# Practice Exercises

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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:

| File Name            | Description                             | Expected Outcome |
| -------------------- | --------------------------------------- | ---------------- |
| `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       |

<figure><img src="/files/zgNk2W7IoAu04w8DjGRp" alt=""><figcaption><p>This <a href="https://drive.google.com/drive/u/4/folders/18_aO02dinEDpndkjF3olUKsiEgrfEjqB"><strong>folder</strong></a> contains all the required files for testing the Threshold Memory template, including the .yml workflow file, the preconfigured policy book (.md), and a set of labeled receipt PDFs. Students can use these to simulate various approval scenarios and observe dynamic threshold evaluation in action.</p></figcaption></figure>

### 🚀 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.

<figure><img src="/files/jWGrxUnBeBbQi6YtCdGp" alt=""><figcaption><p>This screenshot showcases the GLIK assistant evaluating uploaded receipts using memory-based policy thresholds. It dynamically references structured rules from the policy book, compares amounts against category-specific or global limits, and clearly explains each approval or rejection decision. Ideal for demonstrating how compliance logic is enforced through memory-scoped orchestration.</p></figcaption></figure>

### ✅ 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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