Which records and relationships can a release for this workflow contain?
A dataset, task pack or environment can contain organisation, policy, transaction, delegation, exception and task layers, linked so each decision can be traced to its rule.
A dataset, task pack or simulated environment for this workflow can contain several linked layers.
**Organisation layer:** roles, teams, reporting lines and the positions that hold authority.
**Policy layer:** an authority matrix with limits by amount band, risk rating and request category, plus written policy text covering delegation, conflicts of interest and escalation.
**Transaction layer:** requests, approvals, partial approvals, rejections, escalations and withdrawals, each with timestamps and the role that acted.
**Delegation layer:** delegation records with grantor, delegate, cap, scope and validity window, including ones that expired or were revoked.
**Exception layer:** over-limit submissions, split requests that try to stay under a limit, urgent overrides and approvals made on out-of-date policy.
**Task layer:** questions or actions built from the above, such as 'who can approve this request on this date?', each with an expected answer.
Relationships matter more than volume. A decision should point to the request, the policy row applied and the delegation, if any, so a buyer can reproduce the outcome. Everything is generated, informed by direct observation of how real businesses operate, and none of it is a real record. Scope which layers you need in a pilot, and inspect the sample for grounding and disclosure risk.
The value is in the links: every decision points to a request, a policy row and any delegation, so your customers can reproduce and audit outcomes.
- Audience:
- Licensed resellers
- Content type:
- Explanation
- Buyer question:
- What can be generated
Content release: r-a220eb6e099b243b
Related questions
- What fields and links make up a generated approval record schema?
- Can the generated authority matrix follow the structure of our own approval process?
- How can a task pack represent a claim settlement split to stay under a limit?
- Which records can a generated approval dataset contain?
- What should I specify when requesting generated authority and approval data?
- What does a generated claims settlement approval case look like?