Maker-Checker Workflow for Attribute Management

Overview

The Maker-Checker workflow is designed to enhance governance and compliance for Client BDI’s loyalty program. This workflow introduces a two-step verification process for all modifications to attributes in both the Member Management and Rule Engine modules. These changes can impact data flows, reward logic, and personalization, making auditability and control essential.

What’s Covered Under Maker-Checker

Once enabled, the following activities require approval:

Member Management
Create, edit, or delete member attributes
Edit preferred language of member attributes

How It Works

Step 1: Maker (Propose a Change)

Submit a change request in the system (attribute addition, edit, or removal).
Provide a clear business justification (e.g., “Introducing a new attribute to capture member tier preferences”).
Click on "Send for Approval".

Step 2: Checker (Approve or Reject)

Checker navigates to Access Control >> Maker Checker.
Review the request with focus on accuracy, compliance, and business impact.
Decision:
- Approve: The change is applied system-wide and logged in the audit trail.
- Reject: The change is blocked. Checker must provide a rejection reason.

Audit Trail & Accountability

For every request, the system captures:
Maker details (who raised it, when, and why)
Checker details (who approved/rejected, when, and why)
Action outcome (Approved/Rejected)
Full history of changes for compliance and audit reviews

This means business leaders, auditors, and compliance officers always have visibility into “who changed what and why.”

How to Enable Maker-Checker

Navigate to: Advanced Configuration > Modules > Attribute Management

Enable Maker-Checker Workflow

Confirm activation (⚠️ cannot be reversed once enabled)