A home loan application requires approvals from the Legal team manager and the Finance team...

For a home loan application that requires sequential approvals from the Legal team manager followed by the Finance team manager, setting up a process that enforces this order is crucial. The most straightforward and effective method to configure this requirement is through cascading approval.

C. Create an approval step with cascading approval: This option involves setting up a single approval step in the case workflow that automatically moves from the first required approval (Legal team manager) to the second (Finance team manager) once the initial approval is granted. Cascading approvals enforce the necessary sequence while streamlining the process, ensuring that the case progresses in the correct order without manual intervention or complex routing logic.

Creating parallel approval processes (A) does not enforce the required sequence. Applying business logic to route a single assignment in the correct order (B) could potentially meet the requirement but may involve more complex configurations compared to cascading approval. Routing an assignment to a work queue where both roles have access (D) does not ensure the approvals occur in the specified sequence.