Expense Policy Decision Engine
Automates organizational expense reviews by applying policy logic to uploaded documents using memory-aware agents.
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Automates organizational expense reviews by applying policy logic to uploaded documents using memory-aware agents.
Last updated
Was this helpful?
The Expense Policy Decision Engine templates are a GLIK workshop series focused on building intelligent, memory-aware agent applications for enterprise expense automation. This learning module introduces practical agent orchestration techniques while demonstrating how GLIK templates can digitize and automate complex policy enforcement processes.
Each version in the workshop showcases a progressively advanced implementation of the same core use case: automated expense approval using structured logic, document ingestion, and scoped memory.
The series begins with a simple file-based decision agent and scales toward production-grade policy enforcement integrated with knowledge memory, LLM reasoning, and escalation systems.
The following section outlines the high-level learning outcomes of this GLIK workshop series.
Construct Reusable Agents
Teach participants how to construct a GLIK agent from reusable blocks
Explore Agent Memory Design
Explore memory usage, conditional branching, and document parsing
Prototype Real-World Scenarios
Prototype agentified systems that apply organizational policies in real time
Modernize Legacy Workflows
Demonstrate how AI agents can modernize finance workflows across legacy systems
This workshop applies to teams automating:
Employee-submitted expense requests
Vendor invoice approvals
Procurement policy enforcement
Cross-departmental compliance automation
Each track is a standalone agent template with its own GitBook subpage:
v0 – Starter
Upload a policy document and receipt. Agent returns approve/reject.
v1 – Threshold Memory
Adds scoped session memory for dynamic rule tracking.
v2 – Policy API Integration
Pull rules from an external service or plugin.
v3 – Multi-Policy & Escalation
Handle complex rulesets and edge-case escalation.
Participants may implement these agents incrementally or fork from the template directory to create custom variants.
GLIK Cloud access (v1.2+)
Workspace with File Upload and Memory Window features enabled
Sample invoice files or receipts (PDF or image format)
Optional: organizational policy book (PDF or structured JSON)
This template demonstrates a basic agent that applies approval thresholds based on a file-uploaded policy document. Ideal for proving out the GLIK memory model and file-based automation workflows.
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Agent Application Design
Understand the structure and role of agent applications within the GLIK orchestration platform
Scoped Memory & Variables
Identify how scoped memory and variables function in dynamic approval workflows
Logic & Extraction Blocks
Gain hands-on experience with conditional logic, memory retention, and document extraction blocks
Policy Automation Principles
Apply policy automation principles to real-world business rules
Deployment Considerations
Navigate access control, escalation triggers, and output formatting in enterprise environments
