Practice Exercises

These exercises will guide you through testing the Expense Policy Decision Engine (Starter) using real-world policy logic and receipt samples. You’ll explore document parsing, memory variable use, and policy enforcement decisions.

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πŸ”§ Setup Requirements


πŸ§ͺ Exercise 1: Policy Match – Guest Entertainment

File: Receipt_1.pdf

  1. Upload the sample policy document.

  2. Upload Receipt_1.pdf (Business Lunch with client).

  3. Ask the agent: Should this be approved?

  4. Review:

    • approval_result = approved

    • Check justification for guest documentation and policy match.

βœ… Expected Outcome: Receipt is approved under the guest entertainment policy ($48/person under $75, no alcohol, proper account code).


πŸ§ͺ Exercise 2: Policy Match – Hotel Travel

File: Receipt_2.pdf

  1. Reuse the uploaded policy book or upload again.

  2. Upload Receipt_2.pdf (Hotel Stay).

  3. Ask: Is this reimbursable?

  4. Verify:

    • Agent parses per-night cost.

    • Travel justification is accepted.

βœ… Expected Outcome: Receipt is approved because hotel cost is under $200/night and marked as approved travel.


πŸ§ͺ Exercise 3: Policy Violation – Alcohol + Threshold

File: Receipt_3.pdf

  1. Upload Receipt_3.pdf without a justification note.

  2. Ask: Can this expense be reimbursed?

  3. Review:

    • Alcohol detection

    • Per-person cost overage

    • Absence of executive override

    • approval_result = rejected or escalate

βœ… Expected Outcome: Receipt is rejected for multiple violations (alcohol, per-person cost > $50, no exception).


🧩 Optional Exercise: Add a Justification Note

Example of dynamic policy override: When a justification note is added citing executive approval, the agent reevaluates the expense and reverses the original rejection based on updated policy conditions.

Re-test Receipt_3.pdf but add this note:

β€œExecutive sponsor John Ramirez was present and approved the team celebration.”

Ask: Does this change the outcome?

⚠️ Expected Outcome: If logic is configured to check notes for escalation triggers, this may shift the result to escalate instead of immediate rejection.


🧠 Debug Tips

  • Open the memory panel and inspect:

    • invoice_data

    • approval_result

    • policy_memory

  • Test edge cases: remove account codes, increase amounts, or upload without a policy file

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