Application Assignment

Overview

Clients can now enable assigning applications for review to specific reviewers. When enabled, only the person assigned to the application can approve/decline it. Admins always have an override.

Purpose & use case

Who is this document for?

• SA/IE Team
• Support Team

When should this be used? When a client requests restricting only certain users to review an application.

Deep dive

Core concepts

By default, whenever an application reaches an end state where manual review is required, any reviewer can approve or decline it.

To solve for restricted review, we introduced this feature which supports three modes:

• Auto-assign a reviewer when an application reaches a manual-review end state.
• Admins manually assign a particular reviewer to an application.
• Default behaviour — any reviewer can review the application (disabled/none mode).

Assignment types

Manual

Applications are not auto-assigned; they must be manually assigned. Rules:

Admins

• Unassigned applications: assign to themselves, other admins, or any reviewer.
• Assigned applications: re-assign to themselves, any other admin, or any other reviewer.
• Can approve or decline an application whether assigned to them or not.

Reviewers

• Unassigned applications: assign to themselves.
• Applications assigned to them: can re-assign to someone else.
• Can only approve/decline applications assigned to them.

Round Robin

Enables auto-assignment of applications. Applications are auto-assigned to "reviewers" for the App ID in a round-robin fashion.

None

Disables application assignment and related checks for the App ID.

Technical details & workflows

How to check if Application Assignment is enabled

Endpoint: https://review-api.idv.hyperverge.co/api/v1/config Method: GET

Headers

Content-Type: application/json
appId: <appid>
appKey: <appKey>

Response

{
  "statusCode": 200,
  "status": "success",
  "result": [
    {
      "id": "5",
      "appId": "",
      "vendor": null,
      "webhookUrl": "https://webhook.site/1b9fc63f-aa6b-4cd9-bf23-fedba548e2d3",
      "username": null,
      "password": null,
      "createdAt": "2022-08-22T14:55:24.688Z",
      "updatedAt": "2022-08-22T14:58:08.297Z",
      "events": [
        "FINISH_TRANSACTION_WEBHOOK",
        "LINK_KYC_WEBHOOK"
      ],
      "applicationManualReviewAssignment": {
        "type": "manual",
        "sendEmail": false
      }
    }
  ]
}

How to enable/modify application assignment rules

Endpoint: https://review-api.idv.hyperverge.co/api/v1/config Method: PUT

Headers

Content-Type: application/json
appId: <appid>
appKey: <appKey>

Request body

{
  "applicationManualReviewAssignment": {
    "type": "manual | round_robin | none",
    "sendEmail": false
  }
}

Response

{
  "statusCode": 200,
  "status": "success",
  "result": 1
}

How can admins assign applications manually

1. Admins open the case management applications tab.
2. A checkbox is shown next to each application (enabled only for applications that require manual review).
3. Clicking the checkbox opens a bottom action sheet with an Assign Applications button.
4. Clicking Assign Applications opens a menu listing admins and reviewers available for assignment.
5. Selecting a user opens a confirmation popup with details.
6. On confirm, the applications are assigned to the selected reviewer.

TODO

Screenshots: applications checkbox, bottom action sheet, assignee picker, confirmation popup. (Pending migration from Notion.)

How can admins re-assign a previously assigned application

Two options:

1. Use the bulk assign flow described above.
2. Re-assign from the individual application page:
   • Open the application — admins see the Assignee details.
   • Click Reassign to open a similar popup.
   • Select the user, review the confirmation popup, and click confirm.

TODO

Screenshots: Assignee details panel, Reassign popup, and confirmation state. (Pending migration from Notion.)

FAQs

Q: Can the order in round-robin be decided by Admins? A: No.

Q: Can a reviewer assign an application that is assigned to someone else to themselves? A: No.