Customer service and routing
How do I review a request and flag the unusual cases before someone approves it?
Run predictable checks before the approval step, such as required fields, amount limits, duplicate records, policy rules, or data mismatches. Show the approver only the exceptions and the supporting information needed to decide.
What to check
- Which checks can be automated before approval?
- What makes a case unusual?
- Does the approver see the reason it was flagged?