HIGH story-reimbursement-approval-workflow-organization-administrator-005 3 pts
3
Story Points
High
Priority
Reimbursement Approval Workflow
Feature

User Story

As a Organization Administrator
I want to configure the mileage threshold and expense-item conditions that trigger automatic approval for reimbursement submissions in my organisation
So that So that routine low-value claims are approved instantly without consuming coordinator time, while higher-value or complex submissions are appropriately routed to manual review, applying my organisation's own financial controls

Acceptance Criteria

  • Given I am authenticated as an organisation administrator, when I navigate to reimbursement workflow settings, then I can view and edit the current auto-approval mileage threshold and expense-item exclusion rule
  • Given I update the mileage threshold to a new value and save, when a new submission is created below that threshold with no additional expense items, then it is automatically approved without entering the manual queue
  • Given I set the expense-item exclusion rule to enabled, when a submission includes any additional expense item regardless of mileage, then it is routed to pending_attestation even if mileage is below the threshold
  • Given I save configuration changes, when existing pending submissions are viewed, then they remain in their current status — threshold changes apply only to new submissions created after the change
  • Given I enter an invalid threshold value (e.g., negative number or non-numeric text), when I attempt to save, then an inline validation error is displayed and the save is blocked

Business Value

Configurable thresholds are what make the auto-approval feature applicable across organisations with different financial policies. Without this, a single hardcoded threshold would either be too permissive for some organisations or create unnecessary manual work for others. Supporting per-organisation configuration is essential for the multi-tenant deployment model.