- Choose the order of precedence among the three roles:
  - First Line Manager
  - Risk Manager
  - Primary Application Owner
Select Number of Reviewers Required:
- A dropdown will allow you to select how many reviewers are required for the campaign, enhancing flexibility based on the sensitivity or importance of the review.

Handling Unmapped Identities or Absent Managers

The system is designed to automatically adjust to the availability of assigned reviewers:

Automatic Reassignment:
- If the identity under review is unmapped or does not have an associated manager, the review will automatically be assigned to the next person in the predefined precedence order.
Example Scenarios:
- Single Reviewer (1 Count): If the first person in the order is unavailable (e.g., First Line Manager is not present), the review will automatically be assigned to the second in line (e.g., Risk Manager).
- Two Reviewers (2 Count): If the First Line Manager is absent, the review tasks will automatically be distributed to the next two available individuals in the order.
- Three Reviewers (3 Count): If the First Line Manager is missing, and only two other reviewers are available, the system will automatically adjust the number of reviewers to two, assigning them based on the set order.

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How to Configure Multi-Level Review Settings

Follow these steps to set up Multi-Level Review Settings when creating a new campaign:

Start a New Campaign: Initiate the creation of a new campaign.

Override Default Settings:

Find the "Override Defaults" dropdown in the campaign setup form.
Select "Yes" to enable customization of the review settings beyond the default integration-level settings.

Set Reviewer Precedence Order:

Upon selecting "Yes" for overriding defaults, you'll gain access to set the precedence order of reviewers.
Choose the order of precedence among the three roles:
- First Line Manager
- Risk Manager
- Primary Application Owner

Select Number of Reviewers Required:

A dropdown will allow you to select how many reviewers are required for the campaign, enhancing flexibility based on the sensitivity or importance of the review.

Handling Unmapped Identities or Absent Managers

The system is designed to automatically adjust to the availability of assigned reviewers:

Automatic Reassignment:

If the identity under review is unmapped or does not have an associated manager, the review will automatically be assigned to the next person in the predefined precedence order.

Example Scenarios:

Single Reviewer (1 Count): If the first person in the order is unavailable (e.g., First Line Manager is not present), the review will automatically be assigned to the second in line (e.g., Risk Manager).
Two Reviewers (2 Count): If the First Line Manager is absent, the review tasks will automatically be distributed to the next two available individuals in the order.
Three Reviewers (3 Count): If the First Line Manager is missing, and only two other reviewers are available, the system will automatically adjust the number of reviewers to two, assigning them based on the set order.