Workflow

Document-to-Decision

Document uploaded. Faster processing. with agents, systems, and approvals wired into one flow.

Document storeWorkflow toolCase management
End-to-end flow

How Document-to-Decision actually runs

Three deployment patterns, two demo businesses. fully populated Trigger → Context → Controller → Agent → Action → Approval → Dashboard.

Variant
Agent-only

Fully autonomous document-to-decision. agent runs end-to-end inside policy. Humans see the dashboard, not the work.

Demo business
Stratus Bank
Financial services · Regional commercial bank, $14B AUM.
Outcome
Review SLA 5d → 6h, exception rate −68%
TriggerDocument uploaded arrives in documen…ContextController pulls live context from D…ControllerDocument Reader Agent classifies the…AgentSpecialist agents (Document Reader A…ActionAgent extracts the fields, checks ag…ApprovalSkipped (in policy)DashboardOperators at Stratus Bank watch a li…
Trigger → Context → Controller → Agent → Action → Approval → Dashboard
  • Trigger

    Document uploaded arrives in document store at Stratus Bank.

  • Context

    Controller pulls live context from Document store + Workflow tool. customer record, history, entitlements, balances, and current SLA state.

  • Controller

    Document Reader Agent classifies the case, picks the right play from the policy library, and dispatches the work.

  • Agent

    Specialist agents (Document Reader Agent, Compliance Checker Agent, Missing Information Agent) execute in parallel. extracting fields, calling APIs, drafting responses, and writing back to document store.

  • Action

    Agent extracts the fields, checks against policy, drafts the decision memo, and routes for sign-off.

  • Approval

    Anything over the material decisions threshold pauses with a one-click approval card to the named human owner. everything else ships autonomously.

  • Dashboard

    Operators at Stratus Bank watch a live board: volume, cycle time, exception rate, value captured, and per-agent confidence. drillable to the underlying ledger.

What's wired in

Systems, agents & approvals

Specialist agents
  • Document Reader Agent
  • Compliance Checker Agent
  • Missing Information Agent
  • Decision Support Agent
  • Audit Agent
Systems wired in
  • Document store
  • Workflow tool
  • Case management
Human-in-the-loop approvals
  • Material decisions
  • Compliance exceptions
Value captured

What Document-to-Decision returns to the business

Outcome 1
Faster processing
Outcome 2
Less manual review
Outcome 3
Better compliance

Run Document-to-Decision as an agent, not as a backlog.

We map the trigger, wire the systems, ship the agents, and put the dashboard on your wall. in four weeks.