# Move documents from arrival to a clear decision.

Document & approval workflows

Extract records, validate business rules and route exceptions to the people responsible.

## Every document has a next decision

Illustrative workflow.

- Intake: A versioned document and required metadata
- Review: Assigned authority and visible exceptions
- Record: Approved version, decision and downstream action



## Make document decisions traceable

Connect intake, extraction, review and approval without losing the source or the decision history. Give each participant the information and authority needed for their step.

Illustrative scenario, not a customer case study.

A finance team wants AI to draft changes while a delegated employee approves final posting.

Show the exact proposed mutation, source evidence and expected consequences. Bind approval to an immutable proposal hash and invalidate it if the proposal changes.

Verification: Count approvals reused after a change and measure how often reviewers reject or correct a proposal.

## What your team receives

Included scope agreed before delivery.

- Document lifecycle: Intake, versions, extraction and permitted transitions.
- Review implementation: Assigned authority, exception handling and approval records.
- Handover pack: Validation evidence and the procedures for stalled or disputed work.

## An inbox is not an approval record

### Approval distributed across inboxes

Teams cannot reliably identify the final version, the decision owner or the reason a document is waiting.

### An owned approval record

Version documents, scope review permissions and retain the context that explains each transition.

## Keep the version, evidence and decision together.

### Document intake

Handle document types, duplicate files, extraction limits and the source record associated with each upload.

### Field validation

Check extracted values against required formats and business rules before they reach downstream systems.

### Reviewer workflow

Route uncertain fields with the relevant source passage so a person can correct the result in context.

### Asynchronous processing

Keep uploads responsive while long extraction tasks run in a queue with visible progress.

### Source retention

Associate results with the source version and apply the agreed retention rules to both.

### Downstream delivery

Submit validated values through explicit contracts and reconcile the resulting business record.

## Can AI approve a document?

AI can help extract, classify and prepare information. Approval authority and the conditions for automated processing must be explicitly agreed and enforced.