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Advance Request Management - Coggle Diagram
Advance Request Management
Listing Screen
Display Columns
Request Type – Display – Source: System References → Advance Request Type
Request No – Display – Auto-generated
Date – Display
Currency – Display – From System References → Currency
Amount – Display
Status – Display
Actions
View – Enabled except Rejected
Manage – Enabled except Rejected
Delete – Enabled only for status = Requested
Add New – Create new request
Search
Simple Search – Text
Advanced Search
Request Type – Dropdown – Source: System References
Date Range – Date Picker
Currency – Dropdown – Source: System References
Amount Range – Number inputs
Status – Dropdown – Hard-coded enum
Validations
Multi-keyword allowed except ranges
Add New Advance Request
Fields
Request Type – Mandatory – Dropdown – System References → Advance Request Type
Request Number – Mandatory – Auto-generated
Request Date – Optional – Date Picker
Priority – Mandatory – Dropdown – System References → Priority
Reason for Advance – Mandatory – Dropdown – System References → Advance Reasons
Currency – Mandatory – Dropdown – System References → Currency
Amount – Mandatory – Number
Remarks – Optional – Text (200 char)
Attachments – Optional – File Upload, Max 5MB
Actions
Submit → Status = Requested
Cancel → Return
Validations
Mandatory fields required
File size ≤ 5MB
Manage Request – Authorization + Rejection + Resubmission
View Details – Read only
Auto-filled Fields
Requested By / Date – Auto
Authorized By / Date – Auto
Rejected By / Date – Auto
Resubmit By / Date – Auto
Authorization
Authorized – Checkbox – Mandatory
Authorized By – Auto
Authorized Date – Auto
Action → Save → Status = Authorized
Complete Rejection (Full Reject)
Rejected – Checkbox – Mandatory
Rejection Remark – Mandatory – Text Area (Max 200 chars)
Rejected By – Auto
Rejected Date – Auto
Status = Rejected
Notes
Cannot manage/view rejected requests
Editable Rejection (Resubmit Flow)
Resubmit – Checkbox – Mandatory
Resubmit Remark – Mandatory – Text Area (Max 200 chars)
Resubmit By – Auto
Resubmit Date – Auto
Status = Resubmit
Validations (Authorization/Rejection Flow)
Mandatory remarks for Rejected / Resubmit
Cannot manage rejected requests
Audit trail preserved
Edit Resubmission Request
Actions
Manage → Update → Save
Status = Resubmitted
Validations
Required fields completed
Expenses Section (Visible only after Authorization)
Amount Display Conditions
If Expense < Requested → Show: To Be Recovered Amount + Recovered Amount
If Expense > Requested → Show: To Be Paid Amount + Paid Amount
If Expense = Requested → No difference fields
Note
Payment details only visible after Expenses + Payment Voucher are Authorized
Add Expense
Fields
Type – Mandatory – Dropdown – Source: System References → Expense Types
Description – Mandatory – Text
Unit – Mandatory – Dropdown – System References → Unit Types
Unit Price – Mandatory – Number
No. of Units – Mandatory – Number
Total – Auto – Formula: Unit Price * No. of Units
Discount % – Mandatory – Percentage – XOR logic
Discount Rate – Mandatory – Percentage – XOR logic
Net Amount – Auto – Formula: Total − Discount
Segment 01 – Branch – Optional – Dropdown – Branch Hierarchy
Segment 02 – Class – Optional – Dropdown – System References → Class
Segment 03 – Product – Optional – Dropdown – UW Product List
Segment 04 – Channel – Optional – Dropdown – System References → Business Channel
Segment 05 – Debtor Type – Optional – Dropdown – System References → Debtor Type
Attachments – Optional – File Upload (<=5MB)
Validations
XOR: Discount % OR Discount Rate
Auto-calculation logic enforced
Mandatory fields required
Expense Table
Columns
Type
Amount
Discount
Net Amount
Manage Button
Summary Section
Total Expenses – Sum(Net Amount)
Balance – Total Expenses – Requested Amount
Submit Expenses for Examination
Actions
Click Submit → Status = Completed
Examination
For Completed Requests
Examined – Checkbox – Auto-fill name/date → Status = Examined
Resubmit – Checkbox – Mandatory remark → Status = Resubmit
Remarks – Text area (200 char)
Validations
Mandatory remark for Resubmit
Resubmitting Expenses
Actions
Manage Resubmit → Update → Save
Status = Resubmitted
User & Timestamp Log
Fields
Requested By / Date
Authorized By / Date
Completed By / Date
Examined By / Date
Resubmitted By / Date
All auto-filled and read-only
Validations
Missing mandatory → “Please fill all the required fields and try again”
File >5MB → “The maximum file size is 5 MB”
Incorrect File Type → “Please upload a valid format type”
Character Limit → “The maximum character limit has been exceeded”
Delete only when status = Requested
Cannot manage Rejected requests
XOR validation for discounts
Expenses must match rules before submission
Dropdown Data Sources (Summary)
Request Type → System References → Advance Request Type
Priority → System References → Priority
Reason for Advance → System References → Advance Reasons
Currency → System References → Currency
Expense Type → System References → Expense Types
Unit → System References → Unit Types
Branch → Branch Hierarchy
Class → System References → Class
Product → Underwriting Module Products
Channel → System References → Business Channel
Debtor Type → System References → Debtor Type