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.
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Automates policy-driven expense approvals using structured memory, threshold logic, and LLM reasoning to reduce review costs and ensure compliance.
Last updated
Was this helpful?
This workshop guides you through the Threshold Memory version of the — 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 . It demonstrates how policies can be encoded, recalled, and applied using conversation variables, branching logic, and optional escalation.
How to extract structured data from uploaded files
How to use conversation memory (policy_memory, invoice_data, etc.)
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.
Deployment & Testing Steps to test the flow and validate decision logic.
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.
🧠 Coming soon: policy_book.yml for structured rule ingestion
How Thresholds Work: This evaluates uploaded invoices against policy thresholds stored in memory (policy_memory). If the invoice exceeds a category-specific limit or the global threshold, the system either rejects or escalates. For unmatched or ambiguous cases, it falls back to for justification.
How to structure a policy-driven approval agent in
How to apply policy thresholds using
How to handle ambiguity with
How to design graceful degradation to language models.
📝
📄 (upload via Start Block)
🎛️ GLIK Studio Interface
🧱 Starter Template
📂 Sample Files
Review the interface and how are structured in GLIK Cloud.
Start with the version before continuing with this Threshold Memory variant.
Have a (PDF format) and, optionally, a policy document ready for upload.