Practice Exercises
These exercises will guide you through testing the Expense Policy Decision Engine (Starter) using real-world policy logic and receipt samples. Youβll explore document parsing, memory variable use, and policy enforcement decisions.
π§ Setup Requirements
Access to the deployed Starter agent in GLIK Cloud
Uploaded Sample Expense Policy Book (if needed)
π§ͺ Exercise 1: Policy Match β Guest Entertainment
File: Receipt_1.pdf
Receipt_1.pdf
Upload the sample policy document.
Upload
Receipt_1.pdf
(Business Lunch with client).Ask the agent:
Should this be approved?
Review:
approval_result
=approved
Check justification for guest documentation and policy match.
β Expected Outcome: Receipt is approved under the guest entertainment policy ($48/person under $75, no alcohol, proper account code).
π§ͺ Exercise 2: Policy Match β Hotel Travel
File: Receipt_2.pdf
Receipt_2.pdf
Reuse the uploaded policy book or upload again.
Upload
Receipt_2.pdf
(Hotel Stay).Ask:
Is this reimbursable?
Verify:
Agent parses per-night cost.
Travel justification is accepted.
β Expected Outcome: Receipt is approved because hotel cost is under $200/night and marked as approved travel.
π§ͺ Exercise 3: Policy Violation β Alcohol + Threshold
File: Receipt_3.pdf
Receipt_3.pdf
Upload
Receipt_3.pdf
without a justification note.Ask:
Can this expense be reimbursed?
Review:
Alcohol detection
Per-person cost overage
Absence of executive override
approval_result
=rejected
orescalate
β Expected Outcome: Receipt is rejected for multiple violations (alcohol, per-person cost > $50, no exception).
π§© Optional Exercise: Add a Justification Note

Re-test Receipt_3.pdf
but add this note:
βExecutive sponsor John Ramirez was present and approved the team celebration.β
Ask: Does this change the outcome?
β οΈ Expected Outcome: If logic is configured to check notes for escalation triggers, this may shift the result to escalate instead of immediate rejection.
π§ 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
Last updated
Was this helpful?