Move operational work forward without losing control
Help teams find missing evidence, focus review effort and take the next authorised action from one case flow.
See one case move from intake to authorised action
Evidence and exceptions stay visible
The illustrative scene connects intake, source evidence, a missing item, reviewer correction and the final human-controlled authorised action.
Start with the work, not the technology
Define the form, source documents, completeness rules, reviewer responsibilities, correction path and authorised action before automating the flow.
Measure the operating outcome through case readiness, turnaround time, reviewer effort and rework. Establish a baseline and agree each measure before reporting improvement.
Illustrative supplier review
1. Guided intake
A supplier completes a guided form and attaches the source documents required for review.
2. Check completeness
The workflow checks the submitted evidence and identifies a missing insurance certificate.
3. Request missing evidence
The supplier receives a clear request and can return the missing document to the same case.
4. Review and correct
An authorised reviewer opens the source evidence and corrects the AI classification when needed. AI can be wrong.
5. Take an authorised action
Only an authorised person triggers the next action under the organisation’s controls.
6. Measure the workflow
Track case readiness, turnaround time, reviewer effort and rework without presenting an illustrative example as a customer result.
Make responsibilities visible
Operations owner
Defines the outcome, current approach, service rules and accountable case owner.
Reviewer
Checks source evidence, resolves the missing item, makes any reviewer correction and controls the decision.
Workflow team
Configures intake, evidence handling, permissions, audit information and the authorised action boundary.
Operational control questions
What happens when evidence is missing?
The case stays visible, the missing item is identified and the supplier receives a clear request to complete it.
Can a reviewer correct the AI?
Yes. The authorised reviewer checks the source, corrects the AI and records the human-controlled outcome.
What is the honest alternative?
Keep the current approach when case volume is low, judgement cannot be structured safely or the existing process already gives reviewers a complete evidence view.
How should we prove value?
Agree a proof measure such as case readiness, turnaround time, reviewer effort or rework, record the baseline and report only observed change.
When should we decline?
Decline when source evidence cannot be retained, a responsible reviewer is unavailable or the proposed action cannot remain under human authority.
Choose the first step your team can own
Start without code
If your operations team needs to shape the workflow without a coding tool, explore Configurator. Use Surface when a technical delivery team owns setup, integration and release.
Explore the no-code pathTest a sample case first
Use the operations exercise to identify missing evidence, record a reviewer decision and compare the result with your current process before committing to a build.
Try the operations exerciseChoose one workflow worth improving
We can map its evidence, controls, roles and measures before deciding the delivery approach.
Start with Surface