Plausibility and a summary for the approval

Before the cost center’s responsible person approves an invoice, the plausibility check compares the VAT ID and the IBAN with the vendor’s master data and last invoice, and the gross amount with the last invoice (a deviation over 30 %). Then the AI summarizes the invoice. Both appear as hints on the task; a confidential document skips the summary.

The workflow

The workflow starts for every document of the type incoming-invoice. Its file workflow.yaml:

$schema: 'https://docs.acriva.de/schemas/workflow.schema.json'
format: 1
schemaVersion: 5
sdk: '1.0.0'
key: approval-hints
name: Hinweise für die Freigabe
template: custom
trigger:
  documentType: incoming-invoice
fields: []
start: plausibility
steps:
  - kind: aiAction
    name: plausibility
    label: Plausibilitätsprüfung
    action: checkPlausibility
    deviationPercent: 30
    next: summary
    onSkipped: summary
  - kind: aiAction
    name: summary
    label: Zusammenfassen
    action: summarize
    allowConfidential: false
    next: approval
    onSkipped: approval
  - kind: humanTask
    name: approval
    label: Freigabe Kostenstelle
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: costCenterResponsible
    fallback:
      kind: role
      role: Buchhaltung
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: approved
    onRejected: rejected
  - kind: end
    name: approved
    label: Freigegeben
    outcome: approved
  - kind: end
    name: rejected
    label: Zurückgewiesen
    outcome: rejected