Expense Policy Decision Engine

Automates organizational expense reviews by applying policy logic to uploaded documents using memory-aware agents.

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.

Example multi-receipt evaluation with inline policy reasoning. The agent justifies rejections based on alcohol restrictions, cost limits, and missing managerial presence — and approves valid claims under policy thresholds.

Implementation Support & Expert Guidance

Need assistance deploying or customizing this GLIK template for your organization?

Our team offers dedicated coaching and technical walkthrough sessions to ensure successful adoption and alignment with enterprise requirements.

Typical areas of support include:

• Template onboarding and orchestration strategy

• Workflow configuration and logic review

• Memory variable setup and session handling

• Custom integration guidance (e.g. plugins, APIs)

• Request a Session

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.

Workshop Objectives

The following section outlines the high-level learning outcomes of this GLIK workshop series.

Objective

Agent Application Design

Description

Understand the structure and role of agent applications within the GLIK orchestration platform

Objective

Scoped Memory & Variables

Description

Identify how scoped memory and variables function in dynamic approval workflows

Objective

Logic & Extraction Blocks

Description

Gain hands-on experience with conditional logic, memory retention, and document extraction blocks

Objective

Policy Automation Principles

Description

Apply policy automation principles to real-world business rules

Objective

Deployment Considerations

Description

Navigate access control, escalation triggers, and output formatting in enterprise environments

Goal	Description
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

Example Use Cases

This workshop applies to teams automating:

• Employee-submitted expense requests

• Vendor invoice approvals

• Procurement policy enforcement

• Cross-departmental compliance automation

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Workshop Tracks

Each track is a standalone agent template with its own GitBook subpage:

Version	Description
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.

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Prerequisites

• 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)

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Try the Starter Template

👉 Explore the Starter Template

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.