Expense Policy Decision Engine (Threshold Memory)
Automates policy-driven expense approvals using structured memory, threshold logic, and LLM reasoning to reduce review costs and ensure compliance.
This workshop guides you through the Threshold Memory version of the Expense Policy Decision Engine template — a rules-based workflow for automating expense report approvals using GLIK Cloud.
This version builds upon the Starter template, adding memory-aware decision logic and fallback pathways using LLM reasoning. It demonstrates how policies can be encoded, recalled, and applied using conversation variables, branching logic, and optional escalation.
🧭 What You’ll Learn
How to structure a policy-driven approval agent in GLIK Studio
How to extract structured data from uploaded files
How to apply policy thresholds using IF/ELSE logic blocks
How to use conversation memory (
policy_memory
,invoice_data
, etc.)How to handle ambiguity with LLM fallback responses
🛠️ Prerequisites
🎛️ GLIK Studio Interface
Review the GLIK Studio interface and how app types are structured in GLIK Cloud.
🧱 Starter Template
Start with the Expense Policy Starter version before continuing with this Threshold Memory variant.
📂 Sample Files
Have a sample invoice (PDF format) and, optionally, a policy document ready for upload.
🧱 Workshop Sections
Template Overview A summary of all blocks and variables used.
Block-by-Block Walkthrough Detailed breakdown of each node’s purpose and configuration.
Threshold Logic & Memory Usage How policy thresholds are applied using memory variables.
LLM Fallback for Ambiguity How to design graceful degradation to language models.
Deployment & Testing Steps to test the flow and validate decision logic.
📁 Files & Resources
Use these practice files to simulate real-world invoice reviews. Upload them via the Start Block to test dynamic threshold evaluation and LLM fallback behavior.
📄 Example Chrome River-style invoice PDF (upload via Start Block)
🧠 Coming soon:
policy_book.yml
for structured rule ingestion
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