A process in practice
Move a document through review
Bring the document, supporting records and review criteria together before the responsible person makes a decision.
← All use casesThe starting point
What starts the work?
A document arrives that needs checks, clarification or approval.
An illustrative process
Follow the route
from request to action.
Each step brings in the information, judgment or action the work needs.
- 01
AI assistance and connected systems
Prepare the information
Use a configured agent to read the document and gather the supporting records required for the review.
- 02
Business rules
Check the agreed criteria
Apply the process rules to the prepared information and highlight differences or missing details.
- 03
The reviewer
Resolve what needs judgment
Give the reviewer the document, relevant findings and requested decision. Route missing information for clarification.
- 04
Process tracking and connected systems
Record the outcome
Keep the decision with the work and perform the configured next actions after the required approval.
Keep authority clear
Agree who can
decide and act.
- AI-prepared information can require verification before it is used for a consequential decision.
- The review criteria, approval authority and permitted downstream actions are established for the process.
Bring your reality
Questions worth
starting with.
- What must the reviewer compare the document against?
- Which missing details or differences should stop the process?
- Who can approve the result and what should happen afterwards?
Start with the work on your mind
Where does your
process get stuck?
Bring a process, a recurring exception or a handoff that takes too much chasing. We’ll explore where Mossaic could help.
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