Practice Exercises
These exercises help you test dynamic threshold evaluation using memory-stored policy logic in the Threshold Memory version of the Expense Policy Decision Engine.
📁 What You’ll Need
Expense Policy Book (Threshold Memory Version).md
(this may already be preloaded — check your workspace before uploading)Any of the following receipt files:
Receipt_1_Only.pdf
Blacklisted vendor: ACME Consulting
❌ Rejected
Receipt_2_Only.pdf
Equipment > $3000 default threshold
❌ Rejected
Receipt_3_Only.pdf
Blacklisted + over threshold
❌ Rejected
Receipt_4_Only.pdf
Split invoices, suspicious behavior
⚠️ Escalate
Receipt_1.pdf
Compliant meal receipt with guest names
✅ Approved
Receipt_2.pdf
Hotel < $200/night, pre-approved travel
✅ Approved
Receipt_3.pdf
Alcohol + per-person limit exceeded
❌ Rejected

🚀 Instructions
1. Load or Upload the Policy File
Check if Expense Policy Book (Threshold Memory Version).md
is already loaded in your workspace. If not, upload it when prompted in the Start Block.
2. Upload a Receipt File
Choose one of the provided PDFs to upload as your test input.
3. Use This Prompt in Chat:
Can you review this receipt and let me know if it complies with policy?
4. Observe the Output
Check that the assistant uses
policy_memory
to reference thresholds.Confirm whether it uses category-specific limits or global fallback.
Look for mention of blacklist flags, metadata requirements, or compliance notes.

✅ Success Criteria
Assistant clearly identifies the matching policy rule
Output includes a comparison (e.g.,
$3,400 > $1,500 limit
)Final status is shown:
✅ Approved
,❌ Rejected
, or⚠️ Escalate
Reasoning is transparent and uses memory-based logic
Try different combinations of receipts to explore various logic paths in the workflow.
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