Decision Request
- Action
- Create a high-value transfer
- Rule
- Require approval above the configured threshold
- Reviewer
- Authorized treasury reviewer
- State
- Transfer held pending review
Workflow examples
See the decision a reviewer can stand behind.
Banking
A transfer crosses the authority limit.
Amount and account reference, applicable policy version, reviewer decision, and recorded transfer result.
Explore bankingHealthcare
A recommendation is ready for a clinician.
Proposed recommendation, available source context, reviewer decision, and recorded delivery result.
Explore healthcareDecision Request
- Action
- Deliver a care-plan recommendation
- Rule
- Require clinical review before patient delivery
- Reviewer
- Authorized clinician
- State
- Delivery held pending review
Insurance
A settlement needs a claims manager.
Claim reference, authority band, reviewer rationale, and recorded submission result.
Explore insuranceDecision Request
- Action
- Submit a proposed settlement
- Rule
- Require approval outside the delegated authority band
- Reviewer
- Authorized claims manager
- State
- Settlement held pending review
What would this record need to prove for your team?
Bring a representative action and the evidence your reviewers need. We assess the supported integration route and agree what to test.
Discuss your workflow