Materiality determines authority
Resolution paths and approval requirements change with amount, exception type, and policy.
AI agent use case
Invoice exception resolution
Reconcile records, apply policy, update financial systems, and escalate exceptions that need judgment.
Business challenge
An invoice mismatch can depend on purchase orders, receipts, contract terms, approval history, vendor correspondence, materiality thresholds, and separation-of-duties rules.
Workflow blueprint
From a valid trigger to accepted work.
Capability: Understand, decide, execute, and govern. Trigger: An invoice fails an agreed match, policy, or approval check and enters an exception queue. Control boundary: Threshold-based approval and separation of duties.
- 01
Classify the exception
Identify the mismatch type, materiality, owner, due date, and permitted resolution path.
- 02
Reconcile source records
Compare invoice, order, receipt, contract, approval, vendor, and payment state.
- 03
Apply operating policy
Determine whether the case matches a routine path or requires additional authority.
- 04
Complete permitted actions
Update approved fields, request missing information, or continue through the governed exception path.
- 05
Return evidence
Record the source facts, rule applied, action, approval, and final system state.
Context & systems
The agent needs more than a prompt.
Context is matched to the task and decision, with source authority, recency, identity, and workflow purpose visible.
- 01
Invoice, purchase order, receipt, and payment records
- 02
Contract terms and vendor master data
- 03
Approval history and materiality policy
- 04
Exception ownership and service-level rules
- 05
Separation-of-duties constraints
Control points
Autonomy expands inside proven boundaries.
Each boundary describes where policy can continue the work and where accountable authority must remain visible.
No silent record conflict
Contradictory source systems pause the workflow with both records visible.
Duties remain separated
The workflow cannot combine actions that policy assigns to independent roles.
Success measures
Measure whether the work was accepted.
Targets are established against the customer's baseline. These are measurement categories, not performance claims.
- 01
Eligible exception auto-resolution rate
- 02
Time from detection to accepted resolution
- 03
Straight-through resolution rate by exception type
- 04
Reopened or reversed resolutions
Industry application
The blueprint changes with the operating environment.
Financial and regulated
Financial Services
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Explore industryEvaluate the operating reality
Assess this use case in your environment.
Define the outcome, context, systems, authority, exceptions, and production measures with Coryntas.