Build intelligent approvals

Intelligent approvals use AI to automate approval decisions based on policy documents you upload and configure. The system analyzes approval requests against your policies and provides automated decisions or recommendations.

Overview of creating intelligent approval policies

To create and deploy intelligent approval policies, follow the process shown in this workflow. This iterative approach helps you refine your policies for optimal approval decision accuracy.

1. Upload approval policy document

   Upload your organization's approval policy document to provide the AI system with the rules and criteria for making approval decisions.

2. Review AI-generated policy areas

   Examine the policy areas that the AI system generates based on your uploaded document to verify they align with your approval requirements.

3. Test intelligent approval policy areas

   Run the AI-generated policy against a set of test cases to evaluate its performance and identify areas for improvement.

4. Review policy improvement suggestions

   Analyze the system's recommendations for enhancing your policy document to potentially improve approval decision accuracy.

5. (Optional) Update and upload revised policy

   Modify your approval policy document based on the suggestions and upload the updated version to complete the refinement cycle.

General guidelines for intelligent approvals

For optimal results, provide policy documents that are clear, comprehensive, and include specific criteria for different approval scenarios. Regular testing and refinement help maintain high accuracy rates as your business requirements evolve.