LogoLogo
  • Introduction
    • What Is an Agent Application?
    • Core Concepts
    • Getting Started
  • GLIK Cloud
    • Getting Started
      • GLIK Cloud vs. GLIK Studio
    • Prompt Orchestration Interface
    • What Is a Workflow?
    • Workflow Editor
    • App Types (Overview)
    • Workspaces & Permissions
    • Enterprise Readiness & Compatibility
    • Security & Data Handling
  • Enterprise SaaS
    • Expense Policy Decision Engine
    • Compliance & Audit Automation
    • Compliance Advisor Copilot
  • App Types
    • Overview
    • Chatbot
    • Agent
    • Advanced Chat
    • Workflow
  • Templates
    • Overview
    • Policy Automation
      • Overview
        • Expense Policy Validator — Summary Sheet
        • Enterprise Policy Intelligence
      • Expense Policy Decision Engine
        • Expense Policy Decision Engine (Starter)
          • Practice Exercises
        • Expense Policy Decision Engine (Threshold Memory)
          • Practice Exercises
          • Threshold Agent Response Tuning Exercises
        • Expense Policy Decision Engine (Policy API Integration)
          • Practice Exercises
        • Expense Policy Decision Engine (Escalation & Conflict Resolution)
        • Expense Policy Decision Engine (Audit & Logging)
    • Compliance and Audit Automation
      • KYC/AML Review Copilot
        • Learning Track
      • Compliance Copilot – MiCA Reporting
        • Workflow Phases
        • Block-by-Block Guide
    • Compliance Advisors
      • Global Control Copilot – Cross-Jurisdiction Policy Interpreter
        • Input Combinations & Workflow Outcomes
        • Reference Input Payloads
        • Policy Retrieval via Input Routing
        • Input Logic & Routing Behavior
        • Predefined Policy Thresholds
    • Knowledge Systems
      • Overview
      • Compliance SOP Agent
    • Process Automation
    • Task Resolution Agents
      • Why Agentify Task Resolution
    • Work Coordination Agents
      • Escrow Agent Orchestration
    • Embedded Operational Copilots
    • Expense & ERP Agents
      • ERP Vendor AI Copilots and Agents
      • Custody Approval Workflow for Token Issuance
    • Inventory & Logistics Agents
    • Sales & Forecasting Agents
    • Plugin-Based Agent Platforms
  • Marketplace
    • Overview
    • Publishing Templates
  • System Architecture
    • Overview
    • Blocks & Nodes
      • Utilities
        • Start Block
        • End Node
        • HTTP Request
        • List Operator
      • Classifier Nodes
        • Question Classifier
      • Logic Blocks
        • IF/ELSE Branch
        • Iteration
        • Loop
      • Transform Blocks
        • Variable Assigner
        • Variable Aggregator
        • Parameter Extractor
        • Data Enrichment
        • Prompt Template
        • Code
      • Input & Extraction
        • Doc Extractor
        • Knowledge Retrieval
        • LLM Block
          • LLM Reasoning
          • Fallback to LLM Reasoning
        • Tool Node
        • Agent
        • Answer
    • GLIK Knowledge
      • Creating & Managing Knowledge
      • GLIK Knowledge Retrieval
      • Writing to Knowledge
      • Scoped Memory & Access Control
      • Injection & Variable Binding
      • Performance & Limits
    • Execution Model
      • Workflow Architecture
      • Flow Engine
      • Node Lifecycle
      • Protocol Compatibility & Schema Interoperability
      • Input Binding & Value Resolution
    • Memory & Variable Scope
      • Conversation Variables
      • Memory Layers (User, App, Org)
      • Memory Slot Injection
      • Memory Retention Policy
    • Decision Routing
      • Conditional Logic Engine
      • LLM Fallthrough Patterns
      • Policy Enforcement & Escalation Paths
    • Enterprise Orchestration
      • Policy-Driven Automation
      • Enterprise Modularity
      • Auditability & Governance
      • Explainability & Decision Transparency
    • Agentifying Legacy Systems
      • Why Legacy Systems Resist Change
      • Best Practices for Agentifying ERP Workflows
      • GLIK’s Wrap-Around Model
      • Agent Surfaces (PDF, OCR, API, UI)
      • No-API Memory-Based Control
      • Compliance & Risk Considerations
    • System Observability
      • Execution Logs
      • Save Points & Snapshots
      • Variable Debugging
      • Session Trace Viewer
  • Developers
    • Overview
    • GLIK Open Core
      • Deployment & Installation
      • CLI Reference
      • Security & Compliance
      • Customization Guide
      • Versioning & Updates
  • GLIK Roadmap
  • Deprecation
    • Orchestration Interface
      • Node Orchestration
        • Node
          • Start
          • End
          • Direct Reply
          • LLM
          • Question Classifier
          • Knowledge Retrieval
          • Code Execution
          • Doc Extractor
          • HTTP Request
          • Conditional Branch IF/ELSE
          • Iteration
          • List Operator
          • Parameter Extraction
          • Template
          • Tools
          • Variable Aggregator
          • Variable Assigner
      • Variables
      • Application Toolkits
      • File Upload
    • Chatbot Features
    • Dataset
      • Dataset Creation
      • Text Preprocessing and Cleaning
        • Advanced Configuration
      • Retrieval Test/Citation
    • Studio
  • Brand Kit & Identity
    • Logos & Visual Assets
    • Typography & Colors
    • Messaging Pillars
    • Product Screenshots
    • Diagrams & Icons
    • Company Boilerplate
    • Downloads (.zip)
  • Legal
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • Trademark Notice
    • Acceptable Use Policy
    • Open Core License
Powered by GitBook

Platform

  • Open GLIK Cloud
  • Getting Started
  • Templates

Documentation

  • Core Concepts
  • GLIK Open Core
  • Security & Data Handling
  • Workspaces & Permissions

Company

  • RIvalz AI
  • Contact Support
  • Status Page

© 2023–2025 Rivalz Technologies Ltd.

On this page
  • Key Characteristics
  • Use Cases
  • Deployment Environments

Was this helpful?

  1. Templates
  2. Policy Automation

Overview

Describes GLIK templates that automate rules-based enterprise decisions, such as expense approvals and compliance enforcement.

PreviousPolicy AutomationNextExpense Policy Validator — Summary Sheet

Last updated 7 days ago

Was this helpful?

Policy Automation templates in GLIK are designed to enforce and operationalize internal business rules and governance standards through intelligent agents. These templates enable organizations to ensure that policies are applied consistently, efficiently, and with audit-ready traceability—without requiring manual intervention at every step.

GLIK’s Policy Automation agents analyze uploaded files, form data, or system variables against defined rulesets such as:

  • Expense thresholds

  • Overtime regulations

  • Procurement restrictions

  • Compliance checklists

These workflows are built to mirror how policy evaluation occurs within enterprise systems such as SAP, Workday, or ServiceNow—while leveraging LLM-based reasoning and memory for flexibility and adaptability.

Key Characteristics

Use Cases

These templates are suited for:

  • Finance teams automating approval flows

  • Compliance teams enforcing regulatory adherence

  • HR or operations ensuring procedural governance

Deployment Environments

Policy Automation agents are deployable:

  • Internally via GLIK Cloud (role-restricted workflows)

  • As part of white-labeled SaaS offerings (with partner-specific policy sets)

  • In hybrid environments integrating third-party APIs (e.g., SAP policy plugins)

Rules-Driven

Logic flows are configured around policy enforcement, not open-ended dialog.

Input-Aware

Accept structured forms, uploaded documents, or user-supplied variables.

Escalation-Ready

Escalates decisions to human approvers when criteria are unclear or conflicting.

Memory-Aware

Stores past decisions, policy logic, and organizational parameters for continuity.

Example GLIK Studio setup for policy logic binding. Agents ingest uploaded or memory-stored policy rules and dynamically apply them to structured inputs using scoped variables and knowledge-aware retrieval.
Implementation Support & Expert Guidance

Need assistance deploying or customizing this GLIK template for your organization?

Our team offers dedicated coaching and technical walkthrough sessions to ensure successful adoption and alignment with enterprise requirements.

Typical areas of support include:

  • Template onboarding and orchestration strategy

  • Workflow configuration and logic review

  • Memory variable setup and session handling

  • Custom integration guidance (e.g. plugins, APIs)

📣 Try GLIK

Explore and deploy your first app at

app.glik.ai
Request a Session