Workflow

Permit-to-Approval

Permit request. Faster permits. with agents, systems, and approvals wired into one flow.

Case managementDocument store
End-to-end flow

How Permit-to-Approval actually runs

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

Variant
Agent-only

Fully autonomous permit-to-approval. 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
Permit SLA 30d → 6d, citizen satisfaction +24pts
TriggerPermit request arrives in case manag…ContextController pulls live context from C…ControllerIntake Agent classifies the case, pi…AgentSpecialist agents (Intake Agent, Doc…ActionAgent checks completeness, routes to…ApprovalSkipped (in policy)DashboardOperators at Stratus Bank watch a li…
Trigger → Context → Controller → Agent → Action → Approval → Dashboard
  • Trigger

    Permit request arrives in case management at Stratus Bank.

  • Context

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

  • Controller

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

  • Agent

    Specialist agents (Intake Agent, Document Checker Agent, Routing Agent) execute in parallel. extracting fields, calling APIs, drafting responses, and writing back to case management.

  • Action

    Agent checks completeness, routes to the right reviewer, and issues the permit on approval.

  • Approval

    Anything over the reviewer 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
  • Intake Agent
  • Document Checker Agent
  • Routing Agent
  • Reviewer Agent
Systems wired in
  • Case management
  • Document store
Human-in-the-loop approvals
  • Reviewer
  • Department head
Value captured

What Permit-to-Approval returns to the business

Outcome 1
Faster permits
Outcome 2
Better auditability

Run Permit-to-Approval 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.