Automated Expense Approval with Policy Coruless

Finance teams need to process expense reports quickly while enforcing policy compliance and maintaining audit-ready records.

El problema

Expense reports submitted through HR or finance systems are validated by Corules before routing to approvers. Category limits, duplicate detection, and receipt completeness rules are applied deterministically. Policy-compliant expenses auto-approve below threshold; exceptions escalate with specific violation details.

Cómo lo resuelve Corules

ESCALATE: Meal expense $890 exceeds category_limits['meals'] = $75. Escalating to finance manager.

Ejemplo de política

// Expense approval policy (CEL)
context.amount <= params.category_limits[context.category]
  && context.receipt_present == true
  && !context.is_duplicate
  && context.business_purpose.size() > 0

Opciones de integración

Microsoft Power PlatformSalesforceREST API

Frequently Asked Questions

Can per-diem rates vary by location?

Yes. Parameters are tenant-specific and can encode location-based meal limits, hotel caps, or mileage rates.

What counts as a policy violation?

Missing receipt, amount above category limit, duplicate submission, or missing business purpose — each triggers a specific violation code returned in the response.

Does this work with multi-currency expenses?

Currency normalization is handled before evaluation. The context object contains the normalized amount in base currency.

Deja de limitar la IA a sugerencias.

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