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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🔧 Setup Requirements

• Access to the deployed Starter agent in GLIK Cloud

• Uploaded Sample Expense Policy Book (if needed)

• Receipt files:

  • Receipt 1: Business Lunch – Compliant

  • Receipt 2: Hotel Stay – Compliant

  • Receipt 3: Dinner + Wine – Non-Compliant

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🧪 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.

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

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🧪 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.

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

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🧪 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

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

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🧩 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:

“Executive 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.

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🧠 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