Agent responsibility
Compare policy conditions
Check completeness and policy conditions, then summarize exceptions for the reviewer.
Policy review summary
Finance / Finance / Solution blueprint
Expense policy review
Prepare exception evidence for the finance reviewer.
Business problem & expected outcomes
The challenge behind
expense policy review.
Expense submissions lack receipts or a clear explanation for policy exceptions.
What this workflow is designed to deliver
Policy review summary
Check completeness and policy conditions, then summarize exceptions for the reviewer.
How to measure the improvementMissing receipts caught; policy exceptions correctly routed.
Start with the right information.
Expense items, receipt references, spending policy, and reviewer assignments.
Interactive workflow diagram
From expense claim
to a clear next step.
Check completeness and policy conditions, then summarize exceptions for the reviewer.
FinanceSelect a stage to explore
Context
Expense claim
Expense items, receipt references, spending policy, and reviewer assignments.
Prepared outputPolicy review summary
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
Knowledge Base
Project & environment scopeRetrieve approved guidance and attach source references to the prepared answer.
The decision boundary
Finance staff decide reimbursement; the pilot does not execute payments.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Agent Lab
Knowledge Base
Retrieve approved guidance and attach source references to the prepared answer.
Agent Lab
Execution governance
Validate required facts and evaluate explicit rules before an action can proceed.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Expense claim
Expense items, receipt references, spending policy, and reviewer assignments.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Compare policy conditions
Check completeness and policy conditions, then summarize exceptions for the reviewer.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Approver review
Finance staff decide reimbursement; the pilot does not execute payments.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Policy review summary
Missing receipts caught; policy exceptions correctly routed.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Knowledge Base
An approved document set, content owners, and retrieval access boundaries.
Execution governance
Registered actions, required facts, and explicit allow, block, or approval rules.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Finance staff decide reimbursement; the pilot does not execute payments.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Missing receipts caught; policy exceptions correctly routed.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with expense claim. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Finance
FinanceWorkflow design
- ContextInvoice & receipt
- Agent LabCompare source records
- Your teamFinance review
Prepared outputMismatch report
Solution blueprint
Invoice exception reviews
Bring invoice evidence together before a finance decision moves forward.
Used in this case
Explore the implementation - File storage
- Connectors & MCP
- Multi-agent orchestration
- Execution governance
- Human approvals
FinanceWorkflow design
- ContextClose checklist
- Agent LabCollect supporting files
- Your teamOwner review
Prepared outputEvidence register
Solution blueprint
Month-end evidence coordination
Keep the close checklist and its supporting material together.
Used in this case
Explore the implementation - Dynamic tables
- File storage
- Human approvals
FinanceWorkflow design
- ContextFinancial records
- Agent LabPrepare variance commentary
- Your teamFinance-owner review
Prepared outputEvidence-linked narrative
Solution blueprint
Finance report commentary preparation
Turn approved reporting inputs into a reviewable first draft.
Used in this case
Explore the implementation - Dynamic tables
- Agent Skills
- Knowledge Base
Finance / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
