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:

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

2. 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.

     
3. Set Reviewer Precedence Order:

   • Upon selecting "Yes" for overriding defaults, you'll gain access to set the precedence order of reviewers.

   • Re-order the review order based on precedence among four roles:

     • First Line Manager

     • Risk Manager

     • Primary Application Owner

     • Business Owner

4. 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.

   

To understand how reviewers interact with multi-level reviews, the progression of decisions, how to manage and interact with multi-level reviews once they're configured, please refer to the Performing Multi-Level Reviews section for a detailed guide.