The audit record written when policy evaluation finds a breach on a claim or a specific claim line: the rule (expensePolicyRuleId), ruleType, severity (Info, Warning, Block), a message, and the excess amount for over-limit breaches. overriddenById/overrideReason record a manual override. Evaluating a claim appends new violation rows and sets the claim's hasPolicyViolation flag.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExcessAmount | Excess Amount | Currency | | For over-limit breaches, the amount above the threshold (also what AutoDisallow adds to the line's disallowedAmount); for BlockedCategory it is the full line amount. Empty for checks with no monetary excess. |
ExpenseClaimId | Expense Claim | Lookup → ExpenseClaim | | |
ExpenseClaimLineId | Expense Claim Line | Lookup → ExpenseClaimLine | | |
ExpensePolicyRuleId | Expense Policy Rule | Lookup → ExpensePolicyRule | | |
Id | Id | Guid | Yes | |
Message | Message | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OverriddenById | Overriden By | Lookup | | Who approved proceeding despite the violation, with the justification in overrideReason. Recorded manually - the evaluation engine only writes violations, it does not process overrides. |
OverrideReason | Override Reason | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
RuleType | Rule Type | Text | | |
Severity | Severity | Text | | Info, Warning or Block. Derived from the breached rule's action: HardBlock produces Block, everything else produces Warning; automatic inactive-category violations are Block. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this ExpensePolicyViolation. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpensePolicyViolation. |
EditInLine | Edit | EditInline | EditInLine |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpensePolicyViolation. |
